BANK OF AMERICA CORP /DE/

13D and 13G Filings

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing since 12/18/2024, newest first.

Issuer	Symbol	CUSIP	% of Class	Shares	Form	Filed
Cadiz Inc 13G CDZI · 127537207	CDZI	127537207	5.9%	4,960,002	13G	10/28/2026 Event 9/30/2026
USA TODAY Co., Inc. 13G TDAY · 36472T109	TDAY	36472T109	6.0%	8,821,725	13G	10/28/2026 Event 9/30/2026
Jasper Therapeutics, Inc. 13G JSPR · 471871202	JSPR	471871202	6.4%	2,133,861	13G	10/28/2026 Event 9/30/2026
Dine Brands Global, Inc. 13G DIN · 254423106	DIN	254423106	6.9%	868,538	13G	10/28/2026 Event 9/30/2026
Q32 Bio Inc. 13G QTTB · 746964105	QTTB	746964105	7.4%	2,205,390	13G	10/28/2026 Event 9/30/2026
IREN Ltd 13G/A Amendment 1 IREN · Q4982L109	IREN	Q4982L109	4.1%	16,387,980	13G/A Amendment 1	10/28/2026 Event 9/30/2026
Camping World Holdings, Inc. 13G/A Amendment 1 CWH · 13462K109	CWH	13462K109	3.2%	2,011,249	13G/A Amendment 1	10/28/2026 Event 9/30/2026
Research Alliance Corp III 13G/A Amendment 1 RACC · G75226103	RACC	G75226103	0%	1,189	13G/A Amendment 1	10/28/2026 Event 9/30/2026
Fulcrum Therapeutics, Inc. 13G/A Amendment 1 FULC · 359616109	FULC	359616109	1.5%	1,114,867	13G/A Amendment 1	10/28/2026 Event 9/30/2026
Mereo BioPharma Group plc 13G/A Amendment 1 G6014T100		G6014T100	3.4%	26,889,300	13G/A Amendment 1	10/28/2026 Event 9/30/2026
Liberty Live Holdings, Inc. 13G LLYVA · 530909100	LLYVA	530909100	5.1%	1,310,789	13G	10/28/2026 Event 9/30/2026
Ironwood Pharmaceuticals Inc 13G/A Amendment 2 IRWD · 46333X108	IRWD	46333X108	3.2%	5,219,315	13G/A Amendment 2	10/28/2026 Event 9/30/2026
CytomX Therapeutics, Inc. 13G/A Amendment 1 CTMX · 23284F105	CTMX	23284F105	5.4%	11,867,012	13G/A Amendment 1	10/28/2026 Event 9/30/2026
Franklin Street Properties Corp /MA/ 13G/A Amendment 1 FSP · 35471R106	FSP	35471R106	4.7%	4,882,693	13G/A Amendment 1	10/28/2026 Event 9/30/2026
Inhibrx Biosciences, Inc. 13G/A Amendment 1 INBX · 45720N103	INBX	45720N103	2.4%	357,318	13G/A Amendment 1	10/28/2026 Event 9/30/2026
Nuveen Minnesota Quality Municipal Income Fund 13D/A Amendment 7 670734508		670734508	100.0%	478	13D/A Amendment 7	10/15/2026 Event 10/13/2026
Bank of America Corp /DE/			100.0%	478
Banc of America Preferred Funding Corp			100.0%	478
Accendra Health Inc/VA/ 13G ACH · 690732102	ACH	690732102	10.8%	8,270,614	13G	10/7/2026 Event 9/30/2026
Nuveen Quality Municipal Income Fund 13D/A Amendment 16 67066V796		67066V796	52.5%	7,495	13D/A Amendment 16	10/5/2026 Event 10/5/2026
Bank of America Corp /DE/			52.5%	7,495
Banc of America Preferred Funding Corp			52.5%	7,495
Nuveen Municipal Credit Opportunities Fund 13D/A Amendment 5 670663301		670663301	50.7%	2,050	13D/A Amendment 5	10/2/2026 Event 9/30/2026
Bank of America Corp /DE/			50.7%	2,050
Banc of America Preferred Funding Corp			50.7%	2,050
