Bank of America Corp. (bac 7.25 Perp L)Preferred / convertible
13F holders, Q3 2024 (September 30)263holders +5
22new positions
17sold out
1famous investor
$302.01avg. 13F price*
At the end of Q3 2024, 263 institutions reported holding Bank of America Corp. (bac 7.25 Perp L) in their 13F filings, up 5 from Q2 2024. 22 opened new positions and 17 sold out. The largest holders were Voya Investment Management LLC ($354.3M), Advent Capital Management ($251.3M) and BlackRock, Inc. ($196.1M). One famous investor held it Ken Griffin ( of Citadel Advisors's portfolio).
- Company
- Bank of America Corp. (bac 7.25 Perp L)
- Filed as
- BANK AMERICA CORP (Q3 2024)
- CUSIP
- 060505682
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $13.5M |
| Exits | 17 | $30.1M |
All 13F filers, Q2 2024 → Q3 2024: 67,109 shares bought and 1,363,592 shares sold, net −1,296,483 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 263 holders
| Voya Investment Management LLC | — | Reduce -2.1% | 278,285 | $354.3M |
| Advent Capital Management | — | Add +8.3% | 197,009 | $251.3M |
| BlackRock, Inc. | — | — | 154,057 | $196.1M |
| First Trust Advisors LP | — | Add +3.3% | 87,413 | $111.3M |
| Victory Capital Management Inc. | — | Reduce -20.6% | 72,916 | $92.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | Add +7.9% | 66,821 | $85.1M |
| Camden Asset Management L P | — | Reduce -2.4% | 61,785 | $78.7M |
| Stonebridge Advisors LLC | — | Reduce -2.4% | 48,591 | $61.9M |
| State Street Corp. | — | Reduce -1.3% | 45,298 | $57.9M |
| FMR LLC | — | Reduce -2.2% | 44,268 | $56.4M |
| Manufacturers Life Insurance Company, The | — | Reduce -0.1% | 42,495 | $54.2M |
| Ameriprise Financial Inc. | — | Add +0.1% | 38,191 | $48.6M |
| Nuveen Asset Management, LLC | — | Add +45.8% | 34,552 | $44.0M |
| Morgan Stanley | — | Reduce -2.7% | 32,930 | $41.9M |
| American Century Companies Inc. | — | Add +29.3% | 31,661 | $40.4M |
| MacKay Shields LLC | — | Add +0.1% | 30,476 | $38.9M |
| Calamos Advisors LLC | — | Reduce -1.9% | 28,612 | $36.4M |
| First Eagle Investment Management, LLC | — | No change | 24,541 | $31.2M |
| Thrivent Financial for Lutherans | — | Reduce -1.8% | 23,287 | $29.6M |
| Lord, Abbett & Co. LLC | — | Add +3.6% | 23,009 | $29.3M |
| Wells Fargo & Company | — | Add +0.9% | 21,118 | $26.9M |
| Villere St Denis J & Co. LLC | — | Reduce -0.8% | 20,970 | $26.7M |
| Invesco Ltd. | — | Reduce -0.1% | 19,035 | $24.2M |
| JPMorgan Chase & Co. | — | Add +0.5% | 18,691 | $23.8M |
| New York State Common Retirement Fund | — | Add +22.1% | 18,211 | $23.2M |
| Pier 88 Investment Partners LLC | — | No change | 18,033 | $23.0M |
| Ssi Investment Management LLC | — | Reduce -1.7% | 16,668 | $21.2M |
| Everett Harris & Co. | — | Add +0.3% | 15,346 | $19.5M |
| Franklin Resources Inc. | — | Add +7.2% | 13,530 | $17.0M |
| Phraction Management LLC | — | Reduce -0.3% | 11,210 | $14.3M |
| Captrust Financial Advisors | — | Reduce -1.0% | 11,046 | $14.1M |
| Alliancebernstein L.P. | — | No change | 11,005 | $14.0M |
| New England Asset Management Inc. | — | No change | 9,435 | $12.0M |
| LPL Financial LLC | — | Add +7.0% | 9,107 | $11.6M |
| Advisors Capital Management, LLC | — | Add +23.5% | 9,001 | $11.5M |
| Oxbow Advisors, LLC | — | Reduce -2.2% | 8,594 | $10.9M |
| Wellington Management Group LLP | — | Add +2.9% | 7,489 | $9.6M |
| JRM Investment Counsel, LLC | — | Reduce -7.3% | 6,902 | $8.8M |
| RB Capital Management, LLC | — | Add +1.1% | 6,630 | $8.4M |
| Citigroup Inc. | — | Add +6.1% | 6,490 | $8.3M |
| Stratos Wealth Partners, LTD. | — | Add +0.7% | 6,341 | $8.1M |
| Conning Inc. | — | No change | 6,235 | $7.9M |
| Raymond James & Associates | — | Reduce -0.2% | 6,153 | $7.8M |
| Russell Investments Group, Ltd. | — | Reduce -10.8% | 5,795,000 | $7.4M |
