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Get Institutions for : 
Harris Associates Investment Trust (OAKM.X)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 4    1
Total shares held : 
7,400  
% of shares held : 
0.82%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  1  
Amount of shares held : 
1,191  
% of shares held change : 
  0.13%  
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
 1,575
 21.28%
 
Increased Positions :
1
 19
 0.26%
 
Unchanged Positions :
1
 1,579
 21.34%
 
Decreased Positions :
1
-403
-5.45%
 
Closed Positions :
0
0
0%
 
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
   Livelsberger Financial Advisory 1 - 2023-12-31 46,558 $6,172,000 0
   GOFEN & GLOSSBERG LLC /IL/ 214 - 2022-12-31 13,240 $1,355,000 -46
   DIVIDEND GROWTH ADVISORS LLC 124 - 2023-12-31 2,352 $312,000 -403
   NEVILLE RODIE & SHAW INC 208 - 2024-03-31 1,894 $277,000 0
   NORTH POINT PORTFOLIO MANAGERS CORP/OH 54 - 2024-03-31 1,575 $230,000 0
   Main Street Group LTD 79 - 2023-12-31 1,579 $209,000 0
   Game Plan Financial Advisors LLC 132 - 2024-03-31 196 $29,000 -3

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