How many institutions own BAC-PL stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own BAC-PL shares is 299, representing 69.6% of the company's common stock.

Who are the major shareholders selling Bank of America Corporation stock?

STRATOS WEALTH PARTNERS, LTD., in the last quarter, reduced its stake in BAC-PL by -1.01% restricting it's holding to 5.76 thousand shares of worth nearly $7.37M. LPL FINANCIAL LLC also lessened -12.01% of the BAC-PL shares from its portfolio, reducing its holding to 7.29 thousand shares of worth $9.34M. ALLIANCEBERNSTEIN L.P. also shunned BAC-PL shares holding by -5.49% last quarter which brought its holding to 8.36 thousand shares worth $10.70M.

Investors who are buying BAC-PL stock?

As per its latest 13F filing, MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. increased its stake in BAC-PL by 0.91% in the last quarter. The institutional holder raised its holding to 29.14 thousand shares having worth more than $37.30M. XCEL WEALTH MANAGEMENT, LLC also added 8.04% more shares of BAC-PL to its portfolio, raising its holding to 5.65 thousand shares of worth $7.23M. CITIGROUP INC also increased its BAC-PL shares holding by 0.54% which brought its holding to 6.47 thousand shares worth $8.28M.

BAC-PL's major insiders: who are they?

The insider with the most stakes in BAC-PL is Athanasia Dean C , President, Regional Banking at the company. Additionally, BAC-PL stock is highly held by Pres, Gl Corp & Invest Banking Koder Matthew M and President, Global Markets DeMare James P among others.

Did an insider recently sell BAC-PL stock?

Company executives, directors, and other insiders own N/A percent of Bank of America Corporation's stock. Within the last six months, there have been 0 transaction(s) in which BAC-PL insiders have sold stock, totaling 0 shares. Insiders that have sold shares include BANK OF AMERICA CORP /DE/, DEMARE JAMES P, and ATHANASIA DEAN C.

Which insider recently purchased BAC-PL stock?

There have been 0 transaction(s) during the past 6-months in which Bank of America Corporation insiders have bought stock, totalling 0 shares

How much of BAC-PL does insiders own?

Around 0 Bank of America Corporation shares are held by insiders, which represents about N/A of BAC-PL stock.

Who is the insider with the largest stake?

BAC-PL President, Regional Banking, Athanasia Dean C holds the largest portfolio of the company's shares. BAC-PL shares owned by Athanasia total nearly 353.97 thousand.

Which institution holds the most shares in BAC-PL?

MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. is the largest institutional owner in BAC-PL which holds 29.14 thousand shares worth $37.30M or 0.01% of the total BAC-PL shares outstanding followed by XCEL WEALTH MANAGEMENT, LLC with ownership of 5.65 thousand shares representing 0% of the BAC-PL ownership. STRATOS WEALTH PARTNERS, LTD. is the third largest stakeholder with 5.76 thousand shares or 0% of the ownership worth more than $7.37M.

Is Bank of America Corporation stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the BAC-PL is concerned, it is a stock which is optionable.

Is there a short position on BAC-PL's shares?

Number of BAC-PL shares short is N/A. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding BAC-PL shares are there?

As of today, N/A shares of BAC-PL are outstanding.

Is there many float in BAC-PL stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, BAC-PL has N/A shares in float.

BAC-PL short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for BAC-PL is N/A.

