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 |
|---|---|---|---|---|---|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
5,792
shares
|
$274,540
0.14% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Crown Wealth Group, LLC
|
Feb 05, 2025 Q4 2024 |
5,789
shares
|
$274,398
0.11% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
5,782
shares
|
$274,066
0.08% of portfolio
|
Q3 2024
Reduced 45.66%
|
|
|
K.J. Harrison & Partners Inc
|
Feb 04, 2025 Q4 2024 |
5,750
shares
|
$272,550
0.04% of portfolio
|
Q3 2024
Reduced 31.95%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
5,734
shares
|
$271,791
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
5,717
shares
|
$270,985
0.04% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
5,707
shares
|
$270,511
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
5,702
shares
|
$270,274
0.13% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
5,700
shares
|
$270,180
0.1% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
5,693
shares
|
$269,848
0.08% of portfolio
|
Q4 2024
Reduced 13.27%
|
|
|
Barings LLC
|
Feb 07, 2025 Q4 2024 |
5,689
shares
|
$269,658
0.01% of portfolio
|
Q4 2024
Reduced 21.48%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
5,683
shares
|
$269,374
0.11% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
5,680
shares
|
$269,232
0.07% of portfolio
|
Q3 2024
Added 16.06%
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
5,672
shares
|
$268,852
0.14% of portfolio
|
Q3 2024
Reduced 78.55%
|
|
|
Ahl Investment Management, Inc.
|
Jan 16, 2025 Q4 2024 |
5,650
shares
|
$267,810
0.17% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
5,648
shares
|
$267,715
0.13% of portfolio
|
Q2 2024
Reduced 24.52%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
5,632
shares
|
$266,956
0.06% of portfolio
|
Q4 2024
Reduced 20.42%
|
|
|
Delta Accumulation, LLC
Sausalito, CA |
Feb 10, 2025 Q4 2024 |
5,632
shares
|
$266,956
0.03% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,622
shares
|
$266,482
0.07% of portfolio
|
Q3 2024
Reduced 42.91%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
5,621
shares
|
$266,435
0.05% of portfolio
|
Q3 2023
Added 0.77%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
5,614
shares
|
$266,103
0.01% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Jan 14, 2025 Q4 2024 |
5,590
shares
|
$264,966
0.14% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Feb 07, 2025 Q4 2024 |
5,582
shares
|
$264,586
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
5,579
shares
|
$264,444
0.15% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
5,579
shares
|
$264,444
0.11% of portfolio
|
Q4 2024
New holding
|