Institutional Owners for BAC
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ENDURANCE WEALTH MANAGEMENT INC | Stock | 601 | $10,954,000 | 381,781 | 1.50 | 1.55 | -439 | -0.11 | 06-30-2023 |
| ATRIA INVESTMENTS INC | COM | 602 | $10,438,823 | 381,039 | 0.00 | 0.00 | 69,244 | 22.21 | 09-30-2023 |
| ASSOCIATED BANC-CORP | COM | 603 | $12,672,074 | 376,361 | 0.00 | 0.00 | 3,005 | 0.80 | 12-31-2023 |
| XCEL WEALTH MANAGEMENT LLC | COM | 604 | $14,260,195 | 376,060 | 0.00 | 0.00 | 5,568 | 1.50 | 03-31-2024 |
