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 |
|---|---|---|---|---|---|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
14,304
shares
|
$669,284
0.33% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
14,291
shares
|
$668,675
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
14,237
shares
|
$666,149
0.31% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
14,227
shares
|
$665,681
0.15% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
14,218
shares
|
$665,260
0.2% of portfolio
|
Q4 2024
Added 7.12%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
14,193
shares
|
$664,090
0.17% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
14,183
shares
|
$663,622
0.09% of portfolio
|
Q1 2024
Added 52.77%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
14,160
shares
|
$662,546
0.08% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
14,142
shares
|
$661,704
0.21% of portfolio
|
Q4 2024
Reduced 97.52%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
14,131
shares
|
$661,189
0.5% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
14,112
shares
|
$660,300
0.03% of portfolio
|
Q4 2024
Added 19.23%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jan 23, 2025 Q4 2024 |
14,110
shares
|
$660,206
0.14% of portfolio
|
Q4 2024
Added 9.43%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
14,079
shares
|
$658,756
0.04% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
14,077
shares
|
$658,662
0.65% of portfolio
|
Q4 2024
Reduced 56.21%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
14,067
shares
|
$658,194
0.08% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Main Street Research LLC
Sausalito, CA |
Feb 07, 2025 Q4 2024 |
14,055
shares
|
$657,633
0.04% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
14,044
shares
|
$657,118
0.21% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
14,029
shares
|
$656,416
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
14,009
shares
|
$655,481
0.16% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
14,002
shares
|
$655,153
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jan 29, 2025 Q4 2024 |
14,000
shares
|
$655,060
0.09% of portfolio
|
Q3 2023
Reduced 4.23%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jan 13, 2025 Q4 2024 |
13,997
shares
|
$654,919
0.31% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Nov 14, 2024 Q3 2024 |
13,978
shares
|
$654,030
0.34% of portfolio
|
Q3 2024
Reduced 10.84%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
13,950
shares
|
$652,720
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
13,892
shares
|
$650,006
0.07% of portfolio
|
Q4 2024
Reduced 12.87%
|