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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
   Kathleen S. Wright Associates Inc. 51 - 2024-03-31 22,548 $910,000 0
   Melone Private Wealth LLC 35 - 2024-03-31 15,430 $623,000 0
   CI Private Wealth LLC 1723 - 2024-03-31 10,070 $407,000 0
   Financial Advocates Investment Management 510 - 2024-03-31 9,671 $390,000 0
   Diligent Investors LLC 264 - 2024-03-31 6,985 $282,000 0
   MARINER WEALTH ADVISORS, LLC 2493 - 2024-03-31 6,948 $280,000 0
   IFP Advisors Inc 938 - 2023-12-31 5,516 $194,000 0
   Spire Wealth Management 952 - 2024-03-31 2,826 $114,000 0
   J P MORGAN CHASE & CO 4850 - 2024-03-31 730 $29,000 0
   HARBOR INVESTMENT ADVISORY LLC 851 - 2024-03-31 250 $10,000 0
   Game Plan Financial Advisors LLC 214 - 2024-03-31 194 $8,000 0
   PROEQUITIES INC. 4524 - 2024-03-31 0 $0 0

  12 Records found
  1    
  Page 1 of 1
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