Who owns Oakmark Equity Income Fd?
- Ticker: OAKBX
- CUSIP Number: 413838400
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Analyze quarterly positions in Oakmark Equity Income with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Oakmark Equity Income Fd this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Livelsberger Financial Advisory | 35k | $1.2M | 100% | Dec 2023 |
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Coston, McIsaac & Partners | 490.00 | $16k | -65% | Dec 2023 |
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Who sold out of Oakmark Equity Income?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Eagle Bay Advisors | Sep 2023 | 6.5k | $203k |
RE Dickinson Investment Advisors | Jun 2023 | 1.2k | $37k |