Bank of America (BAC-PL) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

N/A Percentage of Shares held by All Insiders

69.6% Percentage of Shares held by All Institutions

69.6% Percentage of Float held by Institutions

299

Number of Institutions Holding Shares

Institutional Ownership

About 69.6% of BAC-PL shares are held by financial institutions. MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. is the top corporate investor, holding 29.14K shares valued at $37.30M. A 0.01% stake in Bank of America Corporation is owned by the company. XCEL WEALTH MANAGEMENT, LLC owns 5.65K shares valued at $7.23M, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.01%	29.14K	37.3M	263	+0.91%
Sep 30, 2025	XCEL WEALTH MANAGEMENT, LLC	0%	5.65K	7.23M	420	+8.04%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0%	5.76K	7.37M	-59	-1.01%
Sep 30, 2025	CONNING INC.	0%	6.24K	7.98M	0	0
Sep 30, 2025	CITIGROUP INC	0%	6.47K	8.28M	35	+0.54%
Sep 30, 2025	UBS GROUP AG	0%	6.78K	8.67M	381	+5.96%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	6.84K	8.76M	100	+1.48%
Sep 30, 2025	RB CAPITAL MANAGEMENT, LLC	0%	6.89K	8.81M	85	+1.25%
Sep 30, 2025	LPL FINANCIAL LLC	0%	7.29K	9.34M	-996	-12.01%
Sep 30, 2025	ZAZOVE ASSOCIATES LLC	0%	7.42K	9.5M	7.42K	+100.00%
Sep 30, 2025	RATIONAL ADVISORS LLC	0%	8.05K	10.3M	0	0
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0%	8.36K	10.7M	-485	-5.49%
Sep 30, 2025	LAZARD ASSET MANAGEMENT LLC	0%	9.32K	119	4.82K	+106.97%
Sep 30, 2025	NEW ENGLAND ASSET MANAGEMENT INC	0%	9.44K	12.08M	0	0
Sep 30, 2025	PHRACTION MANAGEMENT LLC	0%	10.33K	13.22M	0	0
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0%	13.55K	17.34M	472	+3.61%
Sep 30, 2025	JPMORGAN CHASE & CO	0%	13.81K	17.67M	-2.19K	-13.66%
Sep 30, 2025	COLONY GROUP, LLC	0%	14.14K	18.11M	-362	-2.50%
Sep 30, 2025	EVERETT HARRIS & CO /CA/	0%	15.08K	19.3M	-33	-0.22%
Sep 30, 2025	SSI INVESTMENT MANAGEMENT LLC	0%	15.45K	19.79M	-570	-3.56%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0%	16.85K	21.56M	1.05K	+6.64%
Sep 30, 2025	MACKAY SHIELDS LLC	0%	17.58K	22.55M	-556	-3.07%
Sep 30, 2025	LORD, ABBETT & CO. LLC	0%	17.65K	22.65M	0	0
Sep 30, 2025	VILLERE ST DENIS J & CO LLC	0.01%	18.98K	24.29M	-436	-2.25%
Sep 30, 2025	INVESCO LTD.	0.01%	19.3K	24.7M	0	0
Sep 30, 2025	PIER 88 INVESTMENT PARTNERS LLC	0.01%	21.4K	27.4M	-130	-0.60%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.01%	22.66K	29M	-256	-1.12%
Sep 30, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	0.01%	23.35K	29.88M	1.07K	+4.80%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.01%	23.85K	30.52M	-105	-0.44%
Sep 30, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.01%	24.54K	31.41M	0	0
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.01%	27.84K	35.64M	-39.1K	-58.41%
Sep 30, 2025	CALAMOS ADVISORS LLC	0.01%	28.02K	35.86M	-148	-0.53%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.01%	30K	38.55K	-134K	-81.71%
Sep 30, 2025	FMR LLC	0.01%	33.27K	42.6M	-4K	-10.73%
Sep 30, 2025	NUVEEN, LLC	0.01%	34.34K	43.95M	-82	-0.24%
Sep 30, 2025	MORGAN STANLEY	0.01%	37.76K	48.33M	575	+1.55%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.01%	39.11K	50.09M	26.77K	+216.84%
Sep 30, 2025	STATE STREET CORP	0.01%	42.41K	54.33M	1.5K	+3.67%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.01%	43.15K	55.36M	-1.03K	-2.34%
Sep 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.01%	43.29K	55.53M	550	+1.29%
Sep 30, 2025	LIDO ADVISORS, LLC	0.01%	47.48K	2.61M	47.48K	+100.00%
Sep 30, 2025	STONEBRIDGE ADVISORS LLC	0.01%	47.53K	60.86M	470	+1.00%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.01%	48.32K	61.86M	5.02K	+11.60%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.02%	71.21K	91.15M	-793	-1.10%
Sep 30, 2025	CAMDEN ASSET MANAGEMENT L P /CA	0.03%	128.07K	163.98M	8.58K	+7.18%
Sep 30, 2025	BLACKROCK, INC.	0.04%	155.69K	199.28M	3.03K	+1.98%
Sep 30, 2025	ADVENT CAPITAL MANAGEMENT /DE/	0.05%	176.51K	223.28M	3.67K	+2.12%
Sep 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.08%	295.24K	377.9M	0	0
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	1.25%	4.73M	6.06M	-33K	-0.69%
Sep 30, 2025	FRANKLIN RESOURCES INC	2.18%	8.27M	430.35M	8.26M	+80,564.35%
Sep 30, 2025	AGF MANAGEMENT LTD	0%	2.5K	3.2M	0	0
Sep 30, 2025	MONTAG A & ASSOCIATES INC	0%	2.59K	3.32M	-169	-6.13%
Sep 30, 2025	ICON ADVISERS INC/CO	0%	2.73K	39.78K	735	+36.77%
Sep 30, 2025	LAKE STREET FINANCIAL LLC	0%	2.88K	3.69M	-90	-3.03%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0%	2.97K	3.8M	-189	-5.99%
Sep 30, 2025	SEVEN SPRINGS WEALTH GROUP, LLC	0%	3.05K	3.9M	239	+8.51%
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0%	3.21K	4.1M	-20	-0.62%
Sep 30, 2025	LAFFER TENGLER INVESTMENTS	0%	3.29K	4.21M	11	+0.34%
Sep 30, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0%	3.56K	4.56M	-325	-8.36%
Sep 30, 2025	CSS LLC/IL	0%	3.61K	4.63M	-15.28K	-80.88%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0%	3.82K	4.88M	-11	-0.29%
Sep 30, 2025	HUDSON CAPITAL MANAGEMENT LLC	0%	4.64K	5.94M	32	+0.69%
Sep 30, 2025	STIFEL FINANCIAL CORP	0%	4.78K	6.12M	-61	-1.26%
Sep 30, 2025	EPIQ PARTNERS, LLC	0%	5.04K	6.45M	-62	-1.22%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0%	164K	196.81K	164K	+100.00%
Jun 30, 2025	CSS LLC/IL	0%	18.89K	22.86M	18.53K	+5,076.44%
Jun 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0%	295.24K	358.12M	1.7K	+0.58%
Jun 30, 2025	XCEL WEALTH MANAGEMENT, LLC	0%	5.23K	6.34M	3.08K	+143.25%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0%	5.82K	7.06M	-353	-5.72%
Jun 30, 2025	CONNING INC.	0%	6.24K	7.56M	0	0
Jun 30, 2025	CITIGROUP INC	0%	6.43K	7.8M	-136	-2.07%
Jun 30, 2025	PHRACTION MANAGEMENT LLC	0%	10.33K	12.53M	-881	-7.86%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0%	13.07K	15.86M	648	+5.22%
Jun 30, 2025	INVESCO LTD.	0%	19.3K	23.41M	1.5K	+8.43%
Jun 30, 2025	VILLERE ST DENIS J & CO LLC	0%	19.42K	23.55M	-394	-1.99%
Jun 30, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	0%	22.28K	27.02M	6.81K	+44.03%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	22.91K	27.79M	272	+1.20%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0%	28.88K	35.03M	-28.83K	-49.95%
Jun 30, 2025	NUVEEN, LLC	0%	34.42K	41.75M	-63	-0.18%
Jun 30, 2025	UBS GROUP AG	0%	6.39K	7.76M	-5.97K	-48.29%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	6.74K	8.18M	41	+0.61%
Jun 30, 2025	RB CAPITAL MANAGEMENT, LLC	0%	6.8K	8.25M	127	+1.90%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0%	12.34K	14.84M	10.12K	+455.49%
Jun 30, 2025	COLONY GROUP, LLC	0%	14.51K	17.61M	-316	-2.13%
Jun 30, 2025	EVERETT HARRIS & CO /CA/	0%	15.12K	18.33M	-104	-0.68%
Jun 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0%	15.8K	19.16M	-300	-1.86%
Jun 30, 2025	STATE STREET CORP	0%	40.91K	49.18M	-5.4K	-11.66%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0%	43.29K	52.55M	2.99K	+7.42%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0%	44.19K	53.74M	364	+0.83%
Jun 30, 2025	STONEBRIDGE ADVISORS LLC	0%	47.06K	57.09M	-1.23K	-2.55%
Jun 30, 2025	VALEO FINANCIAL ADVISORS, LLC	0%	92.97K	808.05K	0	0
Jun 30, 2025	CAMDEN ASSET MANAGEMENT L P /CA	0%	119.49K	145.03M	43.48K	+57.20%
Jun 30, 2025	BLACKROCK, INC.	0%	152.66K	185.17M	-180	-0.12%
Jun 30, 2025	CALAMOS ADVISORS LLC	0%	28.16K	34.16M	-101	-0.36%
Jun 30, 2025	MORGAN STANLEY	0%	37.18K	45.1M	808	+2.22%
Jun 30, 2025	KCM INVESTMENT ADVISORS LLC	0%	2.43K	2.95M	67	+2.84%
Jun 30, 2025	MARATHON TRADING INVESTMENT MANAGEMENT LLC	0%	2.46K	2.99M	0	0
Jun 30, 2025	AEGON USA INVESTMENT MANAGEMENT, LLC	0%	2.49K	3.01M	0	0
Jun 30, 2025	AGF MANAGEMENT LTD	0%	2.5K	3.03M	-1K	-28.57%
Jun 30, 2025	MONTAG A & ASSOCIATES INC	0%	2.76K	3.35M	-70	-2.47%
Jun 30, 2025	SEVEN SPRINGS WEALTH GROUP, LLC	0%	2.81K	3.41M	330	+13.32%
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.06%	4.76M	5.78M	-751K	-13.62%
Jun 30, 2025	WHALEROCK POINT PARTNERS, LLC	0%	2.92K	3.54M	-35	-1.19%
Jun 30, 2025	LAKE STREET FINANCIAL LLC	0%	2.97K	3.6M	-85	-2.78%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0%	3.16K	3.83M	-130	-3.96%
