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 |
|---|---|---|---|---|---|
|
Jordan Park Group LLC
|
Feb 03, 2025 Q4 2024 |
19,000
shares
|
$889,010
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
18,990
shares
|
$888,542
0.06% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Carl P. Sherr & Co., LLC
|
Feb 03, 2025 Q4 2024 |
18,967
shares
|
$887,465
0.44% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Feb 05, 2025 Q4 2024 |
18,935
shares
|
$885,968
0.09% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
18,890
shares
|
$883,863
0.33% of portfolio
|
Q3 2024
Added 5.3%
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
18,890
shares
|
$883,863
0.1% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
18,847
shares
|
$881,851
0.05% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
18,835
shares
|
$881,289
0.07% of portfolio
|
Q4 2024
Reduced 67.25%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
18,816
shares
|
$880,400
0.25% of portfolio
|
Q4 2024
Added 21.77%
|
|
|
Lathrop Investment Management Corp
|
Nov 12, 2024 Q3 2024 |
18,805
shares
|
$879,885
0.14% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Cottage Street Advisors LLC
|
Feb 11, 2025 Q4 2024 |
18,799
shares
|
$879,605
0.43% of portfolio
|
Q4 2024
Reduced 12.64%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
18,763
shares
|
$877,920
0.13% of portfolio
|
Q2 2024
Reduced 32.86%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
18,748
shares
|
$877,218
0.05% of portfolio
|
Q4 2023
Added 53.36%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
18,747
shares
|
$877,172
0.19% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
18,706
shares
|
$875,253
0.13% of portfolio
|
Q3 2022
Added 2.96%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
18,693
shares
|
$874,645
0.46% of portfolio
|
Q4 2024
Reduced 35.91%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
18,693
shares
|
$874,645
0.34% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Omnia Family Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
18,677
shares
|
$873,896
0.35% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
18,667
shares
|
$873,428
0.51% of portfolio
|
Q3 2024
Reduced 23.2%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
18,648
shares
|
$872,539
0.09% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
18,628
shares
|
$871,604
0.08% of portfolio
|
Q4 2024
Reduced 21.3%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
18,621
shares
|
$871,276
0.12% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
18,611
shares
|
$870,808
0.33% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
18,560
shares
|
$868,422
0.5% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
18,533
shares
|
$867,159
0.09% of portfolio
|
Q4 2024
Reduced 1.07%
|