Q1 2022 13F Holders as of 31 Mar 2022
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Type / Class
-
Equity / COM
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Number of holders
-
9
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Total 13F shares, excl. options
-
54,817
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Shares change
-
-4,535
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Total reported value, excl. options
-
$3,274,000
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Value change
-
-$292,332
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Number of buys
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1
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Number of sells
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5
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Price
-
$59.73
Institutional Holders of American Funds New Perspective - COM as of Q1 2022
As of 31 Mar 2022 American Funds New Perspective - COM had 9 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 54,817 shares of stock of the company.
Largest 9 holders included GOFEN & GLOSSBERG LLC /IL/, MOODY LYNN & LIEBERSON, LLC, Private Capital Advisors, Inc., Almanack Investment Partners, LLC., IRONWOOD INVESTMENT MANAGEMENT LLC, CANANDAIGUA NATIONAL CORP, NORTH STAR ASSET MANAGEMENT INC, Fulton Bank, N.A., and DIVIDEND ASSETS CAPITAL, LLC.
This table shows 9 institutional shareholders of the security as of 31 Mar 2022.
| 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.