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 |
|---|---|---|---|---|---|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
43,226
shares
|
$2 Million
0.04% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Martin & CO Inc
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
43,205
shares
|
$2 Million
0.51% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jan 14, 2025 Q4 2024 |
43,183
shares
|
$2 Million
1.2% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
43,152
shares
|
$1.99 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
43,109
shares
|
$1.99 Million
0.08% of portfolio
|
Q4 2024
Reduced 9.84%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Feb 10, 2025 Q4 2024 |
43,088
shares
|
$1.99 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
42,980
shares
|
$1.99 Million
0.35% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
42,884
shares
|
$1.98 Million
0.23% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
42,610
shares
|
$1.97 Million
0.91% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
42,603
shares
|
$1.97 Million
0.65% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
42,580
shares
|
$1.97 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
42,561
shares
|
$1.97 Million
0.41% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Feb 05, 2025 Q4 2024 |
42,505
shares
|
$1.96 Million
2.43% of portfolio
|
Q4 2024
New holding
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
42,485
shares
|
$1.96 Million
0.83% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
42,413
shares
|
$1.96 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
42,242
shares
|
$1.95 Million
0.19% of portfolio
|
Q4 2024
Added 285.95%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
42,178
shares
|
$1.95 Million
0.32% of portfolio
|
Q1 2023
Reduced 15.94%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
42,131
shares
|
$1.95 Million
0.67% of portfolio
|
Q4 2024
Reduced 7.71%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
42,110
shares
|
$1.95 Million
0.51% of portfolio
|
Q2 2022
Added 0.45%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
42,104
shares
|
$1.95 Million
0.32% of portfolio
|
Q3 2024
Reduced 9.61%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
42,078
shares
|
$1.94 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
42,042
shares
|
$1.94 Million
0.39% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
42,030
shares
|
$1.94 Million
0.37% of portfolio
|
Q1 2024
Reduced 4.39%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
41,937
shares
|
$1.94 Million
0.85% of portfolio
|
Q2 2022
Added 0.3%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
41,724
shares
|
$1.93 Million
0.2% of portfolio
|
Q3 2024
Reduced 27.09%
|