Institutional Owners for BAC
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | COM | 1451 | $2,308,517 | 68,563 | 0.00 | 68,563 | +Inf | 12-31-2023 | |
| DAVIS INVESTMENT PARTNERS LLC | COM | 1452 | $2,512,469 | 68,553 | 0.00 | 0.00 | -192 | -0.28 | 03-31-2024 |
| BEACON INVESTMENT ADVISORS LLC | COM | 1453 | $2,307,109 | 68,521 | 0.00 | 0.00 | 227 | 0.33 | 12-31-2023 |
| BEACON FINANCIAL GROUP | COM | 1454 | $2,304,198 | 68,435 | 0.00 | 0.22 | 14,419 | 26.69 | 12-31-2023 |
