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 |
|---|---|---|---|---|---|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
19,675
shares
|
$920,593
0.07% of portfolio
|
Q4 2024
Added 11.38%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
19,652
shares
|
$919,517
0.22% of portfolio
|
Q4 2024
Added 9.14%
|
|
|
Humankind Investments LLC
|
Nov 14, 2024 Q3 2024 |
19,628
shares
|
$918,394
0.29% of portfolio
|
Q3 2024
Added 5.48%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
19,611
shares
|
$917,598
0.35% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
19,606
shares
|
$917,364
0.05% of portfolio
|
Q4 2022
Reduced 15.15%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
19,543
shares
|
$914,416
0.16% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Kearns & Associates LLC
|
Jan 23, 2025 Q4 2024 |
19,500
shares
|
$912,405
0.55% of portfolio
|
Q4 2022
New holding
|
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
19,464
shares
|
$910,720
0.37% of portfolio
|
Q2 2024
Added 6.97%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
19,461
shares
|
$910,580
0.29% of portfolio
|
Q3 2024
Added 13.05%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
19,411
shares
|
$908,240
0.09% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
19,381
shares
|
$906,836
0.02% of portfolio
|
Q3 2024
Reduced 18.4%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
19,333
shares
|
$904,591
0.12% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
19,314
shares
|
$903,702
0.06% of portfolio
|
Q4 2024
Reduced 8.02%
|
|
|
X Square Capital, LLC
|
Oct 22, 2024 Q3 2024 |
19,299
shares
|
$903,000
0.34% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
19,260
shares
|
$901,175
0.11% of portfolio
|
Q3 2024
Reduced 37.37%
|
|
|
Tobam
|
Jan 28, 2025 Q4 2024 |
19,217
shares
|
$899,163
0.26% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
19,138
shares
|
$895,467
0.17% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
19,117
shares
|
$894,484
0.08% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
19,093
shares
|
$893,361
0.22% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
19,093
shares
|
$893,361
0.39% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
19,059
shares
|
$891,770
0.17% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
19,040
shares
|
$890,881
0.03% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
19,035
shares
|
$890,647
0.64% of portfolio
|
Q4 2024
Added 35.75%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Feb 07, 2025 Q4 2024 |
19,031
shares
|
$890,460
0.5% of portfolio
|
Q2 2024
Added 8.4%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
19,009
shares
|
$889,431
0.09% of portfolio
|
Q4 2024
Reduced 0.98%
|