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Harris Associates Investment Trust (OAKM.X) |
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$ 0.00 (0.00%) as of 4:30 Fri 2/14
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Download |
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Institutional
Holders
Total
Institutions:
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4 1 |
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Total
shares held :
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7,400 |
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% of shares
held :
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0.82% |
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Changes In:
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New/increased
positions vs
old/decreased
positions :
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1 |
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Amount
of shares held :
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1,191 |
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% of shares
held change :
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0.13% |
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Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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N/A |
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Last
Quarter's Ending
Price :
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N/A |
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Last
Quarter's Average
Price :
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N/A |
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Change
from last quarter's
avg. price
to the last closing :
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(%) |
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Free Registration Required For Full Results
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Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
GOFEN & GLOSSBERG LLC /IL/ |
214 |
- |
2022-12-31 |
13,240 |
$1,355,000 |
-46 |
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NEVILLE RODIE & SHAW INC |
208 |
- |
2024-03-31 |
1,894 |
$277,000 |
0 |
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NORTH POINT PORTFOLIO MANAGERS CORP/OH |
54 |
- |
2024-03-31 |
1,575 |
$230,000 |
0 |
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Financial Gravity Wealth Inc. |
230 |
*New |
2024-03-31 |
293 |
$43,000 |
293 |
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Game Plan Financial Advisors LLC |
132 |
- |
2024-03-31 |
196 |
$29,000 |
-3 |
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Main Street Group LTD |
753 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,579 |
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Livelsberger Financial Advisory |
214 |
*Closed |
2024-03-31 |
0 |
$0 |
-46,558 |
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DIVIDEND GROWTH ADVISORS LLC |
420 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,352 |
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8 Records found
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1
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Page 1 of 1 |
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