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 3,458 institutions that hold shares in the stock, with a total of 5.25 Billion shares, which have been reported (via 13F filing form) to have a value of $245 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
10,984
shares
|
$512,623
0.06% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
10,974
shares
|
$512,156
0.07% of portfolio
|
Q3 2022
Added 22.29%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
10,973
shares
|
$512,109
0.18% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
10,958
shares
|
$511,409
0.21% of portfolio
|
Q4 2024
Reduced 10.66%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
10,937
shares
|
$510,429
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
10,936
shares
|
$510,383
0.03% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
10,935
shares
|
$510,336
0.05% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
10,922
shares
|
$509,729
0.3% of portfolio
|
Q3 2024
Reduced 10.93%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
10,894
shares
|
$508,422
0.18% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
10,865
shares
|
$507,069
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
10,844
shares
|
$506,089
0.37% of portfolio
|
Q4 2024
Added 37.16%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Feb 07, 2025 Q4 2024 |
10,840
shares
|
$505,902
0.13% of portfolio
|
Q3 2024
Reduced 8.45%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
10,832
shares
|
$505,529
0.06% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
10,831
shares
|
$505,482
0.31% of portfolio
|
Q4 2024
Reduced 36.82%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
10,825
shares
|
$505,202
0.06% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
10,805
shares
|
$504,269
0.02% of portfolio
|
Q3 2024
Reduced 16.62%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
10,790
shares
|
$503,569
0.1% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
10,789
shares
|
$503,522
0.11% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jan 16, 2025 Q4 2024 |
10,786
shares
|
$503,382
0.03% of portfolio
|
Q4 2024
Added 10.71%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
10,759
shares
|
$502,122
0.04% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
10,734
shares
|
$500,955
0.05% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Financial Council Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
10,706
shares
|
$499,649
0.24% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
Franklin Street Advisors Inc
|
Jan 10, 2025 Q4 2024 |
10,697
shares
|
$499,228
0.03% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Pacific Global Investment Management CO
|
Feb 06, 2025 Q4 2024 |
10,661
shares
|
$497,548
0.62% of portfolio
|
Q4 2024
Reduced 95.46%
|
|
|
Cutter & CO Brokerage, Inc.
|
Feb 04, 2025 Q4 2024 |
10,639
shares
|
$496,522
0.12% of portfolio
|
Q4 2024
Reduced 5.24%
|