Bank of America Corp. (bac 7.25 Perp L)Preferred / convertible
13F holders, Q4 2024 (December 31)258holders −5
14new positions
20sold out
$290.95avg. 13F price*
At the end of Q4 2024, 258 institutions reported holding Bank of America Corp. (bac 7.25 Perp L) in their 13F filings, down 5 from Q3 2024. 14 opened new positions and 20 sold out. The largest holders were Voya Investment Management LLC ($364.0M), Advent Capital Management ($211.6M) and BlackRock, Inc. ($189.2M).
- Company
- Bank of America Corp. (bac 7.25 Perp L)
- Filed as
- BANK AMERICA CORP (Q4 2024)
- CUSIP
- 060505682
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $4.6M |
| Exits | 20 | $34.8M |
All 13F filers, Q3 2024 → Q4 2024: 126,759 shares bought and 177,751 shares sold, net −50,992 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 258 holders
| Voya Investment Management LLC | — | Add +7.3% | 298,535 | $364.0M |
| Advent Capital Management | — | Reduce -11.4% | 174,486 | $211.6M |
| BlackRock, Inc. | — | Add +0.7% | 155,163 | $189.2M |
| First Trust Advisors LP | — | Add +14.3% | 99,942 | $121.9M |
| Victory Capital Management Inc. | — | Reduce -0.2% | 72,745 | $88.7M |
| Camden Asset Management L P | — | Add +10.3% | 68,150 | $82.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | Reduce -13.3% | 57,947 | $70.7M |
| State Street Corp. | — | Add +9.5% | 49,613 | $60.0M |
| Stonebridge Advisors LLC | — | Reduce -0.5% | 48,352 | $59.0M |
| American Century Companies Inc. | — | Add +37.6% | 43,579 | $52.8M |
| Manufacturers Life Insurance Company, The | — | No change | 42,495 | $51.5M |
| FMR LLC | — | Reduce -11.3% | 39,268 | $47.5M |
| Ameriprise Financial Inc. | — | Add +0.3% | 38,301 | $46.4M |
| Morgan Stanley | — | Add +8.9% | 35,855 | $43.7M |
| Nuveen Asset Management, LLC | — | Reduce -0.0% | 34,538 | $42.1M |
| MacKay Shields LLC | — | Reduce -1.7% | 29,964 | $36.4M |
| Calamos Advisors LLC | — | Reduce -1.2% | 28,279 | $34.5M |
| First Eagle Investment Management, LLC | — | No change | 24,541 | $29.9M |
| Thrivent Financial for Lutherans | — | No change | 23,287 | $28.2M |
| Wells Fargo & Company | — | Add +1.1% | 21,355 | $26.0M |
| Pier 88 Investment Partners LLC | — | Add +15.0% | 20,733 | $25.3M |
| Villere St Denis J & Co. LLC | — | Reduce -3.9% | 20,146 | $24.6M |
| JPMorgan Chase & Co. | — | Add +0.9% | 18,865 | $23.0M |
| Invesco Ltd. | — | Reduce -6.5% | 17,800 | $21.7M |
| Ssi Investment Management LLC | — | Reduce -0.6% | 16,573 | $20.1M |
| New York State Common Retirement Fund | — | Reduce -11.6% | 16,097 | $19.6M |
| Focus Partners Wealth | — | Add +409.3% | 15,533 | $18.8M |
| Everett Harris & Co. | — | Reduce -0.6% | 15,259 | $18.6M |
| Captrust Financial Advisors | — | Add +8.6% | 11,995 | $14.6M |
| Phraction Management LLC | — | No change | 11,210 | $13.7M |
| Alliancebernstein L.P. | — | Reduce -5.8% | 10,361 | $12.6M |
| LPL Financial LLC | — | Add +6.9% | 9,738 | $11.9M |
| Advisors Capital Management, LLC | — | Add +5.0% | 9,452 | $11.5M |
| New England Asset Management Inc. | — | No change | 9,435 | $11.5M |
| Franklin Resources Inc. | — | Reduce -41.7% | 7,887 | $9.6M |
| Wellington Management Group LLP | — | Add +4.0% | 7,791 | $9.4M |
| Rational Advisors, Inc. | — | Add +38.1% | 7,248 | $8.8M |
| RB Capital Management, LLC | — | Add +0.8% | 6,686 | $8.2M |
| Raymond James Financial Inc. | — | — | 6,561 | $8.0M |
| Stratos Wealth Partners, LTD. | — | Reduce -1.0% | 6,279 | $7.7M |
| Conning Inc. | — | No change | 6,235 | $7.6M |
| Citigroup Inc. | — | Reduce -4.5% | 6,198 | $7.6M |
| UBS Group AG | — | Add +68.5% | 6,086 | $7.4M |
| Russell Investments Group, Ltd. | — | Reduce -1.4% | 5,715,000 | $7.0M |
