MOODY LYNN & LIEBERSON, LLC - HARBOR CAPITAL APPRECIATION FUND - INST ownership

HARBOR CAPITAL APPRECIATION FUND - INST's ticker is and the CUSIP is 411511504. A total of 4 filers reported holding HARBOR CAPITAL APPRECIATION FUND - INST in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
MOODY LYNN & LIEBERSON, LLC ownership history of HARBOR CAPITAL APPRECIATION FUND - INST
ValueSharesWeighting
Q2 2023$239,6922,7900.02%
Other shareholders
HARBOR CAPITAL APPRECIATION FUND - INST shareholders Q2 2023
NameSharesValueWeighting ↓
STRATEGIC WEALTH MANAGEMENT INC 61,757$3,503,00010.35%
DONALDSON CAPITAL MANAGEMENT, LLC 4,471$254,0000.04%
SOUTH TEXAS MONEY MANAGEMENT LTD 5,936$337,0000.02%
HIGH POINT BANK & TRUST CO 1,092$62,0000.02%
MOTCO 2,657$151,0000.02%
WealthPLAN Partners, LLC 2,037$115,556,0000.02%
View complete list of HARBOR CAPITAL APPRECIATION FUND - INST shareholders