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 |
|---|---|---|---|---|---|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
77,707
shares
|
$3.71 Million
0.58% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Avity Investment Management Inc.
|
Oct 10, 2024 Q3 2024 |
77,525
shares
|
$3.7 Million
0.25% of portfolio
|
Q3 2024
Added 10.04%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
77,155
shares
|
$3.68 Million
0.01% of portfolio
|
Q3 2024
Added 15.36%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
76,595
shares
|
$3.66 Million
0.05% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
Skylands Capital, LLC
|
Nov 01, 2024 Q3 2024 |
76,525
shares
|
$3.65 Million
0.44% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Nov 01, 2024 Q3 2024 |
76,437
shares
|
$3.65 Million
2.5% of portfolio
|
Q3 2024
Reduced 9.75%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 07, 2024 Q3 2024 |
76,243
shares
|
$3.64 Million
1.25% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Ironvine Capital Partners, LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
76,179
shares
|
$3.64 Million
0.35% of portfolio
|
Q2 2023
Reduced 50.1%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Oct 07, 2024 Q3 2024 |
76,007
shares
|
$3.63 Million
2.06% of portfolio
|
Q3 2024
Reduced 10.1%
|
|
|
Guardian Investment Management
|
Oct 10, 2024 Q3 2024 |
75,868
shares
|
$3.62 Million
2.42% of portfolio
|
Q3 2024
Reduced 44.58%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
75,731
shares
|
$3.62 Million
0.26% of portfolio
|
Q3 2024
Added 9.82%
|
|
|
Triangle Securities Wealth Management
|
Nov 14, 2024 Q3 2024 |
75,723
shares
|
$3.62 Million
0.8% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Nov 14, 2024 Q3 2024 |
75,600
shares
|
$3.61 Million
0.36% of portfolio
|
Q3 2024
Reduced 36.95%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
75,482
shares
|
$3.6 Million
0.5% of portfolio
|
Q2 2023
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
75,403
shares
|
$3.6 Million
0.08% of portfolio
|
Q3 2024
Added 7.1%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
75,398
shares
|
$3.6 Million
0.22% of portfolio
|
Q4 2022
Added 0.16%
|
|
|
Brookmont Capital Management
Dallas, TX |
Oct 16, 2024 Q3 2024 |
75,164
shares
|
$3.59 Million
1.53% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
75,044
shares
|
$3.58 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
74,957
shares
|
$3.58 Million
0.4% of portfolio
|
Q2 2024
Added 0.9%
|
|
|
Stoneridge Investment Partners LLC
|
Oct 30, 2024 Q3 2024 |
74,777
shares
|
$3.57 Million
1.1% of portfolio
|
Q3 2024
New holding
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Nov 14, 2024 Q3 2024 |
74,760
shares
|
$3.57 Million
0.7% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
74,710
shares
|
$3.57 Million
0.64% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
74,702
shares
|
$3.57 Million
0.71% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
74,366
shares
|
$3.55 Million
0.1% of portfolio
|
Q3 2024
Reduced 29.95%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
74,136
shares
|
$3.54 Million
0.19% of portfolio
|
Q3 2024
Reduced 10.82%
|