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 |
|---|---|---|---|---|---|
|
Horizon Kinetics Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
49,225
shares
|
$2.27 Million
0.03% of portfolio
|
Q3 2024
Added 87.35%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
49,047
shares
|
$2.27 Million
0.26% of portfolio
|
Q2 2024
Added 74.06%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Feb 10, 2025 Q4 2024 |
48,905
shares
|
$2.26 Million
0.82% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 08, 2024 Q3 2024 |
48,818
shares
|
$2.26 Million
0.86% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
48,762
shares
|
$2.25 Million
0.3% of portfolio
|
Q3 2024
Added 23.56%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
48,248
shares
|
$2.23 Million
0.56% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
48,212
shares
|
$2.23 Million
0.28% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Cmg Global Holdings, LLC
|
Jan 23, 2025 Q4 2024 |
48,116
shares
|
$2.22 Million
1.27% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Nov 14, 2024 Q3 2024 |
48,115
shares
|
$2.22 Million
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
47,991
shares
|
$2.22 Million
0.46% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
47,871
shares
|
$2.21 Million
0.34% of portfolio
|
Q1 2023
Added 64.53%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
47,816
shares
|
$2.21 Million
0.19% of portfolio
|
Q4 2024
Reduced 15.83%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
47,749
shares
|
$2.21 Million
0.05% of portfolio
|
Q3 2024
Reduced 19.87%
|
|
|
Buckley Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
47,716
shares
|
$2.2 Million
0.65% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Wulff, Hansen & Co.
|
Feb 10, 2025 Q4 2024 |
47,598
shares
|
$2.2 Million
2.11% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
47,590
shares
|
$2.2 Million
0.32% of portfolio
|
Q4 2024
Reduced 21.09%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Feb 11, 2025 Q4 2024 |
47,574
shares
|
$2.2 Million
0.49% of portfolio
|
Q4 2024
Added 21.16%
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
47,546
shares
|
$2.2 Million
0.56% of portfolio
|
Q4 2024
Added 8.55%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
47,530
shares
|
$2.2 Million
0.46% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Excalibur Management Corp
|
Feb 11, 2025 Q4 2024 |
47,527
shares
|
$2.2 Million
0.84% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
47,486
shares
|
$2.19 Million
0.37% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
47,435
shares
|
$2.19 Million
0.01% of portfolio
|
Q4 2024
Added 9.88%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
47,419
shares
|
$2.19 Million
0.1% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jan 17, 2025 Q4 2024 |
47,393
shares
|
$2.19 Million
0.87% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
47,156
shares
|
$2.18 Million
0.24% of portfolio
|
Q4 2024
Added 6.24%
|