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Get Institutions for : 
Dodge & Cox Stock (DODGX)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 11    1
Total shares held : 
 23,566  
% of shares held : 
 0.03%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 -71,849  
% of shares held change : 
   -0.08%  
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 :
2
 1,049
 4.45%
 
Increased Positions :
5
 373
 1.58%
 
Unchanged Positions :
2
 1,137
 4.82%
 
Decreased Positions :
2
-19,286
-81.84%
 
Closed Positions :
1
-53,985
-229.08%
 
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
   ENCOMPASS WEALTH ADVISORS LLC 29 - 2023-12-31 7,121 $1,734,000 143
   ROANOKE ASSET MANAGEMENT CORP/ NY 45 - 2023-12-31 6,650 $1,620,000 34
   MOTCO 118 - 2023-12-31 5,118 $1,246,000 13
   ROTHSCHILD INVESTMENT CORP /IL 196 - 2023-09-30 4,193 $949,000 -426
   GOFEN & GLOSSBERG LLC /IL/ 341 - 2022-12-31 2,110 $455,000 5
   FERGUSON WELLMAN CAPITAL MANAGEMENT INC 306 - 2024-03-31 1,102 $284,000 4
   TWIN CAPITAL MANAGEMENT INC 253 - 2023-12-31 1,073 $261,000 22
   CARRET ASSET MANAGEMENT 243 - 2024-03-31 869 $224,000 0
   Williams Jones Wealth Management LLC. 463 - 2023-12-31 891 $217,000 0
   Livelsberger Financial Advisory 49 - 2023-12-31 623 $152,000 0
   Coston McIsaac & Partners 182 - 2024-03-31 246 $63,000 0
   Laffer Tengler Investments 192 *New 2023-12-31 180 $44,000 180
   Strategic Investment Solutions Inc. /IL 274 - 2023-12-31 163 $40,000 -19,070
   ORG Partners LLC 509 - 2023-12-31 157 $39,000 -216
   TUCKER ASSET MANAGEMENT LLC 314 - 2023-12-31 117 $28,000 -37
   NISA INVESTMENT ADVISORS L L C *Closed 2023-12-31 0 $0 -53,985
  16 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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