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 3,674 institutions that hold shares in the stock, with a total of 5.23 Billion shares, which have been reported (via 13F filing form) to have a value of $246 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
105
shares
|
$4,937
0.0% of portfolio
|
Q3 2023
Reduced 32.26%
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
100
shares
|
$4,702
0.0% of portfolio
|
Q1 2025
Reduced 99.44%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
100
shares
|
$4,702
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
100
shares
|
$4,702
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
98
shares
|
$4,607
0.0% of portfolio
|
Q2 2023
Reduced 72.63%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
89
shares
|
$4,184
0.0% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
89
shares
|
$4,184
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
89
shares
|
$4,184
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
66
shares
|
$3,103
0.0% of portfolio
|
Q4 2023
Reduced 15.38%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
64
shares
|
$3,009
0.0% of portfolio
|
Q4 2024
Reduced 95.91%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
63
shares
|
$2,962
0.0% of portfolio
|
Q1 2025
Reduced 63.58%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
54
shares
|
$2,539
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
50
shares
|
$2,351
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
49
shares
|
$2,303
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
44
shares
|
$2,068
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
40
shares
|
$1,880
0.01% of portfolio
|
Q1 2025
Reduced 98.64%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
35
shares
|
$1,645
0.0% of portfolio
|
Q1 2025
Reduced 97.6%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
33
shares
|
$1,551
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
31
shares
|
$1,457
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
30
shares
|
$1,410
0.0% of portfolio
|
Q3 2024
Reduced 99.11%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
13
shares
|
$611
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
12
shares
|
$564
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
12
shares
|
$564
0.0% of portfolio
|
Q1 2025
Reduced 45.45%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
6
shares
|
$282
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
2
shares
|
$94
0.05% of portfolio
|
Q1 2025
New holding
|