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 3,603 institutions that hold shares in the stock, with a total of 5.39 Billion shares, which have been reported (via 13F filing form) to have a value of $244 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
395
shares
|
$17,699
0.0% of portfolio
|
Q4 2024
Added 3.4%
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
388
shares
|
$17,386
0.01% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
381
shares
|
$17,072
0.01% of portfolio
|
Q2 2024
Added 8.86%
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
366
shares
|
$16,400
0.02% of portfolio
|
Q3 2022
Added 0.27%
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Feb 06, 2025 Q4 2024 |
364
shares
|
$16,310
0.0% of portfolio
|
Q4 2024
New holding
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
361
shares
|
$16,176
0.01% of portfolio
|
Q2 2022
Reduced 14.05%
|
|
Hgk Asset Management Inc
|
Feb 03, 2025 Q4 2024 |
350
shares
|
$15,683
0.0% of portfolio
|
Q2 2024
New holding
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
348
shares
|
$15,593
0.01% of portfolio
|
Q4 2024
Added 25.63%
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
327
shares
|
$14,652
0.05% of portfolio
|
Q3 2024
New holding
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
318
shares
|
$14,249
0.01% of portfolio
|
Q4 2024
Added 783.33%
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
315
shares
|
$14,115
0.01% of portfolio
|
Q4 2024
Added 20.23%
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
300
shares
|
$13,443
0.0% of portfolio
|
Q4 2024
New holding
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
298
shares
|
$13,353
0.0% of portfolio
|
Q4 2024
New holding
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
296
shares
|
$13,263
0.01% of portfolio
|
Q4 2024
New holding
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
282
shares
|
$12,636
0.0% of portfolio
|
Q3 2024
New holding
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
279
shares
|
$12,501
0.01% of portfolio
|
Q3 2024
Reduced 51.81%
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
278
shares
|
$12,457
0.0% of portfolio
|
Q2 2024
Reduced 92.08%
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
270
shares
|
$12,098
0.0% of portfolio
|
Q3 2023
Reduced 68.57%
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
256
shares
|
$11,471
0.0% of portfolio
|
Q2 2024
Reduced 55.79%
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
248
shares
|
$11,112
0.01% of portfolio
|
Q2 2024
Added 0.4%
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
244
shares
|
$10,933
0.0% of portfolio
|
Q1 2024
Reduced 99.86%
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
244
shares
|
$10,933
0.0% of portfolio
|
Q4 2024
Added 0.41%
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
230
shares
|
$10,306
0.0% of portfolio
|
Q4 2022
New holding
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
220
shares
|
$9,858
0.0% of portfolio
|
Q2 2024
Added 11.11%
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
217
shares
|
$9,723
0.01% of portfolio
|
Q4 2024
New holding
|