Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / NTF EQUITY FUNDS
-
Number of holders
-
4
-
Total 13F shares, excl. options
-
226,366
-
Shares change
-
+151,783
-
Total reported value, excl. options
-
$5,069,420
-
Value change
-
+$3,395,936
-
Number of buys
-
4
-
Number of sells
-
-1
-
Price
-
$21.86
Significant Holders of AMERICAN FUNDS INCOME FUND OF AMER F2 - NTF EQUITY FUNDS as of Q3 2023
5 filings reported holding 453320822 - AMERICAN FUNDS INCOME FUND OF AMER F2 - NTF EQUITY FUNDS as of Q3 2023.
AMERICAN FUNDS INCOME FUND OF AMER F2 - NTF EQUITY FUNDS has 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 226,366 shares
.
Largest 5 shareholders include Strategic Investment Solutions, Inc. /IL (150,003 shares), ORG Partners LLC (47,960 shares), ENCOMPASS WEALTH ADVISORS, LLC (25,946 shares), TUCKER ASSET MANAGEMENT LLC (2,457 shares), and WEST MICHIGAN ADVISORS, LLC (0 shares).
This table shows the top 4 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.