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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
8,686
shares
|
$405,375
0.13% of portfolio
|
Q4 2024
Added 11.33%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
8,685
shares
|
$405,328
0.07% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
8,685
shares
|
$405,328
0.21% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
8,665
shares
|
$404,395
0.1% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
8,656
shares
|
$403,975
0.03% of portfolio
|
Q3 2024
Reduced 59.89%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
8,650
shares
|
$403,695
0.06% of portfolio
|
Q4 2024
Added 12.67%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
8,650
shares
|
$403,695
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Ti Trust, Inc
|
Jan 21, 2025 Q4 2024 |
8,646
shares
|
$403,508
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
8,640
shares
|
$403,228
0.19% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
8,627
shares
|
$402,622
0.06% of portfolio
|
Q2 2024
Reduced 94.2%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
8,605
shares
|
$401,595
0.09% of portfolio
|
Q4 2024
Added 866.85%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
8,605
shares
|
$401,595
0.13% of portfolio
|
Q4 2024
Added 8.94%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 03, 2025 Q3 2024 |
8,582
shares
|
$400,521
0.08% of portfolio
|
Q3 2024
Added 17.59%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
8,580
shares
|
$400,428
0.23% of portfolio
|
Q1 2024
Added 1.54%
|
|
|
Warwick Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
8,565
shares
|
$399,728
0.08% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
8,546
shares
|
$398,841
0.24% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Feb 04, 2025 Q4 2024 |
8,531
shares
|
$398,141
0.13% of portfolio
|
Q4 2024
Added 11.18%
|
|
|
Consilio Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
8,520
shares
|
$397,628
0.15% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
8,515
shares
|
$397,395
0.11% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
8,509
shares
|
$397,115
0.14% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
8,501
shares
|
$396,741
0.04% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
8,489
shares
|
$396,181
0.23% of portfolio
|
Q3 2024
Reduced 20.64%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jan 16, 2025 Q4 2024 |
8,443
shares
|
$394,034
0.27% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Jan 13, 2025 Q4 2024 |
8,430
shares
|
$393,428
0.16% of portfolio
|
Q4 2024
Added 9.41%
|