Banks - Diversified Companies By Held By Institutions

Equity Type

Price

Concentration

			Equity Type	Price	Concentration	Shares Owned By Institutions	Efficiency	Market Risk	Exp Return
1	BK	The Bank of	Stock	82.71	Asset Management & Custody Banks, Banks - Diversified, Financial Services, NYSE Composite, KBW Bank, SP 500 Index, 100 100, Management, Banking, Dividend Beast, FinTech, Financials, Capital Markets, Services	88.8	0.08	1.66	0.14
2	WFC-PL	Wells Fargo	Preferred Stock	1.2 K	Banking, Banks - Diversified, Financial Services, Global, Services	82.3	0.09	0.61	0.06
3	WFC	Wells Fargo	Stock	70.69	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, KBW Bank, SP 500 Index, 100 100, ARCA Institutional, BETTERINVESTING INDEX, BTRINVSTNG Dividend Beast, FinTech, Baby Boomer Prospects, Momentum, Financials, Banks—Diversified, Services	78.69	0.02	1.83	0.03
4	C	Citigroup	Stock	71.85	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, KBW Bank, SP 500 Index, 100 100, ARCA Institutional, BETTERINVESTING INDEX, BTRINVSTNG Banking, Warren Buffett Holdings, FinTech, Investor Favorites, Baby Boomer Prospects, Momentum, Hedge Financials, Banks—Diversified, Services	76.85	0.03	2.00	0.06
5	JPM	JPMorgan Chase Co	Stock	242.85	Diversified Banks, Banks - Diversified, Financial Services, Dow Jones Industrial, NYSE Composite, KBW Bank, SP 500 Index, 100 100, ARCA Institutional, BETTERINVESTING INDEX, BTRINVSTNG Blockchain, FinTech, Baby Boomer Prospects, Momentum, Financials, Banks—Diversified, Services	74.59	0.03	1.54	0.04
6	NTB	Bank of NT	Stock	38.68	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, Financials, Banks—Diversified, Services	72.63	0.07	1.76	0.13
7	BAC	Bank of America	Stock	42.56	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, KBW Bank, SP 500 Index, 100 100, ARCA Institutional, BETTERINVESTING INDEX, BTRINVSTNG Warren Buffett Holdings, FinTech, Investor Favorites, Baby Boomer Prospects, Momentum, Hedge Financials, Banks—Diversified, Services	66.26	(0.02)	1.58	(0.03)
8	BAC-PL	Bank of America	Preferred Stock	1.22 K	Banking, Banks - Diversified, Financial Services, Global, Services	65.5	0.05	0.58	0.03
9	UBS	UBS Group AG	Stock	31.56	Diversified Capital Markets, Banks - Diversified, Financial Services, NYSE Composite, Blockchain, Financials, Banks—Diversified, Services	55.56	0.03	2.09	0.07
10	BMO	Bank of Montreal	Stock	95.27	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, SP TSX Thomson Reuters Canada, Financials, Banks—Diversified, Services	54.74	0.00	1.12	0.00
11	TD	Toronto Dominion Bank	Stock	60.96	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, SP TSX Thomson Reuters Canada, Giant Impact, Banking, Baby Boomer Prospects, Momentum, Financials, Banks—Diversified, Services	53.8	0.24	1.04	0.25
12	CM	Canadian Imperial Bank	Stock	56.62	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, Stock Exchange Of, SP TSX Thomson Reuters Canada, Banking, Financials, Banks—Diversified, Services	53.74	(0.12)	1.27	(0.16)
13	RY	Royal Bank of	Stock	114.71	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, SP TSX Thomson Reuters Canada, Giant Impact, Banking, Baby Boomer Prospects, Momentum, Financials, Banks—Diversified, Services	50.96	(0.04)	1.30	(0.06)
14	BNS	Bank of Nova	Stock	47.73	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, SP TSX Thomson Reuters Canada, Financials, Banks—Diversified, Services	49.23	(0.18)	0.96	(0.17)
15	JPM-PJ	JPMorgan Chase Co	Preferred Stock	20.71	Banking, Banks - Diversified, Financial Services, Banks-Diversified, Services	21.73	0.01	0.90	0.01
16	WFC-PY	Wells Fargo	Preferred Stock	23.6	Banking, Banks - Diversified, Financial Services, Banks—Diversified, Services	20.92	(0.02)	0.61	(0.01)
17	JPM-PL	JPMorgan Chase Co	Preferred Stock	20.15	Banking, Banks - Diversified, Financial Services, Financials, Banks, Banks—Diversified, Services	20.84	0.01	0.87	0.01
18	BAC-PP	Bank of America	Preferred Stock	17.59	Banking, Banks - Diversified, Financial Services, Financials, Banks, Banks—Diversified, Services	18.81	(0.02)	0.99	(0.02)
19	JPM-PC	JPMorgan Chase Co	Preferred Stock	25.18	Banking, Banks - Diversified, Financial Services, Banks-Diversified, Services	18.32	0.08	0.32	0.02
20	BAC-PM	Bank of America	Preferred Stock	22.56	Banking, Banks - Diversified, Financial Services, Banks—Diversified, Services	18.12	0.03	0.77	0.02

The analysis above is based on a 90-day investment horizon and a default level of risk. Use the Portfolio Analyzer to fine-tune all your assumptions. Check your current assumptions here.

Shares Owned by Institutions show the percentage of the outstanding shares of stock issued by a company that is currently owned by other institutions such as asset management firms, hedge funds, or investment banks. Many investors like investing in companies with a large percentage of the firm owned by institutions because they believe that larger firms such as banks, pension funds, and mutual funds, will invest when they think that good things are going to happen. Since Institution investors conduct a lot of independent research they tend to be more involved and usually more knowledgeable about entities they invest as compared to amateur investors.

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