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 |
|---|---|---|---|---|---|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
56,120
shares
|
$2.59 Million
1.02% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
56,054
shares
|
$2.59 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
56,014
shares
|
$2.59 Million
0.25% of portfolio
|
Q4 2024
Added 127.16%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
55,817
shares
|
$2.58 Million
0.37% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
55,802
shares
|
$2.58 Million
0.35% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
55,358
shares
|
$2.56 Million
0.49% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
55,354
shares
|
$2.56 Million
2.17% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
55,343
shares
|
$2.56 Million
0.45% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
54,857
shares
|
$2.53 Million
0.23% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
54,700
shares
|
$2.53 Million
0.05% of portfolio
|
Q1 2024
Added 0.18%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
54,327
shares
|
$2.51 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
54,235
shares
|
$2.51 Million
0.62% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
53,925
shares
|
$2.49 Million
0.41% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
53,905
shares
|
$2.49 Million
1.07% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
53,732
shares
|
$2.48 Million
0.83% of portfolio
|
Q1 2024
Reduced 0.35%
|
|
|
Hixon Zuercher, LLC
|
Jan 23, 2025 Q4 2024 |
53,716
shares
|
$2.48 Million
0.91% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
Feb 12, 2025 Q4 2024 |
53,664
shares
|
$2.48 Million
1.13% of portfolio
|
Q4 2024
Reduced 48.71%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
53,638
shares
|
$2.48 Million
0.13% of portfolio
|
Q3 2024
Added 36.36%
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
53,626
shares
|
$2.48 Million
0.86% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
53,424
shares
|
$2.47 Million
0.12% of portfolio
|
Q4 2024
Added 414.58%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
53,316
shares
|
$2.46 Million
0.54% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
53,286
shares
|
$2.46 Million
0.26% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
53,281
shares
|
$2.46 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
53,175
shares
|
$2.46 Million
0.49% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
53,153
shares
|
$2.46 Million
0.23% of portfolio
|
Q3 2024
Added 10.53%
|