Old Westbury SM & Mid CapOWSMX
13F holders, Q1 2025 (March 31)1holders
0new positions
0sold out
$15.80avg. 13F price*
At the end of Q1 2025, 1 institutions reported holding Old Westbury SM & Mid Cap (OWSMX) in their 13F filings, unchanged from Q4 2024. 0 opened new positions and 0 sold out. The largest holder was Moody LYNN Lieberson & Walker, LLC ($819K).
- Company
- Old Westbury SM & Mid Cap
- CUSIP
- 680414604
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 9,133 shares sold, net −9,133 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Moody LYNN Lieberson & Walker, LLC | 0.05% | Reduce -15.0% | 51,847 | $819K |
"% 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.