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Price: $50.58-0.98% close / closeMarket cap: 354.97B USDOct 23, 2026 · Daily data

Bank of America Corporation

NYSE:BAC

1.OWNERSHIP & INSIDER TRADING

Data as of Oct 23, 2026

Major holders · 13D/13G

Individual filings, not a live or complete ownership distribution. Amendments are not added together.

Holder / reporting personSecuritySharesOwnershipTransactionAs ofFiled
Vanguard Capital ManagementCommon Stock471,311,7736.6%—Mar 31, 2026Apr 29, 2026
The Vanguard GroupCommon Stock00%—Mar 13, 2026Mar 26, 2026
The Vanguard GroupCommon Stock651,058,8228.9%—Dec 31, 2025Jan 30, 2026
Central States of Omaha Companies, Inc.Common Stock, par value $0.01 per share3,920,0000.1%—Sep 30, 2025Nov 14, 2025
General Star National Insurance CompanyCommon Stock, par value $0.01 per share1,960,0000%—Sep 30, 2025Nov 14, 2025
General Reinsurance CorporationCommon Stock, par value $0.01 per share21,000,0000.3%—Sep 30, 2025Nov 14, 2025
General Re CorporationCommon Stock, par value $0.01 per share21,000,0000.3%—Sep 30, 2025Nov 14, 2025
GEICO Indemnity CompanyCommon Stock, par value $0.01 per share81,200,0001.1%—Sep 30, 2025Nov 14, 2025
Government Employees Insurance CompanyCommon Stock, par value $0.01 per share229,600,0003.1%—Sep 30, 2025Nov 14, 2025
GEICO CorporationCommon Stock, par value $0.01 per share310,800,0004.2%—Sep 30, 2025Nov 14, 2025
Mount Vernon Fire Insurance CompanyCommon Stock, par value $0.01 per share7,000,0000.1%—Sep 30, 2025Nov 14, 2025
General Star Indemnity CompanyCommon Stock, par value $0.01 per share5,040,0000.1%—Sep 30, 2025Nov 14, 2025
First Berkshire Life Insurance CompanyCommon Stock, par value $0.01 per share145,5000%—Sep 30, 2025Nov 14, 2025
United States Liability Insurance CompanyCommon Stock, par value $0.01 per share9,800,0000.1%—Sep 30, 2025Nov 14, 2025
National Indemnity CompanyCommon Stock, par value $0.01 per share450,665,5006.1%—Sep 30, 2025Nov 14, 2025
U.S. Investment CorporationCommon Stock, par value $0.01 per share9,800,0000.1%—Sep 30, 2025Nov 14, 2025
Berkshire Hathaway Specialty Insurance CompanyCommon Stock, par value $0.01 per share1,400,0000%—Sep 30, 2025Nov 14, 2025
National Indemnity Company of Mid-AmericaCommon Stock, par value $0.01 per share2,380,0000%—Sep 30, 2025Nov 14, 2025
National Indemnity Company of the SouthCommon Stock, par value $0.01 per share2,800,0000%—Sep 30, 2025Nov 14, 2025
Columbia Insurance CompanyCommon Stock, par value $0.01 per share82,684,5121.1%—Sep 30, 2025Nov 14, 2025
Cypress Insurance CompanyCommon Stock, par value $0.01 per share2,100,0000%—Sep 30, 2025Nov 14, 2025
Oak River Insurance CompanyCommon Stock, par value $0.01 per share4,200,0000.1%—Sep 30, 2025Nov 14, 2025
BH Finance LLCCommon Stock, par value $0.01 per share82,684,5121.1%—Sep 30, 2025Nov 14, 2025
Berkshire Hathaway Homestate Insurance CompanyCommon Stock, par value $0.01 per share11,900,0000.2%—Sep 30, 2025Nov 14, 2025
Central States Indemnity Company of OmahaCommon Stock, par value $0.01 per share3,920,0000.1%—Sep 30, 2025Nov 14, 2025
Berkshire Hathaway Inc.Common Stock, par value $0.01 per share568,070,0127.8%—Sep 30, 2025Nov 14, 2025
Warren E. BuffettCommon Stock, par value $0.01 per share568,070,0127.8%—Sep 30, 2025Nov 14, 2025
Central States of Omaha Companies, Inc.Common Stock, par value $0.01 per share3,920,0000.1%—Dec 31, 2024Feb 14, 2025
General Star National Insurance CompanyCommon Stock, par value $0.01 per share1,960,0000%—Dec 31, 2024Feb 14, 2025
General Reinsurance CorporationCommon Stock, par value $0.01 per share21,000,0000.3%—Dec 31, 2024Feb 14, 2025
General Re CorporationCommon Stock, par value $0.01 per share21,000,0000.3%—Dec 31, 2024Feb 14, 2025
GEICO Indemnity CompanyCommon Stock, par value $0.01 per share81,200,0001.1%—Dec 31, 2024Feb 14, 2025
Government Employees Insurance CompanyCommon Stock, par value $0.01 per share229,600,0003%—Dec 31, 2024Feb 14, 2025
GEICO CorporationCommon Stock, par value $0.01 per share310,800,0004.1%—Dec 31, 2024Feb 14, 2025
General Star Indemnity CompanyCommon Stock, par value $0.01 per share5,040,0000.1%—Dec 31, 2024Feb 14, 2025
Mount Vernon Fire Insurance CompanyCommon Stock, par value $0.01 per share7,000,0000.1%—Dec 31, 2024Feb 14, 2025
National Fire & Marine Insurance CompanyCommon Stock, par value $0.01 per share11,062,6070.1%—Dec 31, 2024Feb 14, 2025
First Berkshire Life Insurance CompanyCommon Stock, par value $0.01 per share145,5000%—Dec 31, 2024Feb 14, 2025
United States Liability Insurance CompanyCommon Stock, par value $0.01 per share9,800,0000.1%—Dec 31, 2024Feb 14, 2025
U.S. Investment CorporationCommon Stock, par value $0.01 per share9,800,0000.1%—Dec 31, 2024Feb 14, 2025
Berkshire Hathaway Specialty Insurance CompanyCommon Stock, par value $0.01 per share1,400,0000%—Dec 31, 2024Feb 14, 2025
