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Bank of America Corporation shares owned by LLBH Private Wealth Management

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by LLBH Private Wealth Management from 13F filings

Historical chart of LLBH Private Wealth Management investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

All positions including Bank of America Corporation held by LLBH Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by LLBH Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.4M 36k 39.77
2024-03-31 $1.3M 35k 37.92
2023-12-31 $1.2M 35k 33.67
2023-09-30 $1.1M 40k 27.38
2023-06-30 $1.1M 40k 28.60
2023-03-31 $1.1M 40k 28.60
2022-12-31 $1.3M 40k 33.12
2022-09-30 $1.2M 40k 30.21
2022-06-30 $1.3M 40k 31.12
2022-03-31 $1.5M 37k 41.23
2021-12-31 $1.6M 37k 44.50
2021-09-30 $1.5M 35k 42.45
2021-06-30 $1.3M 32k 41.22
2021-03-31 $1.2M 32k 38.68
2020-12-31 $971k 32k 30.30
2020-09-30 $713k 30k 24.08
2020-06-30 $773k 33k 23.74
2020-03-31 $692k 33k 21.22
2019-12-31 $1.0M 29k 35.22
2019-09-30 $841k 29k 29.15
2019-06-30 $866 2.9M 0.00
2019-03-31 $727k 26k 27.59
2018-12-31 $728k 30k 24.63
2018-09-30 $870k 30k 29.46
2018-06-30 $828k 29k 28.18
2018-03-31 $871k 29k 29.98
2017-12-31 $830k 28k 29.91
2017-09-30 $703k 28k 25.35
2017-06-30 $672k 28k 24.25
2017-03-31 $2.9M 158k 18.68
2016-12-31 $623k 28k 22.10
2016-09-30 $441k 28k 15.65
2016-06-30 $374k 28k 13.28
2016-03-31 $329k 24k 13.53
2015-12-31 $408k 24k 16.85

More positions owned by LLBH Private Wealth Management

Blackstone Strategic Cred 20 Com Shs Ben In (BGB)
Lions Gate Entmnt Corp Cl B Non Vtg (LGF.B)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Draftkings Com Cl A (DKNG)
Legalzoom (LZ)
Lions Gate Entmnt Corp Cl A Vtg (LGF.A)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)
Exxon Mobil Corporation (XOM)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ares Management Corporation Cl A Com Stk (ARES)
Airbnb Com Cl A (ABNB)
Target Hospitality Corp (TH)

View all positions for LLBH Private Wealth Management

Top funds holding Bank of America Corporation

Berkshire Hathaway
Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
T. Rowe Price Associates
Morgan Stanley
Franklin Resources
Capital World Investors
Northern Trust
Bank of New York Mellon
Dodge & Cox
Royal Bank of Canada

View all funds holding Bank of America Corporation