We are live on ! Find out more
BAC.PRL icon

Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
V
151
ValueWorks
New York
$302K +$297K +203 New
CPIG
152
Chicago Partners Investment Group
Illinois
$301K +$5.86K +4 +2%
GCIA
153
Gabelli & Co Investment Advisers
New York
$299K
Cohen & Steers
154
Cohen & Steers
New York
$298K
SGK
155
Steigerwald Gordon & Koch
Virginia
$298K
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
$278K +$274K +187 New
William Blair & Company
157
William Blair & Company
Illinois
$277K -$44K -30 -14%
NIMC
158
NWQ Investment Management Company
California
$277K
HF
159
HRT Financial
New York
$272K +$268K +183 New
Fidelity Investments
160
Fidelity Investments
Massachusetts
$271K -$41.7M -28,435 -99%
HA
161
HYA Advisors
Missouri
$266K
Creative Planning
162
Creative Planning
Kansas
$266K +$20.5K +14 +8%
BRWA
163
B. Riley Wealth Advisors
Florida
$264K
Chevy Chase Trust
164
Chevy Chase Trust
Maryland
$260K
MAFM
165
Mid Atlantic Financial Management
Pennsylvania
$260K
PIA
166
Powell Investment Advisors
Florida
$252K -$20.5K -14 -8%
Bank of Montreal
167
Bank of Montreal
Ontario, Canada
$245K
DI
168
Diligent Investors
California
$240K -$58.6K -40 -20%
GT
169
Glenmede Trust
Pennsylvania
$223K
NCM
170
Nelson Capital Management
California
$223K
RM
171
Resource Management
Louisiana
$216K +$212K +145 New
LCC
172
Lincoln Capital Corp
Rhode Island
$214K +$211K +144 New
PGIM
173
Pacific Global Investment Management
California
$207K +$204K +139 New
NNP
174
Nachman Norwood & Parrott
South Carolina
$202K +$199K +136 New
Wellington Management Group
175
Wellington Management Group
Massachusetts
$201K +$198K +135 New