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 |
|---|---|---|---|---|---|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
5,000
shares
|
$237,000
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
4,996
shares
|
$236,810
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Feb 04, 2025 Q4 2024 |
4,990
shares
|
$236,526
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Wela Strategies, Inc.
|
Jan 13, 2025 Q4 2024 |
4,989
shares
|
$236,478
0.09% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
4,985
shares
|
$236,289
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Feb 04, 2025 Q4 2024 |
4,977
shares
|
$235,909
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Von Berge Wealth Management Group, LLC
|
Feb 06, 2025 Q4 2024 |
4,967
shares
|
$235,435
0.14% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
4,951
shares
|
$234,677
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Feb 03, 2025 Q4 2024 |
4,946
shares
|
$234,440
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jan 17, 2025 Q4 2024 |
4,944
shares
|
$234,345
0.12% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
4,939
shares
|
$234,108
0.14% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
4,937
shares
|
$234,013
0.08% of portfolio
|
Q2 2021
Added 8267.8%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
4,936
shares
|
$233,966
0.06% of portfolio
|
Q4 2024
Reduced 63.78%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
4,927
shares
|
$233,539
0.03% of portfolio
|
Q4 2024
Reduced 8.2%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
4,913
shares
|
$232,876
0.16% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
4,907
shares
|
$232,591
0.02% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
4,905
shares
|
$232,497
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
4,904
shares
|
$232,449
0.06% of portfolio
|
Q2 2024
Added 7.69%
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
4,898
shares
|
$232,165
0.04% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
4,881
shares
|
$231,359
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Weil Company, Inc.
|
Feb 04, 2025 Q4 2024 |
4,877
shares
|
$231,169
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
4,872
shares
|
$230,932
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
4,868
shares
|
$230,743
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
4,849
shares
|
$229,842
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
4,845
shares
|
$229,653
0.04% of portfolio
|
Q4 2024
Added 2.06%
|