Jun 30, 2025	LAFFER TENGLER INVESTMENTS	0%	3.28K	3.92M	-87	-2.58%
Jun 30, 2025	PELOTON WEALTH STRATEGISTS	0%	3.37K	4.09M	30	+0.90%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0%	3.67K	4.46M	111	+3.12%
Jun 30, 2025	PALISADE CAPITAL MANAGEMENT, LP	0%	4.38K	5.24M	-209	-4.56%
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	0%	4.5K	5.46M	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0%	4.59K	5.57M	-327	-6.65%
Jun 30, 2025	HUDSON CAPITAL MANAGEMENT LLC	0%	4.61K	5.59M	14	+0.30%
Jun 30, 2025	EPIQ PARTNERS, LLC	0%	5.1K	6.19M	348	+7.32%
Jun 30, 2025		0%	34.42K	41.75M	-63	-0.18%
Jun 30, 2025	MARINER, LLC	0%	2.36K	2.86M	-11	-0.46%
Jun 30, 2025	LAUREL WEALTH ADVISORS LLC	0%	54.59K	45K	54.54K	+121,200.00%
Jun 30, 2025	FMR LLC	0%	37.27K	45.24M	-900	-2.36%
Jun 30, 2025	ADVENT CAPITAL MANAGEMENT /DE/	0%	172.84K	207.12M	-617	-0.36%
Jun 30, 2025	RATIONAL ADVISORS LLC	0%	8.05K	9.76M	400	+5.23%
Jun 30, 2025	FRANKLIN RESOURCES INC	0%	10.26K	12.44M	0	0
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0%	8.84K	10.72M	-270	-2.96%
Jun 30, 2025	LPL FINANCIAL LLC	0%	8.29K	10.06M	639	+8.35%
Jun 30, 2025	SSI INVESTMENT MANAGEMENT LLC	0%	16.02K	19.45M	-380	-2.32%
Jun 30, 2025	LORD, ABBETT & CO. LLC	0%	17.65K	21.47M	0	0
Jun 30, 2025	MACKAY SHIELDS LLC	0%	18.14K	22.05M	-11.81K	-39.43%
Jun 30, 2025	PIER 88 INVESTMENT PARTNERS LLC	0%	21.53K	26.12M	400	+1.89%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0%	23.95K	29.05M	-1.08K	-4.31%
Jun 30, 2025	NEW ENGLAND ASSET MANAGEMENT INC	0%	9.44K	11.44M	0	0
Jun 30, 2025	JPMORGAN CHASE & CO	0%	15.99K	19.4M	-1.29K	-7.44%
Jun 30, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0%	24.54K	29.77M	0	0
Jun 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0%	42.74K	51.98M	0	0
Jun 30, 2025	FIRST TRUST ADVISORS LP	0%	66.94K	81.2M	-35K	-34.33%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0%	72K	87.34M	-2.39K	-3.21%
Mar 31, 2025	ROYAL BANK OF CANADA	0%	4.92K	6.07M	-439	-8.19%
Mar 31, 2025	SSI INVESTMENT MANAGEMENT LLC	0%	16.4K	20.29M	-170	-1.03%
Mar 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0%	16.1K	19.87M	0	0
Mar 31, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	0%	15.47K	19.1M	6.02K	+63.64%
Mar 31, 2025	EVERETT HARRIS & CO /CA/	0%	15.22K	18.79M	-40	-0.26%
Mar 31, 2025	STONEBRIDGE ADVISORS LLC	0%	48.29K	59.62M	-59	-0.12%
Mar 31, 2025	STATE STREET CORP	0%	46.31K	57.13M	-3.3K	-6.65%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	0%	43.82K	54.31M	244	+0.56%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0%	25.03K	30.9M	1.75K	+7.49%
Mar 31, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0%	24.54K	30.3M	0	0
Mar 31, 2025	INVESCO LTD.	0%	17.8K	21.98M	0	0
Mar 31, 2025	LORD, ABBETT & CO. LLC	0%	17.65K	21.88M	0	0
Mar 31, 2025	JPMORGAN CHASE & CO	0%	17.28K	21.33M	-1.59K	-8.41%
Mar 31, 2025	COLONY GROUP, LLC	0%	14.82K	18.33M	-712	-4.58%
Mar 31, 2025	NEW ENGLAND ASSET MANAGEMENT INC	0%	9.44K	11.65M	0	0
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	0%	9.11K	11.25M	-1.25K	-12.06%
Mar 31, 2025	RATIONAL ADVISORS LLC	0%	7.65K	9.44M	400	+5.52%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0%	6.7K	8.27M	139	+2.12%
Mar 31, 2025	RB CAPITAL MANAGEMENT, LLC	0%	6.67K	8.24M	-12	-0.18%
Mar 31, 2025	CITIGROUP INC	0%	6.57K	8.11M	368	+5.94%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0%	12.43K	15.34M	430	+3.58%
Mar 31, 2025	UBS GROUP AG	0%	12.37K	15.27M	6.28K	+103.17%
Mar 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.07%	5.52M	6.81M	-200K	-3.50%
Mar 31, 2025	VOYA INVESTMENT MANAGEMENT LLC	0%	293.54K	362.39M	-5K	-1.67%
Mar 31, 2025	ADVENT CAPITAL MANAGEMENT /DE/	0%	173.46K	214.9M	-1.03K	-0.59%
Mar 31, 2025	BLACKROCK, INC.	0%	152.84K	188.69M	-2.33K	-1.50%
Mar 31, 2025	CAMDEN ASSET MANAGEMENT L P /CA	0%	76.01K	94.01M	7.86K	+11.53%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0%	74.39K	91.84M	1.65K	+2.27%
Mar 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0%	57.7K	71.24M	-244	-0.42%
Mar 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0%	42.74K	52.96M	240	+0.56%
Mar 31, 2025	PIER 88 INVESTMENT PARTNERS LLC	0%	21.13K	26.09M	400	+1.93%
Mar 31, 2025	VILLERE ST DENIS J & CO LLC	0%	19.81K	24.46M	-336	-1.67%
Mar 31, 2025	PHRACTION MANAGEMENT LLC	0%	11.21K	13.84M	0	0
Mar 31, 2025	FRANKLIN RESOURCES INC	0%	10.26K	12.66M	2.37K	+30.02%
Mar 31, 2025	LPL FINANCIAL LLC	0%	7.65K	9.45M	-2.09K	-21.43%
Mar 31, 2025	STIFEL FINANCIAL CORP	0%	4.91K	6.06M	-510	-9.41%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0%	40.3K	49.85M	2K	+5.22%
Mar 31, 2025	FMR LLC	0%	38.17K	47.21M	-1.1K	-2.80%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0%	6.17K	7.62M	-107	-1.70%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0%	101.94K	125.85M	2K	+2.00%
Mar 31, 2025	VALEO FINANCIAL ADVISORS, LLC	0%	92.97K	820.78K	-130	-0.14%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	22.64K	27.95M	1.29K	+6.02%
Mar 31, 2025	CONNING INC.	0%	6.24K	7.7M	0	0
Mar 31, 2025	MORGAN STANLEY	0%	36.38K	44.91M	521	+1.45%
Mar 31, 2025		0%	34.48K	42.57M	34.48K	+100.00%
Mar 31, 2025	MACKAY SHIELDS LLC	0%	29.95K	37.1M	-13	-0.04%
Mar 31, 2025	CALAMOS ADVISORS LLC	0%	28.26K	34.89M	-15	-0.05%
Mar 31, 2025	EPIQ PARTNERS, LLC	0%	4.75K	5.87M	200	+4.39%
Mar 31, 2025	HUDSON CAPITAL MANAGEMENT LLC	0%	4.59K	5.67M	24	+0.53%
Mar 31, 2025	PALISADE CAPITAL MANAGEMENT, LP	0%	4.58K	5.65M	-30	-0.65%
Mar 31, 2024	MACQUARIE GROUP LTD	0%	4.54K	5.41M	0	0
Mar 31, 2024	MACKAY SHIELDS LLC	0%	30.94K	37M	-65	-0.21%
Mar 31, 2024	JPMORGAN CHASE & CO	0%	29.38K	35.07M	-5.49K	-15.75%
Mar 31, 2024	CALAMOS ADVISORS LLC	0%	29.24K	34.91M	-204	-0.69%
Mar 31, 2024	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0%	26.26K	31.35M	-1.5K	-5.40%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0%	23.74K	28.69M	-178	-0.74%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	21.4K	25.54M	1.48K	+7.45%
Mar 31, 2024	VILLERE ST DENIS J & CO LLC	0%	21.35K	25.49M	-204	-0.95%
Mar 31, 2024	LORD, ABBETT & CO. LLC	0%	21K	25.13M	6.63K	+46.16%
Mar 31, 2024	PIER 88 INVESTMENT PARTNERS LLC	0%	17.73K	21.17M	0	0
Mar 31, 2024	SSI INVESTMENT MANAGEMENT LLC	0%	17.26K	20.6M	6.19K	+55.86%
Mar 31, 2024	EVERETT HARRIS & CO /CA/	0%	15.94K	19.03M	-68	-0.42%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0%	14.45K	17.25M	-281	-1.91%
Mar 31, 2024	FRANKLIN RESOURCES INC	0%	12.62K	15.06M	12.59K	+41,963.33%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0%	11.24K	13.42M	-754	-6.29%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0%	10.87K	12.97M	-751	-6.46%
Mar 31, 2024	PHRACTION MANAGEMENT LLC	0%	10.41K	12.42M	-183	-1.73%
Mar 31, 2024	NEW ENGLAND ASSET MANAGEMENT INC	0%	9.44K	11.26M	0	0
Mar 31, 2024	ROYAL BANK OF CANADA	0%	9.17K	10.94M	82	+0.90%
Mar 31, 2024	OXBOW ADVISORS, LLC	0%	8.69K	10.37M	321	+3.84%
Mar 31, 2024	JRM INVESTMENT COUNSEL, LLC	0%	8.4K	10.03M	-244	-2.82%
Mar 31, 2024	CONNING INC.	0%	6.24K	7.44M	450	+7.78%
Mar 31, 2024	CITIGROUP INC	0%	6.17K	7.42M	-4.23K	-40.66%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0%	4.94K	5.9M	-220	-4.26%
Mar 31, 2024	CAMDEN ASSET MANAGEMENT L P /CA	0%	44.26K	52.84M	-36.74K	-45.35%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0%	55.2K	62.68M	-10.57K	-16.07%
Mar 31, 2024	PALISADE CAPITAL MANAGEMENT, LP	0%	4.64K	5.58M	-1.05K	-18.49%
Mar 31, 2024	LAZARD ASSET MANAGEMENT LLC	0%	4.73K	5.64M	100	+2.16%
Mar 31, 2024	OPPENHEIMER & CO INC	0%	4.73K	5.65M	-36	-0.76%
Mar 31, 2024	VALEO FINANCIAL ADVISORS, LLC	0%	92.79K	565.73K	-18	-0.02%
Mar 31, 2024	FMR LLC	0%	49.47K	59.06M	0	0
Mar 31, 2024	STATE STREET CORP	0%	52.1K	62.13M	-900	-1.70%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0%	82.72K	98.75M	0	0
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0%	6.47K	7.73M	62	+0.97%
Mar 31, 2024	RB CAPITAL MANAGEMENT, LLC	0%	6.72K	8.02M	25	+0.37%
Mar 31, 2024	LPL FINANCIAL LLC	0%	7.7K	9.19M	1.92K	+33.24%
Mar 31, 2024	AEGON USA INVESTMENT MANAGEMENT, LLC	0%	7.95K	9.48M	0	0
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0%	37.65K	44.95M	-624	-1.63%
