Who owns Fundamental Invs Inc Com?

Tip: Access positions for across all investors

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
Westside Investment Management 16k $1.5M 100% Sep 2025
 View chart
Coston, McIsaac & Partners 13k $1.2M -1% Sep 2025
 View chart
Ferguson Wellman Capital Management 4.5k $423k 0% Sep 2025
 View chart
Financially Speaking 4.0k $370k 0% Sep 2025
 View chart
North Star Asset Management 3.8k $356k 0% Sep 2025
 View chart
Luminist Capital 375.00 $35k 100% Sep 2025
 View chart
Game Plan Financial Advisors 86.00 $8.1k 0% Sep 2025
 View chart
Financial Gravity Wealth 2.00 $151.000000 0% Sep 2025
 View chart
Financial Gravity Companies 2.00 $142.000000 100% Jun 2025
 View chart

Who sold out of Fundamental Invs?

Fund or Company Name Date Sold Shares Held Valued At
Skopos Labs Jun 2025 17k $1.5M
RiverFront Investment Group Jun 2025 2.8k $242k