Q4 2014 13F Holders as of 31 Dec 2014
-
Type / Class
-
Equity / MFA
-
Number of holders
-
8
-
Total 13F shares, excl. options
-
156,747
-
Shares change
-
-7,702
-
Total reported value, excl. options
-
$10,404,551
-
Value change
-
-$544,837
-
Number of buys
-
3
-
Number of sells
-
-6
-
Price
-
$66.37
Significant Holders of OAKMARK INVESTOR - MFA as of Q4 2014
10 filings reported holding 413838103 - OAKMARK INVESTOR - MFA as of Q4 2014.
OAKMARK INVESTOR - MFA has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 156,747 shares
.
Largest 10 shareholders include Janney Montgomery Scott LLC (82,548 shares), ALBION FINANCIAL GROUP /UT (18,551 shares), Endurance Wealth Management, Inc. (17,586 shares), WEDGEWOOD INVESTORS INC /PA/ (15,557 shares), OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC (7,459 shares), GOFEN & GLOSSBERG LLC /IL/ (6,631 shares), Fairpointe Capital LLC (5,056 shares), KARPAS STRATEGIES LLC (3,359 shares), Sandy Spring Bank (0 shares), and WEALTHFRONT INC (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.