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 |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
7,355
shares
|
$328,694
0.02% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Apr 23, 2025 Q1 2025 |
7,344
shares
|
$328,203
0.14% of portfolio
|
Q1 2025
Added 37.32%
|
|
|
Heritage Financial Services, LLC
|
May 14, 2025 Q1 2025 |
7,342
shares
|
$328,113
0.03% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Apr 21, 2025 Q1 2025 |
7,342
shares
|
$328,113
0.19% of portfolio
|
Q1 2025
Added 7.94%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
7,341
shares
|
$328,069
0.06% of portfolio
|
Q1 2025
Added 7.88%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
7,336
shares
|
$327,845
0.02% of portfolio
|
Q1 2025
Reduced 12.15%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
7,336
shares
|
$327,845
0.1% of portfolio
|
Q1 2025
Reduced 14.75%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
7,333
shares
|
$327,711
0.06% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Tobam
|
Apr 16, 2025 Q1 2025 |
7,322
shares
|
$327,220
0.13% of portfolio
|
Q1 2025
Reduced 61.9%
|
|
|
Pettee Investors, Inc.
|
May 02, 2025 Q1 2025 |
7,321
shares
|
$327,175
0.19% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 29, 2025 Q1 2025 |
7,320
shares
|
$327,130
0.13% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Apr 16, 2025 Q1 2025 |
7,311
shares
|
$326,728
0.33% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
May 06, 2025 Q1 2025 |
7,300
shares
|
$326,237
0.11% of portfolio
|
Q4 2024
Added 35.19%
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
7,291
shares
|
$325,834
0.25% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
7,281
shares
|
$325,387
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
7,266
shares
|
$324,717
0.08% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
7,266
shares
|
$324,717
0.06% of portfolio
|
Q2 2024
Added 3.59%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
7,258
shares
|
$324,360
0.17% of portfolio
|
Q2 2023
Reduced 11.38%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
7,254
shares
|
$324,181
0.03% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Apr 22, 2025 Q1 2025 |
7,254
shares
|
$324,181
0.19% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Sentry LLC
Memphis, TN |
Apr 17, 2025 Q1 2025 |
7,231
shares
|
$323,153
0.06% of portfolio
|
Q3 2023
Closed
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
7,227
shares
|
$322,974
0.03% of portfolio
|
Q4 2024
Reduced 15.79%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
7,227
shares
|
$322,974
0.05% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
May 05, 2025 Q1 2025 |
7,226
shares
|
$322,929
0.25% of portfolio
|
Q1 2025
Added 47.08%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
7,218
shares
|
$322,572
0.06% of portfolio
|
Q1 2025
Reduced 8.56%
|