Q3 2024 13F Holders as of 9/30/2024
-
Type / Class
-
Equity / MFD
-
Number of holders
-
8
-
Total 13F shares, excl. options
-
50.1K
-
Shares change
-
+4.11K
-
Total reported value, excl. options
-
$4.01M
-
Value change
-
+$355K
-
Number of buys
-
4
-
Number of sells
-
-2
-
Price
-
$79.98
Significant Holders of VAN WELLINGTON ADM #571 - MFD as of Q3 2024
9 filings reported holding 921935201 - VAN WELLINGTON ADM #571 - MFD as of Q3 2024.
VAN WELLINGTON ADM #571 - MFD has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 50.1K shares
.
Largest 9 shareholders include NORTH STAR ASSET MANAGEMENT INC (18.2K shares), Redwood Wealth Management Group, LLC (9.39K shares), TOWER BRIDGE ADVISORS (6.91K shares), NORTHSTAR ASSET MANAGEMENT Co LLC (5.14K shares), FERGUSON WELLMAN CAPITAL MANAGEMENT, INC (3.28K shares), First Fiduciary Investment Counsel, Inc. (3.14K shares), Grassi Investment Management (3.01K shares), Coston, McIsaac & Partners (1.12K shares), and Fifth Third Wealth Advisors LLC (0 shares).
This table shows the top 8 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.