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 3,476 institutions that hold shares in the stock, with a total of 5.26 Billion shares, which have been reported (via 13F filing form) to have a value of $246 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Johnson & White Wealth Management, LLC
York, PA |
Jan 13, 2025 Q4 2024 |
34,686
shares
|
$1.6 Million
0.93% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
34,670
shares
|
$1.6 Million
0.23% of portfolio
|
Q4 2024
Reduced 12.87%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
34,611
shares
|
$1.6 Million
0.29% of portfolio
|
Q4 2024
Added 39.7%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Jan 23, 2025 Q4 2024 |
34,576
shares
|
$1.6 Million
0.15% of portfolio
|
Q4 2024
Added 36.72%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
34,561
shares
|
$1.6 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
34,560
shares
|
$1.6 Million
0.58% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
34,535
shares
|
$1.6 Million
0.38% of portfolio
|
Q2 2022
Added 0.22%
|
|
|
Mill Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
34,455
shares
|
$1.59 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Campbell Newman Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
34,350
shares
|
$1.59 Million
0.13% of portfolio
|
Q1 2024
Reduced 59.28%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
34,350
shares
|
$1.59 Million
0.7% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
34,264
shares
|
$1.58 Million
0.49% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
34,252
shares
|
$1.58 Million
0.4% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
34,211
shares
|
$1.58 Million
0.03% of portfolio
|
Q3 2024
Reduced 11.29%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
34,193
shares
|
$1.58 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Jan 31, 2025 Q4 2024 |
34,136
shares
|
$1.58 Million
0.75% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
34,066
shares
|
$1.57 Million
0.13% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
34,059
shares
|
$1.57 Million
0.3% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
33,908
shares
|
$1.57 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
33,886
shares
|
$1.57 Million
0.08% of portfolio
|
Q4 2024
Reduced 9.63%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
33,856
shares
|
$1.56 Million
0.18% of portfolio
|
Q4 2024
Added 5.34%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
33,815
shares
|
$1.56 Million
0.14% of portfolio
|
Q4 2024
Added 9.66%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
33,788
shares
|
$1.56 Million
0.11% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
33,785
shares
|
$1.56 Million
0.16% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
33,778
shares
|
$1.56 Million
0.03% of portfolio
|
Q4 2024
Reduced 10.65%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
33,768
shares
|
$1.56 Million
0.49% of portfolio
|
Q4 2024
Added 3.98%
|