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 |
|---|---|---|---|---|---|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
8,134
shares
|
$379,613
0.05% of portfolio
|
Q4 2024
Reduced 13.6%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
8,124
shares
|
$379,147
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
8,119
shares
|
$378,913
0.08% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
8,113
shares
|
$378,633
0.03% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Lockerman Financial Group, Inc.
|
Jan 16, 2025 Q4 2024 |
8,101
shares
|
$378,073
0.64% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
New World Advisors LLC
Hingham, MA |
Feb 04, 2025 Q4 2024 |
8,100
shares
|
$378,027
0.09% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
8,096
shares
|
$377,840
0.09% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
8,092
shares
|
$377,653
0.05% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
8,083
shares
|
$377,233
0.06% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
8,077
shares
|
$376,953
0.08% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jan 15, 2025 Q4 2024 |
8,061
shares
|
$376,206
0.07% of portfolio
|
Q4 2023
Reduced 4.1%
|
|
|
Community Trust & Investment CO
|
Jan 14, 2025 Q4 2024 |
8,052
shares
|
$375,786
0.02% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Feb 06, 2025 Q4 2024 |
8,050
shares
|
$375,693
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
8,043
shares
|
$375,366
0.12% of portfolio
|
Q4 2024
Added 46.4%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
8,033
shares
|
$374,900
0.06% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
8,028
shares
|
$374,666
0.07% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
7,999
shares
|
$373,313
0.34% of portfolio
|
Q3 2024
Reduced 12.12%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
7,989
shares
|
$372,846
0.19% of portfolio
|
Q3 2024
Added 39.28%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
7,988
shares
|
$372,799
0.02% of portfolio
|
Q4 2024
Added 14.24%
|
|
|
Smith & Howard Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
7,961
shares
|
$371,539
0.1% of portfolio
|
Q4 2024
Reduced 59.48%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
7,935
shares
|
$370,326
0.02% of portfolio
|
Q1 2023
Reduced 3.64%
|
|
|
Miramar Capital, LLC
|
Feb 07, 2025 Q4 2024 |
7,918
shares
|
$369,533
0.09% of portfolio
|
Q4 2024
Reduced 13.62%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
7,905
shares
|
$368,926
0.07% of portfolio
|
Q4 2024
Added 9.44%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
7,894
shares
|
$368,412
0.07% of portfolio
|
Q4 2024
Reduced 15.85%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
7,892
shares
|
$368,319
0.13% of portfolio
|
Q4 2024
Added 3712.56%
|