Q1 2025 13F Holders as of 31 Mar 2025
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Type / Class
-
Equity / MORGAN DEMPSEY L
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Number of holders
-
5
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Total 13F shares, excl. options
-
684,408
-
Shares change
-
-39,370
-
Total reported value, excl. options
-
$18,575,516
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Value change
-
-$1,044,855
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Number of buys
-
4
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Number of sells
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-2
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Price
-
$27.14
Significant Holders of EA SERIES TRUST - MORGAN DEMPSEY L (MDLV) as of Q1 2025
6 filings reported holding MDLV - EA SERIES TRUST - MORGAN DEMPSEY L as of Q1 2025.
EA SERIES TRUST - MORGAN DEMPSEY L (MDLV) has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 684,408 shares
.
Largest 6 shareholders include ENVESTNET ASSET MANAGEMENT INC (403,049 shares), Beacon Pointe Advisors, LLC (235,639 shares), MORGAN DEMPSEY CAPITAL MANAGEMENT LLC (21,500 shares), Private Advisor Group, LLC (12,428 shares), GTS SECURITIES LLC (11,792 shares), and GOLDMAN SACHS GROUP INC (0 shares).
This table shows the top 5 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.