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 3,524 institutions that hold shares in the stock, with a total of 5.42 Billion shares, which have been reported (via 13F filing form) to have a value of $251 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
18,835
shares
|
$872,625
0.07% of portfolio
|
Q4 2024
Reduced 67.25%
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
18,820
shares
|
$871,930
0.37% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
18,816
shares
|
$871,745
0.25% of portfolio
|
Q4 2024
Added 21.77%
|
|
|
Cottage Street Advisors LLC
|
Feb 11, 2025 Q4 2024 |
18,799
shares
|
$870,957
0.43% of portfolio
|
Q4 2024
Reduced 12.64%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
18,763
shares
|
$869,289
0.13% of portfolio
|
Q2 2024
Reduced 32.86%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
18,748
shares
|
$868,594
0.05% of portfolio
|
Q4 2023
Added 53.36%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
18,747
shares
|
$868,548
0.19% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
18,706
shares
|
$866,648
0.13% of portfolio
|
Q3 2022
Added 2.96%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
18,693
shares
|
$866,046
0.46% of portfolio
|
Q4 2024
Reduced 35.91%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
18,693
shares
|
$866,046
0.34% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Omnia Family Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
18,677
shares
|
$865,305
0.35% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
18,674
shares
|
$865,166
0.28% of portfolio
|
Q4 2024
Reduced 36.36%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
18,667
shares
|
$864,842
0.51% of portfolio
|
Q3 2024
Reduced 23.2%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
18,648
shares
|
$863,961
0.09% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
18,628
shares
|
$863,035
0.08% of portfolio
|
Q4 2024
Reduced 21.3%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
18,621
shares
|
$862,710
0.12% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
18,611
shares
|
$862,247
0.33% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
18,560
shares
|
$859,884
0.5% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
18,533
shares
|
$858,633
0.09% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
18,495
shares
|
$856,873
0.11% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
18,480
shares
|
$856,178
0.06% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
18,387
shares
|
$851,869
0.18% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
18,301
shares
|
$847,885
0.31% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Lathrop Investment Management Corp
|
Feb 14, 2025 Q4 2024 |
18,289
shares
|
$847,329
0.15% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
18,282
shares
|
$847,005
0.19% of portfolio
|
Q1 2023
Added 0.46%
|