Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / COM
-
Number of holders
-
10
-
Total 13F shares, excl. options
-
55,680
-
Shares change
-
-3,327
-
Total reported value, excl. options
-
$3,442,000
-
Value change
-
-$205,239
-
Number of sells
-
-3
-
Price
-
$61.84
Significant Holders of American Funds New Perspective - COM as of Q1 2021
10 filings reported holding 648018109 - American Funds New Perspective - COM as of Q1 2021.
American Funds New Perspective - COM has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 55,680 shares
.
Largest 10 shareholders include GOFEN & GLOSSBERG LLC /IL/ (12,060 shares), MOODY LYNN & LIEBERSON, LLC (11,416 shares), Almanack Investment Partners, LLC. (6,728 shares), MOTCO (5,511 shares), IRONWOOD INVESTMENT MANAGEMENT LLC (4,606 shares), Fulton Bank, N.A. (4,058 shares), RiverFront Investment Group, LLC (3,946 shares), NORTH STAR ASSET MANAGEMENT INC (3,664 shares), CANANDAIGUA NATIONAL CORP (3,643 shares), and DIVIDEND ASSETS CAPITAL, LLC (48 shares).
This table shows the top 10 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.