Institutional Ownership Bank Of America Corp (BAC)
This table provides information about the institutional ownership of Bank Of America Corp (BAC). We have compiled data on the 3,524 institutions that hold shares in the stock, with a total of 5.42 Billion shares, which have been reported (via 13F filing form) to have a value of $251 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,985
shares
|
$462,605
0.07% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Jan 31, 2025 Q4 2024 |
9,947
shares
|
$460,844
0.16% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
9,947
shares
|
$460,844
0.06% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Feb 12, 2025 Q4 2024 |
9,929
shares
|
$460,010
0.11% of portfolio
|
Q4 2023
Reduced 1.12%
|
|
|
Fi3 Financial Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
9,912
shares
|
$459,222
0.16% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
9,909
shares
|
$459,083
0.04% of portfolio
|
Q4 2024
Reduced 32.9%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
9,900
shares
|
$458,667
0.15% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
F Dx Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
9,897
shares
|
$458,528
0.13% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
9,886
shares
|
$458,018
0.05% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
9,866
shares
|
$457,091
0.1% of portfolio
|
Q4 2024
Added 4.65%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
9,866
shares
|
$457,091
0.19% of portfolio
|
Q4 2024
Added 20.67%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
9,863
shares
|
$456,952
0.06% of portfolio
|
Q2 2023
Added 0.33%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
9,854
shares
|
$456,535
0.35% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
9,846
shares
|
$456,165
0.02% of portfolio
|
Q4 2024
Added 19.13%
|
|
|
Walker Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
9,844
shares
|
$456,072
0.29% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
9,838
shares
|
$455,794
0.11% of portfolio
|
Q3 2023
Added 2.34%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
9,831
shares
|
$455,470
0.16% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Bbr Partners, LLC
New York, NY |
Feb 06, 2025 Q4 2024 |
9,816
shares
|
$454,775
0.03% of portfolio
|
Q4 2024
Added 22.1%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
9,793
shares
|
$453,709
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
9,774
shares
|
$452,829
0.11% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Lokken Investment Group LLC
|
Feb 12, 2025 Q4 2024 |
9,765
shares
|
$452,412
0.2% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
9,752
shares
|
$451,810
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
9,733
shares
|
$450,929
0.22% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
9,724
shares
|
$450,512
0.15% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
9,716
shares
|
$450,142
0.06% of portfolio
|
Q4 2024
Reduced 1.94%
|