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 |
|---|---|---|---|---|---|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
7,729
shares
|
$345,409
0.03% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
7,716
shares
|
$344,828
0.04% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
May 07, 2025 Q1 2025 |
7,715
shares
|
$344,783
0.09% of portfolio
|
Q1 2025
Added 11.31%
|
|
|
Community Trust & Investment CO
|
Apr 17, 2025 Q1 2025 |
7,710
shares
|
$344,559
0.02% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
7,706
shares
|
$344,381
0.04% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Tria Gen Wealth Management LLC
|
May 13, 2025 Q1 2025 |
7,704
shares
|
$344,291
0.12% of portfolio
|
Q2 2024
Added 10.18%
|
|
|
Howard Financial Services, Ltd.
|
Apr 07, 2025 Q1 2025 |
7,686
shares
|
$343,487
0.04% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Warwick Investment Management, Inc.
|
May 14, 2025 Q1 2025 |
7,686
shares
|
$343,487
0.07% of portfolio
|
Q1 2025
Reduced 10.26%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
7,671
shares
|
$342,816
0.04% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
7,669
shares
|
$342,727
0.12% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
7,659
shares
|
$342,280
0.16% of portfolio
|
Q1 2025
Added 4.99%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
7,634
shares
|
$341,163
0.08% of portfolio
|
Q1 2025
Reduced 5.97%
|
|
|
Cfm Wealth Partners LLC
|
Apr 24, 2025 Q1 2025 |
7,628
shares
|
$340,895
0.06% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
7,617
shares
|
$340,403
0.05% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
7,616
shares
|
$340,359
0.17% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
7,607
shares
|
$339,956
0.13% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Apr 16, 2025 Q1 2025 |
7,607
shares
|
$339,956
0.1% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
7,598
shares
|
$339,554
0.1% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
7,589
shares
|
$339,152
0.21% of portfolio
|
Q1 2022
Reduced 0.77%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
7,589
shares
|
$339,152
0.21% of portfolio
|
Q1 2025
Reduced 74.5%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
7,571
shares
|
$338,347
0.18% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
7,564
shares
|
$338,035
0.11% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Apr 08, 2025 Q1 2025 |
7,547
shares
|
$337,275
0.32% of portfolio
|
Q1 2025
Reduced 50.53%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
7,543
shares
|
$337,096
0.05% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Apr 16, 2025 Q1 2025 |
7,539
shares
|
$336,917
0.28% of portfolio
|
Q1 2025
Reduced 1.02%
|