Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / COM
-
Number of holders
-
9
-
Total 13F shares, excl. options
-
16,031
-
Shares change
-
+5,037
-
Total reported value, excl. options
-
$11,445,000
-
Value change
-
+$3,595,918
-
Number of buys
-
4
-
Number of sells
-
-2
-
Price
-
$713.33
Significant Holders of BOSWELL J G CO - COM (BWEL) as of Q1 2021
9 filings reported holding BWEL - BOSWELL J G CO - COM as of Q1 2021.
BOSWELL J G CO - COM (BWEL) has 9 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 16,031 shares
.
Largest 9 shareholders include REIK & CO., LLC (5,285 shares), American Research & Management Co. (4,379 shares), KELLY LAWRENCE W & ASSOCIATES INC/CA (4,077 shares), Livingston Group Asset Management CO (operating as Southport Capital Management) (900 shares), BEACH INVESTMENT COUNSEL INC/PA (600 shares), HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC (450 shares), CAPTRUST FINANCIAL ADVISORS (257 shares), Ancora Advisors, LLC (73 shares), and DIVIDEND ASSETS CAPITAL, LLC (10 shares).
This table shows the top 9 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.