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 3,458 institutions that hold shares in the stock, with a total of 5.25 Billion shares, which have been reported (via 13F filing form) to have a value of $245 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Feb 06, 2025 Q4 2024 |
9,218
shares
|
$430,204
0.21% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
9,211
shares
|
$429,877
0.13% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
9,209
shares
|
$429,784
0.02% of portfolio
|
Q2 2024
Reduced 9.8%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
9,179
shares
|
$428,383
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
9,175
shares
|
$428,197
0.19% of portfolio
|
Q4 2024
Reduced 6.93%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
9,141
shares
|
$426,610
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
New England Professional Planning Group Inc.
|
Feb 03, 2025 Q4 2024 |
9,139
shares
|
$426,517
0.2% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jan 29, 2025 Q4 2024 |
9,130
shares
|
$426,097
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2024 Q3 2024 |
9,111
shares
|
$425,210
0.26% of portfolio
|
Q3 2024
Reduced 4.82%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
9,102
shares
|
$424,790
0.31% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Greystone Financial Group, LLC
|
Feb 03, 2025 Q4 2024 |
9,099
shares
|
$424,650
0.07% of portfolio
|
Q1 2024
Reduced 7.11%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
Nov 13, 2024 Q3 2024 |
9,081
shares
|
$423,810
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
9,072
shares
|
$423,390
0.12% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
9,064
shares
|
$423,016
0.17% of portfolio
|
Q4 2024
Added 146.51%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
9,048
shares
|
$422,270
0.06% of portfolio
|
Q4 2024
Added 22.4%
|
|
|
London CO Of Virginia
Richmond, VA |
Nov 14, 2024 Q3 2024 |
9,040
shares
|
$421,896
0.0% of portfolio
|
Q3 2024
Reduced 11.31%
|
|
|
Jacobsen Capital Management
|
Jan 24, 2025 Q4 2024 |
9,029
shares
|
$421,383
0.17% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
9,026
shares
|
$421,243
0.02% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
9,016
shares
|
$420,776
0.09% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
9,008
shares
|
$420,403
0.13% of portfolio
|
Q3 2024
Reduced 17.81%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
8,999
shares
|
$419,983
0.04% of portfolio
|
Q3 2024
Reduced 14.84%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
8,998
shares
|
$419,936
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 17, 2025 Q4 2024 |
8,973
shares
|
$418,769
0.29% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
8,970
shares
|
$418,629
0.08% of portfolio
|
Q3 2024
Added 7.9%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
8,955
shares
|
$417,929
0.03% of portfolio
|
Q2 2024
Added 6.81%
|