Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / CANDRIAM US LRG
-
Number of holders
-
23
-
Total 13F shares, excl. options
-
8,823,159
-
Shares change
-
+410,883
-
Total reported value, excl. options
-
$370,475,188
-
Value change
-
+$17,244,002
-
Number of buys
-
14
-
Number of sells
-
-6
-
Price
-
$41.99
Significant Holders of NEW YORK LIFE INVESTMENTS ET - CANDRIAM US LRG (IQSU) as of Q4 2023
24 filings reported holding IQSU - NEW YORK LIFE INVESTMENTS ET - CANDRIAM US LRG as of Q4 2023.
NEW YORK LIFE INVESTMENTS ET - CANDRIAM US LRG (IQSU) has 23 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8,823,159 shares
.
Largest 10 shareholders include NEW YORK LIFE INVESTMENT MANAGEMENT LLC (6,491,633 shares), Bank of Italy (1,805,576 shares), KWB Wealth (105,253 shares), LPL Financial LLC (76,186 shares), BOSTON FINANCIAL MANGEMENT LLC (56,541 shares), Cetera Advisors LLC (52,943 shares), BANK OF AMERICA CORP /DE/ (37,096 shares), MGO ONE SEVEN LLC (36,782 shares), IFP Advisors, Inc (32,965 shares), and Waterloo Capital, L.P. (31,031 shares).
This table shows the top 23 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.