Vault-13

ARTISAN HIGH INCOME ADVISOR APDFX

BOND FUNDS · Open-End Fund · CUSIP 04314H717

2 institutional holders +1 vs Q3 2024
1,0401.0k shares reported held*
$9.5kreported value*
0 new 0 added 0 reduced 0 sold out net bought ≈ $0

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $9.10.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

012Q3 23: 1Q4 23: 0Q1 24: 0Q2 24: 1Q3 24: 1Q4 24: 22Q3 23Q4 23Q1 24Q2 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 20231
Q4 20230
Q1 20240
Q2 20241
Q3 20241
Q4 20242

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
101Q4 23: 0 bought or addedQ4 23: 1 cut or sold outQ4 23Q3 24: 0 bought or addedQ3 24: 1 cut or sold outQ3 24Q4 24: 0 bought or addedQ4 24: 0 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q4 202301
Q3 202401
Q4 202400

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Financial Gravity Companies, Inc. 0.00% of their portfolio Lakeway, TX 754754 $6.9k $6.9k 0.00% Unchanged
2 Anderson Financial Strategies, LLC 0.00% of their portfolio DAYTON, OH 286286 $2.6k $2.6k 0.00% First filing