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 3,431 institutions that hold shares in the stock, with a total of 5.26 Billion shares, which have been reported (via 13F filing form) to have a value of $249 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
6,577
shares
|
$311,749
0.05% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
6,553
shares
|
$310,612
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
6,552
shares
|
$310,564
0.2% of portfolio
|
Q4 2024
Added 112.66%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
6,541
shares
|
$310,043
0.11% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
6,538
shares
|
$309,901
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
6,533
shares
|
$309,664
0.06% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
6,521
shares
|
$309,095
0.02% of portfolio
|
Q4 2024
Reduced 7.02%
|
|
|
Arcus Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
6,516
shares
|
$308,858
0.11% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Nov 15, 2024 Q3 2024 |
6,501
shares
|
$308,147
0.17% of portfolio
|
Q3 2024
Added 85.69%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
6,501
shares
|
$308,147
0.18% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Highview Capital Management LLC
|
Jan 31, 2025 Q4 2024 |
6,500
shares
|
$308,100
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
6,437
shares
|
$305,113
0.18% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
6,430
shares
|
$304,782
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
6,427
shares
|
$304,639
0.1% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jan 23, 2025 Q4 2024 |
6,419
shares
|
$304,260
0.16% of portfolio
|
Q3 2024
Reduced 33.61%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
6,402
shares
|
$303,454
0.14% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
6,401
shares
|
$303,407
0.03% of portfolio
|
Q3 2024
Reduced 8.69%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
6,400
shares
|
$303,360
0.1% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
6,397
shares
|
$303,217
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,396
shares
|
$303,170
0.05% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Feb 06, 2025 Q4 2024 |
6,387
shares
|
$302,743
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Trecaso Financial Group, LLC
|
Jan 17, 2025 Q4 2024 |
6,376
shares
|
$302,222
0.09% of portfolio
|
Q4 2024
Reduced 12.2%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
6,369
shares
|
$301,890
0.08% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
6,356
shares
|
$301,274
0.14% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,344
shares
|
$300,705
0.15% of portfolio
|
Q3 2024
Added 0.51%
|