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 |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
24,830
shares
|
$1.16 Million
0.07% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
24,823
shares
|
$1.16 Million
0.07% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Feb 07, 2025 Q4 2024 |
24,814
shares
|
$1.16 Million
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
24,812
shares
|
$1.16 Million
0.3% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
24,679
shares
|
$1.15 Million
0.11% of portfolio
|
Q4 2024
Reduced 55.48%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
24,675
shares
|
$1.15 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Uncommon Cents Investing LLC
|
Jan 16, 2025 Q4 2024 |
24,636
shares
|
$1.15 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Feb 05, 2025 Q4 2024 |
24,579
shares
|
$1.15 Million
0.83% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Washington Capital Management Inc
|
Jan 23, 2025 Q4 2024 |
24,555
shares
|
$1.15 Million
0.87% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
24,487
shares
|
$1.15 Million
0.79% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 13, 2024 Q3 2024 |
24,466
shares
|
$1.14 Million
0.22% of portfolio
|
Q3 2024
Added 20.44%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
24,423
shares
|
$1.14 Million
0.31% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
24,416
shares
|
$1.14 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
24,397
shares
|
$1.14 Million
0.46% of portfolio
|
Q2 2024
Added 1.56%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 13, 2024 Q3 2024 |
24,380
shares
|
$1.14 Million
0.6% of portfolio
|
Q3 2024
Reduced 31.7%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
24,349
shares
|
$1.14 Million
0.48% of portfolio
|
Q3 2024
Reduced 7.87%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
24,338
shares
|
$1.14 Million
0.06% of portfolio
|
Q2 2022
Added 0.41%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
24,321
shares
|
$1.14 Million
0.06% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
24,224
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
Added 363.71%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
24,156
shares
|
$1.13 Million
0.08% of portfolio
|
Q3 2024
Added 7.1%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
24,047
shares
|
$1.13 Million
0.31% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
Caas Capital Management LP
New York, NY |
Jan 24, 2025 Q4 2024 |
24,009
shares
|
$1.12 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Hedges Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
24,000
shares
|
$1.12 Million
0.73% of portfolio
|
Q4 2024
Reduced 9.77%
|
|
|
Clough Capital Partners L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
24,000
shares
|
$1.12 Million
0.1% of portfolio
|
Q4 2023
Reduced 18.64%
|
|
|
Covenant Asset Management, LLC
|
Jan 30, 2025 Q4 2024 |
23,940
shares
|
$1.12 Million
0.17% of portfolio
|
Q4 2024
Reduced 6.27%
|