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 3,498 institutions that hold shares in the stock, with a total of 5.41 Billion shares, which have been reported (via 13F filing form) to have a value of $250 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commerzbank Aktiengesellschaft
|
Feb 06, 2025 Q4 2024 |
82,847
shares
|
$3.83 Million
0.09% of portfolio
|
Q4 2024
Added 19.64%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Jan 31, 2025 Q4 2024 |
82,526
shares
|
$3.81 Million
1.83% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jan 16, 2025 Q4 2024 |
82,481
shares
|
$3.81 Million
1.28% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
82,177
shares
|
$3.8 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
Nov 13, 2024 Q3 2024 |
82,131
shares
|
$3.8 Million
0.69% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
82,110
shares
|
$3.79 Million
0.26% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
81,983
shares
|
$3.79 Million
0.82% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
81,944
shares
|
$3.79 Million
0.19% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
81,628
shares
|
$3.77 Million
0.58% of portfolio
|
Q4 2024
Added 36.96%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
81,384
shares
|
$3.76 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
81,350
shares
|
$3.76 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
81,055
shares
|
$3.75 Million
0.5% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
80,980
shares
|
$3.74 Million
0.2% of portfolio
|
Q4 2024
Reduced 18.0%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
80,293
shares
|
$3.71 Million
0.49% of portfolio
|
Q3 2023
Reduced 30.62%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
80,197
shares
|
$3.71 Million
0.13% of portfolio
|
Q4 2024
Reduced 10.77%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
80,126
shares
|
$3.7 Million
0.12% of portfolio
|
Q4 2024
Added 86.94%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
79,957
shares
|
$3.69 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 16, 2025 Q4 2024 |
79,939
shares
|
$3.69 Million
0.28% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
79,877
shares
|
$3.69 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
79,689
shares
|
$3.68 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
79,268
shares
|
$3.66 Million
0.84% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 06, 2025 Q4 2024 |
79,245
shares
|
$3.66 Million
1.38% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Feb 06, 2025 Q4 2024 |
78,715
shares
|
$3.64 Million
0.18% of portfolio
|
Q4 2024
Added 62.22%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
78,180
shares
|
$3.61 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
77,874
shares
|
$3.6 Million
0.42% of portfolio
|
Q4 2024
Added 14.95%
|