| Stifel Financial Corp. | — | Add +22.1% | 5,418 | $6.6M |
| JRM Investment Counsel, LLC | — | Reduce -22.5% | 5,348 | $6.5M |
| Lazard Asset Management LLC | — | No change | 4,727 | $5.8M |
| Palisade Capital Management, LP | — | Reduce -0.1% | 4,614 | $5.6M |
| Oppenheimer & Co. Inc. | — | Reduce -1.1% | 4,570 | $5.6M |
| Hudson Capital Management LLC | — | Add +0.8% | 4,568 | $5.6M |
| Epiq Partners, LLC | — | Add +6.4% | 4,553 | $5.6M |
| Bank of America Corp. | — | Reduce -7.6% | 4,013 | $4.9M |
| Susquehanna International Group, LLP | — | Add +345.4% | 3,719 | $4.5M |
| Kestra Advisory Services, LLC | — | Add +1.1% | 3,591 | $4.4M |
| Agf Management Ltd. | — | No change | 3,500 | $4.3M |
| Peloton Wealth Strategists | — | Reduce -2.9% | 3,397 | $4.1M |
| Laffer Tengler Investments, Inc. | — | Add +2.7% | 3,360 | $4.1M |
| Commonwealth Equity Services, LLC | — | Add +0.7% | 3,228 | $3.9M |
| Wolverine Asset Management LLC | — | Add +0.3% | 3,225 | $3.9M |
| Montag A & Associates Inc. | — | Add +1.4% | 3,005 | $3.7M |
| Lake Street Private Wealth, LLC | — | Reduce -6.5% | 3,020 | $3.7M |
| Icon Advisers Inc. | — | Add +67.3% | 2,930 | $3.6M |
| Whalerock Point Partners, LLC | — | Reduce -8.6% | 2,870 | $3.5M |
| Envestnet Asset Management Inc. | — | Add +0.8% | 2,793 | $3.4M |
| Neuberger Berman Group LLC | — | Reduce -0.4% | 2,779 | $3.4M |
| Seven Springs Wealth Group, LLC | — | Add +4.0% | 2,728 | $3.3M |
| AEGON USA Investment Management, LLC | — | Reduce -18.2% | 2,543 | $3.0M |
| Mariner, LLC | — | Add +8.9% | 2,466 | $3.0M |
| Marathon Trading Investment Management LLC | — | No change | 2,464 | $3.0M |
| Founders Capital Management, LLC | — | Reduce -2.6% | 2,374 | $2.9M |
| KCM Investment Advisors LLC | — | Add +0.5% | 2,261 | $2.8M |
| Alexander Labrunerie & Co., Inc. | — | Reduce -0.0% | 2,257 | $2.8M |
| LexAurum Advisors, LLC | — | Add +2.6% | 2,251 | $2.7M |
| Goldman Sachs Group Inc. | — | No change | 2,220 | $2.7M |
| Xcel Wealth Management, LLC | — | Reduce -0.1% | 2,137 | $2.6M |
| Summitry LLC | — | Reduce -1.8% | 1,738 | $2.1M |
| Uniplan Investment Counsel, Inc. | — | Add +1401.4% | 34,306 | $2.1M |
| Apollon Financial, LLC | — | New | 1,622 | $2.0M |
| Edgemoor Investment Advisors, Inc. | — | Reduce -2.7% | 1,613 | $2.0M |
| Snowden Capital Advisors LLC | — | No change | 1,574 | $1.9M |
| Cove Private Wealth, LLC | — | No change | 1,550 | $1.9M |
| Scotia Capital Inc. | — | Add +1.2% | 1,489 | $1.8M |
| Sei Investments Co. | — | Add +49.8% | 1,363 | $1.7M |
| Schroder Investment Management Group | — | No change | 1,341 | $1.6M |
| Corient Private Wealth LP | — | Add +1.8% | 1,328 | $1.6M |
| Curi Capital, LLC | — | Reduce -9.1% | 1,318 | $1.6M |
| Truist Financial Corp. | — | Reduce -3.2% | 1,256 | $1.5M |
| Magnus Financial Group LLC | — | Reduce -12.0% | 1,213 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | — | Add +4.2% | 1,209 | $1.5M |
| Marathon Capital Management | — | No change | 1,193 | $1.5M |
| HRT Financial LP | — | Add +189.0% | 1,156 | $1.4M |
| Schnieders Capital Management LLC | — | Reduce -2.2% | 1,114 | $1.4M |
| Osaic Holdings, Inc. | — | Add +0.5% | 1,070 | $1.3M |
| Pinnacle Holdings, LLC | — | No change | 1,031 | $1.3M |
| Janney Montgomery Scott LLC | — | Reduce -1.9% | 1,028 | $1.3M |
| StoneX Group Inc. | — | Add +2.2% | 967 | $1.2M |
| Coordinated Financial Services, Inc. | — | — | 973 | $1.2M |
| US Bancorp \de | — | Add +6.0% | 941 | $1.1M |
| Dana Investment Advisors, Inc. | — | No change | 932 | $1.1M |
| Tamar Securities, LLC | — | Add +0.5% | 898 | $1.1M |
"% 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.