National Indemnity Company of Mid-AmericaCommon Stock, par value $0.01 per share2,380,0000%—Dec 31, 2024Feb 14, 2025
National Indemnity Company of the SouthCommon Stock, par value $0.01 per share2,800,0000%—Dec 31, 2024Feb 14, 2025
National Indemnity CompanyCommon Stock, par value $0.01 per share460,850,9806.1%—Dec 31, 2024Feb 14, 2025
NRG America Holding CompanyCommon Stock, par value $0.01 per share5,600,0000.1%—Dec 31, 2024Feb 14, 2025
Columbia Insurance CompanyCommon Stock, par value $0.01 per share145,600,0001.9%—Dec 31, 2024Feb 14, 2025
Finial Reinsurance CompanyCommon Stock, par value $0.01 per share10,185,4800.1%—Dec 31, 2024Feb 14, 2025
Finial Holdings Inc.Common Stock, par value $0.01 per share10,185,4800.1%—Dec 31, 2024Feb 14, 2025
National Liability & Fire Insurance CompanyCommon Stock, par value $0.01 per share28,000,0000.4%—Dec 31, 2024Feb 14, 2025
Cypress Insurance CompanyCommon Stock, par value $0.01 per share2,100,0000%—Dec 31, 2024Feb 14, 2025
Oak River Insurance CompanyCommon Stock, par value $0.01 per share4,200,0000.1%—Dec 31, 2024Feb 14, 2025
BH Finance LLCCommon Stock, par value $0.01 per share140,000,0001.8%—Dec 31, 2024Feb 14, 2025
Berkshire Hathaway Homestate Insurance CompanyCommon Stock, par value $0.01 per share11,900,0000.2%—Dec 31, 2024Feb 14, 2025
Central States Indemnity Company of OmahaCommon Stock, par value $0.01 per share3,920,0000.1%—Dec 31, 2024Feb 14, 2025
Berkshire Hathaway Inc.Common Stock, par value $0.01 per share680,233,5878.9%—Dec 31, 2024Feb 14, 2025
Warren E. BuffettCommon Stock, par value $0.01 per share680,233,5878.9%—Dec 31, 2024Feb 14, 2025
Central States of Omaha Companies, Inc—3,920,000——Sep 30, 2024Nov 14, 2024
General Star National Insurance Company—1,960,000——Sep 30, 2024Nov 14, 2024
General Reinsurance Corporation—21,000,0000.3%—Sep 30, 2024Nov 14, 2024
General Re Corporation—21,000,0000.3%—Sep 30, 2024Nov 14, 2024
GEICO Indemnity Company—81,200,0001.1%—Sep 30, 2024Nov 14, 2024
Government Employees Insurance Company—230,580,0003%—Sep 30, 2024Nov 14, 2024
Berkshire Hathaway Direct Insurance Company—850,000——Sep 30, 2024Nov 14, 2024
General Star Indemnity Company—5,040,0000.1%—Sep 30, 2024Nov 14, 2024
Mount Vernon Fire Insurance Company—7,000,0000.1%—Sep 30, 2024Nov 14, 2024
NorGUARD Insurance Company—615,550——Sep 30, 2024Nov 14, 2024
Am GUARD Insurance Company—311,642——Sep 30, 2024Nov 14, 2024
West GUARD Insurance Company—927,192——Sep 30, 2024Nov 14, 2024
The Medical Protective Company—560,000——Sep 30, 2024Nov 14, 2024
GEICO Corporation—311,780,0004.1%—Sep 30, 2024Nov 14, 2024
MedPro Group Inc—560,000——Sep 30, 2024Nov 14, 2024
National Fire & Marine Insurance Company—28,668,3660.4%—Sep 30, 2024Nov 14, 2024
First Berkshire Life Insurance Company—145,500——Sep 30, 2024Nov 14, 2024
BHG Life Insurance Company—946,000——Sep 30, 2024Nov 14, 2024
Berkshire Hathaway Life Insurance Company of Nebraska—8,147,0000.1%—Sep 30, 2024Nov 14, 2024
United States Liability Insurance Company—9,800,0000.1%—Sep 30, 2024Nov 14, 2024
U.S. Investment Corporation—9,800,0000.1%—Sep 30, 2024Nov 14, 2024
Berkshire Hathaway Specialty Insurance Company—1,400,000——Sep 30, 2024Nov 14, 2024
National Indemnity Company of Mid-America—2,380,000——Sep 30, 2024Nov 14, 2024
National Indemnity Company of the South—2,800,000——Sep 30, 2024Nov 14, 2024
National Indemnity Company—564,884,9417.3%—Sep 30, 2024Nov 14, 2024
NRG America Holding Company—5,600,0000.1%—Sep 30, 2024Nov 14, 2024
Columbia Insurance Company—141,410,0001.8%—Sep 30, 2024Nov 14, 2024
Finial Reinsurance Company—10,185,4800.1%—Sep 30, 2024Nov 14, 2024
Finial Holdings Inc—10,185,4800.1%—Sep 30, 2024Nov 14, 2024
National Liability & Fire Insurance Company—28,000,0000.4%—Sep 30, 2024Nov 14, 2024
Cypress Insurance Company—2,100,000——Sep 30, 2024Nov 14, 2024
Oak River Insurance Company—4,200,000——Sep 30, 2024Nov 14, 2024
BH Finance LLC—140,000,0001.8%—Sep 30, 2024Nov 14, 2024
Berkshire Hathaway Homestate Insurance Company—11,900,0000.2%—Sep 30, 2024Nov 14, 2024
Central States Indemnity Company of Omaha—3,920,000——Sep 30, 2024Nov 14, 2024
Berkshire Hathaway Inc—797,683,30710.4%—Sep 30, 2024Nov 14, 2024
Warren E. Buffett—797,683,30710.4%—Sep 30, 2024Nov 14, 2024
The Vanguard Group - 23-1945930—608,297,7117.7%——Feb 13, 2024
BlackRock, Inc.Common Stock494,523,4266.2%—Dec 31, 2023Jan 29, 2024
The Vanguard Group - 23-1945930—607,703,4677.6%——Feb 9, 2023
BlackRock, Inc.Common Stock474,777,1225.9%—Dec 31, 2022Feb 7, 2023
BlackRock, Inc.Common Stock496,922,0716.1%—Dec 31, 2021Mar 11, 2022
The Vanguard Group - 23-1945930—586,192,0467.2%——Feb 9, 2022
BlackRock, Inc.Common Stock496,922,0716.1%—Dec 31, 2021Feb 8, 2022
Central States of Omaha Companies, IncCOMMON STOCK, PAR VALUE $0.01 PER SHARE3,920,000——Dec 31, 2020Feb 16, 2021