| Rational Advisors, Inc. | — | No change | 5,248 | $6.7M |
| Lazard Asset Management LLC | — | No change | 4,727 | $6.0M |
| Palisade Capital Management, LP | — | Reduce -0.1% | 4,619 | $5.9M |
| Oppenheimer & Co. Inc. | — | Reduce -1.7% | 4,619 | $5.9M |
| Hudson Capital Management LLC | — | Add +1.1% | 4,534 | $5.8M |
| Stifel Financial Corp. | — | Add +10.5% | 4,439 | $5.7M |
| Bank of America Corp. | — | Reduce -1.7% | 4,343 | $5.5M |
| Epiq Partners, LLC | — | New | 4,278 | $5.4M |
| UBS Group AG | — | Reduce -9.4% | 3,613 | $4.6M |
| Kestra Advisory Services, LLC | — | Reduce -2.1% | 3,550 | $4.5M |
| Peloton Wealth Strategists | — | Reduce -1.4% | 3,500 | $4.5M |
| Agf Management Ltd. | — | Reduce -14.6% | 3,500 | $4.5M |
| Laffer Tengler Investments, Inc. | — | Add +0.7% | 3,273 | $4.2M |
| Lake Street Private Wealth, LLC | — | Add +1.6% | 3,230 | $4.1M |
| Wolverine Asset Management LLC | — | No change | 3,215 | $4.1M |
| Commonwealth Equity Services, LLC | — | Add +4.3% | 3,206 | $4.1M |
| AEGON USA Investment Management, LLC | — | Reduce -23.1% | 3,108 | $4.0M |
| Whalerock Point Partners, LLC | — | New | 3,140 | $4.0M |
| Montag A & Associates Inc. | — | Add +4.7% | 2,965 | $3.8M |
| Neuberger Berman Group LLC | — | Reduce -7.1% | 2,789 | $3.6M |
| Envestnet Asset Management Inc. | — | Add +0.5% | 2,772 | $3.5M |
| HighTower Advisors, LLC | — | Add +274.7% | 2,713 | $3.5M |
| Seven Springs Wealth Group, LLC | — | Add +3.4% | 2,623 | $3.3M |
| Marathon Trading Investment Management LLC | — | Reduce -23.6% | 2,464 | $3.1M |
| Founders Capital Management, LLC | — | No change | 2,437 | $3.1M |
| SG Americas Securities, LLC | — | No change | 2,430 | $3.1M |
| Uniplan Investment Counsel, Inc. | — | Reduce -8.8% | 2,285 | $2.9M |
| Mariner, LLC | — | Reduce -8.1% | 2,265 | $2.9M |
| Alexander Labrunerie & Co., Inc. | — | Reduce -1.0% | 2,258 | $2.9M |
| KCM Investment Advisors LLC | — | Add +1.7% | 2,249 | $2.9M |
| Goldman Sachs Group Inc. | — | No change | 2,220 | $2.8M |
| LexAurum Advisors, LLC | — | Reduce -1.8% | 2,194 | $2.8M |
| Xcel Wealth Management, LLC | — | Add +0.3% | 2,138 | $2.7M |
| Summitry LLC | — | Reduce -4.1% | 1,769 | $2.3M |
| Icon Advisers Inc. | — | Add +105.8% | 1,751 | $2.2M |
| Edgemoor Investment Advisors, Inc. | — | No change | 1,657 | $2.1M |
| Snowden Capital Advisors LLC | — | Add +5.8% | 1,574 | $2.0M |
| Cove Private Wealth, LLC | — | No change | 1,550 | $2.0M |
| Scotia Capital Inc. | — | Add +1.4% | 1,471 | $1.9M |
| Curi Capital, LLC | — | Reduce -0.8% | 1,450 | $1.8M |
| Raymond James Financial Services Advisors, Inc. | — | Add +3.0% | 1,411 | $1.8M |
| Magnus Financial Group LLC | — | Add +3.9% | 1,378 | $1.8M |
| Schroder Investment Management Group | — | No change | 1,341 | $1.7M |
| Corient Private Wealth LP | — | Add +12.5% | 1,304 | $1.7M |
| Truist Financial Corp. | — | Add +1.9% | 1,297 | $1.7M |
| Marathon Capital Management | — | Reduce -2.9% | 1,193 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | — | Add +25.1% | 1,160 | $1.5M |
| Schnieders Capital Management LLC | — | Reduce -1.7% | 1,139 | $1.4M |
| Osaic Holdings, Inc. | — | Add +53.7% | 1,065 | $1.4M |
| Jane Street Group, LLC | — | Add +466.1% | 1,053 | $1.3M |
| Janney Montgomery Scott LLC | — | Add +2.6% | 1,048 | $1.3M |
| Pinnacle Holdings, LLC | — | No change | 1,031 | $1.3M |
| StoneX Group Inc. | — | Reduce -3.3% | 946 | $1.2M |
| AlphaStar Capital Management, LLC | — | Add +3.3% | 942 | $1.2M |
| Dana Investment Advisors, Inc. | — | No change | 932 | $1.2M |
| Sei Investments Co. | — | Reduce -0.8% | 910 | $1.2M |
"% of holder's portfolio" is BANK OF AMERICA CORP (BAC 7.25 PERP L)'s weight in each manager's 13F, not the share of Bank of America Corp. (bac 7.25 Perp L) the manager owns.