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 |
|---|---|---|---|---|---|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2024 Q3 2024 |
117,524
shares
|
$5.61 Million
0.95% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
California First Leasing Corp
Newport Beach, CA |
Oct 31, 2024 Q3 2024 |
117,500
shares
|
$5.61 Million
2.03% of portfolio
|
Q4 2021
New holding
|
|
|
Boit C F David
Boston, MA |
Oct 07, 2024 Q3 2024 |
117,198
shares
|
$5.6 Million
2.31% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
116,951
shares
|
$5.58 Million
0.15% of portfolio
|
Q3 2024
Reduced 58.6%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
116,898
shares
|
$5.58 Million
0.05% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
116,650
shares
|
$5.57 Million
0.52% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
116,454
shares
|
$5.56 Million
0.18% of portfolio
|
Q3 2024
Added 14.22%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
116,315
shares
|
$5.55 Million
0.17% of portfolio
|
Q3 2024
Reduced 27.42%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
116,189
shares
|
$5.55 Million
0.3% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
115,900
shares
|
$5.53 Million
0.72% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
115,474
shares
|
$5.51 Million
0.43% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
115,054
shares
|
$5.49 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
114,448
shares
|
$5.46 Million
1.2% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
114,371
shares
|
$5.46 Million
0.14% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Nov 12, 2024 Q3 2024 |
114,363
shares
|
$5.46 Million
1.74% of portfolio
|
Q3 2024
Added 56.01%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
114,016
shares
|
$5.44 Million
0.11% of portfolio
|
Q3 2024
Added 20.2%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
113,998
shares
|
$5.44 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Shilanski & Associates, Inc.
|
Jul 18, 2024 Q2 2024 |
113,978
shares
|
$5.44 Million
1.53% of portfolio
|
Q2 2024
Added 2.18%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
113,493
shares
|
$5.42 Million
0.24% of portfolio
|
Q3 2024
Added 68.1%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
113,286
shares
|
$5.41 Million
0.1% of portfolio
|
Q3 2024
Added 10.84%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
113,227
shares
|
$5.41 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
113,114
shares
|
$5.4 Million
0.1% of portfolio
|
Q3 2022
Added 252.05%
|
|
|
Twin Capital Management Inc
|
Nov 12, 2024 Q3 2024 |
112,975
shares
|
$5.39 Million
0.53% of portfolio
|
Q3 2024
Reduced 29.16%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
112,721
shares
|
$5.38 Million
0.27% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
112,700
shares
|
$5.38 Million
0.45% of portfolio
|
Q3 2024
Reduced 2.37%
|