Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / COM
-
Number of holders
-
8
-
Total 13F shares, excl. options
-
44,805
-
Shares change
-
+10,313
-
Total reported value, excl. options
-
$2,480,207
-
Value change
-
+$583,509
-
Number of buys
-
3
-
Number of sells
-
-2
-
Price
-
$55.37
Significant Holders of American Funds New Perspective - COM as of Q2 2023
9 filings reported holding 648018109 - American Funds New Perspective - COM as of Q2 2023.
American Funds New Perspective - COM has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 44,805 shares
.
Largest 9 shareholders include MOODY LYNN & LIEBERSON, LLC (9,416 shares), ROTHSCHILD INVESTMENT CORP /IL (8,726 shares), Private Capital Advisors, Inc. (8,385 shares), IRONWOOD INVESTMENT MANAGEMENT LLC (5,142 shares), CANANDAIGUA NATIONAL BANK & TRUST CO (3,805 shares), Fulton Bank, N.A. (3,647 shares), RE Dickinson Investment Advisors, LLC (3,596 shares), Coston, McIsaac & Partners (2,088 shares), and Ethos Financial Group, LLC (0 shares).
This table shows the top 8 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.