General Star National Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE1,960,000——Dec 31, 2020Feb 16, 2021
General Reinsurance CorporationCOMMON STOCK, PAR VALUE $0.01 PER SHARE22,751,4000.3%—Dec 31, 2020Feb 16, 2021
General Re CorporationCOMMON STOCK, PAR VALUE $0.01 PER SHARE22,751,4000.3%—Dec 31, 2020Feb 16, 2021
GEICO Indemnity CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE81,200,0000.9%—Dec 31, 2020Feb 16, 2021
Berkshire Hathaway Direct Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE850,000——Dec 31, 2020Feb 16, 2021
General Star Indemnity CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE5,040,0000.1%—Dec 31, 2020Feb 16, 2021
Mount Vernon Fire Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE7,000,0000.1%—Dec 31, 2020Feb 16, 2021
Old United Casualty CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE443,000——Dec 31, 2020Feb 16, 2021
NorGUARD Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE868,000——Dec 31, 2020Feb 16, 2021
Government Employees Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE229,600,0002.7%—Dec 31, 2020Feb 16, 2021
Am GUARD Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE521,000——Dec 31, 2020Feb 16, 2021
West GUARD Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE1,389,000——Dec 31, 2020Feb 16, 2021
Berkshire Hathaway International Insurance LtdCOMMON STOCK, PAR VALUE $0.01 PER SHARE1,827,000——Dec 31, 2020Feb 16, 2021
Princeton Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE1,043,000——Dec 31, 2020Feb 16, 2021
The Medical Protective CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE10,396,0000.1%—Dec 31, 2020Feb 16, 2021
MedPro Group IncCOMMON STOCK, PAR VALUE $0.01 PER SHARE11,999,0000.1%—Dec 31, 2020Feb 16, 2021
National Fire & Marine Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE17,275,0000.2%—Dec 31, 2020Feb 16, 2021
Genesis Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE176,400——Dec 31, 2020Feb 16, 2021
First Berkshire Life Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE145,500——Dec 31, 2020Feb 16, 2021
BHG Life Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE2,560,000——Dec 31, 2020Feb 16, 2021
GEICO CorporationCOMMON STOCK, PAR VALUE $0.01 PER SHARE311,780,0003.6%—Dec 31, 2020Feb 16, 2021
Berkshire Hathaway Life Insurance Company of NebraskaCOMMON STOCK, PAR VALUE $0.01 PER SHARE14,777,0000.2%—Dec 31, 2020Feb 16, 2021
United States Liability Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE9,800,0000.1%—Dec 31, 2020Feb 16, 2021
U.S. Investment CorporationCOMMON STOCK, PAR VALUE $0.01 PER SHARE9,800,0000.1%—Dec 31, 2020Feb 16, 2021
Wellfleet New York Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE560,000——Dec 31, 2020Feb 16, 2021
Berkshire Hathaway Specialty Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE6,489,0000.1%—Dec 31, 2020Feb 16, 2021
GEICO Marine Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE980,000——Dec 31, 2020Feb 16, 2021
Boat America CorporationCOMMON STOCK, PAR VALUE $0.01 PER SHARE980,000——Dec 31, 2020Feb 16, 2021
National Indemnity Company of Mid-AmericaCOMMON STOCK, PAR VALUE $0.01 PER SHARE2,380,000——Dec 31, 2020Feb 16, 2021
National Indemnity Company of the SouthCOMMON STOCK, PAR VALUE $0.01 PER SHARE2,800,000——Dec 31, 2020Feb 16, 2021
NRG America Holding CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE5,600,0000.1%—Dec 31, 2020Feb 16, 2021
National Indemnity CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE745,228,6068.6%—Dec 31, 2020Feb 16, 2021
Berkshire Hathaway Assurance CorporationCOMMON STOCK, PAR VALUE $0.01 PER SHARE22,400,0000.3%—Dec 31, 2020Feb 16, 2021
Columbia Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE205,877,0002.4%—Dec 31, 2020Feb 16, 2021
Finial Reinsurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE14,980,0000.2%—Dec 31, 2020Feb 16, 2021
Finial Holdings IncCOMMON STOCK, PAR VALUE $0.01 PER SHARE14,980,0000.2%—Dec 31, 2020Feb 16, 2021
National Liability & Fire Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE28,000,0000.3%—Dec 31, 2020Feb 16, 2021
Cypress Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE2,100,000——Dec 31, 2020Feb 16, 2021
Oak River Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE4,200,000——Dec 31, 2020Feb 16, 2021
BH Finance LLCCOMMON STOCK, PAR VALUE $0.01 PER SHARE140,000,0001.6%—Dec 31, 2020Feb 16, 2021
Berkshire Hathaway Homestate Insurance CompanyCOMMON STOCK, PAR VALUE $0.01 PER SHARE11,900,0000.1%—Dec 31, 2020Feb 16, 2021
Central States Indemnity Company of OmahaCOMMON STOCK, PAR VALUE $0.01 PER SHARE3,920,000——Dec 31, 2020Feb 16, 2021
Berkshire Hathaway IncCOMMON STOCK, PAR VALUE $0.01 PER SHARE1,032,852,00611.9%—Dec 31, 2020Feb 16, 2021
Warren E. BuffettCOMMON STOCK, PAR VALUE $0.01 PER SHARE1,032,852,00611.9%—Dec 31, 2020Feb 16, 2021
The Vanguard Group - 23-1945930—614,743,1317.1%——Feb 10, 2021

