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 |
|---|---|---|---|---|---|
|
Phocas Financial Corp.
Alameda, CA |
Feb 04, 2025 Q4 2024 |
4,640
shares
|
$219,936
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
4,632
shares
|
$219,556
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
4,631
shares
|
$219,509
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Carrera Capital Advisors
Troy, MI |
Feb 06, 2025 Q4 2024 |
4,631
shares
|
$219,509
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
4,581
shares
|
$217,139
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
4,570
shares
|
$216,618
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
4,561
shares
|
$216,191
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Management Associates
New York, NY |
Nov 13, 2024 Q3 2024 |
4,550
shares
|
$215,670
0.21% of portfolio
|
Q3 2024
Reduced 40.16%
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
4,522
shares
|
$214,342
0.16% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
4,500
shares
|
$213,300
0.17% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,370
shares
|
$207,138
0.06% of portfolio
|
Q1 2024
Added 1.23%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,262
shares
|
$202,018
0.23% of portfolio
|
Q1 2024
Reduced 1.16%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
4,140
shares
|
$196,236
0.04% of portfolio
|
Q4 2024
Reduced 36.49%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
4,120
shares
|
$195,288
0.01% of portfolio
|
Q3 2024
Added 62.52%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
4,107
shares
|
$194,671
0.09% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
4,107
shares
|
$194,671
0.07% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
4,054
shares
|
$192,159
0.13% of portfolio
|
Q4 2021
New holding
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
4,045
shares
|
$191,733
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
4,039
shares
|
$191,448
0.02% of portfolio
|
Q3 2024
Added 32.91%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
3,813
shares
|
$180,736
0.02% of portfolio
|
Q2 2024
Reduced 19.64%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
3,808
shares
|
$180,499
0.11% of portfolio
|
Q4 2024
Reduced 22.27%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
3,785
shares
|
$179,409
0.06% of portfolio
|
Q4 2024
Added 440.71%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
3,753
shares
|
$177,892
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
3,703
shares
|
$175,522
0.06% of portfolio
|
Q3 2024
Added 29.11%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
3,698
shares
|
$175,285
0.02% of portfolio
|
Q4 2024
Reduced 15.24%
|