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Bank of America Corporation Co

CUSIP: 60505104 | 283 institutional holders

Quarters

Q3 2016Q2 2016Q1 2016Q4 2015Q3 2015
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2016

Menora Mivtachim Holdings Ltd.7,168,982
0.2% of portfolio›$112.2K
Westwood Holdings Group Inc5,644,689
0.1% of portfolio›$88.3K
Daily Journal Corp2,300,000
31.9% of portfolio›$36.0K
Clal Insurance Enterprises Holdings Ltd1,832,441
0.0% of portfolio›$28.7K
Jupiter Asset Management LTD1,254,229
0.0% of portfolio›$19.6K
Group One Trading LLC1,032,750
0.0% of portfolio›$16.2K
Braun Stacey Associates Inc909,882
0.0% of portfolio›$14.2K
Dana Investment Advisors, Inc.884,682
0.0% of portfolio›$13.8K
Hudson Edge Investment Partners Inc.825,330
0.0% of portfolio›$12.9K
Horan Capital Management763,872
0.1% of portfolio›$12.0K
Aquamarine Capital Management, LLC590,000
7.4% of portfolio›$9.2K
Estabrook Capital Management534,348
1.2% of portfolio›$8.4M
Paradigm Financial Advisors, LLC336,641
0.3% of portfolio›$5.3K
Braver Wealth Management, LLC305,155
0.0% of portfolio›$4.8K
Convergence Investment Partners, LLC250,910
0.0% of portfolio›$3.9K
Toscafund Asset Management LLP225,000
2.6% of portfolio›$3.5K
HL Financial Services LLC201,025
0.0% of portfolio›$3.1K
Northeast Investment Management164,791
0.0% of portfolio›$2.6K
Mariner, LLC159,845
0.0% of portfolio›$2.5K
Riggs Asset Managment Co. Inc.153,961
0.0% of portfolio›$2.4K
Sterling Investment Management, LLC124,490
0.0% of portfolio›$1.9K
INR Advisory Services LLC90,428
0.2% of portfolio›$1.4K
RiverPoint Capital Management, LLC83,522
0.0% of portfolio›$1.3K
CenturyLink Investment Management Co81,564
0.0% of portfolio›$1.3K
Carlton Hofferkamp & Jenks Wealth Management, LLC77,335
0.0% of portfolio›$1.2K
Credit Capital Investments LLC70,000
1.2% of portfolio›$1.1K
Bedrijfstakpensioenfonds Voor de Media PNO67,900
0.0% of portfolio›$1.1K
Godshalk Welsh Capital Management, Inc.62,800
0.0% of portfolio›$983
Parsons Capital Management Inc59,510
0.0% of portfolio›$931
Wade G W & Inc58,946
0.0% of portfolio›$923
M Holdings Securities, Inc.54,475
0.0% of portfolio›$853
SignalPoint Asset Management, LLC53,461
0.0% of portfolio›$837
IMA Advisory Services, Inc.49,660
0.0% of portfolio›$777
Partnervest Advisory Services LLC46,998
0.0% of portfolio›$736
HighPoint Advisor Group LLC35,767
0.0% of portfolio›$718
Kingfisher Capital LLC33,524
0.0% of portfolio›$525
Waldron Private Wealth LLC30,114
0.0% of portfolio›$471
Kahn Brothers Group Inc27,624
0.1% of portfolio›$432.3K
Nations Financial Group Inc,22,901
0.0% of portfolio›$358
FormulaFolio Investments, LLC22,740
0.0% of portfolio›$356
BAR Harbor Wealth Management22,737
0.0% of portfolio›$356
ZWJ Investment Counsel Inc19,206
0.0% of portfolio›$301
Atlantic Union Bankshares Corp18,934
0.0% of portfolio›$296
Front Street Capital Management, Inc.18,400
0.0% of portfolio›$288
Beacon Financial Group18,220
0.0% of portfolio›$276
Destination Wealth Management17,629
0.0% of portfolio›$276
Capital Wealth Planning, LLC16,000
0.0% of portfolio›$250
Waverly Advisors, LLC15,066
0.0% of portfolio›$236
Security National Trust Co14,970
0.1% of portfolio›$234
Arbor Investment Advisors, LLC14,641
0.1% of portfolio›$229
Trust Co of Oklahoma14,537
0.1% of portfolio›$227.5K
Gemmer Asset Management LLC14,372
0.0% of portfolio›$225
CMT Capital Markets Trading GmbH13,332
0.0% of portfolio›$209
Valley Wealth Managers, Inc.12,813
0.0% of portfolio›$200
Verus Financial Partners, Inc.11,624
0.0% of portfolio›$182
Ibex Wealth Advisors11,409
0.1% of portfolio›$179.0K
CIBC World Markets Corp11,219
0.0% of portfolio›$176
Ifrah Financial Services, Inc.10,749
0.0% of portfolio›$168
Nelson Capital Management, LLC10,730
0.0% of portfolio›$168
Tower Bridge Advisors10,046
0.0% of portfolio›$157.2K
Valley National Advisers Inc9,519
0.0% of portfolio›$149
Trust Co8,792
0.0% of portfolio›$138
Welch Group, LLC7,693
0.0% of portfolio›$120
Blue Bell Private Wealth Management, LLC7,401
0.0% of portfolio›$116
Burt Wealth Advisors5,643
0.0% of portfolio›$88
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC3,391
0.0% of portfolio›$53
Lenox Wealth Management, Inc.3,249
0.0% of portfolio›$51
Jump Trading, LLC3,085
0.0% of portfolio›$48
Lenox Wealth Advisors, Inc.2,000
0.0% of portfolio›$31
Alexandria Capital, LLC206
0.0% of portfolio›$3
Stuart Chaussee & Associates, Inc.76
0.0% of portfolio›$1
Sharkey, Howes & Javer1
0.0% of portfolio›$1
StyleTurnoverLocationFiled
Menora Mivtachim Holdings Ltd.