Institutional filings · 13F

Individual filings, not a live or complete ownership distribution. Amendments are not added together.

Holder / reporting personSecuritySharesTransactionAs ofFiled
Athena Wealth Management, LLCCOM29,385—Sep 30, 2026Oct 9, 2026
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM10,174—Sep 30, 2026Oct 9, 2026
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM6,986—Sep 30, 2026Oct 9, 2026
Kearns & Associates LLCCOM19,500—Sep 30, 2026Oct 9, 2026
DAVIDSON TRUST COEquities9,312—Sep 30, 2026Oct 9, 2026
DAVIDSON TRUST COEquities459—Sep 30, 2026Oct 9, 2026
Stokes Capital Advisors, LLCCOM16,462—Sep 30, 2026Oct 9, 2026
Mirador Capital Partners LPCOM9,501—Sep 30, 2026Oct 9, 2026
Kaizen Financial StrategiesCOM3,905—Sep 30, 2026Oct 9, 2026
RFG - Bristol Wealth Advisors, LLCCOM18,893—Sep 30, 2026Oct 9, 2026
Sound Income Strategies, LLCCOM27,084—Sep 30, 2026Oct 9, 2026
Balefire, LLCCOM15,441—Sep 30, 2026Oct 9, 2026
Decker Wealth Management LLCCOM34,433—Sep 30, 2026Oct 9, 2026
Castle Rock Wealth Management, LLCCOM38,867—Sep 30, 2026Oct 9, 2026
David J Yvars GroupCOM79,413—Sep 30, 2026Oct 9, 2026
Lincoln Capital LLCCOM7,034—Sep 30, 2026Oct 9, 2026
Successful Portfolios LLCCOM8,359—Sep 30, 2026Oct 9, 2026
Ledgewood Wealth Advisors, LLCCOM17,414—Sep 30, 2026Oct 9, 2026
Retireful, LLCCOM5,666—Sep 30, 2026Oct 9, 2026
TLWMCOM38,324—Sep 30, 2026Oct 9, 2026
Sunburst Financial Group, LLCCOM3,874—Sep 30, 2026Oct 9, 2026
M.E. ALLISON & CO., INC.COM12,192—Sep 30, 2026Oct 9, 2026
CYPRESS ASSET MANAGEMENT INC/TXCOM18,155—Sep 30, 2026Oct 9, 2026
Vilga Financial Planning LLCCOM7,790—Sep 30, 2026Oct 9, 2026
Graves Light Lenhart Wealth, Inc.COM24,837—Sep 30, 2026Oct 9, 2026
Hummer Financial Advisory Services IncCOM7,347—Sep 30, 2026Oct 9, 2026
Breakwater Capital GroupCOM37,608—Sep 30, 2026Oct 9, 2026
CHAPIN DAVIS, INC.COM30,127—Sep 30, 2026Oct 9, 2026
Hardin Capital Partners, LLCCOM99,362—Sep 30, 2026Oct 9, 2026
INSPIRION WEALTH ADVISORS, LLCCOM8,997—Sep 30, 2026Oct 9, 2026
ECLECTIC ASSOCIATES INC /ADVCOM3,870—Sep 30, 2026Oct 9, 2026
Gainplan LLCCOM5,263—Sep 30, 2026Oct 9, 2026
VALLEY WEALTH MANAGERS, INC.Stock1,116—Sep 30, 2026Oct 9, 2026
VALLEY WEALTH MANAGERS, INC.Stock392—Sep 30, 2026Oct 9, 2026
Dorato Capital ManagementCOM21,963—Sep 30, 2026Oct 8, 2026
Everhart Financial Group, Inc.COM44,763—Sep 30, 2026Oct 8, 2026
Avidian Wealth Enterprises, LLCCOM98,349—Sep 30, 2026Oct 8, 2026
Veracity Capital LLCCOM7,221—Sep 30, 2026Oct 8, 2026
Tactive Advisors, LLCCOM3,720—Sep 30, 2026Oct 8, 2026
Dickmeyer Boyce Financial Management, Inc.COM9,868—Sep 30, 2026Oct 8, 2026
Aletheian Wealth Advisors LLCCOM5,558—Sep 30, 2026Oct 8, 2026
YHB Investment Advisors, Inc.COM13,624—Sep 30, 2026Oct 8, 2026
GAMMA Investing LLCCommon Stock184,012—Sep 30, 2026Oct 8, 2026
Farther Finance Advisors, LLCStock344,140—Sep 30, 2026Oct 8, 2026
SAPIENT CAPITAL LLCCOM1,108,094—Sep 30, 2026Oct 8, 2026
CoreCap Advisors, LLCStock33,671—Sep 30, 2026Oct 8, 2026
Whalen Wealth Management Inc.COM28,828—Sep 30, 2026Oct 8, 2026
Davis Capital ManagementStock1,305—Sep 30, 2026Oct 8, 2026
