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 3,370 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 $242 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
4,951
shares
|
$229,231
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jan 17, 2025 Q4 2024 |
4,944
shares
|
$228,907
0.12% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
4,939
shares
|
$228,675
0.14% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
4,937
shares
|
$228,583
0.08% of portfolio
|
Q2 2021
Added 8267.8%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
4,936
shares
|
$228,536
0.06% of portfolio
|
Q4 2024
Reduced 63.78%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
4,927
shares
|
$228,120
0.03% of portfolio
|
Q4 2024
Reduced 8.2%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
4,913
shares
|
$227,471
0.16% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
4,904
shares
|
$227,055
0.06% of portfolio
|
Q2 2024
Added 7.69%
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
4,898
shares
|
$226,777
0.04% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
4,881
shares
|
$225,990
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
4,872
shares
|
$225,573
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
4,868
shares
|
$225,388
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
4,849
shares
|
$224,508
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jan 23, 2025 Q4 2024 |
4,836
shares
|
$223,906
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
4,834
shares
|
$223,814
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,833
shares
|
$223,767
0.02% of portfolio
|
Q4 2024
Reduced 18.9%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
4,827
shares
|
$223,490
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Intelligence Driven Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
4,813
shares
|
$222,841
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
4,785
shares
|
$221,545
0.04% of portfolio
|
Q4 2024
Reduced 13.22%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
4,785
shares
|
$221,545
0.13% of portfolio
|
Q3 2024
Added 296.44%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
4,776
shares
|
$221,128
0.06% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
4,776
shares
|
$221,128
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cairn Investment Group, Inc.
|
Jan 23, 2025 Q4 2024 |
4,768
shares
|
$220,758
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
4,753
shares
|
$220,063
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
4,750
shares
|
$219,925
0.05% of portfolio
|
Q1 2023
Reduced 52.26%
|