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 |
|---|---|---|---|---|---|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
8,955
shares
|
$417,929
0.03% of portfolio
|
Q2 2024
Added 6.81%
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
8,950
shares
|
$417,696
0.06% of portfolio
|
Q4 2024
Reduced 35.49%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
8,926
shares
|
$416,576
0.04% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 30, 2025 Q4 2024 |
8,923
shares
|
$416,436
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
8,914
shares
|
$416,016
0.09% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
8,913
shares
|
$415,969
0.06% of portfolio
|
Q4 2024
Reduced 25.37%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
8,906
shares
|
$415,643
0.04% of portfolio
|
Q4 2024
Added 13.24%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
8,904
shares
|
$415,549
0.03% of portfolio
|
Q4 2024
Reduced 71.84%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jan 31, 2025 Q4 2024 |
8,880
shares
|
$414,429
0.28% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
8,861
shares
|
$413,542
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
8,850
shares
|
$413,029
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
8,834
shares
|
$412,282
0.08% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Jag Capital Management, LLC
|
Feb 06, 2025 Q4 2024 |
8,830
shares
|
$412,096
0.05% of portfolio
|
Q4 2024
Added 7.99%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
8,829
shares
|
$412,049
0.12% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
8,819
shares
|
$411,582
0.2% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Townsend & Associates, Inc
|
Feb 03, 2025 Q4 2024 |
8,778
shares
|
$409,669
0.04% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
8,778
shares
|
$409,669
0.04% of portfolio
|
Q3 2024
Added 8.87%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
8,778
shares
|
$409,669
0.23% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
8,757
shares
|
$408,689
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
8,743
shares
|
$408,035
0.07% of portfolio
|
Q4 2024
Added 61.19%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
8,716
shares
|
$406,775
0.15% of portfolio
|
Q4 2024
Reduced 8.61%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
8,711
shares
|
$406,542
0.01% of portfolio
|
Q4 2024
Added 11.1%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
8,707
shares
|
$406,355
0.01% of portfolio
|
Q4 2024
Reduced 67.01%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
8,700
shares
|
$406,029
0.16% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
8,695
shares
|
$405,795
0.2% of portfolio
|
Q4 2024
Added 16.15%
|