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 |
|---|---|---|---|---|---|
|
Supplemental Annuity Collective Trust Of Nj
|
Nov 04, 2024 Q3 2024 |
74,000
shares
|
$3.53 Million
0.88% of portfolio
|
Q2 2020
Reduced 19.57%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2024 Q3 2024 |
73,784
shares
|
$3.52 Million
2.16% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
73,752
shares
|
$3.52 Million
0.51% of portfolio
|
Q3 2024
Added 9.45%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
73,710
shares
|
$3.52 Million
1.12% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
73,683
shares
|
$3.52 Million
0.16% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Nov 14, 2024 Q3 2024 |
73,618
shares
|
$3.52 Million
0.95% of portfolio
|
Q3 2024
Reduced 61.92%
|
|
|
Exeter Financial, LLC
|
Oct 07, 2024 Q3 2024 |
73,282
shares
|
$3.5 Million
1.31% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Berkshire Bank
|
Oct 18, 2024 Q3 2024 |
73,048
shares
|
$3.49 Million
0.68% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
72,568
shares
|
$3.47 Million
0.26% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
72,555
shares
|
$3.46 Million
0.63% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
72,462
shares
|
$3.46 Million
1.03% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
72,428
shares
|
$3.46 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
72,428
shares
|
$3.46 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
72,350
shares
|
$3.45 Million
0.2% of portfolio
|
Q3 2024
Reduced 7.54%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
72,238
shares
|
$3.45 Million
0.23% of portfolio
|
Q3 2024
Added 36.2%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
72,065
shares
|
$3.44 Million
1.05% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
71,648
shares
|
$3.42 Million
0.24% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Old West Investment Management, LLC
Los Angeles, CA |
Nov 19, 2024 Q3 2024 |
71,534
shares
|
$3.42 Million
1.15% of portfolio
|
Q2 2024
Added 233.87%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
71,397
shares
|
$3.41 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Sciencast Management LP
|
Nov 13, 2024 Q3 2024 |
71,183
shares
|
$3.4 Million
0.88% of portfolio
|
Q3 2024
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
71,139
shares
|
$3.4 Million
1.41% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
70,428
shares
|
$3.36 Million
0.11% of portfolio
|
Q3 2024
Reduced 8.49%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
70,423
shares
|
$3.36 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
70,339
shares
|
$3.36 Million
1.07% of portfolio
|
Q4 2023
Added 18.03%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
70,333
shares
|
$3.36 Million
0.27% of portfolio
|
Q3 2024
Reduced 2.11%
|