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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$14.9M +$7.63M +6,586 +106%
IRM
27
Income Research & Management
Massachusetts
$12.2M
Morgan Stanley
28
Morgan Stanley
New York
$11.5M +$2.32M +2,000 +25%
NEAM
29
New England Asset Management
Connecticut
$11M
DLG
30
Daniel L. Goodwin
$10.5M
MTIM
31
Marathon Trading Investment Management
Pennsylvania
$9.29M +$478K +413 +5%
Allianz Asset Management
32
Allianz Asset Management
Germany
$8.87M
GC
33
Guggenheim Capital
Illinois
$7.56M +$7.53M +6,502 New
OCM
34
Oaktree Capital Management
California
$5.82M -$10.9M -9,400 -65%
SDJVC
35
St. Denis J. Villere & Co
Louisiana
$4.44M -$42.5M -36,677 -91%
Federated Hermes
36
Federated Hermes
Pennsylvania
$4.08M +$13.9K +12 +0.3%
EIA
37
Edgemoor Investment Advisors
Maryland
$3.72M -$51K -44 -1%
DCM
38
Dinsmore Capital Management
New Jersey
$3.49M -$463K -400 -12%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$3.27M -$96.2K -83 -3%
CS
40
Credit Suisse
Switzerland
$2.95M -$804K -694 -22%
LPL Financial
41
LPL Financial
California
$2.5M +$125K +108 +5%
Stifel Financial
42
Stifel Financial
Missouri
$2.5M +$1.25M +1,080 +102%
CC
43
Chubb Corp
New Jersey
$2.33M
Mirae Asset Global Investments
44
Mirae Asset Global Investments
South Korea
$2.25M +$34.8K +30 +2%
PWS
45
Peloton Wealth Strategists
Indiana
$2.08M +$110K +95 +6%
UBS Group
46
UBS Group
Switzerland
$2M +$1.99M +1,718 New
PCM
47
Palisade Capital Management
New Jersey
$1.79M +$1.01M +871 +128%
PSUF
48
People's United Financial
Connecticut
$1.69M +$17.4K +15 +1%
SA
49
Strategic Advisors
New York
$1.47M -$191K -165 -12%
TB
50
Terril Brothers
Missouri
$1.43M