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 |
|---|---|---|---|---|---|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
15,268
shares
|
$707,366
0.24% of portfolio
|
Q4 2024
Reduced 6.57%
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
15,266
shares
|
$707,273
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 07, 2025 Q4 2024 |
15,257
shares
|
$706,856
0.63% of portfolio
|
Q4 2024
Added 80.24%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
15,216
shares
|
$704,957
0.2% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
15,162
shares
|
$702,455
0.02% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
15,157
shares
|
$702,223
0.07% of portfolio
|
Q2 2023
Reduced 5.66%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
15,154
shares
|
$702,084
0.18% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
15,147
shares
|
$701,760
0.16% of portfolio
|
Q1 2024
Reduced 95.77%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Feb 05, 2025 Q4 2024 |
15,113
shares
|
$700,185
0.22% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Intrinsic Value Partners, LLC
|
Jan 30, 2025 Q4 2024 |
15,111
shares
|
$700,092
0.69% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Feb 05, 2025 Q4 2024 |
15,090
shares
|
$699,119
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jan 27, 2025 Q4 2024 |
15,086
shares
|
$698,934
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
15,061
shares
|
$697,776
0.04% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
15,060
shares
|
$697,729
0.07% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
15,026
shares
|
$696,154
0.75% of portfolio
|
Q3 2022
Added 0.05%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
15,010
shares
|
$695,413
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
15,000
shares
|
$694,950
0.52% of portfolio
|
Q2 2022
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
14,980
shares
|
$694,023
0.06% of portfolio
|
Q2 2024
Reduced 23.66%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
14,978
shares
|
$693,930
0.21% of portfolio
|
Q1 2024
Reduced 2.62%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Feb 12, 2025 Q4 2024 |
14,945
shares
|
$692,401
0.18% of portfolio
|
Q4 2024
Reduced 6.35%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Feb 03, 2025 Q4 2024 |
14,942
shares
|
$692,262
0.09% of portfolio
|
Q4 2024
Reduced 12.58%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
14,898
shares
|
$690,224
0.06% of portfolio
|
Q3 2024
Reduced 9.25%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
14,876
shares
|
$689,205
0.4% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Feb 12, 2025 Q4 2024 |
14,811
shares
|
$686,193
0.42% of portfolio
|
Q4 2024
Added 16.56%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
14,798
shares
|
$685,591
0.08% of portfolio
|
Q4 2024
Added 18.78%
|