Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / LOAD EQUITY FUND
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Number of holders
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5
-
Total 13F shares, excl. options
-
36.3K
-
Shares change
-
+5.47K
-
Total reported value, excl. options
-
$1.99M
-
Value change
-
+$297K
-
Number of buys
-
4
-
Number of sells
-
-1
-
Price
-
$54.27
Significant Holders of AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND as of Q2 2023
6 filings reported holding 939330106 - AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND as of Q2 2023.
AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 36.3K shares
.
Largest 6 shareholders include ARVEST TRUST CO N A (13.5K shares), Coston, McIsaac & Partners (11.6K shares), GREAT LAKES ADVISORS, LLC (5.8K shares), ROTHSCHILD INVESTMENT CORP /IL (4.81K shares), RE Dickinson Investment Advisors, LLC (582 shares), and DIVIDEND ASSETS CAPITAL, 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.