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 3,498 institutions that hold shares in the stock, with a total of 5.41 Billion shares, which have been reported (via 13F filing form) to have a value of $250 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Werlinich Asset Management, LLC
Stamford, CT |
Jan 14, 2025 Q4 2024 |
5,590
shares
|
$258,313
0.14% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Feb 11, 2025 Q4 2024 |
5,587
shares
|
$258,175
0.18% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Feb 07, 2025 Q4 2024 |
5,582
shares
|
$257,944
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
5,579
shares
|
$257,805
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
5,575
shares
|
$257,620
0.02% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
5,574
shares
|
$257,574
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Feb 12, 2025 Q4 2024 |
5,573
shares
|
$257,528
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
5,570
shares
|
$257,389
0.0% of portfolio
|
Q3 2024
Reduced 44.68%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
5,553
shares
|
$256,604
0.22% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Skba Capital Management LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
5,550
shares
|
$256,465
0.04% of portfolio
|
Q1 2024
Reduced 25.5%
|
|
|
Clarity Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
5,537
shares
|
$255,864
0.07% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Mcia Inc
|
Feb 13, 2025 Q4 2024 |
5,522
shares
|
$255,171
0.05% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
5,520
shares
|
$255,079
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Feb 13, 2025 Q4 2024 |
5,512
shares
|
$254,709
0.3% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
5,511
shares
|
$254,663
0.14% of portfolio
|
Q4 2024
Reduced 34.49%
|
|
|
Campion Asset Management
|
Feb 13, 2025 Q4 2024 |
5,510
shares
|
$254,617
0.18% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Seldon Capital LP
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
5,502
shares
|
$254,247
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Signet Investment Advisory Group, Inc.
|
Jan 29, 2025 Q4 2024 |
5,500
shares
|
$254,155
0.12% of portfolio
|
Q2 2024
Reduced 5.98%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
5,487
shares
|
$253,554
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Guidance Group, Inc.
|
Jan 29, 2025 Q4 2024 |
5,485
shares
|
$253,461
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
5,484
shares
|
$253,415
0.02% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
5,480
shares
|
$253,230
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
5,466
shares
|
$252,583
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jan 30, 2025 Q4 2024 |
5,462
shares
|
$252,399
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
5,448
shares
|
$251,752
0.09% of portfolio
|
Q1 2024
New holding
|