Valeo Financial Advisors LLC boosted its position in shares of Oakmark U.S. Large Cap ETF (NYSEARCA:OAKM – Free Report) by 116.4% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 71,745 shares of the company’s stock after purchasing an additional 38,585 shares during the quarter. Valeo Financial Advisors LLC owned about 0.19% of Oakmark U.S. Large Cap ETF worth $2,035,000 at the end of the most recent reporting period.
Several other institutional investors also recently bought and sold shares of OAKM. Cheviot Value Management LLC raised its position in Oakmark U.S. Large Cap ETF by 10.6% in the 3rd quarter. Cheviot Value Management LLC now owns 54,630 shares of the company’s stock worth $1,487,000 after buying an additional 5,245 shares during the last quarter. IFP Advisors Inc increased its holdings in Oakmark U.S. Large Cap ETF by 44.8% in the 3rd quarter. IFP Advisors Inc now owns 78,550 shares of the company’s stock worth $2,104,000 after acquiring an additional 24,311 shares in the last quarter. Flagship Harbor Advisors LLC purchased a new stake in Oakmark U.S. Large Cap ETF in the 4th quarter worth approximately $57,000. Finally, Millstone Evans Group LLC purchased a new stake in Oakmark U.S. Large Cap ETF in the 4th quarter worth approximately $243,000.
Oakmark U.S. Large Cap ETF Price Performance
Shares of OAKM opened at $27.55 on Tuesday. The firm has a market cap of $1.08 billion, a P/E ratio of 16.37 and a beta of 0.48. Oakmark U.S. Large Cap ETF has a 1 year low of $24.00 and a 1 year high of $29.22. The company has a 50 day simple moving average of $27.82 and a two-hundred day simple moving average of $27.87.
About Oakmark U.S. Large Cap ETF
The Oakmark U.S. Large Cap ETF (OAKM) is an exchange-traded fund that mostly invests in large cap equity. The fund is an actively managed, high-conviction fund holding fewer than 40 US large-cap value stocks. The investment process utilizes bottom-up research, seeking competitive long-term performance return. OAKM was launched on Dec 3, 2024 and is issued by Oakmark.
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