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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
NEAM
26
New England Asset Management
Connecticut
$10.5M
PI
27
Putnam Investments
Massachusetts
$9.83M -$11.2M -9,743 -53%
IRM
28
Income Research & Management
Massachusetts
$9.29M -$660K -575 -7%
MTIM
29
Marathon Trading Investment Management
Pennsylvania
$8.88M
Goldman Sachs
30
Goldman Sachs
New York
$8.26M +$1.02M +889 +14%
SC
31
Sculptor Capital
New York
$7.83M
GC
32
Guggenheim Capital
Illinois
$5.83M -$1.19M -1,035 -16%
OCM
33
Oaktree Capital Management
California
$5.56M
PCM
34
Palisade Capital Management
New Jersey
$5.55M -$122K -106 -2%
SDJVC
35
St. Denis J. Villere & Co
Louisiana
$4.65M +$665K +580 +16%
DLG
36
Daniel L. Goodwin
$4.61M
Millennium Management
37
Millennium Management
New York
$4.25M +$4.38M +3,820 New
Federated Hermes
38
Federated Hermes
Pennsylvania
$3.9M
EIA
39
Edgemoor Investment Advisors
Maryland
$3.54M
Mirae Asset Global Investments
40
Mirae Asset Global Investments
South Korea
$3.3M -$3.44K -3 -0.1%
Stifel Financial
41
Stifel Financial
Missouri
$3.19M +$720K +628 +28%
Neuberger Berman Group
42
Neuberger Berman Group
New York
$3.12M -$42.5K -37 -1%
DCM
43
Dinsmore Capital Management
New Jersey
$2.78M -$574K -500 -17%
PWS
44
Peloton Wealth Strategists
Indiana
$2.54M +$202K +176 +8%
Deutsche Bank
45
Deutsche Bank
Germany
$2.51M -$7.01M -6,114 -73%
CS
46
Credit Suisse
Switzerland
$2.47M -$361K -315 -12%
CC
47
Chubb Corp
New Jersey
$2.22M
LPL Financial
48
LPL Financial
California
$1.92M -$291K -254 -13%
UBS Group
49
UBS Group
Switzerland
$1.65M +$52.8K +46 +3%
PSUF
50
People's United Financial
Connecticut
$1.62M