Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
American Funds Invmt. Co of Amer A (AIVSX)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 7    0
Total shares held : 
16,168  
% of shares held : 
0.18%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  5  
Amount of shares held : 
3,692  
% of shares held change : 
  0.04%  
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 :
1
 900
 5.57%
 
Increased Positions :
5
 2,945
 18.21%
 
Unchanged Positions :
1
 703
 4.35%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
1
-153
-0.95%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 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 the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   NORTH STAR ASSET MANAGEMENT INC 234 - 2023-12-31 6,790 $342,000 1,728
   GOFEN & GLOSSBERG LLC /IL/ 416 - 2022-12-31 6,643 $274,000 103
   Coston McIsaac & Partners 83 - 2024-03-31 4,775 $265,000 12
   TUCKER ASSET MANAGEMENT LLC 92 - 2023-12-31 4,781 $241,000 155
   FULTON BANK, N.A. 495 *New 2024-03-31 4,156 $231,000 4,156
   Game Plan Financial Advisors LLC 85 - 2024-03-31 2,711 $150,000 43
   Westside Investment Management Inc. 333 - 2024-03-31 1,044 $58,000 3
   Livelsberger Financial Advisory 89 - 2023-12-31 1,054 $53,000 0
   GROVE CREEK ASSET MANAGEMENT 188 - 2023-12-31 1,021 $51,000 40
   Strategic Investment Solutions Inc. /IL 248 - 2023-12-31 950 $48,000 950
   MOTCO 296 *New 2023-12-31 900 $45,000 900
   Main Street Group LTD 257 - 2023-12-31 703 $35,000 0
   ORG Partners LLC 1076 *Closed 2023-12-31 0 $0 -153
   ROTHSCHILD INVESTMENT CORP /IL 436 *Closed 2023-09-30 0 $0 -7,157

  14 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results