Apella Capital, LLCCOM48,718—Sep 30, 2026Oct 8, 2026
City Center Advisors, LLCCOM4,007—Sep 30, 2026Oct 8, 2026
ALKEME WEALTH, LLCCOM57,947—Sep 30, 2026Oct 8, 2026
Valeo Financial Advisors, LLCStock · Put1,000—Sep 30, 2026Oct 8, 2026
Valeo Financial Advisors, LLCStock154,483—Sep 30, 2026Oct 8, 2026
Mn Services Vermogensbeheer B.V.COM2,005,010—Sep 30, 2026Oct 8, 2026
Hamilton Capital, LLCCOM5,688—Sep 30, 2026Oct 8, 2026
Keystone Financial Planning, Inc.COM5,881—Sep 30, 2026Oct 8, 2026
Gradient Investments LLCCOM670,978—Sep 30, 2026Oct 8, 2026
Kessler Investment Group, LLCCOM37,927—Sep 30, 2026Oct 8, 2026
Adams Asset Advisors, LLCCOM238,906—Sep 30, 2026Oct 8, 2026
Horrell Capital Management, Inc.COM690—Sep 30, 2026Oct 8, 2026
CHICKASAW CAPITAL MANAGEMENT LLCCOM6,955—Sep 30, 2026Oct 8, 2026
New Covenant Trust Company, N.A.COM13,453—Sep 30, 2026Oct 8, 2026
First Heartland Consultants, Inc.COM10,429—Sep 30, 2026Oct 8, 2026
Vann Equity Management LLCCOM11,806—Sep 30, 2026Oct 8, 2026
Allen Mooney & Barnes Investment Advisors LLCStock14,051—Sep 30, 2026Oct 8, 2026
Grove Bank & TrustCOM76,931—Sep 30, 2026Oct 8, 2026
Ayalon Insurance Comp Ltd.Common Stock30,009—Sep 30, 2026Oct 8, 2026
Galvin, Gaustad & Stein, LLCCOM7,135—Sep 30, 2026Oct 8, 2026
Kaydan Wealth Management, Inc.COM4,118—Sep 30, 2026Oct 8, 2026
Plan A Wealth LLCCOM4,947—Sep 30, 2026Oct 8, 2026
TITLEIST ASSET MANAGEMENT, LLCCOM28,161—Sep 30, 2026Oct 8, 2026
Acropolis Investment Management, LLCCOM16,956—Sep 30, 2026Oct 8, 2026
ATWOOD & PALMER INCCOM8,602—Sep 30, 2026Oct 8, 2026
PROFESSIONAL ADVISORY SERVICES INCCOM7,992—Sep 30, 2026Oct 8, 2026
TOTH FINANCIAL ADVISORY CORPCOM39,042—Sep 30, 2026Oct 8, 2026
Veery Capital, LLCCOM6,620—Sep 30, 2026Oct 7, 2026
MJT & Associates Financial Advisory Group, Inc.Stock460—Sep 30, 2026Oct 7, 2026
Baring Financial LLCCOM4,435—Sep 30, 2026Oct 7, 2026
Retirement Wealth Solutions LLCCOM948—Sep 30, 2026Oct 7, 2026
Bank & Trust CoCOM11,853—Sep 30, 2026Oct 7, 2026
Emprise BankEquities19,635—Sep 30, 2026Oct 7, 2026
Exchange BankCOMMON STOCK681—Sep 30, 2026Oct 7, 2026
Exchange BankCOMMON STOCK5,391—Sep 30, 2026Oct 7, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLCCOM16,317—Sep 30, 2026Oct 7, 2026
PFW Advisors LLCCOM18,622—Sep 30, 2026Oct 7, 2026
ELEVATION WEALTH PARTNERS, LLCCOM4,504—Sep 30, 2026Oct 7, 2026
Applied Capital LLC/FLCOM4,960—Sep 30, 2026Oct 7, 2026
Worth Asset Management, LLCStock3,317—Sep 30, 2026Oct 7, 2026
Worth Asset Management, LLCStock1,436—Sep 30, 2026Oct 7, 2026
Worth Asset Management, LLCStock500—Sep 30, 2026Oct 7, 2026
Worth Asset Management, LLCStock126—Sep 30, 2026Oct 7, 2026
Worth Asset Management, LLCStock70—Sep 30, 2026Oct 7, 2026
Echo45 Advisors LLCCOM5,605—Sep 30, 2026Oct 7, 2026
Dominguez Wealth Management Solutions, Inc.COM6,239—Sep 30, 2026Oct 7, 2026
Matrix Trust CoCOM379—Sep 30, 2026Oct 7, 2026
Weaver Consulting GroupCOM7,778—Sep 30, 2026Oct 7, 2026
Crumly & Associates Inc.COM10,711—Sep 30, 2026Oct 7, 2026
Canandaigua National Trust Co of FloridaCom11,542—Sep 30, 2026Oct 7, 2026
Greenfield Savings BankCOM42,279—Sep 30, 2026Oct 7, 2026