7,168,982$112.2K0.2%GrowthMediumRamat Gan, Luxembourg2016-11-14
Westwood Holdings Group Inc
5,644,689$88.3K0.1%ValueMediumDallas, TX2016-11-15
Daily Journal Corp
2,300,000$36.0K31.9%Deep ValueVery LowLos Angeles, CA2016-11-07
Clal Insurance Enterprises Holdings Ltd
1,832,441$28.7K0.0%ETFMediumTel-Aviv, Luxembourg2016-11-10
Jupiter Asset Management LTD
1,254,229$19.6K0.0%CoreHighLondon, United Kingdom2016-11-14
Group One Trading LLC
1,032,750$16.2K0.0%ValueVery HighChicago, IL2016-11-14
Braun Stacey Associates Inc
909,882$14.2K0.0%MomentumMediumNew York, NY2016-11-29
Dana Investment Advisors, Inc.
884,682$13.8K0.0%GARPMediumBrookfield, WI2016-11-15
Hudson Edge Investment Partners Inc.
825,330$12.9K0.0%Deep ValueMediumJersey City, NJ2016-11-08
Horan Capital Management
763,872$12.0K0.1%N/AN/ABaltimore, MD2016-10-27
Aquamarine Capital Management, LLC
590,000$9.2K7.4%N/AN/ABoston, MA2016-11-03
Estabrook Capital Management
534,348$8.4M1.2%CoreVery LowNew York, NY2016-11-14
Paradigm Financial Advisors, LLC
336,641$5.3K0.3%N/AN/ADes Peres, MO2016-10-25
Braver Wealth Management, LLC
305,155$4.8K0.0%N/AN/ANeedham, MA2016-10-26
Convergence Investment Partners, LLC
250,910$3.9K0.0%GARPHighPalm Beach Gardens, FL2016-11-10
Toscafund Asset Management LLP
225,000$3.5K2.6%N/AN/ALondon, United Kingdom2016-11-14
HL Financial Services LLC
201,025$3.1K0.0%N/AN/ALouisville, KY2016-10-25
Northeast Investment Management
164,791$2.6K0.0%GrowthVery LowBoston, MA2016-11-01
Mariner, LLC
159,845$2.5K0.0%GrowthLowOverland Park, KS2016-11-14
Riggs Asset Managment Co. Inc.
153,961$2.4K0.0%GrowthMediumDallas, PA2016-11-10
Sterling Investment Management, LLC
124,490$1.9K0.0%CoreMediumTucson, AZ2016-10-25
INR Advisory Services LLC
90,428$1.4K0.2%N/AN/AMedia, PA2016-10-31
RiverPoint Capital Management, LLC
83,522$1.3K0.0%N/AN/ACincinnati, OH2016-11-10
CenturyLink Investment Management Co
81,564$1.3K0.0%ETFN/ADenver, CO2016-10-12
Carlton Hofferkamp & Jenks Wealth Management, LLC
77,335$1.2K0.0%ETFLowThe Woodlands, TX2016-10-18
Credit Capital Investments LLC
70,000$1.1K1.2%GARPLowLivingston, NJ2016-10-31
Bedrijfstakpensioenfonds Voor de Media PNO
67,900$1.1K0.0%N/AN/AHilversum, Philippines2016-10-31
Godshalk Welsh Capital Management, Inc.
62,800$9830.0%CoreVery LowRadnor, PA2016-11-14
Parsons Capital Management Inc
59,510$9310.0%CoreLowProvidence, RI2016-11-04
Wade G W & Inc
58,946$9230.0%N/AN/AWellesley, MA2016-11-01
M Holdings Securities, Inc.
54,475$8530.0%ETFHighPortland, OR2016-11-23
SignalPoint Asset Management, LLC
53,461$8370.0%Agg GrowthVery LowSpringfield, MO2016-11-01
IMA Advisory Services, Inc.
49,660$7770.0%ETFLowDenver, CO2016-12-08
Partnervest Advisory Services LLC
46,998$7360.0%N/AN/ASanta Barbara, CA2016-10-25
HighPoint Advisor Group LLC
35,767$7180.0%ETFHighDowners Grove, IL2016-11-21
Kingfisher Capital LLC
33,524$5250.0%GrowthVery LowCharlotte, NC2016-11-15
Waldron Private Wealth LLC
30,114$4710.0%ETFVery LowBridgeville, PA2016-11-14
Kahn Brothers Group Inc
27,624$432.3K0.1%Deep ValueLowNew York, NY2016-11-01
Nations Financial Group Inc,
22,901$3580.0%CoreLowCedar Rapids, IA2016-11-14
FormulaFolio Investments, LLC
22,740$3560.0%N/AN/AGrand Rapids, MI2016-11-08
BAR Harbor Wealth Management
22,737$3560.0%CoreLowConcord, NH2016-10-14
ZWJ Investment Counsel Inc
19,206$3010.0%CoreLowAtlanta, GA2016-11-14
Atlantic Union Bankshares Corp
18,934$2960.0%IndexLowGlen Allen, VA2016-10-14
Front Street Capital Management, Inc.
18,400$2880.0%ValueMediumMissoula, MT2016-11-14
Beacon Financial Group
18,220$2760.0%ETFMediumDallas, TX2016-10-03
Destination Wealth Management
17,629$2760.0%CoreVery LowWalnut Creek, CA2016-11-14
Capital Wealth Planning, LLC
16,000$2500.0%CoreMediumNaples, FL2016-11-15
Waverly Advisors, LLC
15,066$2360.0%IndexLowBirmingham, AL2016-10-27
Security National Trust Co
14,970$2340.1%N/AN/AWheeling, WV2016-10-25
Arbor Investment Advisors, LLC
14,641$2290.1%ETFVery LowWinston Salem, NC2016-10-19
Trust Co of Oklahoma
14,537$227.5K0.1%MomentumLowTulsa, OK2016-10-07
Gemmer Asset Management LLC
14,372$2250.0%ETFLowWalnut Creek, CA2016-10-17
CMT Capital Markets Trading GmbH
13,332$2090.0%CoreVery HighChicago, IL2016-11-15
Valley Wealth Managers, Inc.
12,813$2000.0%GARPMediumParamus, NJ2016-11-09
Verus Financial Partners, Inc.
11,624$1820.0%ETFVery LowRichmond, VA2016-10-13
Ibex Wealth Advisors
11,409$179.0K0.1%MomentumMediumWest Palm Beach, FL2016-11-07
CIBC World Markets Corp
11,219$1760.0%GrowthLowNew York, NY2016-11-14
Ifrah Financial Services, Inc.
10,749$1680.0%ETFLowLittle Rock, AR2016-11-07
Nelson Capital Management, LLC
10,730$1680.0%Agg GrowthVery LowMenlo Park, CA2016-10-27
Tower Bridge Advisors
10,046$157.2K0.0%CoreLowWest Conshohocken, PA2016-10-27
Valley National Advisers Inc
9,519$1490.0%ETFLowBethlehem, PA2016-11-01
Trust Co
8,792$1380.0%ETFVery LowManhattan, KS2016-10-19
Welch Group, LLC
7,693$1200.0%CoreVery LowBirmingham, AL2016-10-28
Blue Bell Private Wealth Management, LLC
7,401$1160.0%YieldVery LowBlue Bell, PA2016-10-14
Burt Wealth Advisors
5,643$880.0%N/AN/ANorth Bethesda, MD2016-10-26
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC
3,391$530.0%N/AN/ASacramento, CA2016-11-14
Lenox Wealth Management, Inc.
3,249$510.0%N/AN/ACincinnati, OH2016-11-16
Jump Trading, LLC
3,085$480.0%N/AN/AChicago, IL2016-11-14
Lenox Wealth Advisors, Inc.
2,000$310.0%N/AN/ANew York, NY2016-10-05
Alexandria Capital, LLC
206$30.0%N/AN/AAlexandria, VA2016-11-15
Stuart Chaussee & Associates, Inc.
76$10.0%Agg GrowthHighBeverly Hills, CA2016-10-06
Sharkey, Howes & Javer
1$10.0%ETFMediumDenver, CO2016-11-02