Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / MUTUAL
-
Number of holders
-
10
-
Total 13F shares, excl. options
-
62,268
-
Shares change
-
+26,983
-
Total reported value, excl. options
-
$1,991,954
-
Value change
-
+$864,050
-
Number of buys
-
6
-
Number of sells
-
-1
-
Price
-
$31.99
Significant Holders of AMERICAN BALANCED FD - MUTUAL as of Q4 2023
11 filings reported holding 024071102 - AMERICAN BALANCED FD - MUTUAL as of Q4 2023.
AMERICAN BALANCED FD - MUTUAL has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 62,268 shares
.
Largest 10 shareholders include Ethos Financial Group, LLC (18,038 shares), ARVEST TRUST CO N A (9,421 shares), TOWER BRIDGE ADVISORS (7,743 shares), Strategic Investment Solutions, Inc. /IL (7,400 shares), Livelsberger Financial Advisory (5,244 shares), Financial Gravity Asset Management, Inc. (4,481 shares), TUCKER ASSET MANAGEMENT LLC (3,690 shares), DIVIDEND ASSETS CAPITAL, LLC (3,183 shares), Main Street Group, LTD (1,625 shares), and Coston, McIsaac & Partners (1,443 shares).
This table shows the top 10 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.