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 3,630 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 $234 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
56,689
shares
|
$2.54 Million
0.48% of portfolio
|
Q1 2025
Reduced 56.93%
|
|
|
G&S Capital LLC
|
Apr 25, 2025 Q1 2025 |
56,621
shares
|
$2.53 Million
1.05% of portfolio
|
Q1 2025
Reduced 6.54%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
56,563
shares
|
$2.53 Million
0.32% of portfolio
|
Q1 2025
Added 10715.11%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
56,485
shares
|
$2.53 Million
0.2% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
56,349
shares
|
$2.52 Million
2.15% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
56,259
shares
|
$2.52 Million
0.37% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
May 08, 2025 Q1 2025 |
56,214
shares
|
$2.52 Million
0.39% of portfolio
|
Q1 2025
Added 6.46%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
56,132
shares
|
$2.51 Million
0.16% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
56,109
shares
|
$2.51 Million
0.11% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Smith Shellnut Wilson LLC
|
Apr 17, 2025 Q1 2025 |
56,066
shares
|
$2.51 Million
1.09% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
55,926
shares
|
$2.5 Million
0.24% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
55,818
shares
|
$2.5 Million
0.45% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
55,500
shares
|
$2.48 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
55,345
shares
|
$2.48 Million
0.44% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
55,313
shares
|
$2.48 Million
1.42% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
55,306
shares
|
$2.48 Million
0.1% of portfolio
|
Q1 2025
Reduced 22.23%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
55,281
shares
|
$2.47 Million
0.24% of portfolio
|
Q1 2025
Added 10.16%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
May 14, 2025 Q1 2025 |
55,003
shares
|
$2.46 Million
0.47% of portfolio
|
Q1 2025
Reduced 61.36%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
54,914
shares
|
$2.46 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
May 14, 2025 Q1 2025 |
54,700
shares
|
$2.45 Million
0.05% of portfolio
|
Q1 2024
Added 0.18%
|
|
|
Abacus Planning Group, Inc.
|
Apr 14, 2025 Q1 2025 |
54,654
shares
|
$2.45 Million
0.41% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
54,517
shares
|
$2.44 Million
0.19% of portfolio
|
Q1 2025
Reduced 30.79%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
54,427
shares
|
$2.44 Million
0.28% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
First City Capital Management, Inc.
|
Apr 11, 2025 Q1 2025 |
54,392
shares
|
$2.44 Million
1.38% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Lafayette Investments, Inc.
|
Apr 24, 2025 Q1 2025 |
54,267
shares
|
$2.43 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.79%
|