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 |
|---|---|---|---|---|---|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
56,013
shares
|
$2.66 Million
0.35% of portfolio
|
Q3 2024
Reduced 81.04%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
55,977
shares
|
$2.66 Million
0.06% of portfolio
|
Q3 2024
Reduced 7.27%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 12, 2024 Q3 2024 |
55,684
shares
|
$2.65 Million
0.95% of portfolio
|
Q3 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
55,528
shares
|
$2.64 Million
0.07% of portfolio
|
Q3 2024
Added 10.23%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
55,430
shares
|
$2.63 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
55,358
shares
|
$2.63 Million
0.49% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
55,347
shares
|
$2.63 Million
0.38% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
55,235
shares
|
$2.62 Million
0.45% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
55,221
shares
|
$2.62 Million
0.59% of portfolio
|
Q3 2024
Reduced 78.93%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
55,221
shares
|
$2.62 Million
0.37% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Nov 05, 2024 Q3 2024 |
54,985
shares
|
$2.61 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
54,983
shares
|
$2.61 Million
0.3% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 21, 2024 Q3 2024 |
54,964
shares
|
$2.61 Million
1.0% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
54,868
shares
|
$2.61 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 07, 2024 Q3 2024 |
54,700
shares
|
$2.6 Million
0.04% of portfolio
|
Q1 2024
Added 0.18%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Nov 04, 2024 Q3 2024 |
54,687
shares
|
$2.6 Million
0.46% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
54,252
shares
|
$2.58 Million
0.24% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
54,180
shares
|
$2.57 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
54,006
shares
|
$2.57 Million
0.1% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Jeppson Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
53,907
shares
|
$2.56 Million
0.77% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
53,732
shares
|
$2.55 Million
0.83% of portfolio
|
Q1 2024
Reduced 0.35%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
53,658
shares
|
$2.55 Million
0.39% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
53,638
shares
|
$2.55 Million
0.13% of portfolio
|
Q3 2024
Added 36.36%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
53,606
shares
|
$2.55 Million
0.26% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Nov 04, 2024 Q3 2024 |
53,282
shares
|
$2.53 Million
0.84% of portfolio
|
Q3 2024
New holding
|