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 |
|---|---|---|---|---|---|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
600
shares
|
$26,016
0.02% of portfolio
|
Q1 2024
Reduced 40.0%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
600
shares
|
$26,016
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
600
shares
|
$26,016
0.02% of portfolio
|
Q1 2025
Reduced 70.0%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
596
shares
|
$25,842
0.01% of portfolio
|
Q1 2025
Added 10.78%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
581
shares
|
$25,192
0.02% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
576
shares
|
$24,975
0.0% of portfolio
|
Q1 2025
Added 21.01%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
572
shares
|
$24,801
0.04% of portfolio
|
Q2 2024
Reduced 10.2%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
571
shares
|
$24,758
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
568
shares
|
$24,628
0.01% of portfolio
|
Q1 2025
Reduced 35.01%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
567
shares
|
$24,585
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
550
shares
|
$23,848
0.02% of portfolio
|
Q4 2024
Reduced 24.97%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
520
shares
|
$22,547
0.01% of portfolio
|
Q1 2025
Added 31.65%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
507
shares
|
$21,983
0.02% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
502
shares
|
$21,766
0.0% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
501
shares
|
$21,723
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
May 14, 2025 Q1 2025 |
500
shares
|
$21,680
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
500
shares
|
$21,680
0.01% of portfolio
|
Q3 2022
Reduced 44.44%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
May 14, 2025 Q1 2025 |
500
shares
|
$21,680
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
497
shares
|
$21,549
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
487
shares
|
$21,116
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
473
shares
|
$20,509
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
468
shares
|
$20,292
0.01% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
465
shares
|
$20,162
0.01% of portfolio
|
Q3 2022
Added 3000.0%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
460
shares
|
$19,945
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
458
shares
|
$19,858
0.01% of portfolio
|
Q1 2025
New holding
|