Pimco California Municipal Income Fund 13D/A Amendment 4 72200N700		72200N700	79.4%	1,920	13D/A Amendment 4	9/17/2026 Event 9/10/2026
Bank of America Corp /DE/			79.4%	1,920
Banc of America Preferred Funding Corp			79.4%	1,920
Pimco New York Municipal Income Fund II 13D/A Amendment 4 72200Y508		72200Y508	100.0%	760	13D/A Amendment 4	8/26/2026 Event 8/24/2026
Bank of America Corp /DE/			100.0%	760
Banc of America Preferred Funding Corp			100.0%	760
Pimco Municipal Income Fund II 13D/A Amendment 5 72200W882		72200W882	79.5%	3,860	13D/A Amendment 5	8/26/2026 Event 8/24/2026
Bank of America Corp /DE/			79.5%	3,860
Banc of America Preferred Funding Corp			79.5%	3,860
NCR Atleos Corp 13G NATL · 63001N106	NATL	63001N106	5.2%	3,821,772	13G	8/12/2026 Event 6/30/2026
Travere Therapeutics, Inc. 13G TVTX · 89422G107	TVTX	89422G107	5.8%	5,439,155	13G	8/12/2026 Event 6/30/2026
Liberty Live Holdings, Inc. 13G/A Amendment 1 LLYVA · 530909100	LLYVA	530909100	4.8%	1,227,738	13G/A Amendment 1	8/12/2026 Event 6/30/2026
Pebblebrook Hotel Trust 13G/A Amendment 1 PEB · 70509V100	PEB	70509V100	3.7%	4,113,311	13G/A Amendment 1	8/12/2026 Event 6/30/2026
Park Hotels & Resorts Inc. 13G/A Amendment 1 PK · 700517105	PK	700517105	4.9%	9,775,762	13G/A Amendment 1	8/12/2026 Event 6/30/2026
Outset Medical, Inc. 13G/A Amendment 1 OM · 690145206	OM	690145206	3.5%	666,596	13G/A Amendment 1	8/12/2026 Event 6/30/2026
Rezolute, Inc. 13G/A Amendment 1 RZLT · 76200L309	RZLT	76200L309	1.2%	1,176,889	13G/A Amendment 1	8/12/2026 Event 6/30/2026
Camping World Holdings, Inc. 13G CWH · 13462K109	CWH	13462K109	6.3%	3,996,115	13G	8/11/2026 Event 6/30/2026
Celcuity Inc. 13G CELC · 15102K100	CELC	15102K100	6.5%	3,170,198	13G	8/11/2026 Event 6/30/2026
Group 1 Automotive Inc 13G/A Amendment 3 GPI · 398905109	GPI	398905109	0.8%	93,121	13G/A Amendment 3	8/11/2026 Event 6/30/2026
NETSTREIT Corp. 13G/A Amendment 2 NTST · 64119V303	NTST	64119V303	3.5%	3,522,933	13G/A Amendment 2	8/11/2026 Event 6/30/2026
Sunstone Hotel Investors, Inc. 13G/A Amendment 2 SHO · 867892101	SHO	867892101	3.4%	6,241,268	13G/A Amendment 2	8/6/2026 Event 6/30/2026
Total Return Securities Fund 13G SWZ · 870875101	SWZ	870875101	6.7%	869,185	13G	8/3/2026 Event 6/30/2026
Franklin Street Properties Corp /MA/ 13G FSP · 35471R106	FSP	35471R106	5.2%	5,433,645	13G	8/3/2026 Event 6/30/2026
Research Alliance Corp III 13G RACC · G75226103	RACC	G75226103	6.5%	503,914	13G	8/3/2026 Event 6/30/2026
Blackrock Credit Allocation Income Trust 13G BTZ · 092508100	BTZ	092508100	5.1%	4,799,384	13G	8/3/2026 Event 6/30/2026
Macrogenics Inc 13G/A Amendment 1 MGNX · 556099109	MGNX	556099109	4.0%	2,556,475	13G/A Amendment 1	8/3/2026 Event 6/30/2026
Sunstone Hotel Investors, Inc. 13G/A Amendment 1 SHO · 867892101	SHO	867892101	3.4%	6,241,268	13G/A Amendment 1	8/3/2026 Event 6/30/2026
