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Also trades as: BAC (NYSE) · $vol 1819M · 0Q16.L (LSE) · $vol 6M · BAC-PM (NYSE) · $vol 3M · BAC-PB (NYSE) · $vol 3M · BAC-PN (NYSE) · $vol 3M · BAC-PQ (NYSE) · $vol 3M · BAC-PK (NYSE) · $vol 2M · BAC-PO (NYSE) · $vol 2M · BAC-PS (NYSE) · $vol 1M · BAC-PP (NYSE) · $vol 1M · BML-PL (NYSE) · $vol 1M · BML-PH (NYSE) · $vol 1M · BAC-PE (NYSE) · $vol 1M · BML-PJ (NYSE) · $vol 1M · BOFA.TO (TSX) · $vol 0M · BAC.SW (SIX) · $vol 0M · BML-PG (NYSE) · $vol 0M · NCB.DE (XETRA) · $vol 0M · BOFA.NE (NEO) · $vol 0M

BAC-PL Institutional Ownership

Bank of America Corporation
1W: +0.3% 1M: -3.3% 3M: -8.1% YTD: -6.3% 1Y: -7.0% 3Y: +25.6% 5Y: +3.5%
$1,171.64
+3.74 (+0.32%)
After Hours: $1306.53 (+134.88, +11.51%)
Weekly Expected Move ±1.4%
$1137 $1153 $1170 $1187 $1204
NYSE · Financial Services · Banks - Diversified · Tech Score Strong Sell · Power 37 · $405.5B mcap · 3M float · 0.371% daily turnover
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.

Institutional Ownership — BAC-PL

290
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
$2B
Total Invested
21
New Positions
60
Increased
100
Reduced
14
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (105 total)

