CUSIP 413838400
OAKMARK EQUITY AND INCOME INVESTOR
4 institutions · $1.3M total · 39,891 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Livelsberger Financial Advisory | 34,880 | $1.2M | 87.43% | 2024-03-31 |
| 2 | Eagle Bay Advisors LLC | 3,359 | $121.6K | 8.42% | 2024-09-30 |
| 3 | RE Dickinson Investment Advisors, LLC | 1,151 | $37 | 2.88% | 2023-09-30 |
| 4 | Coston, McIsaac & Partners | 501 | $19 | 1.25% | 2025-12-31 |