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 |
|---|---|---|---|---|---|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
8,427
shares
|
$393,288
0.15% of portfolio
|
Q4 2024
Added 10.43%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
8,419
shares
|
$392,914
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
8,413
shares
|
$392,634
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
8,395
shares
|
$391,794
0.25% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Feb 06, 2025 Q4 2024 |
8,381
shares
|
$391,141
0.11% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
8,379
shares
|
$391,047
0.01% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
8,351
shares
|
$389,741
0.02% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
8,335
shares
|
$388,994
0.05% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
8,320
shares
|
$388,294
0.09% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
8,310
shares
|
$387,827
0.04% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
8,291
shares
|
$386,940
0.1% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
J. W. Coons Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
8,286
shares
|
$386,707
0.1% of portfolio
|
Q3 2024
Reduced 14.37%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
8,272
shares
|
$386,054
0.04% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
8,267
shares
|
$385,820
0.01% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jan 27, 2025 Q4 2024 |
8,262
shares
|
$385,587
0.2% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
8,260
shares
|
$385,494
0.08% of portfolio
|
Q4 2024
Added 29.73%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
8,257
shares
|
$385,354
0.19% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
8,255
shares
|
$385,260
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
8,247
shares
|
$384,887
0.13% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
8,238
shares
|
$384,467
0.1% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
8,223
shares
|
$383,767
0.09% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
8,180
shares
|
$381,760
0.06% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
8,160
shares
|
$380,827
0.06% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
8,151
shares
|
$380,407
0.05% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
8,145
shares
|
$380,127
0.05% of portfolio
|
Q4 2024
Reduced 6.68%
|