| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| JAMES INVESTMENT RESEARCH INC | 14 | 14 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2022 | 14 |
| UMB Bank, n.a. | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2021 | 9 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
| Bartlett & Co. LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 7 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 6 | 6 | 0.05% | 0.07% | 0.09% | Q2 2019 | Q3 2020 | 6 |
| PNC FINANCIAL SERVICES GROUP, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
| Sonora Investment Management, LLC | 5 | 5 | 0.24% | 1.08% | 1.41% | Q1 2020 | Q1 2021 | 5 |
| EVERETT HARRIS & CO /CA/ | 3 | 3 | 0.22% | 0.23% | 0.24% | Q2 2019 | Q4 2019 | 3 |
| WHALEROCK POINT PARTNERS, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
| Connectus Wealth, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2022 | Q3 2022 | 1 |
| ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| Steward Partners Investment Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
| Register Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
External links
This page lists all the filers that currently own BANK OF AMERICA 5 3/8 PFD or have owned BANK OF AMERICA 5 3/8 PFD in the past.