Private Trust Co. NA Buys New Position in Oakmark U.S. Large Cap ETF $OAKM

Private Trust Co. NA purchased a new position in shares of Oakmark U.S. Large Cap ETF (NYSEARCA:OAKM) during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 4,748 shares of the company’s stock, valued at approximately $122,000.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Cambridge Investment Research Advisors Inc. grew its holdings in shares of Oakmark U.S. Large Cap ETF by 100.5% in the first quarter. Cambridge Investment Research Advisors Inc. now owns 24,064 shares of the company’s stock valued at $588,000 after purchasing an additional 12,064 shares in the last quarter. Cheviot Value Management LLC acquired a new stake in Oakmark U.S. Large Cap ETF during the 1st quarter worth approximately $177,000. Finally, Western Pacific Wealth Management LP boosted its position in Oakmark U.S. Large Cap ETF by 12.9% in the 2nd quarter. Western Pacific Wealth Management LP now owns 138,666 shares of the company’s stock valued at $3,561,000 after buying an additional 15,883 shares during the period.

Oakmark U.S. Large Cap ETF Trading Down 0.1%

Oakmark U.S. Large Cap ETF stock opened at $26.92 on Thursday. The firm has a market capitalization of $736.26 million and a P/E ratio of 16.37. Oakmark U.S. Large Cap ETF has a twelve month low of $21.00 and a twelve month high of $27.23. The stock’s fifty day simple moving average is $26.55 and its 200-day simple moving average is $25.33.

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.