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 |
|---|---|---|---|---|---|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
29,885
shares
|
$1.4 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
29,879
shares
|
$1.4 Million
0.31% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
29,803
shares
|
$1.39 Million
0.09% of portfolio
|
Q4 2024
Added 9.98%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
29,766
shares
|
$1.39 Million
0.43% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
29,728
shares
|
$1.39 Million
0.11% of portfolio
|
Q3 2024
Reduced 12.65%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
29,624
shares
|
$1.39 Million
0.39% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
29,600
shares
|
$1.38 Million
0.12% of portfolio
|
Q2 2022
Added 35.16%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
29,594
shares
|
$1.38 Million
0.16% of portfolio
|
Q3 2022
Reduced 1.51%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
29,412
shares
|
$1.38 Million
1.02% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
29,363
shares
|
$1.37 Million
0.16% of portfolio
|
Q3 2023
Reduced 23.55%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
29,350
shares
|
$1.37 Million
0.1% of portfolio
|
Q4 2024
Reduced 9.3%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
29,342
shares
|
$1.37 Million
0.38% of portfolio
|
Q1 2024
Added 44.96%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 22, 2025 Q4 2024 |
29,266
shares
|
$1.37 Million
0.55% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
29,252
shares
|
$1.37 Million
0.6% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
29,230
shares
|
$1.37 Million
0.04% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Little House Capital LLC
Braintree, MA |
Jan 30, 2025 Q4 2024 |
29,204
shares
|
$1.37 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
29,132
shares
|
$1.36 Million
0.26% of portfolio
|
Q1 2024
Added 4.07%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
29,049
shares
|
$1.36 Million
0.24% of portfolio
|
Q2 2022
Added 0.17%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
28,999
shares
|
$1.36 Million
0.09% of portfolio
|
Q4 2024
Added 16.76%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
28,994
shares
|
$1.36 Million
0.36% of portfolio
|
Q4 2024
Added 6.63%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
28,976
shares
|
$1.36 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
28,959
shares
|
$1.35 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
28,917
shares
|
$1.35 Million
0.71% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
28,796
shares
|
$1.35 Million
0.11% of portfolio
|
Q4 2024
Added 13.05%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
28,790
shares
|
$1.35 Million
0.48% of portfolio
|
Q4 2024
Reduced 10.3%
|