Oakmark U.S. Large Cap ETF $OAKM Shares Bought by Western Pacific Wealth Management LP

Western Pacific Wealth Management LP raised its position in Oakmark U.S. Large Cap ETF (NYSEARCA:OAKM) by 31.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 215,493 shares of the company’s stock after buying an additional 51,628 shares during the quarter. Oakmark U.S. Large Cap ETF makes up approximately 5.4% of Western Pacific Wealth Management LP’s portfolio, making the stock its 8th biggest position. Western Pacific Wealth Management LP owned approximately 0.56% of Oakmark U.S. Large Cap ETF worth $6,327,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of the company. Abound Financial LLC grew its position in shares of Oakmark U.S. Large Cap ETF by 0.4% during the first quarter. Abound Financial LLC now owns 931,034 shares of the company’s stock worth $25,664,000 after acquiring an additional 3,435 shares during the last quarter. Valeo Financial Advisors LLC raised its position in Oakmark U.S. Large Cap ETF by 11.7% in the 3rd quarter. Valeo Financial Advisors LLC now owns 91,657 shares of the company’s stock valued at $2,691,000 after purchasing an additional 9,566 shares during the last quarter. Millstone Evans Group LLC raised its position in Oakmark U.S. Large Cap ETF by 120.3% in the 1st quarter. Millstone Evans Group LLC now owns 18,896 shares of the company’s stock valued at $521,000 after purchasing an additional 10,320 shares during the last quarter. Birchwood Financial Partners Inc. boosted its stake in Oakmark U.S. Large Cap ETF by 20.9% during the 1st quarter. Birchwood Financial Partners Inc. now owns 18,659 shares of the company’s stock worth $514,000 after purchasing an additional 3,226 shares during the period. Finally, Nations Financial Group Inc. IA ADV acquired a new stake in Oakmark U.S. Large Cap ETF during the 1st quarter worth $421,000.

Oakmark U.S. Large Cap ETF Stock Performance

Shares of Oakmark U.S. Large Cap ETF stock opened at $30.67 on Friday. Oakmark U.S. Large Cap ETF has a 1 year low of $25.95 and a 1 year high of $32.14. The company has a market capitalization of $1.16 billion, a P/E ratio of 16.37 and a beta of 0.45. The company’s fifty day moving average is $30.73 and its two-hundred day moving average is $29.27.

Oakmark U.S. Large Cap ETF Profile

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.