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 |
|---|---|---|---|---|---|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
45,139
shares
|
$2.09 Million
1.63% of portfolio
|
Q4 2023
Reduced 15.61%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
45,096
shares
|
$2.08 Million
0.06% of portfolio
|
Q4 2024
Added 47.76%
|
|
|
Sunesis Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
45,082
shares
|
$2.08 Million
1.21% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
45,047
shares
|
$2.08 Million
0.05% of portfolio
|
Q1 2024
Reduced 3.53%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
44,879
shares
|
$2.07 Million
0.07% of portfolio
|
Q3 2024
Added 19.59%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
44,658
shares
|
$2.06 Million
1.31% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
44,631
shares
|
$2.06 Million
0.3% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
44,604
shares
|
$2.06 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
44,600
shares
|
$2.06 Million
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
44,523
shares
|
$2.06 Million
0.11% of portfolio
|
Q4 2024
Reduced 7.72%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
44,491
shares
|
$2.06 Million
0.1% of portfolio
|
Q3 2022
Added 2.06%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
44,441
shares
|
$2.05 Million
0.24% of portfolio
|
Q4 2024
Added 13.8%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
44,414
shares
|
$2.05 Million
0.33% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
44,343
shares
|
$2.05 Million
0.98% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Feb 11, 2025 Q4 2024 |
44,333
shares
|
$2.05 Million
0.31% of portfolio
|
Q4 2024
Reduced 6.85%
|
|
|
Mendel Money Management
Northbrook, IL |
Feb 11, 2025 Q4 2024 |
44,332
shares
|
$2.05 Million
0.92% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
44,069
shares
|
$2.04 Million
0.13% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
44,059
shares
|
$2.04 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 14, 2025 Q4 2024 |
43,857
shares
|
$2.03 Million
0.59% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
43,815
shares
|
$2.02 Million
0.38% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
43,747
shares
|
$2.02 Million
0.94% of portfolio
|
Q3 2024
Reduced 31.27%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
43,665
shares
|
$2.02 Million
0.91% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
43,375
shares
|
$2 Million
0.28% of portfolio
|
Q4 2024
Added 6.77%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
43,319
shares
|
$2 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
43,317
shares
|
$2 Million
0.16% of portfolio
|
Q4 2023
Reduced 18.67%
|