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Get Institutions for : 
Bank Amer Ds Representing 1/1000 Non Cum Pref Shs Series Kk (BAC.PM)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 4    1
Total shares held : 
12,153  
% of shares held : 
0.14%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  2  
Amount of shares held : 
1,422  
% of shares held change : 
  0.02%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
0
 0
 0%
 
Increased Positions :
3
 1,429
 11.76%
 
Unchanged Positions :
1
 750
 6.17%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
1
-7
-0.06%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 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 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
   WHALEROCK POINT PARTNERS LLC 124 *New 2024-03-31 14,000 $335,000 14,000
   BARTLETT & CO. LLC 552 - 2023-12-31 4,745 $110,000 632
   PNC FINANCIAL SERVICES GROUP INC 3017 - 2024-03-31 1,903 $46,000 -10
   THOMPSON INVESTMENT MANAGEMENT INC 279 *New 2024-03-31 1,250 $30,000 1,250
   OGOREK ANTHONY JOSEPH /NY/ /ADV 182 - 2024-03-31 750 $17,000 0
   Financial Gravity Wealth Inc. 794 *New 2024-03-31 79 $2,000 79
   BARTLETT & CO. WEALTH MANAGEMENT LLC 1169 *Closed 2024-03-31 0 $0 -4,745
   ORG Partners LLC 942 - 2024-03-31 7 $0 7

  8 Records found
  1    
  Page 1 of 1
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