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Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.
Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.
About 15.55% of BAC-PM shares are held by financial institutions. WHALEROCK POINT PARTNERS, LLC is the top corporate investor, holding 14K shares valued at $307.86K. A 0% stake in Bank of America Corporation is owned by the company. PNC FINANCIAL SERVICES GROUP, INC. owns 614 shares valued at $13.50K, which translates its holding of 0% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Dec 31, 2025 | WHALEROCK POINT PARTNERS, LLC | 0% | 14K | 307.86K | 14K | +100.00% |
| Dec 31, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 614 | 13.5K | -160 | -20.67% |
| Dec 31, 2025 | THOMPSON INVESTMENT MANAGEMENT, INC. | 0% | 1.25K | 27.49K | 0 | 0 |
| Dec 31, 2025 | NBC SECURITIES, INC. | 0% | 3.73K | 82.11K | 31 | +0.84% |
| Dec 31, 2025 | CURIO WEALTH, LLC | 0% | 390 | 8.56K | 0 | 0 |
| Dec 31, 2025 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0% | 600 | 13.19K | 600 | +100.00% |
| Dec 31, 2025 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 0% | 750 | 16K | 0 | 0 |
| Dec 31, 2025 | ESTABROOK CAPITAL MANAGEMENT | 0% | 4K | 87.96K | 0 | 0 |
| Dec 31, 2025 | ORG PARTNERS LLC | 0% | 57.86K | 1.27M | -4.7K | -7.51% |
| Dec 31, 2025 | PROATHLETE WEALTH MANAGEMENT LLC | 0% | 1K | 21.99K | 1K | +100.00% |
| Sep 30, 2025 | ESTABROOK CAPITAL MANAGEMENT | 0% | 4K | 91.44K | 4K | +100.00% |
| Sep 30, 2025 | ORG PARTNERS LLC | 0% | 62.56K | 1.43M | -10.65K | -14.55% |
| Sep 30, 2025 | WHALEROCK POINT PARTNERS, LLC | 0% | 0 | - | -14K | -100.00% |
| Sep 30, 2025 | CURIO WEALTH, LLC | 0% | 390 | 8.92K | 0 | 0 |
| Sep 30, 2025 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 0% | 750 | 17K | 0 | 0 |
| Sep 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 774 | 17.69K | -314 | -28.86% |
| Sep 30, 2025 | THOMPSON INVESTMENT MANAGEMENT, INC. | 0% | 1.25K | 28.58K | 0 | 0 |
| Sep 30, 2025 | NBC SECURITIES, INC. | 0% | 3.7K | 84.66K | 31 | +0.84% |
| Jun 30, 2025 | WHALEROCK POINT PARTNERS, LLC | 0% | 14K | 305.48K | 0 | 0 |
| Jun 30, 2025 | ORG PARTNERS LLC | 0% | 73.21K | 1.61M | -7.58K | -9.38% |
| Jun 30, 2025 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0% | 0 | - | -600 | -100.00% |
| Jun 30, 2025 | THOMPSON INVESTMENT MANAGEMENT, INC. | 0% | 1.25K | 27.28K | 0 | 0 |
| Jun 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 1.09K | 23.74K | -282 | -20.58% |
| Jun 30, 2025 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 0% | 750 | 16K | 0 | 0 |
| Jun 30, 2025 | CURIO WEALTH, LLC | 0% | 390 | 8.51K | 389 | +38,900.00% |
| Jun 30, 2025 | NBC SECURITIES, INC. | 0% | 3.67K | 80K | 3.67K | +100.00% |
| Jun 30, 2025 | 0% | 390 | 8.51K | 389 | +38,900.00% | |
| Mar 31, 2025 | WHALEROCK POINT PARTNERS, LLC | 0% | 14K | 314.3K | 0 | 0 |
| Mar 31, 2025 | ORG PARTNERS LLC | 0% | 80.79K | 1.8M | 3.22K | +4.15% |
| Mar 31, 2025 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0% | 600 | 13.47K | 600 | +100.00% |
| Mar 31, 2025 | THOMPSON INVESTMENT MANAGEMENT, INC. | 0% | 1.25K | 28.06K | 0 | 0 |
