Institutional Owners for BAC
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| TRITONPOINT WEALTH LLC | COM | 1301 | $2,947,411 | 84,557 | 0.00 | 0.00 | -7,393 | -8.04 | 03-31-2024 |
| LAKEWOOD ASSET MANAGEMENT LLC | COM | 1302 | $3,204,956 | 84,519 | 0.00 | 0.00 | 5,737 | 7.28 | 03-31-2024 |
| BARTLETT & CO WEALTH MANAGEMENT LLC | COM | 1303 | $2,882,710 | 84,485 | 0.00 | 0.00 | -19,150 | -18.48 | 12-31-2023 |
| BARTLETT & CO LLC | COM | 1304 | $2,862,000 | 84,485 | 0.05 | 0.05 | -8,061 | -8.71 | 12-31-2023 |
