Q3 2023 13F Holders as of 30 Sep 2023
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Type / Class
-
Equity / MUTUAL
-
Number of holders
-
6
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Total 13F shares, excl. options
-
23,935
-
Shares change
-
+2,856
-
Total reported value, excl. options
-
$706,819
-
Value change
-
+$79,839
-
Number of buys
-
5
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Number of sells
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-2
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Price
-
$29.54
Significant Holders of AMERICAN BALANCED FD - MUTUAL as of Q3 2023
8 filings reported holding 024071102 - AMERICAN BALANCED FD - MUTUAL as of Q3 2023.
AMERICAN BALANCED FD - MUTUAL has 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 23,935 shares
.
Largest 9 shareholders include ARVEST TRUST CO N A (9,421 shares), TOWER BRIDGE ADVISORS (7,631 shares), DIVIDEND ASSETS CAPITAL, LLC (3,137 shares), TUCKER ASSET MANAGEMENT LLC (1,932 shares), Coston, McIsaac & Partners (1,441 shares), ORG Partners LLC (373 shares), RE Dickinson Investment Advisors, LLC (0 shares), Strategic Investment Solutions, Inc. /IL (0 shares), and Financial Gravity Asset Management, Inc. (45,494 shares).
This table shows the top 6 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.