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 |
|---|---|---|---|---|---|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
6,585
shares
|
$294,283
0.02% of portfolio
|
Q1 2025
Added 10.17%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
6,583
shares
|
$294,194
0.16% of portfolio
|
Q1 2025
Reduced 25.35%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
May 12, 2025 Q1 2025 |
6,576
shares
|
$293,881
0.18% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
6,571
shares
|
$293,657
0.32% of portfolio
|
Q1 2025
Reduced 41.38%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
6,553
shares
|
$292,853
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
6,538
shares
|
$292,183
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Asset Advisors Investment Management, LLC
|
May 02, 2025 Q1 2025 |
6,534
shares
|
$292,004
0.03% of portfolio
|
Q1 2025
Added 8.88%
|
|
|
Waverton Investment Management LTD
|
Apr 24, 2025 Q1 2025 |
6,532
shares
|
$291,915
0.0% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
May 08, 2025 Q1 2025 |
6,530
shares
|
$291,825
0.22% of portfolio
|
Q1 2025
Reduced 15.92%
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
6,511
shares
|
$290,976
0.08% of portfolio
|
Q1 2025
Reduced 9.18%
|
|
|
Oxinas Partners Wealth Management LLC
|
Apr 11, 2025 Q1 2025 |
6,509
shares
|
$290,887
0.17% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Gerber, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
6,505
shares
|
$290,708
0.23% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
6,501
shares
|
$290,529
0.1% of portfolio
|
Q1 2025
Added 14.05%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
6,492
shares
|
$290,127
0.03% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
6,489
shares
|
$289,993
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Andina Capital Management, LLC
Lehi, UT |
May 13, 2025 Q1 2025 |
6,482
shares
|
$289,680
0.19% of portfolio
|
Q1 2025
Added 29.64%
|
|
|
Edge Rock Capital LLC
|
Apr 15, 2025 Q1 2025 |
6,465
shares
|
$288,920
0.2% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
6,446
shares
|
$288,071
0.04% of portfolio
|
Q1 2025
Reduced 21.0%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
6,439
shares
|
$287,758
0.13% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
6,437
shares
|
$287,669
0.18% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Masso Torrence Wealth Management Inc.
|
Apr 22, 2025 Q1 2025 |
6,420
shares
|
$286,909
0.15% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Monument Capital Management
|
Apr 25, 2025 Q1 2025 |
6,407
shares
|
$286,328
0.08% of portfolio
|
Q1 2025
Reduced 13.8%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
6,405
shares
|
$286,239
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
6,401
shares
|
$286,060
0.24% of portfolio
|
Q1 2025
Added 31.36%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
May 12, 2025 Q1 2025 |
6,389
shares
|
$285,524
0.11% of portfolio
|
Q1 2025
Reduced 24.18%
|