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 |
|---|---|---|---|---|---|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
13,859
shares
|
$648,462
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
13,809
shares
|
$646,123
0.43% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
13,797
shares
|
$645,561
0.04% of portfolio
|
Q4 2024
Reduced 7.42%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
13,791
shares
|
$645,280
0.08% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
13,779
shares
|
$644,719
0.14% of portfolio
|
Q3 2024
Added 23.08%
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
13,770
shares
|
$644,298
0.25% of portfolio
|
Q4 2024
Reduced 9.02%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
13,755
shares
|
$643,596
0.19% of portfolio
|
Q4 2024
Reduced 8.31%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,746
shares
|
$643,175
0.0% of portfolio
|
Q3 2024
Reduced 70.75%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
13,695
shares
|
$640,789
0.19% of portfolio
|
Q4 2024
Added 19.62%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
13,637
shares
|
$638,075
0.15% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
13,623
shares
|
$637,420
0.37% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
13,620
shares
|
$637,279
0.02% of portfolio
|
Q3 2024
Reduced 29.06%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
13,611
shares
|
$636,858
0.37% of portfolio
|
Q4 2024
Reduced 19.03%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
13,596
shares
|
$636,156
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
13,594
shares
|
$636,063
0.13% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Feb 06, 2025 Q4 2024 |
13,582
shares
|
$635,501
0.59% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
13,575
shares
|
$635,174
0.35% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Feb 05, 2025 Q4 2024 |
13,560
shares
|
$634,472
0.37% of portfolio
|
Q4 2024
Reduced 41.83%
|
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
Nov 13, 2024 Q3 2024 |
13,560
shares
|
$634,472
0.48% of portfolio
|
Q3 2024
Reduced 17.51%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
13,558
shares
|
$634,378
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
13,551
shares
|
$634,051
0.05% of portfolio
|
Q3 2024
Added 8.83%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
13,551
shares
|
$634,051
0.04% of portfolio
|
Q3 2022
Added 0.08%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
13,551
shares
|
$634,051
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
13,548
shares
|
$633,910
0.16% of portfolio
|
Q4 2024
Reduced 18.13%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Feb 05, 2025 Q4 2024 |
13,497
shares
|
$631,524
0.25% of portfolio
|
Q4 2024
Reduced 0.79%
|