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 |
|---|---|---|---|---|---|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
83,657
shares
|
$3.99 Million
1.35% of portfolio
|
Q4 2023
Reduced 60.94%
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
83,460
shares
|
$3.99 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
83,042
shares
|
$3.97 Million
0.69% of portfolio
|
Q3 2022
Reduced 20.7%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 06, 2024 Q3 2024 |
82,759
shares
|
$3.95 Million
1.66% of portfolio
|
Q1 2024
Reduced 0.54%
|
|
|
Culbertson A N & CO Inc
|
Oct 16, 2024 Q3 2024 |
82,677
shares
|
$3.95 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
82,254
shares
|
$3.93 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Cohen Investment Advisors LLC
|
Oct 07, 2024 Q3 2024 |
82,204
shares
|
$3.93 Million
1.99% of portfolio
|
Q3 2024
Added 12.28%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
Nov 13, 2024 Q3 2024 |
82,131
shares
|
$3.92 Million
0.69% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Affinity Investment Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
82,095
shares
|
$3.92 Million
2.24% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
81,999
shares
|
$3.92 Million
0.74% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
81,944
shares
|
$3.91 Million
0.19% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
81,881
shares
|
$3.91 Million
0.34% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
81,775
shares
|
$3.9 Million
0.16% of portfolio
|
Q3 2024
Added 68.37%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
81,518
shares
|
$3.89 Million
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
81,350
shares
|
$3.88 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
80,826
shares
|
$3.86 Million
0.24% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
80,737
shares
|
$3.86 Million
0.48% of portfolio
|
Q3 2024
Added 14.0%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
80,342
shares
|
$3.84 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
80,293
shares
|
$3.83 Million
0.49% of portfolio
|
Q3 2023
Reduced 30.62%
|
|
|
Trust Asset Management LLC
Houston, TX |
Nov 13, 2024 Q3 2024 |
79,939
shares
|
$3.82 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
79,877
shares
|
$3.81 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
79,212
shares
|
$3.78 Million
0.76% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
78,580
shares
|
$3.75 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
78,261
shares
|
$3.74 Million
0.27% of portfolio
|
Q3 2024
Reduced 14.62%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
78,067
shares
|
$3.73 Million
0.79% of portfolio
|
Q3 2024
Added 1.67%
|