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 3,296 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 $241 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 08, 2024 Q3 2024 |
800
shares
|
$36,848
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
775
shares
|
$35,696
0.01% of portfolio
|
Q1 2024
Added 10.71%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
772
shares
|
$35,558
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
760
shares
|
$35,005
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
760
shares
|
$35,005
0.01% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
751
shares
|
$34,591
0.02% of portfolio
|
Q1 2022
Reduced 3.22%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
739
shares
|
$34,038
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
733
shares
|
$33,761
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
712
shares
|
$32,794
0.01% of portfolio
|
Q3 2024
Added 115.76%
|
|
|
Chelsea Counsel CO
|
Jun 14, 2024 Q1 2024 |
700
shares
|
$32,242
0.02% of portfolio
|
Q4 2023
Reduced 62.24%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
693
shares
|
$31,919
0.02% of portfolio
|
Q3 2024
Reduced 28.92%
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
627
shares
|
$28,879
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
626
shares
|
$28,833
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Perkins Coie Trust CO
|
Oct 08, 2024 Q3 2024 |
624
shares
|
$28,741
0.01% of portfolio
|
Q4 2023
Reduced 18.64%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
600
shares
|
$27,636
0.02% of portfolio
|
Q1 2024
Reduced 40.0%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
600
shares
|
$27,636
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
572
shares
|
$26,346
0.03% of portfolio
|
Q2 2024
Reduced 10.2%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
571
shares
|
$26,300
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
550
shares
|
$25,333
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
548
shares
|
$25,240
0.0% of portfolio
|
Q3 2024
Added 10.04%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
547
shares
|
$25,194
0.01% of portfolio
|
Q3 2024
Reduced 8.53%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Nov 01, 2024 Q3 2024 |
545
shares
|
$25,102
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Nov 06, 2024 Q3 2024 |
532
shares
|
$24,503
0.02% of portfolio
|
Q2 2024
Added 15.4%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
529
shares
|
$24,365
0.01% of portfolio
|
Q2 2024
Reduced 43.06%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
521
shares
|
$23,997
0.01% of portfolio
|
Q3 2024
Added 0.19%
|