INSTITUTIONAL EQUITY FDS INC's ticker is and the CUSIP is 45775L408. A total of 3 filers reported holding INSTITUTIONAL EQUITY FDS INC in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,554,695 | -2.0% | 26,458 | 0.0% | 1.40% | +2.6% |
| Q2 2023 | $1,586,445 | +14.4% | 26,458 | 0.0% | 1.36% | +7.8% |
| Q1 2023 | $1,387,213 | +14.2% | 26,458 | 0.0% | 1.26% | +6.5% |
| Q4 2022 | $1,214,969 | -3.8% | 26,458 | 0.0% | 1.18% | -11.9% |
| Q3 2022 | $1,263,000 | -2.9% | 26,458 | 0.0% | 1.34% | +2.9% |
| Q2 2022 | $1,301,000 | -22.9% | 26,458 | 0.0% | 1.31% | +6.0% |
| Q1 2022 | $1,688,000 | -13.2% | 26,458 | 0.0% | 1.23% | -6.1% |
| Q4 2021 | $1,945,000 | +3.5% | 26,458 | 0.0% | 1.31% | -11.0% |
| Q3 2021 | $1,880,000 | – | 26,458 | – | 1.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FULTON BANK, N.A. | 996,261 | $70,774,000 | 3.30% |
| Dempze Nancy E | 26,458 | $1,880,000 | 1.48% |
| MURPHY CAPITAL MANAGEMENT INC | 3,416 | $242,000 | 0.03% |