Array Digital Infrastructure, Inc. 13G/A Amendment 1 AD · 911684108	AD	911684108	1.4%	742,984	13G/A Amendment 1	8/3/2026 Event 6/30/2026
U Power Ltd 13G/A Amendment 1 UCAR · G9520U124	UCAR	G9520U124	0%	0	13G/A Amendment 1	8/3/2026 Event 6/30/2026
M-tron Industries, Inc. 13G/A Amendment 1 MPTI · 55380K109	MPTI	55380K109	0.5%	19,729	13G/A Amendment 1	8/3/2026 Event 6/30/2026
Inhibrx Biosciences, Inc. 13G INBX · 45720N103	INBX	45720N103	5.9%	857,318	13G	8/3/2026 Event 6/30/2026
IREN Ltd 13G IREN · Q4982L109	IREN	Q4982L109	5.8%	21,027,180	13G	8/3/2026 Event 6/30/2026
Fulcrum Therapeutics, Inc. 13G FULC · 359616109	FULC	359616109	6.7%	4,468,123	13G	8/3/2026 Event 6/30/2026
CytomX Therapeutics, Inc. 13G CTMX · 23284F105	CTMX	23284F105	7.0%	15,134,689	13G	8/3/2026 Event 6/30/2026
Nuveen Quality Municipal Income Fund 13D/A Amendment 15 67066V796		67066V796	52.3%	7,995	13D/A Amendment 15	6/22/2026 Event 6/17/2026
Bank of America Corp /DE/			52.3%	7,995
Banc of America Preferred Funding Corp			52.3%	7,995
Eaton Vance Senior Income Trust 13G/A Amendment 2 27826S202		27826S202	0%	0	13G/A Amendment 2	6/5/2026 Event 5/29/2026
Bank of America Corp /DE/			0%	0
Bank of America NA			0%	0
Eaton Vance Senior Floating-Rate Trust 13G/A Amendment 2 27828Q204		27828Q204	0%	0	13G/A Amendment 2	6/5/2026 Event 5/29/2026
Bank of America Corp /DE/			0%	0
Bank of America NA			0%	0
Blackrock Credit Allocation Income Trust 13G/A Amendment 2 BTZ · 092508100	BTZ	092508100	5.0% Checked 5% or less	4,621,301	13G/A Amendment 2	5/28/2026 Event 3/31/2026
NETSTREIT Corp. 13G/A Amendment 1 NTST · 64119V303	NTST	64119V303	5.8%	5,646,241	13G/A Amendment 1	5/28/2026 Event 3/31/2026
NETSTREIT Corp. 13G NTST · 64119V303	NTST	64119V303	5.8%	5,646,241	13G	5/15/2026 Event 3/31/2026
Blackrock Credit Allocation Income Trust 13G/A Amendment 1 BTZ · 092508100	BTZ	092508100	5.0% Checked 5% or less	4,621,301	13G/A Amendment 1	5/15/2026 Event 3/31/2026
Macrogenics Inc 13G MGNX · 556099109	MGNX	556099109	5.1%	3,258,574	13G	5/14/2026 Event 3/31/2026
Sunstone Hotel Investors, Inc. 13G SHO · 867892101	SHO	867892101	5.3%	10,138,066	13G	5/14/2026 Event 3/31/2026
Pebblebrook Hotel Trust 13G PEB · 70509V100	PEB	70509V100	6.1%	6,978,462	13G	5/14/2026 Event 3/31/2026
Treace Medical Concepts, Inc. 13G TMCI · 89455T109	TMCI	89455T109	5.5%	3,533,774	13G	5/14/2026 Event 3/31/2026
Array Digital Infrastructure, Inc. 13G AD · 911684108	AD	911684108	5.7%	3,064,796	13G	5/14/2026 Event 3/31/2026
M-tron Industries, Inc. 13G MPTI · 55380K109	MPTI	55380K109	6.1%	212,437	13G	5/14/2026 Event 3/31/2026
U Power Ltd 13G UCAR · G9520U124	UCAR	G9520U124	6.3%	1,328,553	13G	5/14/2026 Event 3/31/2026
RMR Group Inc. 13G RMR · 74967R106	RMR	74967R106	5.9%	942,707	13G	5/14/2026 Event 3/31/2026
