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 |
|---|---|---|---|---|---|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
100
shares
|
$4,630
0.0% of portfolio
|
Q4 2023
Reduced 99.89%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
100
shares
|
$4,630
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
98
shares
|
$4,537
0.0% of portfolio
|
Q2 2023
Reduced 72.63%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
89
shares
|
$4,120
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
89
shares
|
$4,120
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
88
shares
|
$4,074
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
86
shares
|
$3,981
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
81
shares
|
$3,750
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
67
shares
|
$3,102
0.0% of portfolio
|
Q4 2024
Added 28.85%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
66
shares
|
$3,055
0.0% of portfolio
|
Q4 2023
Reduced 15.38%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
64
shares
|
$2,963
0.0% of portfolio
|
Q4 2024
Reduced 95.91%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
61
shares
|
$2,824
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
60
shares
|
$2,778
0.0% of portfolio
|
Q2 2024
Reduced 94.77%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
59
shares
|
$2,731
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
54
shares
|
$2,500
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
51
shares
|
$2,361
0.0% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
51
shares
|
$2,361
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
50
shares
|
$2,315
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
49
shares
|
$2,268
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
45
shares
|
$2,083
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
40
shares
|
$1,852
0.0% of portfolio
|
Q3 2024
Reduced 91.82%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
37
shares
|
$1,713
0.0% of portfolio
|
Q4 2023
Reduced 84.12%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
32
shares
|
$1,481
0.0% of portfolio
|
Q3 2024
Reduced 65.96%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
30
shares
|
$1,389
0.0% of portfolio
|
Q3 2024
Reduced 99.11%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
29
shares
|
$1,342
0.0% of portfolio
|
Q2 2024
New holding
|