Institutional Owners for BAC
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| LEJEUNE PUETZ INVESTMENT COUNSEL LLC | Equity | 2451 | $522,865 | 18,282 | 0.00 | 0.00 | 84 | 0.46 | 03-31-2023 |
| MARBLE HARBOR INVESTMENT COUNSEL LLC | COM | 2452 | $615,330 | 18,275 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CAPITAL PLANNING ADVISORS LLC | COM | 2453 | $614,006 | 18,236 | 0.00 | 0.00 | 8,837 | 94.02 | 12-31-2023 |
| GRANDVIEW ASSET MANAGEMENT LLC | COM | 2454 | $691,000 | 18,213 | 0.31 | 0.32 | -97 | -0.53 | 03-31-2024 |
