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BAC - Bank of America Corp Stock Price, Fair Value and News
38.37
USD
+0.64
(+1.70%)
Market Closed
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Funds-Owners-Holders
Which funds bought or sold BAC recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-22
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE
UNCHANGED
Premium
Premium
Premium
Premium
25,934
2024-04-22
PARSONS CAPITAL MANAGEMENT INC/RI
ADDED
Premium
Premium
Premium
Premium
108,089
2024-04-22
SHIKIAR ASSET MANAGEMENT INC
REDUCED
Premium
Premium
Premium
Premium
179,970
2024-04-22
ROVIN CAPITAL /UT/ /ADV
REDUCED
Premium
Premium
Premium
Premium
8,884
2024-04-22
RAYMOND JAMES & ASSOCIATES
ADDED
Premium
Premium
Premium
Premium
9,429,490
2024-04-22
RAYMOND JAMES & ASSOCIATES
REDUCED
Premium
Premium
Premium
Premium
4,939
2024-04-22
Hanson & Doremus Investment Management
REDUCED
Premium
Premium
Premium
Premium
2,378
2024-04-22
Raymond James Financial Services Advisors, Inc.
REDUCED
Premium
Premium
Premium
Premium
2,967,140
2024-04-22
Raymond James Financial Services Advisors, Inc.
ADDED
Premium
Premium
Premium
Premium
1,447
2024-04-22
DONALDSON CAPITAL MANAGEMENT, LLC
REDUCED
Premium
Premium
Premium
Premium
7,134
2024-04-22
MetLife Investment Management, LLC
REDUCED
Premium
Premium
Premium
Premium
1,671,530
2024-04-22
Boston Trust Walden Corp
REDUCED
Premium
Premium
Premium
Premium
41,641
2024-04-22
Hendershot Investments Inc.
REDUCED
Premium
Premium
Premium
Premium
66,797
2024-04-22
Consolidated Investment Group LLC
UNCHANGED
Premium
Premium
Premium
Premium
202,013
2024-04-22
Strategic Advisors LLC
REDUCED
Premium
Premium
Premium
Premium
29,810
2024-04-22
Strategic Advisors LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-22
QV Investors Inc.
REDUCED
Premium
Premium
Premium
Premium
446,765
2024-04-22
FOUNDERS CAPITAL MANAGEMENT, LLC
REDUCED
Premium
Premium
Premium
Premium
2,437
2024-04-22
FOUNDERS CAPITAL MANAGEMENT, LLC
UNCHANGED
Premium
Premium
Premium
Premium
18,785
2024-04-22
Oakworth Capital, Inc.
REDUCED
Premium
Premium
Premium
Premium
19,033
2024-04-22
EFG Asset Management (Americas) Corp.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-22
CKW FINANCIAL GROUP
ADDED
Premium
Premium
Premium
Premium
20,069
2024-04-22
Westbourne Investment Advisors, Inc.
REDUCED
Premium
Premium
Premium
Premium
258,934
2024-04-22
Genesee Capital Advisors, LLC
ADDED
Premium
Premium
Premium
Premium
7,103
2024-04-22
Cottage Street Advisors LLC
ADDED
Premium
Premium
Premium
Premium
21,507
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25
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1–25 of 1843
Which funds are the top buyers of BAC?
Fund Name
# Shares
$ Value
% Port.
Berkshire Hathaway Inc
1,032,850,000
34,776,100,000
10.01%
VANGUARD GROUP INC
608,336,000
20,482,700,000
0.45%
BlackRock Inc.
491,633,000
16,553,300,000
0.42%
STATE STREET CORP
290,741,000
9,789,250,000
0.48%
FMR LLC
187,474,000
6,312,240,000
0.48%
JPMORGAN CHASE & CO
149,050,000
5,018,500,000
0.48%
WHALEROCK POINT PARTNERS, LLC
147,572,000
4,968,730,000
1.53%
GEODE CAPITAL MANAGEMENT, LLC
132,478,000
4,448,650,000
0.47%
NORGES BANK
110,912,000
3,734,410,000
0.65%
MORGAN STANLEY
110,893,000
3,733,780,000
0.33%
Rows per page:
10
1–10 of 82
Which funds have put a big percent of portfolio in BAC?
Fund Name
$ Value
% Port.
DAILY JOURNAL CORP
75,840,000
42.80%
STONEBRIDGE ADVISORS LLC
157,609,000
32.75%
Voleon Capital Management LP
105,064,000
30.02%
Himalaya Capital Management LLC
608,792,000
29.56%
Spectrum Financial Alliance Ltd LLC
36,845,000
15.19%
PM CAPITAL Ltd
61,193,000
14.37%
Aquamarine Capital Management, LLC
23,903,000
14.04%
Alken Asset Management Ltd
4,050,000
13.64%
Aquamarine Zurich AG
29,117,000
11.12%
SALZHAUER MICHAEL
12,613,300
10.72%
Rows per page:
10
1–10 of 94
Trend of No. of funds that hold BAC
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
WHALEROCK POINT PARTNERS, LLC
3,460,200,000
Castle Hook Partners LP
124,103,000
Zurich Insurance Group Ltd/FI
108,448,000
OFI INVEST ASSET MANAGEMENT
51,504,800
First Financial Bankshares Inc
40,124,500
GROUPAMA ASSET MANAGMENT
38,554,900
GROUPAMA ASSET MANAGMENT
38,554,900
Pathstone Holdings, LLC
30,801,300
Additions
Fund Name
% Increased
Spartan Planning & Wealth Management
120,829
WHALEROCK POINT PARTNERS, LLC
89,285
QUATTRO FINANCIAL ADVISORS LLC
58,723
L2 Asset Management, LLC
49,289
VESTOR CAPITAL, LLC
21,126
VESTOR CAPITAL, LLC
21,126
Financial Synergies Wealth Advisors, Inc.
4,856
Marathon Trading Investment Management LLC
4,476
Reductions
Fund Name
% Reduced
Strategic Investment Solutions, Inc. /IL
-99.89
Cutler Group LLC / CA
-99.86
Cardinal Capital Management, Inc.
-98.63
Eisler Capital (UK) Ltd.
-98.54
TFO Wealth Partners, LLC
-98.00
TWO SIGMA ADVISERS, LP
-97.45
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
-97.4
Tudor Investment Corp Et Al
-97.36
Sold off
Fund Name
$ Sold
Quilter Plc
-1,571,960,000
COOPERMAN LEON G
-10,952,000
North Reef Capital Management LP
-10,267,500
Mesirow Financial Investment Management, Inc.
-9,315,650
Aquatic Capital Management LLC
-6,010,000
FINANCIAL ADVISORY PARTNERS, LLC
-4,456,330
THREADGILL FINANCIAL, LLC
-3,179,040
Hiddenite Capital Partners LP
-2,190,400