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 3,613 institutions that hold shares in the stock, with a total of 5.37 Billion shares, which have been reported (via 13F filing form) to have a value of $233 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
958
shares
|
$41,538
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
941
shares
|
$40,801
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
914
shares
|
$39,631
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Feb 14, 2025 Q4 2024 |
897
shares
|
$38,893
0.07% of portfolio
|
Q4 2024
Reduced 59.17%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
884
shares
|
$38,330
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
862
shares
|
$37,376
0.02% of portfolio
|
Q1 2024
Reduced 18.83%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
846
shares
|
$36,682
0.01% of portfolio
|
Q3 2024
Reduced 9.23%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
830
shares
|
$35,988
0.02% of portfolio
|
Q2 2024
Reduced 13.99%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
821
shares
|
$35,598
0.0% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
May 12, 2025 Q1 2025 |
800
shares
|
$34,688
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
797
shares
|
$34,557
0.01% of portfolio
|
Q4 2024
Added 52.98%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
May 12, 2025 Q1 2025 |
780
shares
|
$33,820
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
775
shares
|
$33,604
0.01% of portfolio
|
Q1 2025
Reduced 8.5%
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
772
shares
|
$33,473
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
760
shares
|
$32,953
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
760
shares
|
$32,953
0.01% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
751
shares
|
$32,563
0.02% of portfolio
|
Q1 2022
Reduced 3.22%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
748
shares
|
$32,433
0.02% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Peoples Financial Services Corp.
|
Apr 30, 2025 Q1 2025 |
708
shares
|
$30,698
0.01% of portfolio
|
Q1 2025
Reduced 6.6%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
707
shares
|
$30,655
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Vega Investment Solutions
Paris, I0 |
May 14, 2025 Q1 2025 |
683
shares
|
$29,614
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
676
shares
|
$29,311
0.01% of portfolio
|
Q1 2025
Added 23.58%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
647
shares
|
$28,053
0.01% of portfolio
|
Q1 2025
Reduced 27.3%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
626
shares
|
$27,143
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
609
shares
|
$26,406
0.0% of portfolio
|
Q1 2025
Reduced 96.52%
|