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 |
|---|---|---|---|---|---|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
23,136
shares
|
$1.08 Million
0.36% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
23,128
shares
|
$1.08 Million
0.54% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
23,117
shares
|
$1.08 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
23,109
shares
|
$1.08 Million
0.08% of portfolio
|
Q4 2024
Reduced 27.5%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Feb 11, 2025 Q4 2024 |
23,103
shares
|
$1.08 Million
0.43% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
23,099
shares
|
$1.08 Million
0.42% of portfolio
|
Q4 2023
Added 14.91%
|
|
|
Silphium Asset Management LTD
London, X0 |
Feb 05, 2025 Q4 2024 |
22,974
shares
|
$1.07 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
22,846
shares
|
$1.07 Million
0.13% of portfolio
|
Q4 2024
Reduced 20.6%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
22,826
shares
|
$1.07 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
22,749
shares
|
$1.06 Million
0.1% of portfolio
|
Q4 2024
Added 17.2%
|
|
|
Pitti Group Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
22,702
shares
|
$1.06 Million
1.23% of portfolio
|
Q4 2024
Reduced 10.85%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
22,642
shares
|
$1.06 Million
0.1% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
22,552
shares
|
$1.06 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
22,532
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2023
Added 55.05%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Feb 07, 2025 Q4 2024 |
22,512
shares
|
$1.05 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
22,511
shares
|
$1.05 Million
0.15% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2024 Q3 2024 |
22,500
shares
|
$1.05 Million
0.17% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
22,494
shares
|
$1.05 Million
0.16% of portfolio
|
Q3 2024
Reduced 25.43%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
22,452
shares
|
$1.05 Million
0.57% of portfolio
|
Q4 2024
Added 5.65%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
22,445
shares
|
$1.05 Million
0.3% of portfolio
|
Q1 2023
Reduced 8.15%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
22,376
shares
|
$1.05 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Nov 12, 2024 Q3 2024 |
22,373
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
22,362
shares
|
$1.05 Million
0.32% of portfolio
|
Q4 2024
Added 9.05%
|
|
|
Edge Wealth Management LLC
|
Jan 14, 2025 Q4 2024 |
22,326
shares
|
$1.04 Million
0.21% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
22,254
shares
|
$1.04 Million
0.27% of portfolio
|
Q4 2024
Added 191.63%
|