Bank of America Corp. (bac 7.25 Perp L)Preferred / convertible

13F holders, Q3 2024 (September 30)

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q2 2024Q1 2024

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
Spectrum Asset Management, Inc.	—	Reduce -3.5%	897	$1.1M
Tamar Securities, LLC	—	Add +0.5%	894	$1.1M
US Bancorp \de	—	Add +0.5%	888	$1.1M
EverSource Wealth Advisors, LLC	—	Add +0.2%	852	$1.1M
Sequoia Financial Advisors, LLC	—	Add +12.6%	840	$1.1M
Penobscot Investment Management Company, Inc.	—	No change	839	$1.1M
Susquehanna International Group, LLP	—	Reduce -8.0%	835	$1.1M
JT Stratford LLC	—	Add +3.9%	826	$1.1M
TCFG Wealth Management, LLC	—	—	818	$1.0M
Central Pacific Bank - Trust Division	—	No change	783	$997K
Valeo Financial Advisors, LLC	—	Add +0.4%	93,075	$977K
MeadowBrook Investment Advisors LLC	—	Reduce -2.3%	762	$969K
Webster Bank, N. A.	—	No change	758	$965K
Wetzel Investment Advisors, Inc.	—	No change	700	$891K
First Hawaiian Bank	—	Reduce -6.6%	679	$864K
Capital Market Strategies LLC	—	No change	635	$808K
BOS Asset Management, LLC	—	No change	633	$806K
Sugarloaf Wealth Management, LLC	—	No change	627	$798K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	—	No change	600	$764K
First Foundation Advisors	—	Reduce -5.1%	594	$756K
D.A. Davidson & Co.	—	New	582	$741K
Baird Financial Group, Inc.	—	Add +5.9%	574	$731K
Ameritas Advisory Services, LLC	—	No change	570	$726K
Terril Brothers, Inc.	—	No change	558	$710K
Novare Capital Management LLC	—	Reduce -18.0%	538	$685K
Vestmark Advisory Solutions, Inc.	—	Reduce -1.5%	537	$684K
NewEdge Wealth, LLC	—	Reduce -1.5%	537	$684K
Stonegate Investment Group, LLC	—	No change	533	$679K
Focus Partners Wealth	—	Reduce -80.8%	3,050	$673K
Resurgent Financial Advisors LLC	—	Reduce -8.0%	527	$671K
Creative Planning	—	Add +45.1%	515	$656K
Wambolt & Associates, LLC	—	No change	485	$612K
Certified Advisory Corp	—	No change	473	$602K
Calamos Wealth Management LLC	—	Reduce -0.2%	460	$586K
Insigneo Advisory Services, LLC	—	Add +1.8%	456	$580K
Waterloo Capital, L.P.	—	Reduce -2.2%	447	$569K
Roman Butler Fullerton & Co.	—	No change	450	$569K
Wedbush Securities Inc.	—	Add +6.9%	432	$550K
Norris Perne & French LLP	—	No change	428	$545K
Chicago Partners Investment Group LLC	—	No change	429	$536K
HRT Financial LP	—	New	400	$509K
CIBC Private Wealth Group LLC	—	No change	397	$505K
Integrated Wealth Concepts LLC	—	No change	390	$496K
Pacific Wealth Strategies Group, Inc.	—	Add +29.2%	389	$495K
Galvin, Gaustad & Stein, LLC	—	Add +13.2%	385	$490K
Inscription Capital, LLC	—	No change	382	$486K
Equitable Holdings, Inc.	—	Add +7.4%	376	$479K
Wealth Enhancement Advisory Services, LLC	—	Add +10.7%	374	$476K
&partners	—	Add +71.8%	371	$474K
Two Sigma Securities, LLC	—	New	366	$466K
Glenmede Trust Co. NA	—	No change	350	$446K
Cadence Bank	—	No change	350	$446K
Independent Solutions Wealth Management, LLC	—	Reduce -20.9%	330	$420K
Comerica Bank	—	Reduce -1.2%	328	$418K
Ieq Capital, LLC	—	New	326	$415K
Edge Capital Group, LLC	—	No change	325	$414K
Bank of Montreal	—	Add +25.1%	314	$405K
DLK Investment Management, LLC	—	No change	318	$405K
Kaizen Financial Strategies	—	No change	300	$382K
Islay Capital Management, LLC	—	No change	300	$382K
Westshore Wealth, LLC	—	Add +20.5%	300	$382K
PFG Investments, LLC	—	No change	293	$373K
OneDigital Investment Advisors LLC	—	Reduce -1.0%	287	$365K
Rothschild Investment LLC	—	No change	279	$355K
GABELLI & Co INVESTMENT ADVISERS, INC.	—	No change	275	$350K
Centaurus Financial, Inc.	—	Add +0.4%	273	$347K
Blair William & Co.	—	Reduce -3.9%	268	$341K
Pekin Hardy Strauss, Inc.	—	No change	268	$341K
Cetera Investment Advisers	—	Add +18.8%	265	$337K
Bowman & Co S.C.	—	Add +1.1%	263	$334K
Fifth Third Bancorp	—	No change	260	$331K
PNC Financial Services Group, Inc.	—	Reduce -58.4%	249	$317K
Private Advisor Group, LLC	—	Add +7.4%	248	$316K
Evanson Asset Management, LLC	—	No change	245	$312K
Oppenheimer Asset Management Inc.	—	Reduce -3.3%	236	$300K
Vanguard Capital Wealth Advisors	—	No change	235	$299K
Gries Financial LLC	—	No change	227	$289K
Federation des caisses Desjardins du Quebec	—	No change	224	$285K
