Q2 2023 13F Holders as of 6/30/2023
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Type / Class
-
Equity / MFD
-
Number of holders
-
5
-
Total 13F shares, excl. options
-
41.8K
-
Shares change
-
-18.9K
-
Total reported value, excl. options
-
$2.95M
-
Value change
-
-$1.29M
-
Number of buys
-
1
-
Number of sells
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-3
-
Price
-
$70.61
Significant Holders of VAN WELLINGTON ADM #571 - MFD as of Q2 2023
7 filings reported holding 921935201 - VAN WELLINGTON ADM #571 - MFD as of Q2 2023.
VAN WELLINGTON ADM #571 - MFD has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 41.8K shares
.
Largest 7 shareholders include NORTH STAR ASSET MANAGEMENT INC (17.5K shares), FERGUSON WELLMAN CAPITAL MANAGEMENT, INC (15.3K shares), NORTHSTAR ASSET MANAGEMENT LLC (4.96K shares), RE Dickinson Investment Advisors, LLC (2.96K shares), Coston, McIsaac & Partners (1.05K shares), TOWER BRIDGE ADVISORS (0 shares), and Wallington Asset Management, LLC (0 shares).
This table shows the top 5 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.