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 |
|---|---|---|---|---|---|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
7,877
shares
|
$367,619
0.03% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
7,857
shares
|
$366,686
0.11% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
7,850
shares
|
$366,359
0.02% of portfolio
|
Q1 2024
Reduced 2.61%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
7,848
shares
|
$366,266
0.25% of portfolio
|
Q3 2024
Reduced 26.98%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
7,841
shares
|
$365,939
0.02% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
7,836
shares
|
$365,706
0.12% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
7,798
shares
|
$363,932
0.21% of portfolio
|
Q4 2023
Reduced 20.33%
|
|
|
Axs Investments LLC
Port Chester, NY |
Feb 10, 2025 Q4 2024 |
7,788
shares
|
$363,465
0.1% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
7,786
shares
|
$363,372
0.04% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
7,778
shares
|
$362,999
0.12% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
7,776
shares
|
$362,905
0.04% of portfolio
|
Q4 2024
Reduced 8.49%
|
|
|
Burt Wealth Advisors
|
Feb 06, 2025 Q4 2024 |
7,758
shares
|
$362,065
0.09% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Cardinal Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
7,757
shares
|
$362,019
0.01% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
7,757
shares
|
$362,019
0.14% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jan 17, 2025 Q4 2024 |
7,747
shares
|
$361,552
0.27% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
7,736
shares
|
$361,039
0.16% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
7,734
shares
|
$360,945
0.12% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Feb 06, 2025 Q4 2024 |
7,726
shares
|
$360,572
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
7,721
shares
|
$360,339
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
7,705
shares
|
$359,592
0.03% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
7,704
shares
|
$359,545
0.12% of portfolio
|
Q2 2024
Added 10.18%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
7,700
shares
|
$359,359
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
7,698
shares
|
$359,265
0.15% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
7,690
shares
|
$358,892
0.04% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
7,686
shares
|
$358,705
0.08% of portfolio
|
Q3 2024
New holding
|