Institutional Owners for BAC
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SIGNATUREFD LLC | COM | 1051 | $3,478,303 | 127,038 | 0.00 | 0.13 | -1,961 | -1.52 | 09-30-2023 |
| DIVERSIFY ADVISORY SERVICES LLC | COM | 1052 | $4,729,593 | 126,055 | 0.00 | 126,055 | +Inf | 03-31-2024 | |
| CHESLEY TAFT & ASSOCIATES LLC | COM | 1053 | $4,223,969 | 125,452 | 0.00 | 0.00 | 9,410 | 8.11 | 12-31-2023 |
| ALPHA CUBED INVESTMENTS LLC | COM | 1054 | $3,419,550 | 124,892 | 0.00 | 0.00 | -5,745 | -4.40 | 09-30-2023 |
