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Get Institutions for : 
Davis Select Us Equity (DUSA)  
$32.78 0.00 (0.00%) as of 4:30 Mon 3/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 58    6
Total shares held : 
9,148,797  
% of shares held : 
86.31%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  6  
Amount of shares held : 
327,940  
% of shares held change : 
  3.09%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 223,312
 2.44%
 
Increased Positions :
22
 401,622
 4.39%
 
Unchanged Positions :
6
 36,411
 0.4%
 
Decreased Positions :
22
-240,751
-2.63%
 
Closed Positions :
2
-56,243
-0.61%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Andesa Financial Management Inc. 36 *New 2022-12-31 69,468 $1,887,000 69,468
   Fulcrum Equity Management 15 *New 2024-03-31 31,687 $1,279,000 31,687
   Legacy Capital Group California Inc. 237 *New 2024-03-31 6,917 $279,000 6,917
   WEDBUSH MORGAN SECURITIES INC 1050 *New 2024-03-31 5,346 $216,000 5,346
   Baird Financial Group Inc. 1649 *New 2024-03-31 5,304 $214,000 5,304
   HANSON MCCLAIN, INC. 1390 *New 2024-03-31 995 $40,000 995
   BANK OF MONTREAL /CAN/ 3134 *New 2024-03-31 620 $25,000 620
   Kozak & Associates Inc. 225 *New 2024-03-31 276 $11,000 276

  8 Records found
  1    
  Page 1 of 1
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