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 |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
41,701
shares
|
$1.93 Million
0.09% of portfolio
|
Q4 2023
Reduced 7.16%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
41,667
shares
|
$1.93 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
41,470
shares
|
$1.92 Million
0.07% of portfolio
|
Q4 2024
Reduced 17.63%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
41,333
shares
|
$1.91 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
41,236
shares
|
$1.91 Million
0.11% of portfolio
|
Q3 2024
Reduced 24.39%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
41,140
shares
|
$1.9 Million
1.32% of portfolio
|
Q4 2024
Reduced 21.32%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
41,019
shares
|
$1.9 Million
0.08% of portfolio
|
Q3 2024
Added 84.02%
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
40,869
shares
|
$1.89 Million
0.03% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
40,854
shares
|
$1.89 Million
1.45% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
40,850
shares
|
$1.89 Million
0.53% of portfolio
|
Q1 2024
Added 191.79%
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
40,755
shares
|
$1.88 Million
0.51% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
40,733
shares
|
$1.88 Million
0.14% of portfolio
|
Q4 2024
Reduced 40.99%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2024 Q3 2024 |
40,726
shares
|
$1.88 Million
0.32% of portfolio
|
Q3 2024
Reduced 15.46%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
40,692
shares
|
$1.88 Million
0.06% of portfolio
|
Q4 2024
Reduced 7.09%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
40,614
shares
|
$1.88 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
40,564
shares
|
$1.87 Million
0.49% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
40,394
shares
|
$1.87 Million
0.28% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
40,377
shares
|
$1.87 Million
0.57% of portfolio
|
Q3 2024
Added 9.1%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
40,293
shares
|
$1.86 Million
0.22% of portfolio
|
Q3 2024
Added 131.08%
|
|
|
Hikari Power LTD
|
Feb 03, 2025 Q4 2024 |
40,240
shares
|
$1.86 Million
0.15% of portfolio
|
Q2 2023
Reduced 5.18%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
40,222
shares
|
$1.86 Million
0.21% of portfolio
|
Q4 2024
Reduced 20.53%
|
|
|
Mitchell Sinkler & Starr
|
Feb 12, 2025 Q4 2024 |
40,198
shares
|
$1.86 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 14, 2024 Q3 2024 |
40,122
shares
|
$1.85 Million
0.94% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Feb 11, 2025 Q4 2024 |
40,073
shares
|
$1.85 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
40,024
shares
|
$1.85 Million
0.31% of portfolio
|
Q4 2022
Reduced 2.55%
|