AMERICAN NATIONAL BANK & TRUSTCOM20,587—Sep 30, 2026Oct 7, 2026
Wealth Enhancement Trust Services, Inc.COM7,727—Sep 30, 2026Oct 7, 2026
Wealth Enhancement Trust Services, Inc.COM7,377—Sep 30, 2026Oct 7, 2026
Cooper Financial GroupCOM37,669—Sep 30, 2026Oct 7, 2026
KFA Private Wealth Group, LLCCOM5,000—Sep 30, 2026Oct 7, 2026
Venture Visionary Partners LLCCOM233,300—Sep 30, 2026Oct 7, 2026
Elm Partners Management LLCCOM11,135—Jun 30, 2026Oct 7, 2026
Elm Partners Management LLCCOM10,162—Dec 31, 2025Oct 7, 2026
Elm Partners Management LLCCOM8,935—Sep 30, 2025Oct 7, 2026
FIRST COMMUNITY TRUST NACOM1,300—Sep 30, 2026Oct 7, 2026
NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM2,088—Sep 30, 2026Oct 7, 2026
CANANDAIGUA NATIONAL BANK & TRUST COCom109,366—Sep 30, 2026Oct 7, 2026
Investors Research CorpCOM11,728—Sep 30, 2026Oct 7, 2026
STEPH & COCOM169—Sep 30, 2026Oct 7, 2026
BENEDICT FINANCIAL ADVISORS INCCommon Stock12,630—Sep 30, 2026Oct 7, 2026
Paladin Partners, LLCStock163—Sep 30, 2026Oct 6, 2026
Central Pacific Bank - Trust DivisionCOM3,495—Sep 30, 2026Oct 6, 2026
Central Pacific Bank - Trust DivisionCOM44,238—Sep 30, 2026Oct 6, 2026
ABLES, IANNONE, MOORE & ASSOCIATES, INC.COM92,924—Sep 30, 2026Oct 6, 2026
Byrne Asset Management LLCCOM5,757—Sep 30, 2026Oct 6, 2026
Bank of New HampshireCOM51,999—Sep 30, 2026Oct 6, 2026
COLTON GROOME FINANCIAL ADVISORS, LLCCOM5,488—Sep 30, 2026Oct 6, 2026
JUNCTURE WEALTH STRATEGIES, LLCCOM5,130—Sep 30, 2026Oct 6, 2026
Iowa State BankCom87,389—Sep 30, 2026Oct 6, 2026
HALL LAURIE J TRUSTEEEquities2,207—Sep 30, 2026Oct 6, 2026
HALL LAURIE J TRUSTEEEquities1,850—Sep 30, 2026Oct 6, 2026
HALL LAURIE J TRUSTEEEquities550—Sep 30, 2026Oct 6, 2026
HALL LAURIE J TRUSTEEEquities900—Sep 30, 2026Oct 6, 2026
Bangor Savings BankCOM2,820—Sep 30, 2026Oct 6, 2026
Bangor Savings BankCOM2,916—Sep 30, 2026Oct 6, 2026
Legacy Private Trust Co.COM7,050—Sep 30, 2026Oct 6, 2026
Legacy Private Trust Co.COM93,185—Sep 30, 2026Oct 6, 2026
Cambridge Financial Group, LLCCOM5,564—Sep 30, 2026Oct 6, 2026
MOODY NATIONAL BANK TRUST DIVISIONCOM48,634—Sep 30, 2026Oct 6, 2026
MOODY NATIONAL BANK TRUST DIVISIONCOM19,812—Sep 30, 2026Oct 6, 2026
TOMPKINS FINANCIAL CORPCOM8,545—Sep 30, 2026Oct 5, 2026
TOMPKINS FINANCIAL CORPCOM5,762—Sep 30, 2026Oct 5, 2026
Olistico Wealth, LLCStock1,393—Sep 30, 2026Oct 5, 2026
Horizons Wealth ManagementStock2,496—Sep 30, 2026Oct 5, 2026
COLLECTIVE FAMILY OFFICE LLCCOM4,859—Sep 30, 2026Oct 5, 2026
BAKER TILLY WEALTH MANAGEMENT, LLCCOM19,763—Sep 30, 2026Oct 5, 2026
Rosenberg Matthew HamiltonStock11,349—Sep 30, 2026Oct 5, 2026
General Partner, Inc.CL4,929—Sep 30, 2026Oct 5, 2026
General Partner, Inc.CL10,687—Sep 30, 2026Oct 5, 2026
Heartwood Wealth Advisors LLCStock6,894—Sep 30, 2026Oct 5, 2026
ACIMA PRIVATE WEALTH, LLCStock706—Sep 30, 2026Oct 5, 2026
Ridgewood Investments LLCCOM4,051—Sep 30, 2026Oct 5, 2026
CapWealth Advisors, LLCStock505,830—Sep 30, 2026Oct 5, 2026
Eastover Investment Advisors LLCCOM4,170—Sep 30, 2026Oct 5, 2026
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock588,403—Sep 30, 2026Oct 5, 2026
