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Get Institutions for : 
New Perspective Fund Inc (ANWP.X)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 10    1
Total shares held : 
 40,381  
% of shares held : 
 4.49%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 19,456  
% of shares held change : 
   2.16%  
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 :
3
 5,672
 14.05%
 
Increased Positions :
5
 13,896
 34.41%
 
Unchanged Positions :
2
 5,528
 13.69%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
2
-112
-0.28%
 
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
   GOFEN & GLOSSBERG LLC /IL/ 296 - 2022-12-31 13,257 $627,000 1,165
   MOODY LYNN & CO/ 143 - 2024-03-31 9,416 $571,000 0
   PRIVATE CAPITAL ADVISORS INC 54 - 2023-12-31 8,494 $475,000 439
   FULTON BANK, N.A. 375 - 2024-03-31 6,603 $400,000 2,956
   IRONWOOD INVESTMENT MANAGEMENT LLC 127 - 2023-12-31 5,422 $303,000 280
   TUCKER ASSET MANAGEMENT LLC 78 - 2023-12-31 5,321 $297,000 425
   CANANDAIGUA NATIONAL BANK & TRUST CO 244 - 2024-03-31 3,805 $231,000 0
   Ethos Financial Group LLC 194 *New 2023-12-31 4,075 $228,000 4,075
   Coston McIsaac & Partners 122 - 2024-03-31 2,202 $133,000 0
   Main Street Group LTD 133 - 2023-12-31 1,723 $96,000 0
   MOTCO 295 *New 2023-12-31 826 $46,000 826
   Strategic Investment Solutions Inc. /IL 261 *New 2023-12-31 771 $43,000 771
   Livelsberger Financial Advisory 136 - 2023-12-31 382 $21,000 0
   Game Plan Financial Advisors LLC 224 - 2024-03-31 91 $6,000 0
   ROTHSCHILD INVESTMENT CORP /IL 417 *Closed 2023-09-30 0 $0 -8,726
   ORG Partners LLC 1036 *Closed 2023-12-31 0 $0 -57
   DIVIDEND GROWTH ADVISORS LLC 433 *Closed 2023-12-31 0 $0 -55
  17 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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