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Get Institutions for : 
Fundamental Investors Inc (ANCF.X)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 8    1
Total shares held : 
 31,234  
% of shares held : 
 3.47%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 -3,609  
% of shares held change : 
   -0.4%  
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 :
0
 0
 0%
 
Increased Positions :
3
 1,377
 4.41%
 
Unchanged Positions :
3
 10,092
 32.31%
 
Decreased Positions :
2
-4,869
-15.59%
 
Closed Positions :
1
-117
-0.37%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Coston McIsaac & Partners 49 - 2024-03-31 12,010 $955,000 20
   AMARILLO NATIONAL BANK 62 - 2024-03-31 5,927 $471,000 -165
   FERGUSON WELLMAN CAPITAL MANAGEMENT INC 288 - 2024-03-31 4,105 $326,000 7
   DIVIDEND GROWTH ADVISORS LLC 130 - 2023-12-31 4,143 $296,000 -3,276
   NORTH STAR ASSET MANAGEMENT INC 247 - 2023-12-31 3,811 $272,000 0
   FULTON BANK, N.A. 510 *New 2024-03-31 2,651 $211,000 2,651
   TUCKER ASSET MANAGEMENT LLC 127 - 2023-12-31 1,842 $132,000 149
   Strategic Investment Solutions Inc. /IL 212 - 2023-12-31 904 $65,000 904
   Livelsberger Financial Advisory 77 - 2023-12-31 840 $60,000 0
   Game Plan Financial Advisors LLC 114 - 2024-03-31 611 $49,000 1
   Main Street Group LTD 399 - 2023-12-31 189 $14,000 0
   ROTHSCHILD INVESTMENT CORP /IL 418 *Closed 2023-09-30 0 $0 -4,877
   ORG Partners LLC 1134 *Closed 2023-12-31 0 $0 -117
   ALPHAMARK ADVISORS LLC 793 *Closed 2024-03-31 0 $0 -7
  14 Records found
  1    
  Page 1 of 1
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