Mar 31, 2024	MORGAN STANLEY	0%	34.83K	41.52M	2.64K	+8.19%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0%	42.49K	50.84M	28	+0.07%
Mar 31, 2024	RATIONAL ADVISORS LLC	0%	4.95K	5.91M	4.95K	+100.00%
Mar 31, 2024	INVESCO LTD.	0%	19.04K	22.72M	700	+3.82%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0%	23.86K	28.49M	0	0
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0%	24.28K	29.05M	-2.45K	-9.15%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0%	89.62K	106.99M	7.41K	+9.01%
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0%	3.22K	3.84M	0	0
Mar 31, 2024	MARATHON TRADING INVESTMENT MANAGEMENT LLC	0%	3.22K	3.85M	0	0
Mar 31, 2024	SG AMERICAS SECURITIES, LLC	0%	3.23K	3.86M	2.8K	+651.16%
Mar 31, 2024	PELOTON WEALTH STRATEGISTS	0%	3.51K	4.19M	59	+1.71%
Mar 31, 2024	STIFEL FINANCIAL CORP	0%	3.93K	4.69M	-24	-0.61%
Mar 31, 2024	UBS GROUP AG	0%	4.09K	4.88M	349	+9.33%
Mar 31, 2024	HUDSON CAPITAL MANAGEMENT LLC	0%	4.29K	5.12M	1.42K	+49.30%
Mar 31, 2024	STONEBRIDGE ADVISORS LLC	0%	132.03K	157.61M	1.66K	+1.27%
Mar 31, 2024	BLACKROCK INC.	0%	156.25K	186.52M	11.18K	+7.71%
Mar 31, 2024	ADVENT CAPITAL MANAGEMENT /DE/	0%	181.78K	218.47M	-3.85K	-2.07%
Mar 31, 2024	LOOMIS SAYLES & CO L P	0.02%	1.44M	54.79M	-81K	-5.31%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.08%	6.3M	7.51M	206K	+3.38%
Dec 31, 2023	LOOMIS SAYLES & CO L P	0.02%	1.53M	51.38M	-685.46K	-31.00%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0%	5.16K	6.22M	-108	-2.05%
Dec 31, 2023	VERITION FUND MANAGEMENT LLC	0%	5.3K	6.39M	5.3K	+100.00%
Dec 31, 2023	CREDIT SUISSE AG/	0%	5.6K	6.75M	0	0
Dec 31, 2023	PALISADE CAPITAL MANAGEMENT, LP	0%	5.7K	6.92M	-977	-14.64%
Dec 31, 2023	LPL FINANCIAL LLC	0%	5.78K	6.96M	1.09K	+23.21%
Dec 31, 2023	CONNING INC.	0%	5.79K	6.97M	-1.4K	-19.49%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0%	6.41K	7.73M	10	+0.16%
Dec 31, 2023	RB CAPITAL MANAGEMENT, LLC	0%	6.7K	8.07M	16	+0.24%
Dec 31, 2023	ADVISORS CAPITAL MANAGEMENT, LLC	0%	7.87K	9.49M	7.87K	+100.00%
Dec 31, 2023	AEGON USA INVESTMENT MANAGEMENT, LLC	0%	7.95K	9.65M	0	0
Dec 31, 2023	OXBOW ADVISORS, LLC	0%	8.36K	10.08M	-6.03K	-41.89%
Dec 31, 2023	JRM INVESTMENT COUNSEL, LLC	0%	8.65K	10.42M	1.86K	+27.33%
Dec 31, 2023	ROYAL BANK OF CANADA	0%	9.09K	10.95M	975	+12.02%
Dec 31, 2023	NEW ENGLAND ASSET MANAGEMENT INC	0%	9.44K	11.37M	0	0
Dec 31, 2023	CITIGROUP INC	0%	10.4K	12.53M	-615	-5.59%
Dec 31, 2023	PHRACTION MANAGEMENT LLC	0%	10.59K	12.78M	-36	-0.34%
Dec 31, 2023	SSI INVESTMENT MANAGEMENT LLC	0%	11.07K	13.34M	13	+0.12%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0%	11.62K	14M	748	+6.88%
Dec 31, 2023	RUSSELL INVESTMENTS GROUP, LTD.	0.08%	6.09M	7.34M	-210K	-3.33%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0%	11.99K	14.46M	664	+5.86%
Dec 31, 2023	PUTNAM INVESTMENTS LLC	0%	12.95K	15.6M	789	+6.49%
Dec 31, 2023	LORD, ABBETT & CO. LLC	0%	14.37K	17.35M	-314	-2.14%
Dec 31, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0%	14.73K	17.75M	1.36K	+10.14%
Dec 31, 2023	EVERETT HARRIS & CO /CA/	0%	16.01K	19.3M	-146	-0.90%
Dec 31, 2023	PIER 88 INVESTMENT PARTNERS LLC	0%	17.73K	21.37M	2.08K	+13.29%
Dec 31, 2023	INVESCO LTD.	0%	18.34K	22.1M	-5.25K	-22.27%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0%	19.91K	24M	-50	-0.25%
Dec 31, 2023	VILLERE ST DENIS J & CO LLC	0%	21.56K	25.98M	-554	-2.51%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0%	23.86K	28.75M	20	+0.08%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0%	23.92K	29.16M	4.57K	+23.62%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0%	26.73K	32.27M	-9.27K	-25.75%
Dec 31, 2023	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0%	27.76K	33.46M	0	0
Dec 31, 2023	CALAMOS ADVISORS LLC	0%	29.45K	35.49M	-6.15K	-17.27%
Dec 31, 2023	MACKAY SHIELDS LLC	0%	31K	37.41B	-707	-2.23%
Dec 31, 2023	MORGAN STANLEY	0%	32.19K	39M	-10.14K	-23.95%
Dec 31, 2023	JPMORGAN CHASE & CO	0%	34.88K	42.03M	-284	-0.81%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0%	38.28K	46.11M	-2.96K	-7.19%
Dec 31, 2023	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0%	42.47K	51.26M	20	+0.05%
Dec 31, 2023	FMR LLC	0%	49.47K	59.59M	20K	+67.87%
Dec 31, 2023	STATE STREET CORP	0%	53K	64.38M	-14.4K	-21.37%
Dec 31, 2023	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0%	65.76K	79.26M	514	+0.79%
Dec 31, 2023	CAMDEN ASSET MANAGEMENT L P /CA	0%	81K	97.57M	8.47K	+11.68%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	0%	82.22K	99.09M	-1.61K	-1.92%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0%	82.72K	99.71M	1.04K	+1.27%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0%	84K	102.69K	84K	+100.00%
Dec 31, 2023	VALEO FINANCIAL ADVISORS, LLC	0%	92.81K	604.62K	-150	-0.16%
Dec 31, 2023	STONEBRIDGE ADVISORS LLC	0%	130.37K	157.13M	355	+0.27%
Dec 31, 2023	BLACKROCK INC.	0%	145.06K	174.84M	576	+0.40%
Dec 31, 2023	ADVENT CAPITAL MANAGEMENT /DE/	0%	185.62K	224.08B	6.22K	+3.47%
Sep 30, 2023	LORD, ABBETT & CO. LLC	0%	14.69K	-	-7.64K	-34.22%
Sep 30, 2023	EVERETT HARRIS & CO /CA/	0%	16.16K	-	-897	-5.26%
Sep 30, 2023	NUVEEN ASSET MANAGEMENT, LLC	0%	19.35K	-	0	0
Sep 30, 2023	WELLS FARGO & COMPANY/MN	0%	19.96K	-	-1.24K	-5.86%
Sep 30, 2023	VILLERE ST DENIS J & CO LLC	0%	22.11K	-	753	+3.53%
Sep 30, 2023	INVESCO LTD.	0%	23.59K	-	-849	-3.47%
Sep 30, 2023	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0%	27.76K	-	0	0
Sep 30, 2023	FMR LLC	0%	29.47K	-	-1.2K	-3.91%
Sep 30, 2023	MACKAY SHIELDS LLC	0%	31.71K	-	-366	-1.14%
Sep 30, 2023	CALAMOS ADVISORS LLC	0%	35.6K	-	-532	-1.47%
Sep 30, 2023	AMERICAN CENTURY COMPANIES INC	0%	36K	-	-6.87K	-16.02%
Sep 30, 2023	AMERIPRISE FINANCIAL INC	0%	41.24K	-	-469	-1.12%
Sep 30, 2023	MORGAN STANLEY	0%	42.33K	-	2.9K	+7.35%
Sep 30, 2023	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0%	42.45K	-	-431	-1.01%
Sep 30, 2023	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0%	65.25K	-	-253	-0.39%
Sep 30, 2023	CAMDEN ASSET MANAGEMENT L P /CA	0%	72.53K	-	1.88K	+2.66%
Sep 30, 2023	RUSSELL INVESTMENTS GROUP, LTD.	0.08%	6.3M	-	350K	+5.88%
Sep 30, 2023	FIRST TRUST ADVISORS LP	0%	81.69K	-	3.61K	+4.62%
Sep 30, 2023	VICTORY CAPITAL MANAGEMENT INC	0%	83.82K	-	1.98K	+2.42%
Sep 30, 2023	VALEO FINANCIAL ADVISORS, LLC	0%	92.96K	-	-422	-0.45%
Sep 30, 2023	STONEBRIDGE ADVISORS LLC	0%	130.01K	-	3.57K	+2.83%
Sep 30, 2023	BLACKROCK INC.	0%	144.49K	-	5K	+3.58%
Sep 30, 2023	ADVENT CAPITAL MANAGEMENT /DE/	0%	179.4K	-	-4.67K	-2.54%
Sep 30, 2023	LOOMIS SAYLES & CO L P	0.03%	2.21M	-	-623.68K	-22.00%
Sep 30, 2023	PELOTON WEALTH STRATEGISTS	0%	3.47K	-	375	+12.10%
Sep 30, 2023	UBS GROUP AG	0%	3.67K	-	408	+12.50%
Sep 30, 2023	LAFFER TENGLER INVESTMENTS	0%	3.88K	-	515	+15.31%
Sep 30, 2023	HUDSON CAPITAL MANAGEMENT LLC	0%	3.96K	-	140	+3.66%
Sep 30, 2023	STIFEL FINANCIAL CORP	0%	4.07K	-	-287	-6.58%
Sep 30, 2023	RATIONAL ADVISORS LLC	0%	4.45K	-	700	+18.68%
Sep 30, 2023	LPL FINANCIAL LLC	0%	4.69K	-	194	+4.32%
Sep 30, 2023	OPPENHEIMER & CO INC	0%	4.79K	-	17	+0.36%
Sep 30, 2023	ZAZOVE ASSOCIATES LLC	0%	5.01K	-	5.01K	+100.00%
Sep 30, 2023	RAYMOND JAMES & ASSOCIATES	0%	5.27K	-	-2.87K	-35.29%
Sep 30, 2023	CREDIT SUISSE AG/	0%	5.6K	-	0	0
Sep 30, 2023	STRATOS WEALTH PARTNERS, LTD.	0%	6.4K	-	470	+7.93%
Sep 30, 2023	RB CAPITAL MANAGEMENT, LLC	0%	6.68K	-	-172	-2.51%
Sep 30, 2023	JRM INVESTMENT COUNSEL, LLC	0%	6.79K	-	828	+13.89%
Sep 30, 2023	CONNING INC.	0%	7.19K	-	0	0
Sep 30, 2023	AEGON USA INVESTMENT MANAGEMENT, LLC	0%	7.95K	-	0	0
Sep 30, 2023	ROYAL BANK OF CANADA	0%	8.11K	-	1.32K	+19.44%
Sep 30, 2023	NEW ENGLAND ASSET MANAGEMENT INC	0%	9.44K	-	0	0
Sep 30, 2023	SPECTRUM ASSET MANAGEMENT, INC.	0%	10.09K	-	-1.47K	-12.71%
Sep 30, 2023	PHRACTION MANAGEMENT LLC	0%	10.63K	-	1.14K	+11.95%
Sep 30, 2023	CITIGROUP INC	0%	11.01K	-	524	+5.00%
Sep 30, 2023	SSI INVESTMENT MANAGEMENT LLC	0%	11.06K	-	2.86K	+34.87%
Sep 30, 2023	ALLIANCEBERNSTEIN L.P.	0%	11.33K	-	-10	-0.09%
Sep 30, 2023	PUTNAM INVESTMENTS LLC	0%	12.16K	-	-228	-1.84%
Sep 30, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0%	13.37K	-	0	0
Sep 30, 2023	PIER 88 INVESTMENT PARTNERS LLC	0%	15.65K	-	700	+4.68%

