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 3,524 institutions that hold shares in the stock, with a total of 5.42 Billion shares, which have been reported (via 13F filing form) to have a value of $251 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jan 17, 2025 Q4 2024 |
7,747
shares
|
$358,918
0.27% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
7,734
shares
|
$358,316
0.12% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Feb 06, 2025 Q4 2024 |
7,726
shares
|
$357,945
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
7,721
shares
|
$357,713
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
7,705
shares
|
$356,972
0.03% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
7,704
shares
|
$356,926
0.12% of portfolio
|
Q2 2024
Added 10.18%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
7,700
shares
|
$356,741
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
7,698
shares
|
$356,648
0.15% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
7,690
shares
|
$356,277
0.04% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
7,686
shares
|
$356,092
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
7,680
shares
|
$355,814
0.02% of portfolio
|
Q4 2024
Added 530.02%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
7,672
shares
|
$355,443
0.02% of portfolio
|
Q3 2024
Added 51.14%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
7,662
shares
|
$354,980
0.2% of portfolio
|
Q4 2024
Added 6.55%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
7,639
shares
|
$353,914
0.04% of portfolio
|
Q4 2024
Added 49.75%
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
7,634
shares
|
$353,683
0.31% of portfolio
|
Q3 2024
Reduced 46.43%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jan 28, 2025 Q4 2024 |
7,632
shares
|
$353,590
0.22% of portfolio
|
Q4 2024
Reduced 5.46%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Feb 06, 2025 Q4 2024 |
7,632
shares
|
$353,590
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
7,627
shares
|
$353,358
0.03% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
7,617
shares
|
$352,895
0.13% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jan 30, 2025 Q4 2024 |
7,617
shares
|
$352,895
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
7,611
shares
|
$352,617
0.12% of portfolio
|
Q4 2024
Added 9.59%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
7,598
shares
|
$352,015
0.09% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Meridian Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
7,591
shares
|
$351,691
0.06% of portfolio
|
Q4 2024
Reduced 90.23%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
7,589
shares
|
$351,598
0.21% of portfolio
|
Q1 2022
Reduced 0.77%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
7,585
shares
|
$351,413
0.18% of portfolio
|
Q4 2024
Added 5.26%
|