Q2 2021 13F Holders as of 30 Jun 2021
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Type / Class
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Equity / COM
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Number of holders
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10
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Total 13F shares, excl. options
-
62,203
-
Shares change
-
+6,523
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Total reported value, excl. options
-
$4,160,448
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Value change
-
+$463,990
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Number of buys
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2
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Number of sells
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2
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Price
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$66.88
Institutional Holders of American Funds New Perspective - COM as of Q2 2021
As of 30 Jun 2021 American Funds New Perspective - COM had 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 62,203 shares of stock of the company.
Largest 10 holders included GOFEN & GLOSSBERG LLC /IL/, Blue Edge Capital, LLC, MOODY LYNN & LIEBERSON, LLC, Almanack Investment Partners, LLC., IRONWOOD INVESTMENT MANAGEMENT LLC, Fulton Bank, N.A., RiverFront Investment Group, LLC, NORTH STAR ASSET MANAGEMENT INC, CANANDAIGUA NATIONAL CORP, and DIVIDEND ASSETS CAPITAL, LLC.
This table shows 11 institutional shareholders of the security as of 30 Jun 2021.
| 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.