Insiders

Among the BAC-PL insiders holding of N/A of the stake in company, ATHANASIA DEAN C, President, Regional Banking, holds the largest shares of 353.97K. KODER MATTHEW M, Pres, Gl Corp & Invest Banking, is the second largest BAC-PL insider with ownership of 319.8K shares. DEMARE JAMES P, President, Global Markets, stands third with possession of 185.11K shares of that stake.

Insiders	Designation	Shares Held
ATHANASIA DEAN C	President, Regional Banking	353.97K
KODER MATTHEW M	Pres, Gl Corp & Invest Banking	319.8K
DEMARE JAMES P	President, Global Markets	185.11K
WOODS THOMAS D	director	64.66K
BANK OF AMERICA CORP /DE/	10 percent owner	17.67K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Nov 20, 2023	BANK OF AMERICA CORP /DE/	SALE	9.90	100	990	17.67K
Nov 08, 2023	BANK OF AMERICA CORP /DE/	PURCHASE	10.42	4.18K	43.5K	4.18K
Nov 01, 2023	WOODS THOMAS D	PURCHASE	26.25	25K	656.25K	64.66K
Aug 01, 2023	DEMARE JAMES P	SALE	31.53	75K	2.36M	185.11K
Jul 20, 2023	ATHANASIA DEAN C	SALE	31.48	77.81K	2.45M	353.97K
Feb 23, 2023	KODER MATTHEW M	SALE	34.27	105.05K	3.6M	319.8K
Feb 02, 2023	KODER MATTHEW M	SALE	35.91	214.75K	7.71M	214.75K
Nov 16, 2022	BANK OF AMERICA CORP /DE/	SALE	23750.00	4	95K	0

