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Omni shares owned by Keystone Financial Services

Quarter-by-quarter ownership of Omni (OMC) shares owned by Keystone Financial Services from 13F filings

Historical chart of Keystone Financial Services investment in Omni

Tip: Access up to 7 years of quarterly data

All positions including Omni held by Keystone Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Omni by Keystone Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $301k 3.5k 86.50
2023-09-30 $260k 3.5k 74.48
2023-06-30 $332k 3.5k 95.16
2023-03-31 $330k 3.5k 94.33
2022-12-31 $229k 2.7k 85.97
2021-12-31 $243k 3.3k 73.15

More positions owned by Keystone Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Mbs Etf (MBB)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Keystone Financial Services

Top funds holding Omni

Vanguard Group
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Charles Schwab Investment Management
Massachusetts Financial Services
Beutel, Goodman & Company
Wellington Management Company
Robeco Investment Management
Citadel Advisors
Goldman Sachs Group
Lazard Asset Management
Bank of New York Mellon
Baird Financial
Cooke & Bieler
Amundi
Pacer Advisors

View all funds holding Omni