| Mar 31, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 1.37K | 30.76K | -64 | -4.46% |
| Mar 31, 2025 | 0% | 1 | 8.84K | -389 | -99.74% | |
| Mar 31, 2025 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 0% | 750 | 16K | 0 | 0 |
| Mar 31, 2024 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 1.9K | 45.58K | -10 | -0.52% |
| Mar 31, 2024 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 0% | 0 | - | -4.75K | -100.00% |
| Mar 31, 2024 | ORG PARTNERS LLC | 0% | 7 | 167K | 7 | +100.00% |
| Mar 31, 2024 | FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | 0% | 79 | 1.89M | 79 | +100.00% |
| Mar 31, 2024 | THOMPSON INVESTMENT MANAGEMENT, INC. | 0% | 1.25K | 29.94K | 1.25K | +100.00% |
| Mar 31, 2024 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 0% | 750 | 17K | 0 | 0 |
| Mar 31, 2024 | WHALEROCK POINT PARTNERS, LLC | 0% | 14K | 335.3K | 14K | +100.00% |
| Dec 31, 2023 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 1.91K | 44.02K | 165 | +9.44% |
| Dec 31, 2023 | BARTLETT & CO. LLC | 0% | 4.75K | 110K | 632 | +15.37% |
| Dec 31, 2023 | ORG PARTNERS LLC | 0% | 0 | - | -7 | -100.00% |
| Dec 31, 2023 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 0% | 750 | 17K | 0 | 0 |
| Dec 31, 2023 | 0% | 4.75K | 109.18K | 632 | +15.37% | |
| Sep 30, 2023 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 0% | 750 | - | 0 | 0 |
| Sep 30, 2023 | ORG PARTNERS LLC | 0% | 7 | - | 7 | +100.00% |
| Sep 30, 2023 | BARTLETT & CO. LLC | 0% | 4.11K | - | 0 | 0 |
| Sep 30, 2023 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 1.75K | - | -24 | -1.35% |
Among the BAC-PM insiders holding of N/A of the stake in company, YNOFACE HOLDINGS INC, Owner, holds the largest shares of 100M. ATHANASIA DEAN C, President, Regional Banking, is the second largest BAC-PM insider with ownership of 353.97K shares. KODER MATTHEW M, Pres, Gl Corp & Invest Banking, stands third with possession of 319.8K shares of that stake.
| Insiders | Designation | Shares Held |
|---|---|---|
| YNOFACE HOLDINGS INC | Owner | 100M |
| ATHANASIA DEAN C | President, Regional Banking | 353.97K |
| KODER MATTHEW M | Pres, Gl Corp & Invest Banking | 319.8K |
| DEMARE JAMES P | President, Global Markets | 185.11K |
| WOODS THOMAS D | director | 64.66K |
| BANK OF AMERICA CORP /DE/ | 10 percent owner | 17.67K |
| Date | Insider | Type | Cost | Shares | Value ($) | Shares Total |
|---|---|---|---|---|---|---|
| Nov 20, 2023 | BANK OF AMERICA CORP /DE/ | SALE | 9.90 | 100 | 990 | 17.67K |
| Nov 08, 2023 | BANK OF AMERICA CORP /DE/ | PURCHASE | 10.42 | 4.18K | 43.5K | 4.18K |
| Nov 01, 2023 | WOODS THOMAS D | PURCHASE | 26.25 | 25K | 656.25K | 64.66K |
| Aug 01, 2023 | DEMARE JAMES P | SALE | 31.53 | 75K | 2.36M | 185.11K |
| Jul 20, 2023 | ATHANASIA DEAN C | SALE | 31.48 | 77.81K | 2.45M | 353.97K |
| Feb 23, 2023 | KODER MATTHEW M | SALE | 34.27 | 105.05K | 3.6M | 319.8K |
| Feb 02, 2023 | KODER MATTHEW M | SALE | 35.91 | 214.75K | 7.71M | 214.75K |
| Nov 16, 2022 | BANK OF AMERICA CORP /DE/ | SALE | 23750.00 | 4 | 95K | 0 |
| Sep 22, 2016 | YNOFACE HOLDINGS INC | PURCHASE | 100.00 | 100M | 10B | 100M |
| Aug 15, 2016 | YNOFACE HOLDINGS INC | PURCHASE | 15.03 | 798.4M | 12B | 798.4M |