Punch & Associates Investment Management, Inc. Ishares Core Dividend Growth E Transaction History

Punch & Associates Investment Management, Inc.

$1.68 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 26, 2023	SELL	$49.53 - $53.28 $23,873 - $25,680	-482 Reduced 76.39%	149 $7,000
Q1 2022 May 16, 2022	BUY	$50.66 - $56.06 $31,966 - $35,373	631 New	631 $34,000

Others Institutions Holding DGRO

# of Institutions

1,123

Shares Held

269M

Call Options Held

1.53M

Put Options Held

12.1K

Morgan Stanley New York, NY

18.4M
Shares

$1.15 Billion
0.09% of portfolio
Bank Of America Corp Charlotte, NC

17.6M
Shares

$1.1 Billion
0.09% of portfolio
Lpl Financial LLC Fort Mill, SC

13.4M
Shares

$836 Million
0.38% of portfolio
Envestnet Asset Management Inc

11.5M
Shares

$717 Million
0.24% of portfolio
Wealthfront Advisers LLC

10.2M
Shares

$638 Million
1.99% of portfolio

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