Mereo BioPharma Group plc 13G G6014T100		G6014T100	5.1%	40,976,460	13G	5/14/2026 Event 3/31/2026
Group 1 Automotive Inc 13G/A Amendment 2 GPI · 398905109	GPI	398905109	5.2%	614,811	13G/A Amendment 2	5/14/2026 Event 3/31/2026
Newmarket Corp 13G/A Amendment 12 NEU · 651587107	NEU	651587107	0.2%	21,402	13G/A Amendment 12	5/14/2026 Event 3/31/2026
Invesco Advantage Municipal Income Trust II 13D/A Amendment 6 46132E855		46132E855	100.0%	1,469	13D/A Amendment 6	5/4/2026 Event 4/30/2026
Bank of America Corp /DE/			100.0%	1,469
Banc of America Preferred Funding Corp			100.0%	1,469
Nuveen Municipal High Income Opportunity Fund 13D/A Amendment 9 670682111		670682111	23.2%	1,870	13D/A Amendment 9	4/29/2026 Event 4/27/2026
Bank of America Corp /DE/			23.2%	1,870
Banc of America Preferred Funding Corp			23.2%	1,870
SunocoCorp LLC 13G/A Amendment 1 SUNC · 86765Q106	SUNC	86765Q106	3.4%	1,755,045	13G/A Amendment 1	4/27/2026 Event 3/31/2026
Novavax Inc 13G/A Amendment 1 NVAX · 670002401	NVAX	670002401	4.1%	6,655,398	13G/A Amendment 1	4/27/2026 Event 3/31/2026
NGL Energy Partners LP 13G/A Amendment 3 NGL · 62913M107	NGL	62913M107	6.7%	8,283,983	13G/A Amendment 3	4/27/2026 Event 3/31/2026
Neuberger Energy Infrastructure & Income Fund Inc. 13G/A Amendment 1 NML · 64129H104	NML	64129H104	6.8%	3,828,535	13G/A Amendment 1	4/27/2026 Event 3/31/2026
Ironwood Pharmaceuticals Inc 13G/A Amendment 1 IRWD · 46333X108	IRWD	46333X108	6.1%	9,962,355	13G/A Amendment 1	4/27/2026 Event 3/31/2026
DigitalBridge Group, Inc. 13G/A Amendment 1 DBRG · 25401T603	DBRG	25401T603	7.1%	12,870,078	13G/A Amendment 1	4/27/2026 Event 3/31/2026
Blackstone Senior Floating Rate 2027 Term Fund 13G/A Amendment 3 BSL · 09256U105	BSL	09256U105	4.1%	528,184	13G/A Amendment 3	4/27/2026 Event 3/31/2026
Bain Capital Specialty Finance, Inc. 13G/A Amendment 2 BCSF · 05684B107	BCSF	05684B107	4.3%	2,790,980	13G/A Amendment 2	4/27/2026 Event 3/31/2026
Federated Hermes Premier Municipal Income Fund 13D/A Amendment 8 31423P504		31423P504	100.0%	1,147	13D/A Amendment 8	4/6/2026 Event 4/2/2026
Bank of America Corp /DE/			100.0%	1,147
Banc of America Preferred Funding Corp			100.0%	1,147
Nuveen Missouri Quality Municipal Income Fund 13D/A Amendment 4 67060Q504		67060Q504	0%	0	13D/A Amendment 4	3/27/2026 Event 3/25/2026
Bank of America Corp /DE/			0%	0
Banc of America Preferred Funding Corp			0%	0
Nuveen Quality Municipal Income Fund 13D/A Amendment 14 67066V796		67066V796	49.9%	7,995	13D/A Amendment 14	3/18/2026 Event 3/16/2026
Bank of America Corp /DE/			49.9%	7,995
Banc of America Preferred Funding Corp			49.9%	7,995
Pimco Municipal Income Fund II 13D/A Amendment 4 72200W882		72200W882	83.7%	5,110	13D/A Amendment 4	3/12/2026 Event 3/10/2026
Bank of America Corp /DE/			83.7%	5,110
Banc of America Preferred Funding Corp			83.7%	5,110
