Institutional Owners for BAC
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| BRR OPCO LLC | COM | 2901 | $339,000 | 11,232 | 0.04 | 0.04 | 437 | 4.05 | 09-30-2022 |
| INVENIO WEALTH PARTNERS LLC | Stock | 2902 | $378,013 | 11,227 | 0.00 | 0.00 | 304 | 2.78 | 12-31-2023 |
| CYPRESS WEALTH SERVICES LLC | COM | 2903 | $307,158 | 11,218 | 0.00 | 0.00 | 117 | 1.05 | 09-30-2023 |
| AXS INVESTMENTS LLC | COMMON | 2904 | $377,239 | 11,204 | 0.00 | 0.00 | -1,020 | -8.34 | 12-31-2023 |
