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 3,631 institutions that hold shares in the stock, with a total of 5.27 Billion shares, which have been reported (via 13F filing form) to have a value of $236 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
8,464
shares
|
$378,256
0.06% of portfolio
|
Q1 2025
Reduced 18.09%
|
|
|
Westshore Wealth, LLC
|
May 15, 2025 Q1 2025 |
8,459
shares
|
$378,032
0.15% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
8,456
shares
|
$377,898
0.02% of portfolio
|
Q1 2025
Added 5.86%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
8,451
shares
|
$377,675
0.26% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,433
shares
|
$376,870
0.09% of portfolio
|
Q1 2025
Reduced 50.97%
|
|
|
Veery Capital, LLC
|
Apr 08, 2025 Q1 2025 |
8,411
shares
|
$375,887
0.14% of portfolio
|
Q1 2025
Added 14.0%
|
|
|
Alhambra Investment Partners LLC
|
Apr 15, 2025 Q1 2025 |
8,408
shares
|
$375,753
0.18% of portfolio
|
Q1 2025
Added 13.41%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
8,406
shares
|
$375,664
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
8,405
shares
|
$375,619
0.26% of portfolio
|
Q1 2025
Added 64.97%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
8,390
shares
|
$374,949
0.02% of portfolio
|
Q1 2025
Added 65.88%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
8,389
shares
|
$374,904
0.17% of portfolio
|
Q1 2025
Reduced 10.65%
|
|
|
Pacific Global Investment Management CO
|
Apr 24, 2025 Q1 2025 |
8,373
shares
|
$374,189
0.52% of portfolio
|
Q1 2025
Reduced 21.46%
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
8,360
shares
|
$373,608
0.24% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
8,347
shares
|
$373,027
0.07% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
8,324
shares
|
$371,999
0.09% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
8,317
shares
|
$371,686
0.08% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Mirador Capital Partners LP
|
Apr 08, 2025 Q1 2025 |
8,311
shares
|
$371,418
0.06% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
May 14, 2025 Q1 2025 |
8,300
shares
|
$370,927
0.35% of portfolio
|
Q1 2025
Reduced 43.34%
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
8,286
shares
|
$370,301
0.09% of portfolio
|
Q3 2024
Reduced 14.37%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
8,279
shares
|
$369,988
0.12% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
8,278
shares
|
$369,943
0.07% of portfolio
|
Q1 2025
Reduced 26.81%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
8,277
shares
|
$369,899
0.03% of portfolio
|
Q1 2025
Reduced 7.57%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
8,276
shares
|
$369,854
0.21% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
8,260
shares
|
$369,139
0.04% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Apr 24, 2025 Q1 2025 |
8,241
shares
|
$368,290
0.19% of portfolio
|
Q1 2025
Reduced 0.25%
|