Who owns Fundamental Invs Inc Com?

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Analyze quarterly positions in Fundamental Invs with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Fundamental Invs stock

Who bought or sold Fundamental Invs Inc Com this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Coston, McIsaac & Partners 12k $857k 4% Dec 2023
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Amarillo National Bank 6.1k $436k 0% Dec 2023
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Dividend Growth Advisors 4.1k $296k -44% Dec 2023
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Ferguson Wellman Capital Management 4.1k $293k -28% Dec 2023
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North Star Asset Management 3.8k $273k 0% Dec 2023
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Tucker Asset Management 1.8k $132k 9% Dec 2023
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Livelsberger Financial Advisory 840.00 $60k 100% Dec 2023
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Main Street Group 189.00 $14k 100% Dec 2023
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AlphaMark Advisors 7.00 $999.999700 100% Dec 2023
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Who sold out of Fundamental Invs?

Fund or Company Name Date Sold Shares Held Valued At
Rothschild Investment Corp Jun 2023 4.9k $331k
Strategic Investment Solutions Jun 2023 865.00 $59k
RE Dickinson Investment Advisors Jun 2023 396.00 $27k
ORG Partners Sep 2023 117.00 $7.7k