IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Oakmark Equity and Income Fund

Q4 2022 vs Q4 2025

Comparing institutional holders between quarters

Quarters

Q4 2025Q4 2022Q3 2022Q2 2022Q1 2022
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Garton & Associates Financial Advisors LLC
NEW
Shares221
Change+221
Value$8.6K
Filed 2026-02-18
NorthCrest Asset Manangement, LLC
CLOSED
Shares0 from 29,356
Change-29,356 (-100%)
Value$0 (-$863.0K)
Filed 2026-01-08
Status
Garton & Associates Financial Advisors LLC
NEW221—+221——$8.6K—2026-02-18
NorthCrest Asset Manangement, LLC
CLOSED029,356-29,356-100%$863.0K$0-$863.0K2026-01-08
Showing 2 of 2 institutions