Old Westbury SM & Mid CapOWSMX
13F holders, Q4 2024 (December 31)1holders
0new positions
0sold out
$16.00avg. 13F price*
At the end of Q4 2024, 1 institutions reported holding Old Westbury SM & Mid Cap (OWSMX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holder was Moody LYNN Lieberson & Walker, LLC ($976K).
- Company
- Old Westbury SM & Mid Cap
- CUSIP
- 680414604
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 1,098 shares bought, net +1,098 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Moody LYNN Lieberson & Walker, LLC | 0.06% | Add +1.8% | 60,980 | $976K |
"% 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.