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Get Institutions for : 
Bank of America Corporation Non (BAC.PL)  
$1,189.70 4.17 (0.35%) as of 4:30 Fri 6/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 227    13
Total shares held : 
 9,415,656  
% of shares held : 
 2.14%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -4  
Amount of shares held : 
 -800,927  
% of shares held change : 
   -0.18%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $1,197.00  
Last Quarter's Ending Price : 
 $1,193.74  
Last Quarter's Average Price : 
 $1,191.60  
Change from last quarter's     
avg. price to the last closing  : 
1.90 (0.16%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
25
 39,675
 0.42%
 
Increased Positions :
60
 147,042
 1.56%
 
Unchanged Positions :
65
 84,608
 0.9%
 
Decreased Positions :
77
-975,861
-10.36%
 
Closed Positions :
12
-11,783
-0.13%
 
Guru Positions :
1
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   SCHRODER INVESTMENT MANAGEMENT GROUP 921 *New 2024-03-31 1,151 $1,374,000 1,151
   Sequoia Financial Advisors LLC 502 *New 2024-03-31 740 $883,000 740
   PENOBSCOT INVESTMENT MANAGEMENT COMPANY INC 162 *New 2024-03-31 709 $846,000 709
   BARCLAYS PLC 2646 *New 2024-03-31 500 $596,000 500
   Inscription Capital LLC 93 *New 2024-03-31 446 $528,000 446
   Atlantic Trust Group LLC 850 *New 2024-03-31 397 $474,000 397
   PFG Investments LLC 674 *New 2024-03-31 293 $350,000 293
   Cetera Investment Advisers 3050 *New 2024-03-31 244 $290,000 244
   Pacific Wealth Strategies Group Inc. 42 *New 2024-03-31 241 $288,000 241
   180 WEALTH ADVISORS LLC 360 *New 2024-03-31 179 $214,000 179
   WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC 113 *New 2024-03-31 170 $203,000 170
   IEQ CAPITAL LLC 882 *New 2024-03-31 169 $202,000 169
   LifeSteps Financial Inc. 107 *New 2024-03-31 90 $108,000 90
   TRUST CO OF VERMONT 493 *New 2024-03-31 40 $48,000 40
   First Command Advisory Services Inc. 274 *New 2024-03-31 35 $42,000 35
   COLONIAL ASSET MANAGEMENT, INC. 351 *New 2024-03-31 34 $41,000 34
   WHITTIER TRUST CO 998 *New 2024-03-31 30 $36,000 30
   Sargent Bickham Lagudis LLC 519 *New 2022-12-31 25 $29,000 25
   Powell Investment Advisors LLC 143 *New 2024-03-31 20 $24,000 20
   American Capital Advisory LLC 267 *New 2024-03-31 7 $8,000 7
   Founders Financial Alliance LLC 485 *New 2024-03-31 7 $8,000 7
   Center for Financial Planning Inc. 464 *New 2024-03-31 5 $6,000 5
   MATHER GROUP, INC. 1376 *New 2024-03-31 3 $4,000 3
   BARTLETT & CO. LLC 1129 *New 2023-12-31 2 $2,000 2
   Fortitude Family Office LLC 966 *New 2024-03-31 0 $0 0
  25 Records found
  1    
  Page 1 of 1
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