# Holder Shares Value Change Change % Holding Period Filing
1 AMERIPRISE FINANCIAL INC NEW 57,491 $67M +57,491 — 1Q SEC ↗
2 STATE STREET CORP NEW 46,356 $54M +46,356 — 1Q SEC ↗
3 ZAZOVE ASSOCIATES LLC 35,925 $42M +260 +0.7% 2Q SEC ↗
4 Walleye Capital LLC NEW 32,281 $38M +32,281 — 1Q SEC ↗
5 MANUFACTURERS LIFE INSURANCE COMPANY, 30,108 $35M -13,223 -30.5% 2Q SEC ↗
6 First Eagle Investment Management, LLC NEW 29,641 $35M +29,641 — 1Q SEC ↗
7 WELLS FARGO & COMPANY/MN NEW 19,159 $22M +19,159 — 1Q SEC ↗
8 SSI INVESTMENT MANAGEMENT LLC NEW 16,643 $19M +16,643 — 1Q SEC ↗
9 PIER 88 INVESTMENT PARTNERS LLC NEW 16,253 $19M +16,253 — 1Q SEC ↗
10 EVERETT HARRIS & CO /CA/ NEW 14,115 $17M +14,115 — 1Q SEC ↗
11 Phraction Management LLC NEW 12,158 $14M +12,158 — 1Q SEC ↗
12 NEW ENGLAND ASSET MANAGEMENT INC NEW 9,435 $11M +9,435 — 1Q SEC ↗
13 CONNING INC. 7,235 $8M — +0.0% 2Q SEC ↗
14 RB Capital Management, LLC NEW 6,870 $8M +6,870 — 1Q SEC ↗
15 Xcel Wealth Management, LLC 6,620 $8M +760 +13.0% 2Q SEC ↗
16 EPIQ PARTNERS, LLC 4,987 $6M +9 +0.2% 3Q SEC ↗
17 Seven Springs Wealth Group, LLC NEW 3,644 $4M +3,644 — 1Q SEC ↗
18 PALISADE CAPITAL MANAGEMENT, LP NEW 3,024 $4M +3,024 — 1Q SEC ↗
19 Mariner, LLC 2,466 $3M +22 +0.9% 2Q SEC ↗
20 AEGON USA Investment Management, LLC NEW 2,248 $3M +2,248 — 1Q SEC ↗
21 Private Wealth Partners, LLC NEW 2,000 $2M +2,000 — 1Q SEC ↗
22 ENVESTNET ASSET MANAGEMENT INC NEW 1,750 $2M +1,750 — 1Q SEC ↗
23 SHRIER WEALTH MANAGEMENT, LLC 1,713 $2M -20 -1.2% 2Q SEC ↗
24 Diversify Advisory Services, LLC NEW 1,355 $2M +1,355 — 1Q SEC ↗
25 DIVERSIFY WEALTH MANAGEMENT, LLC NEW 1,355 $2M +1,355 — 1Q SEC ↗
26 Apella Capital, LLC 1,180 $1M -10 -0.8% 2Q SEC ↗
27 GOLDMAN SACHS GROUP INC NEW 1,088 $1M +1,088 — 1Q SEC ↗
28 SCHNIEDERS CAPITAL MANAGEMENT, LLC. NEW 1,064 $1M +1,064 — 1Q SEC ↗
29 High Point Wealth Management, LLC 1,060 $1M +50 +5.0% 2Q SEC ↗
30 Baird Financial Group, Inc. NEW 1,032 $1M +1,032 — 1Q SEC ↗
31 Pinnacle Holdings, LLC NEW 995 $1M +995 — 1Q SEC ↗
32 Spectrum Asset Management, Inc. NEW 897 $1M +897 — 1Q SEC ↗
33 MeadowBrook Investment Advisors LLC 890 $1M -25 -2.7% 2Q SEC ↗
34 Penobscot Investment Management Compan 888 $1M — +0.0% 3Q SEC ↗
35 Tamar Securities, LLC NEW 856 $1M +856 — 1Q SEC ↗
36 Sowell Financial Services LLC NEW 842 $987K +842 — 1Q SEC ↗
37 180 WEALTH ADVISORS, LLC 840 $984K -105 -11.1% 2Q SEC ↗
38 VIRTUE ASSET MANAGEMENT LLC 764 $895K -10 -1.3% 2Q SEC ↗
39 WEBSTER BANK, N. A. 748 $876K -508 -40.4% 2Q SEC ↗
40 WETZEL INVESTMENT ADVISORS, INC. 700 $820K — +0.0% 3Q SEC ↗
41 D.A. DAVIDSON & CO. 681 $798K -15 -2.2% 2Q SEC ↗
42 BOS Asset Management, LLC 633 $742K — +0.0% 3Q SEC ↗
43 Central Pacific Bank - Trust Division 626 $733K — +0.0% 2Q SEC ↗
44 TERRIL BROTHERS, INC. NEW 558 $654K +558 — 1Q SEC ↗
45 DAYMARK WEALTH PARTNERS, LLC NEW 542 $635K +542 — 1Q SEC ↗
46 Asset Allocation & Management Company, 519 $608K — +0.0% 2Q SEC ↗
47 Corient Private Wealth LP NEW 497 $582K +497 — 1Q SEC ↗
48 Benson Investment Management Company, NEW 475 $557K +475 — 1Q SEC ↗
49 Patriot Financial Group Insurance Agen 453 $531K -453 -50.0% 2Q SEC ↗
50 ROMAN BUTLER FULLERTON & CO 450 $527K — +0.0% 2Q SEC ↗
Biggest Increases (10)
HolderAddedChange %Total Shares
Xcel Wealth Management, LLC +760 +13.0% 6,620
ZAZOVE ASSOCIATES LLC +260 +0.7% 35,925
Aull & Monroe Investment Management +88 +41.9% 298
High Point Wealth Management, LLC +50 +5.0% 1,060
CoreCap Advisors, LLC +33 +42.9% 110
Mariner, LLC +22 +0.9% 2,466
WEDBUSH SECURITIES INC +20 +9.2% 238
Farther Finance Advisors, LLC +10 +28.6% 45
EPIQ PARTNERS, LLC +9 +0.2% 4,987
Kaizen Financial Strategies +3 +0.9% 333
Biggest Decreases (12)
HolderReducedChange %Total Shares
MANUFACTURERS LIFE INSURANCE COMPAN -13,223 -30.5% 30,108
WEBSTER BANK, N. A. -508 -80.9% 120
Patriot Financial Group Insurance A -453 -50.0% 453
Certified Advisory Corp -109 -31.5% 237
180 WEALTH ADVISORS, LLC -105 -11.1% 840
MeadowBrook Investment Advisors LLC -25 -2.7% 890
LifeSteps Financial, Inc. -20 -9.3% 194
SHRIER WEALTH MANAGEMENT, LLC -20 -1.2% 1,713
Oxbow Advisors, LLC -16 -5.5% 273
D.A. DAVIDSON & CO. -15 -2.2% 681
Apella Capital, LLC -10 -0.8% 1,180
VIRTUE ASSET MANAGEMENT LLC -10 -1.3% 764

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms