OAK-PA Institutional Ownership
Brookfield Oaktree Holdings, LLC 6.625 % Non-Cum Red Perp Pfd Units Series A
1W: -1.3%
1M: +0.6%
3M: -3.7%
YTD: -1.9%
1Y: -5.1%
3Y: +15.7%
5Y: +3.5%
$20.44
+0.01 (+0.05%)
Weekly Expected Move ±1.8%
$20
$20
$20
$21
$21
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Institutional Ownership — OAK-PA
1
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
$1M
Total Invested
0
New Positions
0
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (3 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Sterling Capital Management LLC | 33,310 | $$681K | — | +0.0% | 8Q | SEC ↗ |
| 2 | NBC SECURITIES, INC. | 0 | $$0K | -400 | -100.0% | 3Q | SEC ↗ |
| 3 | BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 0 | $$0K | -125 | -100.0% | 13Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NBC SECURITIES, INC. | 400 | $$8K |
| BOYD WATTERSON ASSET MANAGEMENT LLC | 125 | $$3K |
Biggest Increases (0)
None.
Biggest Decreases (0)
None.