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 3,301 institutions that hold shares in the stock, with a total of 5.23 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 |
|---|---|---|---|---|---|
|
A. D. Beadell Investment Counsel, Inc.
|
Oct 09, 2024 Q3 2024 |
5,902
shares
|
$276,331
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
5,900
shares
|
$276,238
0.1% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
5,899
shares
|
$276,191
0.03% of portfolio
|
Q2 2024
Added 89.5%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Oct 15, 2024 Q3 2024 |
5,888
shares
|
$275,676
0.22% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
Oct 31, 2024 Q3 2024 |
5,886
shares
|
$275,582
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
5,885
shares
|
$275,535
0.07% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Keystone Financial Planning, Inc.
|
Oct 28, 2024 Q3 2024 |
5,881
shares
|
$275,348
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Scott Capital Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
5,867
shares
|
$274,692
0.07% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
5,861
shares
|
$274,412
0.0% of portfolio
|
Q1 2024
Reduced 22.4%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
5,843
shares
|
$273,569
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
5,839
shares
|
$273,381
0.12% of portfolio
|
Q3 2024
Reduced 11.25%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 24, 2024 Q3 2024 |
5,835
shares
|
$273,194
0.17% of portfolio
|
Q3 2024
Reduced 37.06%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Oct 07, 2024 Q3 2024 |
5,814
shares
|
$272,211
0.11% of portfolio
|
Q3 2024
Reduced 8.24%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
5,810
shares
|
$272,024
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Ahl Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
5,800
shares
|
$271,556
0.16% of portfolio
|
Q2 2024
Reduced 2.52%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
5,782
shares
|
$270,713
0.08% of portfolio
|
Q3 2024
Reduced 45.66%
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
5,782
shares
|
$270,713
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Oct 21, 2024 Q3 2024 |
5,769
shares
|
$270,104
0.13% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
5,752
shares
|
$269,308
0.08% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
K.J. Harrison & Partners Inc
|
Oct 24, 2024 Q3 2024 |
5,750
shares
|
$269,215
0.04% of portfolio
|
Q3 2024
Reduced 31.95%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
5,734
shares
|
$268,465
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Edge Rock Capital LLC
|
Oct 15, 2024 Q3 2024 |
5,732
shares
|
$268,372
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Tanager Wealth Management LLP
|
Oct 22, 2024 Q3 2024 |
5,726
shares
|
$268,091
0.03% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Alta Wealth Advisors LLC
|
Oct 18, 2024 Q3 2024 |
5,719
shares
|
$267,763
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
5,702
shares
|
$266,967
0.09% of portfolio
|
Q3 2024
Reduced 0.04%
|