ENvue Medical, Inc. 13G/A Amendment 1 FEED · 63008J884	FEED	63008J884	0%	14	13G/A Amendment 1	3/6/2026 Event 2/27/2026
Pimco New York Municipal Income Fund II 13D/A Amendment 3 72200Y508		72200Y508	85.9%	910	13D/A Amendment 3	2/25/2026 Event 2/23/2026
Bank of America Corp /DE/			85.9%	910
Banc of America Preferred Funding Corp			85.9%	910
Pimco California Municipal Income Fund 13D/A Amendment 3 72200N700		72200N700	59.8%	1,920	13D/A Amendment 3	2/25/2026 Event 2/23/2026
Bank of America Corp /DE/			59.8%	1,920
Banc of America Preferred Funding Corp			59.8%	1,920
SunocoCorp LLC 13G SUNC · 86765Q106	SUNC	86765Q106	7.2%	3,706,416	13G	2/12/2026 Event 12/31/2025
Liberty Live Holdings, Inc. 13G LLYVA · 530909100	LLYVA	530909100	6.6%	1,688,160	13G	2/12/2026 Event 12/31/2025
Kayne Anderson BDC, Inc. 13G/A Amendment 1 KBDC · 48662X105	KBDC	48662X105	8.0%	5,447,842	13G/A Amendment 1	2/12/2026 Event 12/31/2025
Group 1 Automotive Inc 13G/A Amendment 1 GPI · 398905109	GPI	398905109	7.8%	939,280	13G/A Amendment 1	2/12/2026 Event 12/31/2025
Blackstone Strategic Credit 2027 Term Fund 13G/A Amendment 1 BGB · 09257R101	BGB	09257R101	4.4%	1,944,492	13G/A Amendment 1	2/12/2026 Event 12/31/2025
Galiano Gold Inc. 13G/A Amendment 1 GAU · 36352H100	GAU	36352H100	1.7%	4,433,523	13G/A Amendment 1	2/12/2026 Event 12/31/2025
Franklin Street Properties Corp /MA/ 13G/A Amendment 1 FSP · 35471R106	FSP	35471R106	5.0% Checked 5% or less	5,192,758	13G/A Amendment 1	2/11/2026 Event 12/31/2025
Trimas Corp 13G/A Amendment 2 TRS · 896215209	TRS	896215209	10.2%	4,161,891	13G/A Amendment 2	2/11/2026 Event 12/31/2025
DigitalBridge Group, Inc. 13G DBRG · 25401T603	DBRG	25401T603	5.3%	9,722,332	13G	2/11/2026 Event 12/31/2025
Novavax Inc 13G NVAX · 670002401	NVAX	670002401	5.1%	8,315,530	13G	2/11/2026 Event 12/31/2025
Outset Medical, Inc. 13G OM · 690145206	OM	690145206	5.2%	950,558	13G	2/11/2026 Event 12/31/2025
Rezolute, Inc. 13G RZLT · 76200L309	RZLT	76200L309	6.5%	6,064,486	13G	2/11/2026 Event 12/31/2025
ENvue Medical, Inc. 13G FEED · 63008J884	FEED	63008J884	21.5%	234,235	13G	2/6/2026 Event 1/30/2026
Lucid Group, Inc. 13G/A Amendment 1 LCID · 549498202	LCID	549498202	1.1%	3,450,865	13G/A Amendment 1	1/13/2026 Event 9/30/2025
Nuveen Municipal High Income Opportunity Fund 13D/A Amendment 8 670682111		670682111	52.4%	1,870	13D/A Amendment 8	12/15/2025 Event 12/11/2025
Bank of America Corp /DE/			52.4%	1,870
Banc of America Preferred Funding Corp			52.4%	1,870
Royce Small-Cap Trust, Inc. 13G/A Amendment 2 RVT · 780910105	RVT	780910105	4.9%	5,845,361	13G/A Amendment 2	11/17/2025 Event 9/30/2025
Lucid Group, Inc. 13G LCID · 549498202	LCID	549498202	5.3%	17,119,165	13G	11/14/2025 Event 9/30/2025
Galiano Gold Inc. 13G GAU · 36352H100	GAU	36352H100	5.1%	13,330,266	13G	11/14/2025 Event 9/30/2025