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 3,618 institutions that hold shares in the stock, with a total of 5.39 Billion shares, which have been reported (via 13F filing form) to have a value of $214 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
8,180
shares
|
$326,463
0.06% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
8,168
shares
|
$325,984
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
8,160
shares
|
$325,665
0.06% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
8,151
shares
|
$325,306
0.05% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
8,145
shares
|
$325,066
0.05% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
8,134
shares
|
$324,627
0.05% of portfolio
|
Q4 2024
Reduced 13.6%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
8,119
shares
|
$324,029
0.08% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
8,113
shares
|
$323,789
0.03% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,108
shares
|
$323,590
0.08% of portfolio
|
Q4 2024
Added 8.48%
|
|
|
Lockerman Financial Group, Inc.
|
Jan 16, 2025 Q4 2024 |
8,101
shares
|
$323,310
0.64% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
New World Advisors LLC
Hingham, MA |
Feb 04, 2025 Q4 2024 |
8,100
shares
|
$323,271
0.09% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
8,096
shares
|
$323,111
0.09% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
8,092
shares
|
$322,951
0.05% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
8,083
shares
|
$322,592
0.06% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
8,077
shares
|
$322,353
0.08% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jan 15, 2025 Q4 2024 |
8,061
shares
|
$321,714
0.07% of portfolio
|
Q4 2023
Reduced 4.1%
|
|
|
Community Trust & Investment CO
|
Jan 14, 2025 Q4 2024 |
8,052
shares
|
$321,355
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
|
$321,275
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
|
$320,996
0.12% of portfolio
|
Q4 2024
Added 46.4%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
8,033
shares
|
$320,597
0.06% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
8,028
shares
|
$320,397
0.07% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Feb 13, 2025 Q4 2024 |
8,014
shares
|
$319,838
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
7,999
shares
|
$319,240
0.34% of portfolio
|
Q3 2024
Reduced 12.12%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
7,988
shares
|
$318,801
0.02% of portfolio
|
Q4 2024
Added 14.24%
|
|
|
Smith & Howard Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
7,961
shares
|
$317,723
0.1% of portfolio
|
Q4 2024
Reduced 59.48%
|