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Ticker
Trade Date
Filing Date
Name
Title
Code
Security
Amount
Price
Value
Trans.
Director
10% Owner
Mcap/AUM
2025-03-14
2025-03-18
BANK OF AMERICA CORP /DE/
P - Purchase
COMMON STOCK [F1,F2,F3]
8,100
$12.00
97,200
1
$2.47B
2025-03-14
2025-03-18
BANK OF AMERICA CORP /DE/
S - Sale
COMMON STOCK [F1,F2,F3]
-8,100
$12.00
-97,200
2
$2.47B
2025-02-18
2025-02-20
BANK OF AMERICA CORP /DE/
P - Purchase
COMMON STOCK [F1,F2,F3]
6,773
$13.00
88,049
2
$2.47B
2025-02-18
2025-02-20
BANK OF AMERICA CORP /DE/
S - Sale
COMMON STOCK [F1,F2,F3]
-6,773
$13.00
-88,049
2
$2.47B
2018-11-29
2024-12-13
BANK OF AMERICA CORP /DE/
P - Purchase
Common Stock [F1,F2,F3]
3,870
$14.00
54,180
30
$2.47B
2024-12-03
2024-12-06
BANK OF AMERICA CORP /DE/
P - Purchase
COMMON STOCK [F1,F2,F3]
75
$13.00
975
1
$2.47B
2023-09-01
2023-09-13
WELLS FARGO COMPANY/MN
J - Other
Series C MuniFund Preferred Shares
3,360
1
$2.47B
2023-09-01
2023-09-05
JPMORGAN CHASE BANK, N.A.
S - Sale
Series C MuniFund Preferred Shares
-3,360
1
$2.47B
2021-06-11
2021-06-11
ZIMMERMAN GIFFORD
CCO and Vice President
S - Sale
Common Stock
-694
$17.00
-11,798
1
$2.47B
2020-06-24
2020-06-26
CITIGROUP INC
S - Sale
Series C MuniFund Preferred Shares
-3,360
$100,000.00
-336M
1
$2.47B