Q4 2024 13F Holders as of 31 Dec 2024
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Type / Class
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Equity / Equity Mutual Fu
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Number of holders
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4
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Total 13F shares, excl. options
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277,258
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Shares change
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+43,163
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Total reported value, excl. options
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$11,145,755
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Value change
-
+$1,735,140
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Number of buys
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3
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Price
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$40.20
Institutional Holders of FPA CRESCENT FUND - Equity Mutual Fu as of Q4 2024
4 filings reported holding 30254T759 - FPA CRESCENT FUND - Equity Mutual Fu as of 31 Dec 2024.
FPA CRESCENT FUND - Equity Mutual Fu had 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 277,258 shares of stock of the company.
Largest 4 holders included Broderick Brian C, Hemenway Trust Co LLC, Dempze Nancy E, and TWIN CAPITAL MANAGEMENT INC.
This table shows the top 4 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.