AMBFX
American Balanced Fund Class F-2 Shs
1W: -2.0%
1M: -6.8%
3M: -3.6%
YTD: -3.8%
1Y: +15.6%
3Y: +49.9%
5Y: +50.6%
$37.11
+0.02 (+0.05%)
Weekly Expected Move ±1.7%
$35
$36
$36
$37
$38
Institutional Ownership — AMBFX
5
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
8M
Total Invested
1
New Positions
3
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (6 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | 184,783 | $7M | +7,800 | +4.4% | 2Q | SEC ↗ |
| 2 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 13,935 | $517K | -6,053 | -30.3% | 7Q | SEC ↗ |
| 3 | Transce3nd, LLC | 3,194 | $119K | +2,997 | +1521.3% | 2Q | SEC ↗ |
| 4 | Motiv8 Investments LLC NEW | 982 | $36K | — | +0.0% | 1Q | SEC ↗ |
| 5 | RICHARDSON FINANCIAL SERVICES INC. | 295 | $11K | +20 | +7.3% | 8Q | SEC ↗ |
| 6 | FIRST MERCHANTS CORP | 0 | $0K | -6,207 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Motiv8 Investments LLC | 982 | $36K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FIRST MERCHANTS CORP | 6,207 | $230K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | +7,800 | +4.4% | 184,783 |
| Transce3nd, LLC | +2,997 | +1521.3% | 3,194 |
| RICHARDSON FINANCIAL SERVICES INC. | +20 | +7.3% | 295 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SPIRIT OF AMERICA MANAGEMENT CORP/N | -6,053 | -30.3% | 13,935 |