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 |
|---|---|---|---|---|---|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
61
shares
|
$2,891
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
60
shares
|
$2,844
0.0% of portfolio
|
Q2 2024
Reduced 94.77%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
59
shares
|
$2,796
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
54
shares
|
$2,559
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
51
shares
|
$2,417
0.0% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
51
shares
|
$2,417
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
50
shares
|
$2,370
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
49
shares
|
$2,322
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
45
shares
|
$2,133
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
40
shares
|
$1,896
0.0% of portfolio
|
Q3 2024
Reduced 91.82%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
37
shares
|
$1,753
0.0% of portfolio
|
Q4 2023
Reduced 84.12%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
32
shares
|
$1,516
0.0% of portfolio
|
Q3 2024
Reduced 65.96%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
30
shares
|
$1,422
0.0% of portfolio
|
Q3 2024
Reduced 99.11%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
22
shares
|
$1,042
0.0% of portfolio
|
Q3 2024
Reduced 96.62%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
18
shares
|
$853
0.07% of portfolio
|
Q4 2024
Reduced 99.92%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
13
shares
|
$616
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
11
shares
|
$521
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
10
shares
|
$474
0.0% of portfolio
|
Q3 2023
Reduced 98.67%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
6
shares
|
$284
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
3
shares
|
$142
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
1
shares
|
$47
0.0% of portfolio
|
Q4 2024
Reduced 100.0%
|
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
Oct 09, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|