Q4 2024 13F Holders as of 31 Dec 2024
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Type / Class
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Equity / Mutual Funds
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Number of holders
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2
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Total 13F shares, excl. options
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456,591
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Shares change
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+4,560
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Total reported value, excl. options
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$4,460,929
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Value change
-
+$44,551
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Number of buys
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2
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Price
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$9.77
Institutional Holders of FPA NEW INCOME - Mutual Funds as of Q4 2024
As of 31 Dec 2024 FPA NEW INCOME - Mutual Funds had 2 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 456,591 shares of stock of the company.
Largest 2 holders included FIRST MERCHANTS CORP and TUCKER ASSET MANAGEMENT LLC.
This table shows 2 institutional shareholders of the security as of 31 Dec 2024.
| 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.