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 3,631 institutions that hold shares in the stock, with a total of 5.27 Billion shares, which have been reported (via 13F filing form) to have a value of $236 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
79,721
shares
|
$3.56 Million
0.34% of portfolio
|
Q1 2025
Reduced 8.94%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
79,528
shares
|
$3.55 Million
0.41% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Peddock Capital Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
79,476
shares
|
$3.55 Million
0.85% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Apr 02, 2025 Q1 2025 |
78,870
shares
|
$3.52 Million
1.08% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Portman Square Capital LLP
London, X0 |
May 02, 2025 Q1 2025 |
78,649
shares
|
$3.51 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Rockland Trust CO
|
Apr 16, 2025 Q1 2025 |
78,457
shares
|
$3.51 Million
0.17% of portfolio
|
Q1 2025
Reduced 31.55%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
78,448
shares
|
$3.51 Million
0.28% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Umpqua Bank
Lake Oswego, OR |
May 13, 2025 Q1 2025 |
78,359
shares
|
$3.5 Million
1.13% of portfolio
|
Q1 2025
Added 5.92%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Apr 30, 2025 Q1 2025 |
77,464
shares
|
$3.46 Million
2.75% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
77,089
shares
|
$3.45 Million
0.17% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
77,040
shares
|
$3.44 Million
0.2% of portfolio
|
Q1 2025
Added 32.73%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
76,942
shares
|
$3.44 Million
0.08% of portfolio
|
Q1 2025
Added 9.53%
|
|
|
Trust Asset Management LLC
Houston, TX |
May 12, 2025 Q1 2025 |
76,883
shares
|
$3.44 Million
0.26% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
76,691
shares
|
$3.43 Million
0.13% of portfolio
|
Q1 2025
Added 5.24%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
76,682
shares
|
$3.43 Million
0.77% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Harbour Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
76,347
shares
|
$3.41 Million
0.8% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
76,330
shares
|
$3.41 Million
1.24% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Ironvine Capital Partners, LLC
Omaha, NE |
May 15, 2025 Q1 2025 |
76,179
shares
|
$3.4 Million
0.37% of portfolio
|
Q2 2023
Reduced 50.1%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
75,482
shares
|
$3.37 Million
0.5% of portfolio
|
Q2 2023
New holding
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
May 15, 2025 Q1 2025 |
75,400
shares
|
$3.37 Million
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
75,398
shares
|
$3.37 Million
0.22% of portfolio
|
Q4 2022
Added 0.16%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Apr 10, 2025 Q1 2025 |
74,985
shares
|
$3.35 Million
0.75% of portfolio
|
Q1 2025
Reduced 8.54%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
74,847
shares
|
$3.34 Million
0.33% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
74,774
shares
|
$3.34 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
74,754
shares
|
$3.34 Million
0.26% of portfolio
|
Q1 2025
Added 5.09%
|