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 |
|---|---|---|---|---|---|
|
Powell Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
6,138
shares
|
$274,307
0.13% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
May 14, 2025 Q1 2025 |
6,138
shares
|
$274,307
0.18% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Apr 22, 2025 Q1 2025 |
6,137
shares
|
$274,262
0.22% of portfolio
|
Q1 2025
Added 30.8%
|
|
|
Granite Investment Partners, LLC
|
May 13, 2025 Q1 2025 |
6,125
shares
|
$273,726
0.01% of portfolio
|
Q2 2024
Reduced 10.26%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
6,125
shares
|
$273,726
0.09% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
6,122
shares
|
$273,592
0.05% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
6,119
shares
|
$273,458
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Alternatives LTD
|
May 09, 2025 Q1 2025 |
6,117
shares
|
$273,368
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Moseley Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
6,115
shares
|
$273,279
0.1% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Ddd Partners, LLC
|
May 02, 2025 Q1 2025 |
6,112
shares
|
$273,145
0.03% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
First Bancorp, Inc
|
Apr 22, 2025 Q1 2025 |
6,099
shares
|
$272,564
0.17% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
6,096
shares
|
$272,430
0.07% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
6,096
shares
|
$272,430
0.14% of portfolio
|
Q1 2025
Added 26.11%
|
|
|
Southern Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
6,095
shares
|
$272,385
0.14% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Apr 23, 2025 Q1 2025 |
6,091
shares
|
$272,206
0.42% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Crown Wealth Group, LLC
|
Apr 25, 2025 Q1 2025 |
6,080
shares
|
$271,715
0.14% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Tl Private Wealth
|
Apr 09, 2025 Q1 2025 |
6,076
shares
|
$271,536
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
6,070
shares
|
$271,268
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6,062
shares
|
$270,910
0.02% of portfolio
|
Q2 2023
Reduced 22.74%
|
|
|
Capital Advantage, Inc.
|
Apr 10, 2025 Q1 2025 |
6,038
shares
|
$269,838
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
6,037
shares
|
$269,793
0.24% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Hamilton Capital Partners, LLC
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
6,031
shares
|
$269,525
0.16% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
6,024
shares
|
$269,212
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Clay Northam Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
6,012
shares
|
$268,676
0.18% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Market Street Wealth Management Advisors LLC
|
Apr 18, 2025 Q1 2025 |
6,008
shares
|
$268,497
0.05% of portfolio
|
Q1 2025
Added 3.6%
|