ABALX
American Balanced Fund A
1W: -1.1%
1M: -2.5%
3M: -3.0%
YTD: +5.2%
1Y: +9.4%
3Y: +58.5%
5Y: +50.3%
$39.88
+0.16 (+0.40%)
Weekly Expected Move ±1.0%
$39
$39
$40
$40
$40
Institutional Ownership — ABALX
5
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
3M
Total Invested
1
New Positions
2
Increased
1
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (8 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | NORTH STAR ASSET MANAGEMENT INC | 34,915 | 1M | — | +0.0% | 2Q | SEC ↗ |
| 2 | Ethos Financial Group, LLC | 21,830 | 871K | +313 | +1.5% | 11Q | SEC ↗ |
| 3 | Coston, McIsaac & Partners | 6,675 | 266K | +1 | +0.0% | 16Q | SEC ↗ |
| 4 | NEVILLE RODIE & SHAW INC | 5,868 | 234K | -136 | -2.3% | 5Q | SEC ↗ |
| 5 | Financial Gravity Companies, Inc. NEW | 5,000 | 199K | — | +0.0% | 1Q | SEC ↗ |
| 6 | Financial Gravity Asset Management, In | 5,000 | 199K | — | +0.0% | 3Q | SEC ↗ |
| 7 | McIlrath & Eck, LLC NEW | 1,921 | 77K | — | +0.0% | 1Q | SEC ↗ |
| 8 | TOWER BRIDGE ADVISORS | 0 | 0K | -8,997 | -100.0% | 10Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Financial Gravity Companies, Inc. | 5,000 | 199K |
| McIlrath & Eck, LLC | 1,921 | 77K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TOWER BRIDGE ADVISORS | 8,997 | 359K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Ethos Financial Group, LLC | +313 | +1.5% | 21,830 |
| Coston, McIsaac & Partners | +1 | +0.0% | 6,675 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| NEVILLE RODIE & SHAW INC | -136 | -2.3% | 5,868 |