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 3,588 institutions that hold shares in the stock, with a total of 5.38 Billion shares, which have been reported (via 13F filing form) to have a value of $253 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Xcel Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
376,099
shares
|
$17.7 Million
4.64% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
373,654
shares
|
$17.5 Million
2.88% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Neos Investment Management LLC
Westport, CT |
Feb 12, 2025 Q4 2024 |
371,723
shares
|
$17.5 Million
0.38% of portfolio
|
Q4 2024
Added 31.72%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
371,562
shares
|
$17.4 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Feb 12, 2025 Q4 2024 |
371,316
shares
|
$17.4 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Feb 14, 2025 Q4 2024 |
371,177
shares
|
$17.4 Million
0.55% of portfolio
|
Q4 2024
Added 58.79%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
368,290
shares
|
$17.3 Million
0.39% of portfolio
|
Q4 2024
Added 15.75%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
367,014
shares
|
$17.2 Million
0.51% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
366,723
shares
|
$17.2 Million
0.28% of portfolio
|
Q4 2024
Reduced 16.54%
|
|
|
Groupama Asset Managment
Paris, I0 |
Feb 12, 2025 Q4 2024 |
366,413
shares
|
$17.2 Million
0.33% of portfolio
|
Q4 2024
Reduced 63.18%
|
|
|
Stanley Capital Management, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
366,142
shares
|
$17.2 Million
3.52% of portfolio
|
Q1 2024
Added 15.82%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
361,494
shares
|
$17 Million
0.19% of portfolio
|
Q4 2024
Added 9.77%
|
|
|
Redwood Grove Capital, LLC
Palo Alto, CA |
Feb 14, 2025 Q4 2024 |
360,607
shares
|
$16.9 Million
5.3% of portfolio
|
Q4 2024
Reduced 15.79%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
359,802
shares
|
$16.9 Million
1.46% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Louisiana State Employees Retirement System
|
Jan 29, 2025 Q4 2024 |
359,100
shares
|
$16.9 Million
0.3% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Bdf Gestion
Paris, I0 |
Jan 17, 2025 Q4 2024 |
359,065
shares
|
$16.9 Million
1.46% of portfolio
|
Q4 2024
Reduced 11.49%
|
|
|
Maryland State Retirement & Pension System
|
Feb 10, 2025 Q4 2024 |
359,007
shares
|
$16.9 Million
0.35% of portfolio
|
Q4 2024
Reduced 8.24%
|
|
|
Securian Asset Management, Inc
|
Feb 10, 2025 Q4 2024 |
358,774
shares
|
$16.8 Million
0.47% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Gabelli Funds LLC
Rye, NY |
Feb 13, 2025 Q4 2024 |
356,432
shares
|
$16.7 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
353,695
shares
|
$16.6 Million
0.81% of portfolio
|
Q4 2024
Added 42.16%
|
|
|
Caldwell Investment Management Ltd.
|
Jan 14, 2025 Q4 2024 |
350,000
shares
|
$16.4 Million
11.07% of portfolio
|
Q4 2021
New holding
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Feb 10, 2025 Q4 2024 |
349,243
shares
|
$16.4 Million
0.58% of portfolio
|
Q4 2024
Added 17.9%
|
|
|
Klcm Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
345,219
shares
|
$16.2 Million
1.81% of portfolio
|
Q4 2024
Reduced 7.28%
|
|
|
Griffin Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
343,197
shares
|
$16.1 Million
1.81% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Feb 14, 2025 Q4 2024 |
341,895
shares
|
$16.1 Million
1.42% of portfolio
|
Q4 2024
Added 0.31%
|