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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
   DAVIS SELECTED ADVISERS 26 - 2024-03-31 3,385,789 $136,684,000 -4,252
   DAVIDSON D A & CO 269 - 2024-03-31 141,391 $5,708,000 -1,293
   Gladstone Institutional Advisory LLC 85 - 2024-03-31 135,829 $5,483,000 -2,272
   COMMONWEALTH EQUITY SERVICES LLC. 1129 - 2024-03-31 130,246 $5,258,000 -822
   Sebold Capital Management Inc. 11 - 2024-03-31 100,113 $4,042,000 -3,441
   CAPWEALTH ADVISORS, LLC 54 - 2024-03-31 40,417 $1,632,000 -65
   MERCER GLOBAL ADVISORS INC /ADV 798 - 2024-03-31 38,412 $1,551,000 -5,419
   Private Advisor Group LLC 972 - 2024-03-31 36,124 $1,458,000 -329
   CAPTRUST FINANCIAL ADVISORS 1074 - 2024-03-31 26,948 $1,088,000 -140
   Beck Bode LLC 88 - 2024-03-31 25,163 $1,016,000 -15,724
   Toroso Investments LLC 1175 - 2024-03-31 12,325 $498,000 -3,916
   Centric Wealth Management 101 - 2024-03-31 11,158 $429,000 -138
   Summit Investment Advisory Services LLC 48 - 2024-03-31 8,107 $327,000 -156
   Orion Portfolio Solutions LLC 1431 - 2024-03-31 7,944 $321,000 -9,145
   Steward Partners Investment Advisory LLC 1250 - 2024-03-31 7,460 $301,000 -180
   CLS INVESTMENT FIRM LLC 1174 - 2022-12-31 10,256 $279,000 -875
   Goss Wealth Management LLC 1740 - 2024-03-31 5,909 $239,000 -1,090
   SILVER OAK SECURITIES Inc 344 - 2024-03-31 5,787 $234,000 -2,141
   BENJAMIN F. EDWARDS & COMPANY INC. 1458 - 2024-03-31 640 $26,000 -100
   WELLS FARGO & CO/MN 6680 - 2024-03-31 0 $0 -8
  20 Records found
  1    
  Page 1 of 1
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