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 |
|---|---|---|---|---|---|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
454
shares
|
$19,685
0.01% of portfolio
|
Q1 2025
Reduced 68.78%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
437
shares
|
$18,948
0.01% of portfolio
|
Q4 2024
Reduced 53.36%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
425
shares
|
$18,428
0.01% of portfolio
|
Q1 2025
Added 424.69%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
423
shares
|
$18,341
0.01% of portfolio
|
Q1 2025
Reduced 49.34%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
415
shares
|
$17,994
0.01% of portfolio
|
Q4 2024
Reduced 93.63%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
405
shares
|
$17,560
0.01% of portfolio
|
Q1 2025
Reduced 25.69%
|
|
|
Campbell Capital Management Inc
|
May 09, 2025 Q1 2025 |
400
shares
|
$17,344
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Apr 16, 2025 Q1 2025 |
400
shares
|
$17,344
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
399
shares
|
$17,300
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
387
shares
|
$16,780
0.01% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
387
shares
|
$16,780
0.01% of portfolio
|
Q1 2025
Reduced 40.74%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
385
shares
|
$16,693
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
366
shares
|
$15,869
0.02% of portfolio
|
Q3 2022
Added 0.27%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
361
shares
|
$15,652
0.01% of portfolio
|
Q2 2022
Reduced 14.05%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
356
shares
|
$15,436
0.0% of portfolio
|
Q1 2025
Added 129.68%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
354
shares
|
$15,349
0.0% of portfolio
|
Q1 2025
Added 77.0%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
348
shares
|
$15,089
0.0% of portfolio
|
Q4 2024
Added 25.63%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
343
shares
|
$14,872
0.0% of portfolio
|
Q1 2025
Added 827.03%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
327
shares
|
$14,178
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
323
shares
|
$14,005
0.01% of portfolio
|
Q1 2025
Reduced 37.04%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
300
shares
|
$13,008
0.0% of portfolio
|
Q1 2025
Reduced 38.27%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
299
shares
|
$12,964
0.01% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
298
shares
|
$12,921
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
283
shares
|
$12,270
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
279
shares
|
$12,097
0.01% of portfolio
|
Q3 2024
Reduced 51.81%
|