Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / MUTUAL
-
Number of holders
-
7
-
Total 13F shares, excl. options
-
55,327
-
Shares change
-
+459
-
Total reported value, excl. options
-
$1,864,057
-
Value change
-
+$34,060
-
Number of buys
-
5
-
Number of sells
-
-3
-
Price
-
$33.85
Significant Holders of AMERICAN BALANCED FD - MUTUAL as of Q1 2024
10 filings reported holding 024071102 - AMERICAN BALANCED FD - MUTUAL as of Q1 2024.
AMERICAN BALANCED FD - MUTUAL has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 55,327 shares
.
Largest 10 shareholders include Ethos Financial Group, LLC (18,097 shares), ARVEST TRUST CO N A (9,421 shares), TUCKER ASSET MANAGEMENT LLC (7,999 shares), TOWER BRIDGE ADVISORS (7,768 shares), Fulton Bank, N.A. (6,117 shares), Financial Gravity Asset Management, Inc. (4,481 shares), Coston, McIsaac & Partners (1,444 shares), Main Street Group, LTD (0 shares), Livelsberger Financial Advisory (0 shares), and DIVIDEND ASSETS CAPITAL, LLC (0 shares).
This table shows the top 7 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.