Livelsberger Financial Advisory - Oakmark Fund ownership

Oakmark Fund's ticker is and the CUSIP is 413838103. A total of 4 filers reported holding Oakmark Fund in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Livelsberger Financial Advisory ownership history of Oakmark Fund
ValueSharesWeighting
Q4 2023$6,171,67146,5585.52%
Other shareholders
Oakmark Fund shareholders Q1 2024
NameSharesValueWeighting ↓
WEDGEWOOD INVESTORS INC /PA/ 10,104$603,0000.72%
ALBION FINANCIAL GROUP /UT 15,763$942,0000.20%
Endurance Wealth Management, Inc. 15,628$933,0000.20%
Janney Montgomery Scott LLC 36,829$2,199,806,0000.07%
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 7,784$465,0000.06%
GOFEN & GLOSSBERG LLC /IL/ 7,875$470,0000.02%
Advocacy Wealth Management Services, LLC 133$8,0000.02%
Sandy Spring Bank 710$42,0000.01%
Fairpointe Capital LLC 4,742$283,0000.01%
View complete list of Oakmark Fund shareholders