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 |
|---|---|---|---|---|---|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
2,793
shares
|
$132,388
0.06% of portfolio
|
Q3 2024
Reduced 12.11%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
2,681
shares
|
$127,079
0.1% of portfolio
|
Q3 2023
Added 47.71%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
2,678
shares
|
$126,937
0.09% of portfolio
|
Q3 2024
Reduced 20.01%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
2,665
shares
|
$126,321
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
2,656
shares
|
$125,894
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
2,655
shares
|
$125,847
0.09% of portfolio
|
Q2 2023
Added 48.99%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
2,600
shares
|
$123,240
0.0% of portfolio
|
Q4 2024
Reduced 53.57%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
2,569
shares
|
$121,770
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
2,536
shares
|
$120,206
0.08% of portfolio
|
Q4 2024
Reduced 24.28%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
2,493
shares
|
$118,168
0.03% of portfolio
|
Q4 2024
Added 5.77%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
2,481
shares
|
$117,599
0.01% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
2,467
shares
|
$116,935
0.04% of portfolio
|
Q3 2024
Added 722.33%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,462
shares
|
$116,698
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
2,438
shares
|
$115,561
0.01% of portfolio
|
Q4 2024
Reduced 41.8%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
2,435
shares
|
$115,419
0.02% of portfolio
|
Q4 2024
Reduced 19.64%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
2,418
shares
|
$114,613
0.01% of portfolio
|
Q4 2024
Reduced 11.66%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
2,418
shares
|
$114,613
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
2,397
shares
|
$113,617
0.08% of portfolio
|
Q2 2024
Added 8.12%
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
2,389
shares
|
$113,238
0.02% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
2,389
shares
|
$113,238
0.06% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
2,319
shares
|
$109,920
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
2,313
shares
|
$109,636
0.02% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
2,310
shares
|
$109,494
0.02% of portfolio
|
Q2 2022
Added 1.14%
|
|
|
Adalta Capital Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,300
shares
|
$109,020
0.05% of portfolio
|
Q3 2024
Reduced 11.54%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
2,257
shares
|
$106,981
0.01% of portfolio
|
Q3 2024
Reduced 0.18%
|