Frequently Asked Questions

Stock Outstanding Shares

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

N/A Percentage of Shares held by All Insiders

69.6% Percentage of Shares held by All Institutions

69.6% Percentage of Float held by Institutions

299

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.01%	29.14K	37.3M	263	+0.91%
Sep 30, 2025	XCEL WEALTH MANAGEMENT, LLC	0%	5.65K	7.23M	420	+8.04%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0%	5.76K	7.37M	-59	-1.01%
Sep 30, 2025	CONNING INC.	0%	6.24K	7.98M	0	0
Sep 30, 2025	CITIGROUP INC	0%	6.47K	8.28M	35	+0.54%
Sep 30, 2025	UBS GROUP AG	0%	6.78K	8.67M	381	+5.96%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	6.84K	8.76M	100	+1.48%
Sep 30, 2025	RB CAPITAL MANAGEMENT, LLC	0%	6.89K	8.81M	85	+1.25%
Sep 30, 2025	LPL FINANCIAL LLC	0%	7.29K	9.34M	-996	-12.01%
Sep 30, 2025	ZAZOVE ASSOCIATES LLC	0%	7.42K	9.5M	7.42K	+100.00%
Sep 30, 2025	RATIONAL ADVISORS LLC	0%	8.05K	10.3M	0	0
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0%	8.36K	10.7M	-485	-5.49%
Sep 30, 2025	LAZARD ASSET MANAGEMENT LLC	0%	9.32K	119	4.82K	+106.97%
Sep 30, 2025	NEW ENGLAND ASSET MANAGEMENT INC	0%	9.44K	12.08M	0	0
Sep 30, 2025	PHRACTION MANAGEMENT LLC	0%	10.33K	13.22M	0	0
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0%	13.55K	17.34M	472	+3.61%
Sep 30, 2025	JPMORGAN CHASE & CO	0%	13.81K	17.67M	-2.19K	-13.66%
Sep 30, 2025	COLONY GROUP, LLC	0%	14.14K	18.11M	-362	-2.50%
Sep 30, 2025	EVERETT HARRIS & CO /CA/	0%	15.08K	19.3M	-33	-0.22%
Sep 30, 2025	SSI INVESTMENT MANAGEMENT LLC	0%	15.45K	19.79M	-570	-3.56%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0%	16.85K	21.56M	1.05K	+6.64%
Sep 30, 2025	MACKAY SHIELDS LLC	0%	17.58K	22.55M	-556	-3.07%
Sep 30, 2025	LORD, ABBETT & CO. LLC	0%	17.65K	22.65M	0	0
Sep 30, 2025	VILLERE ST DENIS J & CO LLC	0.01%	18.98K	24.29M	-436	-2.25%
Sep 30, 2025	INVESCO LTD.	0.01%	19.3K	24.7M	0	0
Sep 30, 2025	PIER 88 INVESTMENT PARTNERS LLC	0.01%	21.4K	27.4M	-130	-0.60%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.01%	22.66K	29M	-256	-1.12%
Sep 30, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	0.01%	23.35K	29.88M	1.07K	+4.80%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.01%	23.85K	30.52M	-105	-0.44%
Sep 30, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.01%	24.54K	31.41M	0	0
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.01%	27.84K	35.64M	-39.1K	-58.41%
Sep 30, 2025	CALAMOS ADVISORS LLC	0.01%	28.02K	35.86M	-148	-0.53%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.01%	30K	38.55K	-134K	-81.71%
Sep 30, 2025	FMR LLC	0.01%	33.27K	42.6M	-4K	-10.73%
Sep 30, 2025	NUVEEN, LLC	0.01%	34.34K	43.95M	-82	-0.24%
Sep 30, 2025	MORGAN STANLEY	0.01%	37.76K	48.33M	575	+1.55%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.01%	39.11K	50.09M	26.77K	+216.84%
Sep 30, 2025	STATE STREET CORP	0.01%	42.41K	54.33M	1.5K	+3.67%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.01%	43.15K	55.36M	-1.03K	-2.34%
Sep 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.01%	43.29K	55.53M	550	+1.29%
Sep 30, 2025	LIDO ADVISORS, LLC	0.01%	47.48K	2.61M	47.48K	+100.00%
Sep 30, 2025	STONEBRIDGE ADVISORS LLC	0.01%	47.53K	60.86M	470	+1.00%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.01%	48.32K	61.86M	5.02K	+11.60%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.02%	71.21K	91.15M	-793	-1.10%
Sep 30, 2025	CAMDEN ASSET MANAGEMENT L P /CA	0.03%	128.07K	163.98M	8.58K	+7.18%
Sep 30, 2025	BLACKROCK, INC.	0.04%	155.69K	199.28M	3.03K	+1.98%
Sep 30, 2025	ADVENT CAPITAL MANAGEMENT /DE/	0.05%	176.51K	223.28M	3.67K	+2.12%
Sep 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.08%	295.24K	377.9M	0	0
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	1.25%	4.73M	6.06M	-33K	-0.69%
Sep 30, 2025	FRANKLIN RESOURCES INC	2.18%	8.27M	430.35M	8.26M	+80,564.35%
Sep 30, 2025	AGF MANAGEMENT LTD	0%	2.5K	3.2M	0	0
Sep 30, 2025	MONTAG A & ASSOCIATES INC	0%	2.59K	3.32M	-169	-6.13%
Sep 30, 2025	ICON ADVISERS INC/CO	0%	2.73K	39.78K	735	+36.77%
Sep 30, 2025	LAKE STREET FINANCIAL LLC	0%	2.88K	3.69M	-90	-3.03%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0%	2.97K	3.8M	-189	-5.99%
Sep 30, 2025	SEVEN SPRINGS WEALTH GROUP, LLC	0%	3.05K	3.9M	239	+8.51%
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0%	3.21K	4.1M	-20	-0.62%
Sep 30, 2025	LAFFER TENGLER INVESTMENTS	0%	3.29K	4.21M	11	+0.34%
Sep 30, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0%	3.56K	4.56M	-325	-8.36%
Sep 30, 2025	CSS LLC/IL	0%	3.61K	4.63M	-15.28K	-80.88%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0%	3.82K	4.88M	-11	-0.29%
Sep 30, 2025	HUDSON CAPITAL MANAGEMENT LLC	0%	4.64K	5.94M	32	+0.69%
Sep 30, 2025	STIFEL FINANCIAL CORP	0%	4.78K	6.12M	-61	-1.26%
Sep 30, 2025	EPIQ PARTNERS, LLC	0%	5.04K	6.45M	-62	-1.22%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0%	164K	196.81K	164K	+100.00%
Jun 30, 2025	CSS LLC/IL	0%	18.89K	22.86M	18.53K	+5,076.44%
Jun 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0%	295.24K	358.12M	1.7K	+0.58%
Jun 30, 2025	XCEL WEALTH MANAGEMENT, LLC	0%	5.23K	6.34M	3.08K	+143.25%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0%	5.82K	7.06M	-353	-5.72%
Jun 30, 2025	CONNING INC.	0%	6.24K	7.56M	0	0
Jun 30, 2025	CITIGROUP INC	0%	6.43K	7.8M	-136	-2.07%
Jun 30, 2025	PHRACTION MANAGEMENT LLC	0%	10.33K	12.53M	-881	-7.86%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0%	13.07K	15.86M	648	+5.22%
Jun 30, 2025	INVESCO LTD.	0%	19.3K	23.41M	1.5K	+8.43%
Jun 30, 2025	VILLERE ST DENIS J & CO LLC	0%	19.42K	23.55M	-394	-1.99%
Jun 30, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	0%	22.28K	27.02M	6.81K	+44.03%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	22.91K	27.79M	272	+1.20%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0%	28.88K	35.03M	-28.83K	-49.95%
Jun 30, 2025	NUVEEN, LLC	0%	34.42K	41.75M	-63	-0.18%
Jun 30, 2025	UBS GROUP AG	0%	6.39K	7.76M	-5.97K	-48.29%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	6.74K	8.18M	41	+0.61%
Jun 30, 2025	RB CAPITAL MANAGEMENT, LLC	0%	6.8K	8.25M	127	+1.90%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0%	12.34K	14.84M	10.12K	+455.49%
Jun 30, 2025	COLONY GROUP, LLC	0%	14.51K	17.61M	-316	-2.13%
Jun 30, 2025	EVERETT HARRIS & CO /CA/	0%	15.12K	18.33M	-104	-0.68%
Jun 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0%	15.8K	19.16M	-300	-1.86%
Jun 30, 2025	STATE STREET CORP	0%	40.91K	49.18M	-5.4K	-11.66%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0%	43.29K	52.55M	2.99K	+7.42%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0%	44.19K	53.74M	364	+0.83%
Jun 30, 2025	STONEBRIDGE ADVISORS LLC	0%	47.06K	57.09M	-1.23K	-2.55%
Jun 30, 2025	VALEO FINANCIAL ADVISORS, LLC	0%	92.97K	808.05K	0	0
Jun 30, 2025	CAMDEN ASSET MANAGEMENT L P /CA	0%	119.49K	145.03M	43.48K	+57.20%
Jun 30, 2025	BLACKROCK, INC.	0%	152.66K	185.17M	-180	-0.12%
Jun 30, 2025	CALAMOS ADVISORS LLC	0%	28.16K	34.16M	-101	-0.36%
Jun 30, 2025	MORGAN STANLEY	0%	37.18K	45.1M	808	+2.22%
Jun 30, 2025	KCM INVESTMENT ADVISORS LLC	0%	2.43K	2.95M	67	+2.84%
Jun 30, 2025	MARATHON TRADING INVESTMENT MANAGEMENT LLC	0%	2.46K	2.99M	0	0
Jun 30, 2025	AEGON USA INVESTMENT MANAGEMENT, LLC	0%	2.49K	3.01M	0	0
Jun 30, 2025	AGF MANAGEMENT LTD	0%	2.5K	3.03M	-1K	-28.57%
Jun 30, 2025	MONTAG A & ASSOCIATES INC	0%	2.76K	3.35M	-70	-2.47%
Jun 30, 2025	SEVEN SPRINGS WEALTH GROUP, LLC	0%	2.81K	3.41M	330	+13.32%
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.06%	4.76M	5.78M	-751K	-13.62%
Jun 30, 2025	WHALEROCK POINT PARTNERS, LLC	0%	2.92K	3.54M	-35	-1.19%
Jun 30, 2025	LAKE STREET FINANCIAL LLC	0%	2.97K	3.6M	-85	-2.78%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0%	3.16K	3.83M	-130	-3.96%
Jun 30, 2025	LAFFER TENGLER INVESTMENTS	0%	3.28K	3.92M	-87	-2.58%
Jun 30, 2025	PELOTON WEALTH STRATEGISTS	0%	3.37K	4.09M	30	+0.90%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0%	3.67K	4.46M	111	+3.12%
Jun 30, 2025	PALISADE CAPITAL MANAGEMENT, LP	0%	4.38K	5.24M	-209	-4.56%
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	0%	4.5K	5.46M	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0%	4.59K	5.57M	-327	-6.65%
Jun 30, 2025	HUDSON CAPITAL MANAGEMENT LLC	0%	4.61K	5.59M	14	+0.30%
Jun 30, 2025	EPIQ PARTNERS, LLC	0%	5.1K	6.19M	348	+7.32%
Jun 30, 2025		0%	34.42K	41.75M	-63	-0.18%
Jun 30, 2025	MARINER, LLC	0%	2.36K	2.86M	-11	-0.46%
Jun 30, 2025	LAUREL WEALTH ADVISORS LLC	0%	54.59K	45K	54.54K	+121,200.00%
Jun 30, 2025	FMR LLC	0%	37.27K	45.24M	-900	-2.36%
Jun 30, 2025	ADVENT CAPITAL MANAGEMENT /DE/	0%	172.84K	207.12M	-617	-0.36%
Jun 30, 2025	RATIONAL ADVISORS LLC	0%	8.05K	9.76M	400	+5.23%
Jun 30, 2025	FRANKLIN RESOURCES INC	0%	10.26K	12.44M	0	0
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0%	8.84K	10.72M	-270	-2.96%
Jun 30, 2025	LPL FINANCIAL LLC	0%	8.29K	10.06M	639	+8.35%
Jun 30, 2025	SSI INVESTMENT MANAGEMENT LLC	0%	16.02K	19.45M	-380	-2.32%
Jun 30, 2025	LORD, ABBETT & CO. LLC	0%	17.65K	21.47M	0	0
Jun 30, 2025	MACKAY SHIELDS LLC	0%	18.14K	22.05M	-11.81K	-39.43%
Jun 30, 2025	PIER 88 INVESTMENT PARTNERS LLC	0%	21.53K	26.12M	400	+1.89%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0%	23.95K	29.05M	-1.08K	-4.31%
Jun 30, 2025	NEW ENGLAND ASSET MANAGEMENT INC	0%	9.44K	11.44M	0	0
Jun 30, 2025	JPMORGAN CHASE & CO	0%	15.99K	19.4M	-1.29K	-7.44%
Jun 30, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0%	24.54K	29.77M	0	0
Jun 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0%	42.74K	51.98M	0	0
Jun 30, 2025	FIRST TRUST ADVISORS LP	0%	66.94K	81.2M	-35K	-34.33%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0%	72K	87.34M	-2.39K	-3.21%
Mar 31, 2025	ROYAL BANK OF CANADA	0%	4.92K	6.07M	-439	-8.19%
Mar 31, 2025	SSI INVESTMENT MANAGEMENT LLC	0%	16.4K	20.29M	-170	-1.03%
Mar 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0%	16.1K	19.87M	0	0
Mar 31, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	0%	15.47K	19.1M	6.02K	+63.64%
Mar 31, 2025	EVERETT HARRIS & CO /CA/	0%	15.22K	18.79M	-40	-0.26%
Mar 31, 2025	STONEBRIDGE ADVISORS LLC	0%	48.29K	59.62M	-59	-0.12%
Mar 31, 2025	STATE STREET CORP	0%	46.31K	57.13M	-3.3K	-6.65%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	0%	43.82K	54.31M	244	+0.56%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0%	25.03K	30.9M	1.75K	+7.49%
Mar 31, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0%	24.54K	30.3M	0	0
Mar 31, 2025	INVESCO LTD.	0%	17.8K	21.98M	0	0
Mar 31, 2025	LORD, ABBETT & CO. LLC	0%	17.65K	21.88M	0	0
Mar 31, 2025	JPMORGAN CHASE & CO	0%	17.28K	21.33M	-1.59K	-8.41%
Mar 31, 2025	COLONY GROUP, LLC	0%	14.82K	18.33M	-712	-4.58%
Mar 31, 2025	NEW ENGLAND ASSET MANAGEMENT INC	0%	9.44K	11.65M	0	0
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	0%	9.11K	11.25M	-1.25K	-12.06%
Mar 31, 2025	RATIONAL ADVISORS LLC	0%	7.65K	9.44M	400	+5.52%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0%	6.7K	8.27M	139	+2.12%
Mar 31, 2025	RB CAPITAL MANAGEMENT, LLC	0%	6.67K	8.24M	-12	-0.18%
Mar 31, 2025	CITIGROUP INC	0%	6.57K	8.11M	368	+5.94%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0%	12.43K	15.34M	430	+3.58%
Mar 31, 2025	UBS GROUP AG	0%	12.37K	15.27M	6.28K	+103.17%
Mar 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.07%	5.52M	6.81M	-200K	-3.50%
Mar 31, 2025	VOYA INVESTMENT MANAGEMENT LLC	0%	293.54K	362.39M	-5K	-1.67%
Mar 31, 2025	ADVENT CAPITAL MANAGEMENT /DE/	0%	173.46K	214.9M	-1.03K	-0.59%
Mar 31, 2025	BLACKROCK, INC.	0%	152.84K	188.69M	-2.33K	-1.50%
Mar 31, 2025	CAMDEN ASSET MANAGEMENT L P /CA	0%	76.01K	94.01M	7.86K	+11.53%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0%	74.39K	91.84M	1.65K	+2.27%
Mar 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0%	57.7K	71.24M	-244	-0.42%
Mar 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0%	42.74K	52.96M	240	+0.56%
Mar 31, 2025	PIER 88 INVESTMENT PARTNERS LLC	0%	21.13K	26.09M	400	+1.93%
Mar 31, 2025	VILLERE ST DENIS J & CO LLC	0%	19.81K	24.46M	-336	-1.67%