EASTERN BANKCOM1,457,870—Sep 30, 2026Oct 5, 2026
EASTERN BANKCOM93,430—Sep 30, 2026Oct 5, 2026
PARK NATIONAL CORP /OH/Com1,862—Sep 30, 2026Oct 5, 2026
PARK NATIONAL CORP /OH/Com77,182—Sep 30, 2026Oct 5, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM15,472—Sep 30, 2026Oct 5, 2026
ROCKLAND TRUST COCOM423,886—Sep 30, 2026Oct 5, 2026
ROCKLAND TRUST COCOM10,613—Sep 30, 2026Oct 5, 2026
NEVILLE RODIE & SHAW INCCOM179,918—Sep 30, 2026Oct 5, 2026
Advus Financial Partners, LLCCOM5,118—Jun 30, 2026Oct 2, 2026
Planning Strategies Inc.Stock830—Sep 30, 2026Oct 2, 2026
Polaris Financial PartnersCOM419—Sep 30, 2026Oct 2, 2026
Miller Global Investments, LLCStock1,339—Sep 30, 2026Oct 2, 2026
GoalVest Advisory LLCStock49,402—Sep 30, 2026Oct 2, 2026
Marotta Asset ManagementCOM5,099—Sep 30, 2026Oct 2, 2026
First Citizens Financial CorpCommon Stock13,852—Sep 30, 2026Oct 2, 2026
CX InstitutionalCOM35,754—Sep 30, 2026Oct 2, 2026
Versant Capital Management, IncStock34,628—Sep 30, 2026Oct 2, 2026
Boltwood Capital ManagementCOM4,075—Sep 30, 2026Oct 2, 2026
GLP Holdings LLLPCOM63,728—Sep 30, 2026Oct 2, 2026
Sarver Vrooman Wealth AdvisorsStock1,524—Sep 30, 2026Oct 1, 2026
Noble Wealth Management PBCStock1,008—Sep 30, 2026Oct 1, 2026
Roxbury Financial LLCStock2,707—Sep 30, 2026Oct 1, 2026
Hickory Point Bank & TrustCOM21,107—Sep 30, 2026Oct 1, 2026
Hickory Point Bank & TrustCOM2,000—Sep 30, 2026Oct 1, 2026
Stonebridge Financial Group, LLCCOM7,727—Sep 30, 2026Oct 1, 2026
BURKETT FINANCIAL SERVICES, LLCEquity16,290—Sep 30, 2026Oct 1, 2026
First Financial Bank - Trust DivisionCOMMON STOCK3,310—Sep 30, 2026Oct 1, 2026
First Financial Bank - Trust DivisionCOMMON STOCK1,466—Sep 30, 2026Oct 1, 2026
First Financial Bank - Trust DivisionCOMMON STOCK188,212—Sep 30, 2026Oct 1, 2026
Coastline Trust CoCOM53,616—Sep 30, 2026Oct 1, 2026
DOLIVER ADVISORS, LPCOM15,533—Sep 30, 2026Oct 1, 2026
CIM INVESTMENT MANAGEMENT INCCOM42,545—Jun 30, 2026Sep 29, 2026
OP Asset Management LtdCOM714,681—Mar 31, 2026Sep 28, 2026
OP Asset Management LtdCOM781,789—Dec 31, 2025Sep 28, 2026
Atomic Invest LLCCOM647—Jun 30, 2026Sep 25, 2026
Atomic Invest LLCCOM566—Mar 31, 2026Sep 25, 2026
Bullock Wealth Management GroupStock11,036—Mar 31, 2024Sep 24, 2026
Bullock Wealth Management GroupStock10,324—Jun 30, 2024Sep 24, 2026
Bullock Wealth Management GroupStock10,288—Sep 30, 2024Sep 24, 2026
Bullock Wealth Management GroupStock9,999—Dec 31, 2024Sep 24, 2026
Bullock Wealth Management GroupStock9,973—Mar 31, 2025Sep 24, 2026
Bullock Wealth Management GroupStock9,358—Jun 30, 2025Sep 24, 2026
Bullock Wealth Management GroupStock9,393—Sep 30, 2025Sep 24, 2026
ENVESTNET ASSET MANAGEMENT INCCOM9,107,517—Jun 30, 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.COM203,285—Jun 30, 2026Sep 23, 2026
QRG CAPITAL MANAGEMENT, INC.COM970,332—Jun 30, 2026Sep 23, 2026
Innovative Advisory Group, LLCCOM5,500—Mar 31, 2026Sep 22, 2026
Andra AP-fondenCOM899,209—Jun 30, 2026Sep 22, 2026
STATE STREET CORPCOM299,782,707—Jun 30, 2026Sep 22, 2026
Silicon Valley Capital PartnersStock236,127—Jun 30, 2026Sep 21, 2026
Atomic Invest LLCCOM698—Dec 31, 2025Sep 18, 2026

