Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / LOAD EQUITY FUND
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Number of holders
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6
-
Total 13F shares, excl. options
-
32.7K
-
Shares change
-
-3.53K
-
Total reported value, excl. options
-
$1.73M
-
Value change
-
-$195K
-
Number of buys
-
5
-
Number of sells
-
-3
-
Price
-
$52.81
Significant Holders of AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND as of Q3 2023
8 filings reported holding 939330106 - AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND as of Q3 2023.
AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND has 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 32.7K shares
.
Largest 8 shareholders include ARVEST TRUST CO N A (13.5K shares), Coston, McIsaac & Partners (11.5K shares), GREAT LAKES ADVISORS, LLC (5.82K shares), DIVIDEND ASSETS CAPITAL, LLC (915 shares), ORG Partners LLC (616 shares), TUCKER ASSET MANAGEMENT LLC (367 shares), RE Dickinson Investment Advisors, LLC (0 shares), and ROTHSCHILD INVESTMENT LLC /IL (0 shares).
This table shows the top 6 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.