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 |
|---|---|---|---|---|---|
|
Clear Street Markets LLC
|
Nov 07, 2024 Q3 2024 |
100
shares
|
$4,606
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
100
shares
|
$4,606
0.0% of portfolio
|
Q4 2023
Reduced 99.89%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
100
shares
|
$4,606
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
98
shares
|
$4,513
0.0% of portfolio
|
Q2 2023
Reduced 72.63%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
89
shares
|
$4,099
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
89
shares
|
$4,099
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
86
shares
|
$3,961
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
81
shares
|
$3,730
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
77
shares
|
$3,546
0.0% of portfolio
|
Q3 2024
Reduced 89.35%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
66
shares
|
$3,039
0.0% of portfolio
|
Q4 2023
Reduced 15.38%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
61
shares
|
$2,809
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
60
shares
|
$2,763
0.0% of portfolio
|
Q2 2024
Reduced 94.77%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
59
shares
|
$2,717
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 21, 2024 Q3 2024 |
54
shares
|
$2,487
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
52
shares
|
$2,395
0.0% of portfolio
|
Q3 2024
Added 40.54%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
51
shares
|
$2,349
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
50
shares
|
$2,303
0.0% of portfolio
|
Q2 2024
Reduced 80.24%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
50
shares
|
$2,303
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
49
shares
|
$2,256
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
40
shares
|
$1,842
0.0% of portfolio
|
Q3 2024
Reduced 91.82%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
37
shares
|
$1,704
0.0% of portfolio
|
Q4 2023
Reduced 84.12%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
37
shares
|
$1,704
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
36
shares
|
$1,658
0.0% of portfolio
|
Q3 2024
Reduced 60.44%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
32
shares
|
$1,473
0.0% of portfolio
|
Q3 2024
Reduced 65.96%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
30
shares
|
$1,381
0.0% of portfolio
|
Q3 2024
Reduced 99.11%
|