AMRFX
American Mutual Fund F-2
1W: -1.2%
1M: -3.1%
3M: -2.8%
YTD: +4.9%
1Y: +0.4%
3Y: +45.0%
5Y: +51.1%
$63.22
+0.43 (+0.68%)
Weekly Expected Move ±1.0%
$62
$62
$63
$63
$64
Institutional Ownership — AMRFX
3
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
2M
Total Invested
1
New Positions
2
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (4 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | 19,871 | $1M | +9,958 | +100.5% | 4Q | SEC ↗ |
| 2 | NBT BANK, N.A. NEW | 4,635 | $293K | — | +0.0% | 1Q | SEC ↗ |
| 3 | McIlrath & Eck, LLC NEW | 2,729 | $173K | — | +0.0% | 1Q | SEC ↗ |
| 4 | Transce3nd, LLC | 322 | $20K | +1 | +0.3% | 4Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| NBT BANK, N.A. | 4,635 | $293K |
| McIlrath & Eck, LLC | 2,729 | $173K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | +9,958 | +100.5% | 19,871 |
| Transce3nd, LLC | +1 | +0.3% | 322 |
Biggest Decreases (0)
None.