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 |
|---|---|---|---|---|---|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6,062
shares
|
$241,934
0.02% of portfolio
|
Q2 2023
Reduced 22.74%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
6,062
shares
|
$241,934
0.01% of portfolio
|
Q4 2024
Reduced 14.64%
|
|
|
Capital Advantage, Inc.
|
Feb 14, 2025 Q4 2024 |
6,038
shares
|
$240,976
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Feb 13, 2025 Q4 2024 |
6,032
shares
|
$240,737
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Efg Asset Management (Americas) Corp.
|
Feb 06, 2025 Q4 2024 |
6,030
shares
|
$240,657
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
6,024
shares
|
$240,417
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
6,020
shares
|
$240,258
0.17% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
6,017
shares
|
$240,138
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
6,005
shares
|
$239,659
0.07% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
6,003
shares
|
$239,579
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Advisors Investment Management, LLC
|
Feb 04, 2025 Q4 2024 |
6,001
shares
|
$239,499
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Moment Partners, LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
6,000
shares
|
$239,459
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Hamilton Capital Partners, LLC
Atlanta, GA |
Feb 07, 2025 Q4 2024 |
5,994
shares
|
$239,220
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
5,989
shares
|
$239,020
0.02% of portfolio
|
Q4 2024
Reduced 10.6%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
5,977
shares
|
$238,542
0.02% of portfolio
|
Q4 2024
Added 10.93%
|
|
|
Ddd Partners, LLC
|
Jan 30, 2025 Q4 2024 |
5,976
shares
|
$238,502
0.03% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
5,948
shares
|
$237,384
0.08% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
5,935
shares
|
$236,865
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
5,904
shares
|
$235,628
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Jan 10, 2025 Q4 2024 |
5,902
shares
|
$235,548
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
5,901
shares
|
$235,508
0.11% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
5,899
shares
|
$235,429
0.06% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
5,899
shares
|
$235,429
0.03% of portfolio
|
Q2 2024
Added 89.5%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
5,894
shares
|
$235,229
0.09% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jan 17, 2025 Q4 2024 |
5,890
shares
|
$235,069
0.26% of portfolio
|
Q4 2024
Added 0.03%
|