Mar 31, 2025	PHRACTION MANAGEMENT LLC	0%	11.21K	13.84M	0	0
Mar 31, 2025	FRANKLIN RESOURCES INC	0%	10.26K	12.66M	2.37K	+30.02%
Mar 31, 2025	LPL FINANCIAL LLC	0%	7.65K	9.45M	-2.09K	-21.43%
Mar 31, 2025	STIFEL FINANCIAL CORP	0%	4.91K	6.06M	-510	-9.41%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0%	40.3K	49.85M	2K	+5.22%
Mar 31, 2025	FMR LLC	0%	38.17K	47.21M	-1.1K	-2.80%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0%	6.17K	7.62M	-107	-1.70%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0%	101.94K	125.85M	2K	+2.00%
Mar 31, 2025	VALEO FINANCIAL ADVISORS, LLC	0%	92.97K	820.78K	-130	-0.14%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	22.64K	27.95M	1.29K	+6.02%
Mar 31, 2025	CONNING INC.	0%	6.24K	7.7M	0	0
Mar 31, 2025	MORGAN STANLEY	0%	36.38K	44.91M	521	+1.45%
Mar 31, 2025		0%	34.48K	42.57M	34.48K	+100.00%
Mar 31, 2025	MACKAY SHIELDS LLC	0%	29.95K	37.1M	-13	-0.04%
Mar 31, 2025	CALAMOS ADVISORS LLC	0%	28.26K	34.89M	-15	-0.05%
Mar 31, 2025	EPIQ PARTNERS, LLC	0%	4.75K	5.87M	200	+4.39%
Mar 31, 2025	HUDSON CAPITAL MANAGEMENT LLC	0%	4.59K	5.67M	24	+0.53%
Mar 31, 2025	PALISADE CAPITAL MANAGEMENT, LP	0%	4.58K	5.65M	-30	-0.65%
Mar 31, 2024	MACQUARIE GROUP LTD	0%	4.54K	5.41M	0	0
Mar 31, 2024	MACKAY SHIELDS LLC	0%	30.94K	37M	-65	-0.21%
Mar 31, 2024	JPMORGAN CHASE & CO	0%	29.38K	35.07M	-5.49K	-15.75%
Mar 31, 2024	CALAMOS ADVISORS LLC	0%	29.24K	34.91M	-204	-0.69%
Mar 31, 2024	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0%	26.26K	31.35M	-1.5K	-5.40%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0%	23.74K	28.69M	-178	-0.74%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	21.4K	25.54M	1.48K	+7.45%
Mar 31, 2024	VILLERE ST DENIS J & CO LLC	0%	21.35K	25.49M	-204	-0.95%
Mar 31, 2024	LORD, ABBETT & CO. LLC	0%	21K	25.13M	6.63K	+46.16%
Mar 31, 2024	PIER 88 INVESTMENT PARTNERS LLC	0%	17.73K	21.17M	0	0
Mar 31, 2024	SSI INVESTMENT MANAGEMENT LLC	0%	17.26K	20.6M	6.19K	+55.86%
Mar 31, 2024	EVERETT HARRIS & CO /CA/	0%	15.94K	19.03M	-68	-0.42%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0%	14.45K	17.25M	-281	-1.91%
Mar 31, 2024	FRANKLIN RESOURCES INC	0%	12.62K	15.06M	12.59K	+41,963.33%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0%	11.24K	13.42M	-754	-6.29%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0%	10.87K	12.97M	-751	-6.46%
Mar 31, 2024	PHRACTION MANAGEMENT LLC	0%	10.41K	12.42M	-183	-1.73%
Mar 31, 2024	NEW ENGLAND ASSET MANAGEMENT INC	0%	9.44K	11.26M	0	0
Mar 31, 2024	ROYAL BANK OF CANADA	0%	9.17K	10.94M	82	+0.90%
Mar 31, 2024	OXBOW ADVISORS, LLC	0%	8.69K	10.37M	321	+3.84%
Mar 31, 2024	JRM INVESTMENT COUNSEL, LLC	0%	8.4K	10.03M	-244	-2.82%
Mar 31, 2024	CONNING INC.	0%	6.24K	7.44M	450	+7.78%
Mar 31, 2024	CITIGROUP INC	0%	6.17K	7.42M	-4.23K	-40.66%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0%	4.94K	5.9M	-220	-4.26%
Mar 31, 2024	CAMDEN ASSET MANAGEMENT L P /CA	0%	44.26K	52.84M	-36.74K	-45.35%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0%	55.2K	62.68M	-10.57K	-16.07%
Mar 31, 2024	PALISADE CAPITAL MANAGEMENT, LP	0%	4.64K	5.58M	-1.05K	-18.49%
Mar 31, 2024	LAZARD ASSET MANAGEMENT LLC	0%	4.73K	5.64M	100	+2.16%
Mar 31, 2024	OPPENHEIMER & CO INC	0%	4.73K	5.65M	-36	-0.76%
Mar 31, 2024	VALEO FINANCIAL ADVISORS, LLC	0%	92.79K	565.73K	-18	-0.02%
Mar 31, 2024	FMR LLC	0%	49.47K	59.06M	0	0
Mar 31, 2024	STATE STREET CORP	0%	52.1K	62.13M	-900	-1.70%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0%	82.72K	98.75M	0	0
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0%	6.47K	7.73M	62	+0.97%
Mar 31, 2024	RB CAPITAL MANAGEMENT, LLC	0%	6.72K	8.02M	25	+0.37%
Mar 31, 2024	LPL FINANCIAL LLC	0%	7.7K	9.19M	1.92K	+33.24%
Mar 31, 2024	AEGON USA INVESTMENT MANAGEMENT, LLC	0%	7.95K	9.48M	0	0
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0%	37.65K	44.95M	-624	-1.63%
Mar 31, 2024	MORGAN STANLEY	0%	34.83K	41.52M	2.64K	+8.19%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0%	42.49K	50.84M	28	+0.07%
Mar 31, 2024	RATIONAL ADVISORS LLC	0%	4.95K	5.91M	4.95K	+100.00%
Mar 31, 2024	INVESCO LTD.	0%	19.04K	22.72M	700	+3.82%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0%	23.86K	28.49M	0	0
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0%	24.28K	29.05M	-2.45K	-9.15%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0%	89.62K	106.99M	7.41K	+9.01%
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0%	3.22K	3.84M	0	0
Mar 31, 2024	MARATHON TRADING INVESTMENT MANAGEMENT LLC	0%	3.22K	3.85M	0	0
Mar 31, 2024	SG AMERICAS SECURITIES, LLC	0%	3.23K	3.86M	2.8K	+651.16%
Mar 31, 2024	PELOTON WEALTH STRATEGISTS	0%	3.51K	4.19M	59	+1.71%
Mar 31, 2024	STIFEL FINANCIAL CORP	0%	3.93K	4.69M	-24	-0.61%
Mar 31, 2024	UBS GROUP AG	0%	4.09K	4.88M	349	+9.33%
Mar 31, 2024	HUDSON CAPITAL MANAGEMENT LLC	0%	4.29K	5.12M	1.42K	+49.30%
Mar 31, 2024	STONEBRIDGE ADVISORS LLC	0%	132.03K	157.61M	1.66K	+1.27%
Mar 31, 2024	BLACKROCK INC.	0%	156.25K	186.52M	11.18K	+7.71%
Mar 31, 2024	ADVENT CAPITAL MANAGEMENT /DE/	0%	181.78K	218.47M	-3.85K	-2.07%
Mar 31, 2024	LOOMIS SAYLES & CO L P	0.02%	1.44M	54.79M	-81K	-5.31%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.08%	6.3M	7.51M	206K	+3.38%
Dec 31, 2023	LOOMIS SAYLES & CO L P	0.02%	1.53M	51.38M	-685.46K	-31.00%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0%	5.16K	6.22M	-108	-2.05%
Dec 31, 2023	VERITION FUND MANAGEMENT LLC	0%	5.3K	6.39M	5.3K	+100.00%
Dec 31, 2023	CREDIT SUISSE AG/	0%	5.6K	6.75M	0	0
Dec 31, 2023	PALISADE CAPITAL MANAGEMENT, LP	0%	5.7K	6.92M	-977	-14.64%
Dec 31, 2023	LPL FINANCIAL LLC	0%	5.78K	6.96M	1.09K	+23.21%
Dec 31, 2023	CONNING INC.	0%	5.79K	6.97M	-1.4K	-19.49%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0%	6.41K	7.73M	10	+0.16%
Dec 31, 2023	RB CAPITAL MANAGEMENT, LLC	0%	6.7K	8.07M	16	+0.24%
Dec 31, 2023	ADVISORS CAPITAL MANAGEMENT, LLC	0%	7.87K	9.49M	7.87K	+100.00%
Dec 31, 2023	AEGON USA INVESTMENT MANAGEMENT, LLC	0%	7.95K	9.65M	0	0
Dec 31, 2023	OXBOW ADVISORS, LLC	0%	8.36K	10.08M	-6.03K	-41.89%
Dec 31, 2023	JRM INVESTMENT COUNSEL, LLC	0%	8.65K	10.42M	1.86K	+27.33%
Dec 31, 2023	ROYAL BANK OF CANADA	0%	9.09K	10.95M	975	+12.02%
Dec 31, 2023	NEW ENGLAND ASSET MANAGEMENT INC	0%	9.44K	11.37M	0	0
Dec 31, 2023	CITIGROUP INC	0%	10.4K	12.53M	-615	-5.59%
Dec 31, 2023	PHRACTION MANAGEMENT LLC	0%	10.59K	12.78M	-36	-0.34%
Dec 31, 2023	SSI INVESTMENT MANAGEMENT LLC	0%	11.07K	13.34M	13	+0.12%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0%	11.62K	14M	748	+6.88%
Dec 31, 2023	RUSSELL INVESTMENTS GROUP, LTD.	0.08%	6.09M	7.34M	-210K	-3.33%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0%	11.99K	14.46M	664	+5.86%
Dec 31, 2023	PUTNAM INVESTMENTS LLC	0%	12.95K	15.6M	789	+6.49%
Dec 31, 2023	LORD, ABBETT & CO. LLC	0%	14.37K	17.35M	-314	-2.14%
Dec 31, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0%	14.73K	17.75M	1.36K	+10.14%
Dec 31, 2023	EVERETT HARRIS & CO /CA/	0%	16.01K	19.3M	-146	-0.90%
Dec 31, 2023	PIER 88 INVESTMENT PARTNERS LLC	0%	17.73K	21.37M	2.08K	+13.29%
Dec 31, 2023	INVESCO LTD.	0%	18.34K	22.1M	-5.25K	-22.27%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0%	19.91K	24M	-50	-0.25%
Dec 31, 2023	VILLERE ST DENIS J & CO LLC	0%	21.56K	25.98M	-554	-2.51%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0%	23.86K	28.75M	20	+0.08%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0%	23.92K	29.16M	4.57K	+23.62%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0%	26.73K	32.27M	-9.27K	-25.75%
Dec 31, 2023	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0%	27.76K	33.46M	0	0
Dec 31, 2023	CALAMOS ADVISORS LLC	0%	29.45K	35.49M	-6.15K	-17.27%
Dec 31, 2023	MACKAY SHIELDS LLC	0%	31K	37.41B	-707	-2.23%
Dec 31, 2023	MORGAN STANLEY	0%	32.19K	39M	-10.14K	-23.95%
Dec 31, 2023	JPMORGAN CHASE & CO	0%	34.88K	42.03M	-284	-0.81%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0%	38.28K	46.11M	-2.96K	-7.19%
Dec 31, 2023	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0%	42.47K	51.26M	20	+0.05%
Dec 31, 2023	FMR LLC	0%	49.47K	59.59M	20K	+67.87%
Dec 31, 2023	STATE STREET CORP	0%	53K	64.38M	-14.4K	-21.37%
Dec 31, 2023	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0%	65.76K	79.26M	514	+0.79%
Dec 31, 2023	CAMDEN ASSET MANAGEMENT L P /CA	0%	81K	97.57M	8.47K	+11.68%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	0%	82.22K	99.09M	-1.61K	-1.92%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0%	82.72K	99.71M	1.04K	+1.27%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0%	84K	102.69K	84K	+100.00%
Dec 31, 2023	VALEO FINANCIAL ADVISORS, LLC	0%	92.81K	604.62K	-150	-0.16%
Dec 31, 2023	STONEBRIDGE ADVISORS LLC	0%	130.37K	157.13M	355	+0.27%
Dec 31, 2023	BLACKROCK INC.	0%	145.06K	174.84M	576	+0.40%
Dec 31, 2023	ADVENT CAPITAL MANAGEMENT /DE/	0%	185.62K	224.08B	6.22K	+3.47%
Sep 30, 2023	LORD, ABBETT & CO. LLC	0%	14.69K	-	-7.64K	-34.22%
Sep 30, 2023	EVERETT HARRIS & CO /CA/	0%	16.16K	-	-897	-5.26%
Sep 30, 2023	NUVEEN ASSET MANAGEMENT, LLC	0%	19.35K	-	0	0
Sep 30, 2023	WELLS FARGO & COMPANY/MN	0%	19.96K	-	-1.24K	-5.86%
Sep 30, 2023	VILLERE ST DENIS J & CO LLC	0%	22.11K	-	753	+3.53%
Sep 30, 2023	INVESCO LTD.	0%	23.59K	-	-849	-3.47%
Sep 30, 2023	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0%	27.76K	-	0	0
Sep 30, 2023	FMR LLC	0%	29.47K	-	-1.2K	-3.91%
Sep 30, 2023	MACKAY SHIELDS LLC	0%	31.71K	-	-366	-1.14%
Sep 30, 2023	CALAMOS ADVISORS LLC	0%	35.6K	-	-532	-1.47%
Sep 30, 2023	AMERICAN CENTURY COMPANIES INC	0%	36K	-	-6.87K	-16.02%
Sep 30, 2023	AMERIPRISE FINANCIAL INC	0%	41.24K	-	-469	-1.12%
Sep 30, 2023	MORGAN STANLEY	0%	42.33K	-	2.9K	+7.35%
Sep 30, 2023	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0%	42.45K	-	-431	-1.01%
Sep 30, 2023	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0%	65.25K	-	-253	-0.39%
Sep 30, 2023	CAMDEN ASSET MANAGEMENT L P /CA	0%	72.53K	-	1.88K	+2.66%
Sep 30, 2023	RUSSELL INVESTMENTS GROUP, LTD.	0.08%	6.3M	-	350K	+5.88%
Sep 30, 2023	FIRST TRUST ADVISORS LP	0%	81.69K	-	3.61K	+4.62%
Sep 30, 2023	VICTORY CAPITAL MANAGEMENT INC	0%	83.82K	-	1.98K	+2.42%
Sep 30, 2023	VALEO FINANCIAL ADVISORS, LLC	0%	92.96K	-	-422	-0.45%
Sep 30, 2023	STONEBRIDGE ADVISORS LLC	0%	130.01K	-	3.57K	+2.83%
Sep 30, 2023	BLACKROCK INC.	0%	144.49K	-	5K	+3.58%
Sep 30, 2023	ADVENT CAPITAL MANAGEMENT /DE/	0%	179.4K	-	-4.67K	-2.54%
Sep 30, 2023	LOOMIS SAYLES & CO L P	0.03%	2.21M	-	-623.68K	-22.00%
Sep 30, 2023	PELOTON WEALTH STRATEGISTS	0%	3.47K	-	375	+12.10%
Sep 30, 2023	UBS GROUP AG	0%	3.67K	-	408	+12.50%
Sep 30, 2023	LAFFER TENGLER INVESTMENTS	0%	3.88K	-	515	+15.31%
Sep 30, 2023	HUDSON CAPITAL MANAGEMENT LLC	0%	3.96K	-	140	+3.66%
Sep 30, 2023	STIFEL FINANCIAL CORP	0%	4.07K	-	-287	-6.58%
Sep 30, 2023	RATIONAL ADVISORS LLC	0%	4.45K	-	700	+18.68%
Sep 30, 2023	LPL FINANCIAL LLC	0%	4.69K	-	194	+4.32%
Sep 30, 2023	OPPENHEIMER & CO INC	0%	4.79K	-	17	+0.36%
Sep 30, 2023	ZAZOVE ASSOCIATES LLC	0%	5.01K	-	5.01K	+100.00%
Sep 30, 2023	RAYMOND JAMES & ASSOCIATES	0%	5.27K	-	-2.87K	-35.29%
Sep 30, 2023	CREDIT SUISSE AG/	0%	5.6K	-	0	0
Sep 30, 2023	STRATOS WEALTH PARTNERS, LTD.	0%	6.4K	-	470	+7.93%
Sep 30, 2023	RB CAPITAL MANAGEMENT, LLC	0%	6.68K	-	-172	-2.51%
Sep 30, 2023	JRM INVESTMENT COUNSEL, LLC	0%	6.79K	-	828	+13.89%
Sep 30, 2023	CONNING INC.	0%	7.19K	-	0	0
Sep 30, 2023	AEGON USA INVESTMENT MANAGEMENT, LLC	0%	7.95K	-	0	0
Sep 30, 2023	ROYAL BANK OF CANADA	0%	8.11K	-	1.32K	+19.44%
Sep 30, 2023	NEW ENGLAND ASSET MANAGEMENT INC	0%	9.44K	-	0	0
Sep 30, 2023	SPECTRUM ASSET MANAGEMENT, INC.	0%	10.09K	-	-1.47K	-12.71%
Sep 30, 2023	PHRACTION MANAGEMENT LLC	0%	10.63K	-	1.14K	+11.95%
Sep 30, 2023	CITIGROUP INC	0%	11.01K	-	524	+5.00%
Sep 30, 2023	SSI INVESTMENT MANAGEMENT LLC	0%	11.06K	-	2.86K	+34.87%
Sep 30, 2023	ALLIANCEBERNSTEIN L.P.	0%	11.33K	-	-10	-0.09%
Sep 30, 2023	PUTNAM INVESTMENTS LLC	0%	12.16K	-	-228	-1.84%
Sep 30, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0%	13.37K	-	0	0
Sep 30, 2023	PIER 88 INVESTMENT PARTNERS LLC	0%	15.65K	-	700	+4.68%

