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 |
|---|---|---|---|---|---|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
844
shares
|
$40,005
0.01% of portfolio
|
Q4 2024
Added 152.69%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
835
shares
|
$39,579
0.02% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
830
shares
|
$39,342
0.02% of portfolio
|
Q2 2024
Reduced 13.99%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
817
shares
|
$38,725
0.0% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Feb 05, 2025 Q4 2024 |
800
shares
|
$37,920
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
775
shares
|
$36,735
0.01% of portfolio
|
Q1 2024
Added 10.71%
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
772
shares
|
$36,592
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
760
shares
|
$36,024
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
760
shares
|
$36,024
0.01% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
758
shares
|
$35,929
0.02% of portfolio
|
Q4 2024
Reduced 93.88%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
751
shares
|
$35,597
0.02% of portfolio
|
Q1 2022
Reduced 3.22%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
743
shares
|
$35,218
0.01% of portfolio
|
Q4 2024
Added 35.58%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
739
shares
|
$35,028
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
712
shares
|
$33,748
0.01% of portfolio
|
Q3 2024
Added 115.76%
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
653
shares
|
$30,952
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
626
shares
|
$29,672
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
624
shares
|
$29,577
0.01% of portfolio
|
Q4 2023
Reduced 18.64%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
600
shares
|
$28,440
0.02% of portfolio
|
Q1 2024
Reduced 40.0%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
600
shares
|
$28,440
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
578
shares
|
$27,397
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
572
shares
|
$27,112
0.04% of portfolio
|
Q2 2024
Reduced 10.2%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
571
shares
|
$27,065
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
550
shares
|
$26,070
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
550
shares
|
$26,070
0.02% of portfolio
|
Q4 2024
Reduced 24.97%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
547
shares
|
$25,927
0.01% of portfolio
|
Q3 2024
Reduced 8.53%
|