Pennsylvania Capital Management Inc.	—	No change	220	$280K
AlphaCore Capital LLC	—	No change	219	$278K
Excalibur Management Corp.	—	Reduce -0.9%	213	$271K
Crescent Grove Advisors, LLC	—	No change	212	$270K
Aull & Monroe Investment Management Corp	—	No change	210	$267K
Ground Swell Capital, LLC	—	New	201	$256K
Cohen & Steers, Inc.	—	No change	200	$255K
Personal Cfo Solutions, LLC	—	No change	200	$255K
Steigerwald, Gordon & Koch Inc.	—	No change	200	$255K
180 Wealth Advisors, LLC	—	Reduce -0.5%	198	$252K
Atria Wealth Solutions, Inc.	—	No change	195	$248K
Stratos Wealth Advisors, LLC	—	Add +0.5%	194	$247K
Berger Financial Group, Inc	—	No change	193	$246K
Bank & Trust Co	—	No change	191	$243K
NewEdge Advisors, LLC	—	Reduce -6.0%	189	$241K
Lido Advisors, LLC	—	New	187	$238K
Northside Capital Management, LLC	—	New	185	$236K
NWF Advisory Services Inc.	—	No change	184	$234K
IFP Advisors, Inc	—	Reduce -35.2%	184	$234K
Prospera Financial Services Inc	—	New	181	$230K
Transform Wealth, LLC	—	No change	180	$229K
Perigon Wealth Management, LLC	—	Reduce -1.1%	178	$227K
Citadel Advisors	—	New	174	$222K
Riverview Trust Co	—	No change	174	$222K
Obermeyer Wealth Partners	—	No change	172	$219K
Romano Brothers and Company	—	No change	170	$216K
Walled Lake Planning & Wealth Management, LLC	—	No change	170	$216K
Valueworks LLC	—	No change	168	$214K
Level Four Advisory Services, LLC	—	Reduce -58.0%	173	$214K
Essex Financial Services, Inc.	—	New	165	$208K
Sage Capital Management, LLC	—	New	160	$204K
Hollencrest Capital Management	—	No change	140	$178K
EP Wealth Advisors, LLC	—	No change	114	$145K
Brown Brothers Harriman & Co.	—	No change	105	$134K
Ulland Investment Advisors, LLC	—	No change	94	$120K
FinTrust Capital Advisors, LLC	—	No change	94	$120K
Allworth Financial LP	—	No change	93	$118K
Private Trust Co. NA	—	No change	92	$117K
Jones Financial Companies LLLP	—	Add +350.0%	90	$116K
Farther Finance Advisors, LLC	—	Add +109.8%	86	$109K
Founders Financial Alliance, LLC	—	Add +857.1%	67	$85K
Wilmington Savings Fund Society, FSB	—	New	66	$84K
Northwestern Mutual Wealth Management Co.	—	Add +17.9%	66	$84K
CoreCap Advisors, LLC	—	New	56	$71K
Principal Securities, Inc.	—	No change	53	$67K
SRH Advisors, LLC	—	No change	50	$64K
Laurel Wealth Advisors LLC	—	No change	45	$57K
Logan Capital Management Inc.	—	No change	44	$57K
National Bank of Canada	—	Reduce -15.4%	44	$56K
Parallel Advisors, LLC	—	No change	43	$55K
Lanark Financial, Inc.	—	Add +75.0%	42	$53K
Darwin Wealth Management, LLC	—	New	39	$50K
First Command Advisory Services, Inc.	—	No change	35	$45K
Colonial Trust Advisors	—	No change	34	$43K
BOK Financial Private Wealth, Inc.	—	No change	30	$38K
Whittier Trust Co.	—	No change	30	$38K
Blue Trust, Inc.	—	New	30	$36K
Huntington National Bank	—	No change	25	$32K
Grove Bank & Trust	—	New	25	$32K
Steward Partners Investment Advisory, LLC	—	No change	23	$29K
Geneos Wealth Management Inc.	—	New	23	$29K
Virtus Investment Advisers, LLC	—	No change	22	$28K
Powell Investment Advisors, LLC	—	No change	20	$25K
GoalVest Advisory LLC	—	No change	19	$24K
Tower Research Capital LLC (TRC)	—	New	16	$20K
Chelsea Counsel Co.	—	No change	15	$19K
Bessemer Group Inc.	—	New	15	$19K
Cwm, LLC	—	No change	15	$19K
Barclays PLC	—	Reduce -80.9%	13	$17K
M&R Capital Management Inc.	—	No change	12	$15K
CNB Bank	—	No change	12	$15K
Private Capital Management LLC	—	No change	10	$13K
McClarren Financial Advisors, Inc.	—	Add +6.4%	1,273	$12K
Family Manage LLC	—	No change	6	$8K
Center for Financial Planning, Inc.	—	No change	5	$6K
North Star Investment Management Corp.	—	No change	4	$5K
Capital Investment Advisory Services, LLC	—	No change	4	$5K
Glen Eagle Advisors, LLC	—	No change	4	$5K
American Capital Advisory, LLC	—	New	3	$4K
Alken Asset Management Ltd	—	No change	2,950	$4K
Beacon Capital Management, LLC	—	No change	2	$3K
Bartlett & Co. Wealth Management LLC	—	No change	2	$3K
TD Private Client Wealth LLC	—	No change	1	$1K
Global Retirement Partners, LLC	—	No change	1	$1K
Mirae Asset Global Investments Co., Ltd.	—	No change	33	$33

"% 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.