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 |
|---|---|---|---|---|---|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
5,697
shares
|
$266,733
0.11% of portfolio
|
Q3 2024
Reduced 21.14%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
5,681
shares
|
$265,984
0.02% of portfolio
|
Q3 2024
Reduced 13.15%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
5,680
shares
|
$265,937
0.07% of portfolio
|
Q3 2024
Added 16.06%
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
5,672
shares
|
$265,563
0.14% of portfolio
|
Q3 2024
Reduced 78.55%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2024 Q3 2024 |
5,666
shares
|
$265,282
0.04% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Shelton Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
5,648
shares
|
$264,439
0.12% of portfolio
|
Q2 2024
Reduced 24.52%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,622
shares
|
$263,222
0.07% of portfolio
|
Q3 2024
Reduced 42.91%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
5,621
shares
|
$263,175
0.05% of portfolio
|
Q3 2023
Added 0.77%
|
|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
5,614
shares
|
$262,847
0.11% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
5,600
shares
|
$262,192
0.01% of portfolio
|
Q3 2024
Reduced 7.59%
|
|
|
Delta Accumulation, LLC
Sausalito, CA |
Nov 12, 2024 Q3 2024 |
5,599
shares
|
$262,145
0.03% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Nov 14, 2024 Q3 2024 |
5,592
shares
|
$261,817
0.43% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Oct 07, 2024 Q3 2024 |
5,590
shares
|
$261,723
0.13% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Oct 29, 2024 Q3 2024 |
5,582
shares
|
$261,349
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Campion Asset Management
|
Nov 13, 2024 Q3 2024 |
5,575
shares
|
$261,021
0.16% of portfolio
|
Q3 2024
Reduced 9.2%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
5,575
shares
|
$261,021
0.02% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
5,574
shares
|
$260,974
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
5,570
shares
|
$260,787
0.0% of portfolio
|
Q3 2024
Reduced 44.68%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 23, 2024 Q2 2024 |
5,570
shares
|
$260,787
0.18% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Skba Capital Management LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
5,550
shares
|
$259,851
0.03% of portfolio
|
Q1 2024
Reduced 25.5%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
5,540
shares
|
$259,382
0.06% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Mcia Inc
|
Nov 15, 2024 Q3 2024 |
5,536
shares
|
$259,195
0.05% of portfolio
|
Q3 2024
Reduced 10.91%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
5,530
shares
|
$258,914
0.06% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
5,521
shares
|
$258,493
0.2% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
5,514
shares
|
$258,165
0.04% of portfolio
|
Q3 2024
Reduced 37.44%
|