Valeo Financial Advisors LLC Buys Shares of 33,160 Oakmark U.S. Large Cap ETF $OAKM

Valeo Financial Advisors LLC purchased a new position in Oakmark U.S. Large Cap ETF (NYSEARCA:OAKM) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 33,160 shares of the company’s stock, valued at approximately $888,000. Valeo Financial Advisors LLC owned about 0.11% of Oakmark U.S. Large Cap ETF at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of OAKM. Private Trust Co. NA purchased a new position in Oakmark U.S. Large Cap ETF in the second quarter worth about $122,000. Sittner & Nelson LLC lifted its stake in shares of Oakmark U.S. Large Cap ETF by 280.3% in the 2nd quarter. Sittner & Nelson LLC now owns 6,465 shares of the company’s stock worth $166,000 after purchasing an additional 4,765 shares during the period. Cheviot Value Management LLC boosted its holdings in shares of Oakmark U.S. Large Cap ETF by 566.0% in the second quarter. Cheviot Value Management LLC now owns 49,385 shares of the company’s stock worth $1,258,000 after buying an additional 41,970 shares during the last quarter. Finally, Western Pacific Wealth Management LP grew its position in Oakmark U.S. Large Cap ETF by 10.0% during the third quarter. Western Pacific Wealth Management LP now owns 152,478 shares of the company’s stock valued at $4,083,000 after buying an additional 13,812 shares during the period.

Oakmark U.S. Large Cap ETF Trading Up 0.5%

Shares of OAKM stock opened at $28.39 on Friday. Oakmark U.S. Large Cap ETF has a 12 month low of $21.00 and a 12 month high of $29.22. The stock has a market cap of $1.08 billion, a P/E ratio of 16.37 and a beta of 1.20. The company has a 50 day simple moving average of $28.21 and a two-hundred day simple moving average of $27.03.

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.