Bank of America Corporation, through its subsidiaries, provides banking and financial products and services for individual consumers, small and middle-market businesses, institutional investors, large corporations, and governments worldwide. It operates in four segments: Consumer Banking, Global Wealth & Investment Management (GWIM), Global Banking, and Global Markets. The Consumer Banking segment offers traditional and money market savings accounts, certificates of deposit and IRAs, non-interest and interest-bearing checking accounts, and investment accounts and products; credit and debit cards; residential mortgages, and home equity loans; and direct and indirect loans, such as automotive, recreational vehicle, and consumer personal loans. The GWIM segment provides investment management, brokerage, banking, and trust and retirement products and services; wealth management solutions; and customized solutions, including specialty asset management services. The Global Banking segment offers lending products and services, including commercial loans, leases, commitment facilities, trade finance, and commercial real estate and asset-based lending; treasury solutions, such as treasury management, foreign exchange, short-term investing options, and merchant services; working capital management solutions; debt and equity underwriting and distribution, and merger-related and other advisory services; and fixed-income and equity research, and certain market-based services. The Global Markets segment provides market-making, financing, securities clearing, settlement, and custody services; securities and derivative products; and risk management products using interest rate, equity, credit, currency and commodity derivatives, foreign exchange, fixed-income, and mortgage-related products. Bank of America Corporation was founded in 1784 and is based in Charlotte, North Carolina.
Date |
For |
Estimate |
Reported |
Surprise |
surprise % |
2024-10-15 |
2024-09 |
0.78 |
N/A |
N/A |
N/A |
2024-07-16 |
2024-06 |
0.79 |
0.83 |
0.04 |
5.06% |
2024-04-16 |
2024-03 |
0.77 |
0.83 |
0.06 |
7.79% |
2024-01-12 |
2023-12 |
0.69 |
0.7 |
0.01 |
1.45% |
2023-10-17 |
2023-09 |
0.81 |
0.9 |
0.09 |
11.11% |
2023-07-18 |
2023-06 |
0.84 |
0.88 |
0.04 |
4.76% |
Date |
Firm |
Action |
From |
To |
2023-10-17 |
BMO Capital |
Upgrade |
Market Perform |
Market Perform |
2023-10-17 |
Oppenheimer |
Upgrade |
Outperform |
Outperform |
2023-10-02 |
Morgan Stanley |
Upgrade |
Equal-Weight |
Equal-Weight |
2023-09-25 |
Oppenheimer |
Upgrade |
Outperform |
Outperform |
2023-09-14 |
Piper Sandler |
Upgrade |
Underweight |
Underweight |
2023-09-11 |
RBC Capital |
Upgrade |
Outperform |
Outperform |
Date |
Name |
Relation |
Quantity |
Description |
2024-10-09 |
BERKSHIRE HATHAWAY INC |
Beneficial Owner of more than 10% of a Class of Security |
0.00 |
Sale |
2024-08-14 |
BLESS RUDOLF A |
Officer |
0.00 |
Conversion of Exercise of derivative security |
2024-08-14 |
DEMARE JAMES P. |
Officer |
0.00 |
Conversion of Exercise of derivative security |
2024-08-14 |
HANS LINDSAY D |
Officer |
11.42K |
Conversion of Exercise of derivative security |
2024-08-14 |
KODER MATTHEW M. |
Officer |
609.89K |
Conversion of Exercise of derivative security |
2024-08-18 |
LOZANO MONICA C. |
Director |
3.00K |
Stock Gift |
Institution Ownership
...
Report Date |
Organization |
Position |
Value |
Percentage |
2023-06-29 |
Berkshire Hathaway, Inc |
1.03B |
29.63B |
13.00% |
2023-06-29 |
Vanguard Group Inc |
609.51M |
17.49B |
7.67% |
2023-06-29 |
Blackrock Inc. |
475.29M |
13.64B |
5.98% |
2023-06-29 |
State Street Corporation |
286.80M |
8.23B |
3.61% |
2023-06-29 |
FMR, LLC |
206.49M |
5.92B |
2.60% |
2023-06-29 |
JP Morgan Chase & Company |
149.38M |
4.29B |
1.88% |
Report Date |
Organization |
Position |
Value |
Percentage |
2023-06-29 |
Vanguard Total Stock Market Index Fund |
211.14M |
6.06B |
2.66% |
2023-06-29 |
Vanguard 500 Index Fund |
165.08M |
4.74B |
2.08% |
2023-05-30 |
Fidelity 500 Index Fund |
78.10M |
2.17B |
0.98% |
2023-08-30 |
SPDR S&P 500 ETF Trust |
76.39M |
2.19B |
0.96% |
2023-08-30 |
iShares Core S&P 500 ETF |
64.85M |
1.86B |
0.82% |
2023-06-29 |
Vanguard Index-Value Index Fund |
58.85M |
1.69B |
0.74% |
Dividend |
Date |
0.26 |
2024-09-06 |
0.24 |
2024-06-07 |
0.24 |
2024-02-29 |
0.24 |
2023-11-30 |
0.24 |
2023-08-31 |
0.22 |
2023-06-01 |
Split |
Date |
2 : 1 |
2004-08-30 |
2 : 1 |
1997-02-28 |
2 : 1 |
1986-11-21 |