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 3,303 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 $239 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
4,651
shares
|
$212,783
0.08% of portfolio
|
Q3 2024
Added 13.69%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
4,636
shares
|
$212,097
0.1% of portfolio
|
Q3 2024
Reduced 15.08%
|
|
|
Capital Management Associates
New York, NY |
Nov 13, 2024 Q3 2024 |
4,550
shares
|
$208,162
0.21% of portfolio
|
Q3 2024
Reduced 40.16%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
4,522
shares
|
$206,881
0.12% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,370
shares
|
$199,927
0.06% of portfolio
|
Q1 2024
Added 1.23%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
4,363
shares
|
$199,607
0.02% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
4,290
shares
|
$196,267
0.08% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,262
shares
|
$194,986
0.23% of portfolio
|
Q1 2024
Reduced 1.16%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
4,189
shares
|
$191,646
0.01% of portfolio
|
Q3 2024
Added 30.95%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
4,120
shares
|
$188,490
0.01% of portfolio
|
Q3 2024
Added 62.52%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
4,107
shares
|
$187,895
0.07% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
4,073
shares
|
$186,339
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
4,054
shares
|
$185,470
0.13% of portfolio
|
Q4 2021
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
4,039
shares
|
$184,784
0.02% of portfolio
|
Q3 2024
Added 32.91%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
3,985
shares
|
$182,313
0.03% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
3,813
shares
|
$174,444
0.02% of portfolio
|
Q2 2024
Reduced 19.64%
|
|
|
West Oak Capital, LLC
|
Oct 17, 2024 Q3 2024 |
3,785
shares
|
$173,163
0.03% of portfolio
|
Q4 2023
Added 8.61%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
3,703
shares
|
$169,412
0.06% of portfolio
|
Q3 2024
Added 29.11%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
3,698
shares
|
$169,183
0.1% of portfolio
|
Q3 2024
Added 12.81%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
3,677
shares
|
$168,222
0.07% of portfolio
|
Q3 2024
Reduced 93.36%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
3,676
shares
|
$168,177
0.09% of portfolio
|
Q2 2024
Reduced 85.66%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
3,645
shares
|
$166,758
0.07% of portfolio
|
Q3 2024
Added 9.79%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
3,580
shares
|
$163,785
0.04% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Nov 04, 2024 Q3 2024 |
3,571
shares
|
$163,373
0.03% of portfolio
|
Q3 2024
Reduced 35.9%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
3,474
shares
|
$158,935
0.05% of portfolio
|
Q3 2024
Reduced 5.47%
|