Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / COM
-
Number of holders
-
11
-
Total 13F shares, excl. options
-
59,352
-
Shares change
-
-4,856
-
Total reported value, excl. options
-
$3,941,000
-
Value change
-
-$324,419
-
Number of buys
-
8
-
Number of sells
-
-3
-
Price
-
$66.4
Significant Holders of American Funds New Perspective - COM as of Q4 2021
12 filings reported holding 648018109 - American Funds New Perspective - COM as of Q4 2021.
American Funds New Perspective - COM has 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 59,352 shares
.
Largest 10 shareholders include GOFEN & GLOSSBERG LLC /IL/ (12,334 shares), MOODY LYNN & LIEBERSON, LLC (11,416 shares), Private Capital Advisors, Inc. (8,638 shares), Almanack Investment Partners, LLC. (8,003 shares), IRONWOOD INVESTMENT MANAGEMENT LLC (4,939 shares), NORTH STAR ASSET MANAGEMENT INC (3,791 shares), Fulton Bank, N.A. (3,647 shares), CANANDAIGUA NATIONAL CORP (3,276 shares), RiverFront Investment Group, LLC (3,227 shares), and DIVIDEND ASSETS CAPITAL, LLC (51 shares).
This table shows the top 11 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.