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 |
|---|---|---|---|---|---|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
6,111
shares
|
$289,661
0.05% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
6,109
shares
|
$289,566
0.11% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Hms Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
6,105
shares
|
$289,377
0.13% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
6,102
shares
|
$289,234
0.02% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
6,102
shares
|
$289,234
0.1% of portfolio
|
Q3 2024
Reduced 45.0%
|
|
|
Southern Capital Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
6,088
shares
|
$288,571
0.15% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Tl Private Wealth
|
Jan 16, 2025 Q4 2024 |
6,076
shares
|
$288,002
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
6,070
shares
|
$287,718
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6,062
shares
|
$287,338
0.02% of portfolio
|
Q2 2023
Reduced 22.74%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
6,062
shares
|
$287,338
0.01% of portfolio
|
Q4 2024
Reduced 14.64%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Dec 03, 2024 Q3 2024 |
6,032
shares
|
$285,916
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Efg Asset Management (Americas) Corp.
|
Feb 06, 2025 Q4 2024 |
6,030
shares
|
$285,822
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
6,024
shares
|
$285,537
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
6,020
shares
|
$285,348
0.17% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
6,017
shares
|
$285,205
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Advisors Investment Management, LLC
|
Feb 04, 2025 Q4 2024 |
6,001
shares
|
$284,447
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
6,001
shares
|
$284,447
0.06% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Hamilton Capital Partners, LLC
Atlanta, GA |
Feb 07, 2025 Q4 2024 |
5,994
shares
|
$284,115
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
5,989
shares
|
$283,878
0.02% of portfolio
|
Q4 2024
Reduced 10.6%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
5,977
shares
|
$283,309
0.02% of portfolio
|
Q4 2024
Added 10.93%
|
|
|
Ddd Partners, LLC
|
Jan 30, 2025 Q4 2024 |
5,976
shares
|
$283,262
0.03% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
5,948
shares
|
$281,935
0.08% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
5,935
shares
|
$281,319
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
5,922
shares
|
$280,702
0.0% of portfolio
|
Q3 2024
Added 185.4%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Jan 10, 2025 Q4 2024 |
5,902
shares
|
$279,754
0.21% of portfolio
|
Q1 2024
New holding
|