Bank of America Corp. (bac 5.375 Perp Kk)Preferred / convertible
13F holders, Q4 2024 (December 31)6holders
0new positions
1sold out
$22.67avg. 13F price*
At the end of Q4 2024, 6 institutions reported holding Bank of America Corp. (bac 5.375 Perp Kk) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 1 sold out. The largest holders were ORG Partners LLC ($1.8M), Whalerock Point Partners, LLC ($317K) and PNC Financial Services Group, Inc. ($33K).
- Company
- Bank of America Corp. (bac 5.375 Perp Kk)
- Filed as
- 06053U601 (Q4 2024)
- CUSIP
- 06053U601
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $15K |
All 13F filers, Q3 2024 → Q4 2024: 60,871 shares bought and 600 shares sold, net +60,271 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| ORG Partners LLC | — | Add +363.0% | 77,567 | $1.8M |
| Whalerock Point Partners, LLC | — | No change | 14,000 | $317K |
| PNC Financial Services Group, Inc. | — | Add +4.1% | 1,434 | $33K |
| Thompson Investment Management, Inc. | — | No change | 1,250 | $28K |
| Ogorek Anthony Joseph /NY/ | — | No change | 750 | $17K |
| Curio Wealth, LLC | — | — | 390 | $9K |
"% of holder's portfolio" is BANK OF AMERICA CORP (BAC 5.375 PERP KK)'s weight in each manager's 13F, not the share of Bank of America Corp. (bac 5.375 Perp Kk) the manager owns.