Valeo Financial Advisors LLC Acquires New Shares in Oakmark U.S. Large Cap ETF $OAKM

Valeo Financial Advisors LLC bought a new stake in shares of Oakmark U.S. Large Cap ETF (NYSEARCA:OAKM) during the third quarter, Holdings Channel reports. The fund bought 33,160 shares of the company’s stock, valued at approximately $888,000.

Several other large investors have also modified their holdings of the business. Private Trust Co. NA bought a new position in shares of Oakmark U.S. Large Cap ETF during the second quarter valued at approximately $122,000. Sittner & Nelson LLC lifted its holdings in Oakmark U.S. Large Cap ETF by 280.3% during the second quarter. Sittner & Nelson LLC now owns 6,465 shares of the company’s stock worth $166,000 after buying an additional 4,765 shares during the period. Cheviot Value Management LLC boosted its position in Oakmark U.S. Large Cap ETF by 566.0% during the 2nd quarter. Cheviot Value Management LLC now owns 49,385 shares of the company’s stock valued at $1,258,000 after acquiring an additional 41,970 shares in the last quarter. Finally, Western Pacific Wealth Management LP boosted its position in Oakmark U.S. Large Cap ETF by 10.0% during the 3rd quarter. Western Pacific Wealth Management LP now owns 152,478 shares of the company’s stock valued at $4,083,000 after acquiring an additional 13,812 shares in the last quarter.

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

OAKM opened at $28.39 on Friday. The firm has a market cap of $1.08 billion, a price-to-earnings ratio of 16.37 and a beta of 1.20. 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 fifty day moving average price of $28.21 and a 200-day moving average price 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.