Insider transactions · 3/4/5

Individual filings, not a live or complete ownership distribution. Amendments are not added together.

Holder / reporting personSecuritySharesTransactionAs ofFiled
MOYNIHAN BRIAN TCommon Stock100,000—Oct 15, 2026Oct 19, 2026
MOYNIHAN BRIAN TCommon Stock3,648—Oct 15, 2026Oct 19, 2026
MOYNIHAN BRIAN TCommon Stock18,083D · otherOct 15, 2026Oct 19, 2026
MOYNIHAN BRIAN TCommon Stock18,083M · otherOct 15, 2026Oct 19, 2026
MOYNIHAN BRIAN TCommon Stock100,000—Sep 15, 2026Sep 17, 2026
MOYNIHAN BRIAN TCommon Stock3,623—Sep 15, 2026Sep 17, 2026
MOYNIHAN BRIAN TCommon Stock18,082D · otherSep 15, 2026Sep 17, 2026
MOYNIHAN BRIAN TCommon Stock18,082M · otherSep 15, 2026Sep 17, 2026
Okpara JohnbullCommon Stock27,749—Mar 10, 2026Sep 4, 2026
MOYNIHAN BRIAN TCommon Stock100,000—Aug 15, 2026Aug 18, 2026
MOYNIHAN BRIAN TCommon Stock3,623—Aug 15, 2026Aug 18, 2026
MOYNIHAN BRIAN TCommon Stock18,083D · otherAug 15, 2026Aug 18, 2026
MOYNIHAN BRIAN TCommon Stock18,083M · otherAug 15, 2026Aug 18, 2026
MOYNIHAN BRIAN TCommon Stock100,000—Jul 15, 2026Jul 17, 2026
MOYNIHAN BRIAN TCommon Stock3,623—Jul 15, 2026Jul 17, 2026
MOYNIHAN BRIAN TCommon Stock18,083D · otherJul 15, 2026Jul 17, 2026
MOYNIHAN BRIAN TCommon Stock18,083M · otherJul 15, 2026Jul 17, 2026
MOYNIHAN BRIAN TCommon Stock100,000—Jun 15, 2026Jun 17, 2026
MOYNIHAN BRIAN TCommon Stock3,614—Jun 15, 2026Jun 17, 2026
MOYNIHAN BRIAN TCommon Stock18,083D · otherJun 15, 2026Jun 17, 2026
MOYNIHAN BRIAN TCommon Stock18,083M · otherJun 15, 2026Jun 17, 2026
MOYNIHAN BRIAN TCommon Stock100,000—May 15, 2026May 19, 2026
MOYNIHAN BRIAN TCommon Stock3,614—May 15, 2026May 19, 2026
MOYNIHAN BRIAN TCommon Stock18,083D · otherMay 15, 2026May 19, 2026
MOYNIHAN BRIAN TCommon Stock18,083M · otherMay 15, 2026May 19, 2026
Greener Geoffrey SCommon Stock126,756S · saleMay 5, 2026May 7, 2026
Zuber Maria TCommon Stock5,365A · otherMay 4, 2026May 6, 2026
Woods Thomas DCommon Stock50,003—May 4, 2026May 6, 2026
Woods Thomas DCommon Stock2,473F · otherMay 4, 2026May 6, 2026
Woods Thomas DCommon Stock5,365A · otherMay 4, 2026May 6, 2026
WHITE MICHAEL DCommon Stock6,500—May 4, 2026May 6, 2026
WHITE MICHAEL DCommon Stock79,150—May 4, 2026May 6, 2026
ROSE CLAYTON STUARTCommon Stock25,515—May 4, 2026May 6, 2026
NOWELL LIONEL L IIICommon Stock3,930—May 4, 2026May 6, 2026
Martinez MariaCommon Stock465—May 4, 2026May 6, 2026
Martinez MariaCommon Stock5,365A · otherMay 4, 2026May 6, 2026
LOZANO MONICA CCommon Stock3,387—May 4, 2026May 6, 2026
DONALD ARNOLD WCommon Stock5,365A · otherMay 4, 2026May 6, 2026
ALMEIDA JOSE ECommon Stock5,365A · otherMay 4, 2026May 6, 2026
Allen Sharon L.Common Stock99,927—May 4, 2026May 6, 2026

How to read these figures

What do these ownership filings represent?

SEC disclosures describe positions or transactions under different reporting rules and dates. An institutional holding is not necessarily a current position, and an insider transaction is not automatically an open-market purchase. Read the filing type, share class and transaction code.

Why is this not a complete ownership pie?

The records do not all refer to the same date or reporting threshold. Adding them can double-count positions. Missing prices or values are left missing, and transaction totals describe only the records covered by the stated period and calculation.

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Valuations are estimates, not investment advice. Figures may use different source dates.