Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / COM
-
Number of holders
-
8
-
Total 13F shares, excl. options
-
1,969,252
-
Shares change
-
-91,213
-
Total reported value, excl. options
-
$119,120,000
-
Value change
-
-$5,575,019
-
Number of buys
-
5
-
Number of sells
-
-5
-
Price
-
$60.48
Significant Holders of ADVISORS INNER CIRCLE FD EDGWD GRW INST - COM as of Q4 2021
11 filings reported holding 0075W0759 - ADVISORS INNER CIRCLE FD EDGWD GRW INST - COM as of Q4 2021.
ADVISORS INNER CIRCLE FD EDGWD GRW INST - COM has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,969,252 shares
.
Largest 10 shareholders include Fulton Bank, N.A. (1,944,284 shares), MAGNOLIA CAPITAL MANAGEMENT LTD (5,430 shares), NEVILLE RODIE & SHAW INC (4,779 shares), TOCQUEVILLE ASSET MANAGEMENT L.P. (4,500 shares), L & S Advisors Inc (3,578 shares), DIVIDEND ASSETS CAPITAL, LLC (3,418 shares), KELLY LAWRENCE W & ASSOCIATES INC/CA (2,688 shares), Barrett Asset Management, LLC (575 shares), 55I, LLC (0 shares), and CARDEROCK CAPITAL MANAGEMENT INC (0 shares).
This table shows the top 8 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.