Insiders

Insiders	Designation	Shares Held
ATHANASIA DEAN C	President, Regional Banking	353.97K
KODER MATTHEW M	Pres, Gl Corp & Invest Banking	319.8K
DEMARE JAMES P	President, Global Markets	185.11K
WOODS THOMAS D	director	64.66K
BANK OF AMERICA CORP /DE/	10 percent owner	17.67K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Nov 20, 2023	BANK OF AMERICA CORP /DE/	SALE	9.90	100	990	17.67K
Nov 08, 2023	BANK OF AMERICA CORP /DE/	PURCHASE	10.42	4.18K	43.5K	4.18K
Nov 01, 2023	WOODS THOMAS D	PURCHASE	26.25	25K	656.25K	64.66K
Aug 01, 2023	DEMARE JAMES P	SALE	31.53	75K	2.36M	185.11K
Jul 20, 2023	ATHANASIA DEAN C	SALE	31.48	77.81K	2.45M	353.97K
Feb 23, 2023	KODER MATTHEW M	SALE	34.27	105.05K	3.6M	319.8K
Feb 02, 2023	KODER MATTHEW M	SALE	35.91	214.75K	7.71M	214.75K
Nov 16, 2022	BANK OF AMERICA CORP /DE/	SALE	23750.00	4	95K	0

BAC-PL Stock Ownership Breakdown

Bank of America

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Frequently Asked Questions