Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / PFD CV TR SEC 28
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Number of holders
-
8
-
Total 13F shares, excl. options
-
644,642
-
Shares change
-
-961
-
Total reported value, excl. options
-
$13,573,573
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Value change
-
-$14,009
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Number of buys
-
2
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Number of sells
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-3
-
Price
-
$17.22
Significant Holders of EL PASO ENERGY CAP TR I - PFD CV TR SEC 28 (EPPRC) as of Q2 2023
10 filings reported holding EPPRC - EL PASO ENERGY CAP TR I - PFD CV TR SEC 28 as of Q2 2023.
EL PASO ENERGY CAP TR I - PFD CV TR SEC 28 (EPPRC) has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 644,642 shares
.
Largest 10 shareholders include LOOMIS SAYLES & CO L P (457,557 shares), KCS Wealth Advisory (84,489 shares), C2C Wealth Management, LLC (42,634 shares), Vista Private Wealth Partners. LLC (24,498 shares), FORVIS Wealth Advisors, LLC (12,669 shares), Ignite Planners, LLC (11,788 shares), Diligent Investors, LLC (10,554 shares), Allworth Financial LP (453 shares), CoreCap Advisors, LLC (0 shares), and Ameritas Advisory Services, LLC (0 shares).
This table shows the top 8 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.