VAN WELLINGTON ADM #571 - MFD

Q4 2023 13F Holders as of 12/31/2023

Type / Class
Equity / MFD
Number of holders
7
Total 13F shares, excl. options
59.8K
Shares change
-1.93K
Total reported value, excl. options
$4.27M
Value change
-$127K
Number of buys
5
Number of sells
-2
Price
$71.40

Significant Holders of VAN WELLINGTON ADM #571 - MFD as of Q4 2023

8 filings reported holding 921935201 - VAN WELLINGTON ADM #571 - MFD as of Q4 2023.
VAN WELLINGTON ADM #571 - MFD has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 59.8K shares .
Largest 8 shareholders include TOWER BRIDGE ADVISORS (19.4K shares), NORTH STAR ASSET MANAGEMENT INC (18.2K shares), FERGUSON WELLMAN CAPITAL MANAGEMENT, INC (7.26K shares), Livelsberger Financial Advisory (5.77K shares), NORTHSTAR ASSET MANAGEMENT LLC (5.14K shares), Grassi Investment Management (2.96K shares), Coston, McIsaac & Partners (1.1K shares), and FULTON BANK, N.A. (0 shares).
This table shows the top 7 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.