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OAKMARK EQUITY & INCOME FUND INVESTOR CLASS
OAKMARK EQUITY & INCOME FUND INVESTOR CLASS. Institutional holdings reported to the SEC.

Institutional Holders (2016Q2)
Portfolio Summary: 3 Institutional holders with a total value of $6,007,353.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WEALTHPLAN PARTNERS, LLC 107,721 3,088,353 51.41%
2 SOUTH TEXAS MONEY MANAGEMENT LTD 94,238 2,702,000 44.98%
3 THOMAS STORY & SON LLC 7,583 217,000 3.61%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.