Old Westbury SM & Mid CapOWSMX

13F holders, Q3 2024 (September 30)
1holders
$17.07avg. 13F price*

At the end of Q3 2024, 1 institutions reported holding Old Westbury SM & Mid Cap (OWSMX) in their 13F filings. The largest holder was Moody LYNN Lieberson & Walker, LLC ($1.0M).

Company
Old Westbury SM & Mid Cap
CUSIP
680414604
Latest filing quarter
Q2 2026

History

Number of 13F holders

01 Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q3 2024

InstitutionsTotal Value
New Positions1$1.0M
Exits0$0

Ownership 1 holders

Moody LYNN Lieberson & Walker, LLC 0.06% New 59,882 $1.0M

"% of holder's portfolio" is OWSMX's weight in each manager's 13F, not the share of Old Westbury SM & Mid Cap the manager owns.