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 3,617 institutions that hold shares in the stock, with a total of 5.36 Billion shares, which have been reported (via 13F filing form) to have a value of $232 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
64
shares
|
$2,775
0.0% of portfolio
|
Q4 2024
Reduced 95.91%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
63
shares
|
$2,731
0.0% of portfolio
|
Q1 2025
Reduced 63.58%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
54
shares
|
$2,341
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
50
shares
|
$2,168
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
49
shares
|
$2,124
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
48
shares
|
$2,081
0.0% of portfolio
|
Q4 2024
Reduced 95.99%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
44
shares
|
$1,907
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
40
shares
|
$1,734
0.01% of portfolio
|
Q1 2025
Reduced 98.64%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
35
shares
|
$1,517
0.0% of portfolio
|
Q1 2025
Reduced 97.6%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
31
shares
|
$1,344
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
30
shares
|
$1,300
0.0% of portfolio
|
Q3 2024
Reduced 99.11%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
May 01, 2025 Q1 2025 |
13
shares
|
$563
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
12
shares
|
$520
0.0% of portfolio
|
Q1 2025
Reduced 45.45%
|
|
|
Avondale Wealth Management
|
Apr 08, 2025 Q1 2025 |
6
shares
|
$260
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
6
shares
|
$260
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
2
shares
|
$86
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
1
shares
|
$43
0.0% of portfolio
|
Q4 2024
Reduced 100.0%
|
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
Oct 09, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|