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 |
|---|---|---|---|---|---|
|
Nexus Investment Management Ulc
|
Jan 15, 2025 Q4 2024 |
5,350
shares
|
$213,518
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
5,350
shares
|
$213,518
0.16% of portfolio
|
Q4 2024
Reduced 12.3%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
5,348
shares
|
$213,438
0.11% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
5,339
shares
|
$213,079
0.03% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
5,336
shares
|
$212,959
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Argentarii, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
5,322
shares
|
$212,401
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Gibson Wealth Advisors LLC
Tyler, TX |
Feb 13, 2025 Q4 2024 |
5,320
shares
|
$212,321
0.19% of portfolio
|
Q1 2024
Reduced 84.39%
|
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
5,317
shares
|
$212,201
0.16% of portfolio
|
Q4 2024
Reduced 8.88%
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
5,308
shares
|
$211,842
0.08% of portfolio
|
Q4 2024
Reduced 12.22%
|
|
|
Requisite Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
5,276
shares
|
$210,565
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
5,269
shares
|
$210,285
0.1% of portfolio
|
Q3 2024
Reduced 17.85%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
5,229
shares
|
$208,689
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
5,227
shares
|
$208,609
0.07% of portfolio
|
Q4 2024
Reduced 40.66%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
5,226
shares
|
$208,569
0.03% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
5,225
shares
|
$208,529
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Eastover Investment Advisors LLC
|
Jan 10, 2025 Q4 2024 |
5,223
shares
|
$208,449
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jan 23, 2025 Q4 2024 |
5,219
shares
|
$208,290
0.04% of portfolio
|
Q4 2024
Reduced 75.24%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
5,214
shares
|
$208,090
0.0% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Jan 28, 2025 Q4 2024 |
5,210
shares
|
$207,931
0.41% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
5,200
shares
|
$207,531
0.07% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
5,200
shares
|
$207,531
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Apcm Wealth Management For Individuals
|
Jan 29, 2025 Q4 2024 |
5,199
shares
|
$207,492
0.04% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Financial Advisors Network, Inc.
|
Feb 14, 2025 Q4 2024 |
5,197
shares
|
$207,412
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
5,192
shares
|
$207,212
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Feb 13, 2025 Q4 2024 |
5,184
shares
|
$206,893
0.18% of portfolio
|
Q4 2024
New holding
|