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 3,298 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 $250 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Taylor Wealth Management Partners
Boston, MA |
Aug 12, 2022 Q2 2022 |
155,090
shares
|
$7.41 Million
2.74% of portfolio
|
Q2 2022
Reduced 5.74%
|
|
|
Northeast Investment Management
|
Oct 29, 2024 Q3 2024 |
155,026
shares
|
$7.4 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Lincluden Management LTD
Mississauga, A6 |
Oct 28, 2024 Q3 2024 |
154,707
shares
|
$7.39 Million
0.67% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
154,301
shares
|
$7.37 Million
0.1% of portfolio
|
Q4 2022
Reduced 8.46%
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
154,212
shares
|
$7.36 Million
0.52% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
153,476
shares
|
$7.33 Million
1.16% of portfolio
|
Q2 2024
Reduced 2.69%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
153,351
shares
|
$7.32 Million
1.36% of portfolio
|
Q4 2022
Added 8.33%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
152,929
shares
|
$7.3 Million
0.68% of portfolio
|
Q3 2022
Reduced 17.79%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
151,728
shares
|
$7.25 Million
0.36% of portfolio
|
Q3 2024
Reduced 25.47%
|
|
|
Baugh & Associates, LLC
|
Oct 31, 2024 Q3 2024 |
150,272
shares
|
$7.18 Million
2.99% of portfolio
|
Q3 2024
Added 6.16%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Oct 30, 2024 Q3 2024 |
149,870
shares
|
$7.16 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Shikiar Asset Management Inc
|
Oct 10, 2024 Q3 2024 |
149,780
shares
|
$7.15 Million
1.68% of portfolio
|
Q3 2024
Reduced 7.73%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
149,429
shares
|
$7.14 Million
0.82% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
149,412
shares
|
$7.13 Million
0.14% of portfolio
|
Q3 2024
Added 1465.84%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
149,184
shares
|
$7.12 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2024 Q3 2024 |
147,863
shares
|
$7.06 Million
0.65% of portfolio
|
Q3 2024
Reduced 54.82%
|
|
|
Lynch & Associates
|
Oct 15, 2024 Q3 2024 |
146,957
shares
|
$7.02 Million
1.25% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
146,302
shares
|
$6.99 Million
0.17% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
146,204
shares
|
$6.98 Million
0.25% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
145,091
shares
|
$6.93 Million
0.14% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Oct 09, 2024 Q3 2024 |
144,980
shares
|
$6.92 Million
0.15% of portfolio
|
Q3 2024
Added 142.96%
|
|
|
Aldebaran Capital, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
144,921
shares
|
$6.92 Million
5.25% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
144,544
shares
|
$6.9 Million
0.06% of portfolio
|
Q3 2024
Added 6.31%
|
|
|
Inlet Private Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
144,113
shares
|
$6.88 Million
1.52% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
143,969
shares
|
$6.87 Million
0.65% of portfolio
|
Q3 2024
Added 0.28%
|