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 2021. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $70,054,546 | +13.6% | 1,064,982 | +1.5% | 3.15% | +2.8% |
| Q3 2023 | $61,643,732 | +1.1% | 1,049,076 | +3.2% | 3.07% | +2.8% |
| Q2 2023 | $60,946,387 | +16.8% | 1,016,450 | +2.1% | 2.98% | +9.0% |
| Q1 2023 | $52,186,578 | +119492.5% | 995,356 | +4.7% | 2.74% | +11.5% |
| Q4 2022 | $43,637 | -99.9% | 950,285 | -8.8% | 2.46% | -17.2% |
| Q3 2022 | $49,735,000 | -3.9% | 1,041,784 | -1.0% | 2.97% | +2.9% |
| Q2 2022 | $51,740,000 | -23.5% | 1,052,481 | -0.7% | 2.88% | -8.9% |
| Q1 2022 | $67,626,000 | -9.8% | 1,060,312 | +4.0% | 3.16% | -3.9% |
| Q4 2021 | $74,944,000 | +5.9% | 1,019,362 | +2.3% | 3.29% | -0.2% |
| Q3 2021 | $70,774,000 | -2.1% | 996,261 | -1.6% | 3.30% | -2.2% |
| Q2 2021 | $72,287,000 | +13.1% | 1,012,435 | +0.5% | 3.37% | +4.6% |
| Q1 2021 | $63,907,000 | +3.0% | 1,007,191 | -0.6% | 3.22% | -3.7% |
| Q4 2020 | $62,050,000 | +15.5% | 1,013,712 | +2.6% | 3.34% | +1.2% |
| Q3 2020 | $53,734,000 | +19.1% | 988,130 | +6.8% | 3.30% | +11.0% |
| Q2 2020 | $45,131,000 | +56.9% | 925,020 | +22.0% | 2.98% | +29.7% |
| Q1 2020 | $28,773,000 | -15.9% | 758,371 | -2.4% | 2.30% | +8.0% |
| Q4 2019 | $34,222,000 | +9.3% | 776,891 | +3.4% | 2.13% | +0.2% |
| Q3 2019 | $31,323,000 | +2.3% | 751,139 | +3.5% | 2.12% | +2.6% |
| Q2 2019 | $30,617,000 | +5.9% | 726,050 | +2.8% | 2.07% | +2.1% |
| Q1 2019 | $28,921,000 | +7.7% | 706,413 | -6.0% | 2.02% | -5.2% |
| Q4 2018 | $26,841,000 | -19.6% | 751,867 | -0.5% | 2.14% | -2.6% |
| Q3 2018 | $33,374,000 | +101.4% | 755,409 | +88.5% | 2.19% | +91.0% |
| Q2 2018 | $16,571,000 | +142.2% | 400,648 | +126.9% | 1.15% | +139.7% |
| Q1 2018 | $6,842,000 | +92.6% | 176,611 | +83.5% | 0.48% | +90.8% |
| Q4 2017 | $3,553,000 | +156.0% | 96,261 | +160.5% | 0.25% | +143.7% |
| Q3 2017 | $1,388,000 | – | 36,947 | – | 0.10% | – |
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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% |