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 3,633 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 |
|---|---|---|---|---|---|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
52,202
shares
|
$2.33 Million
0.66% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
52,057
shares
|
$2.33 Million
0.43% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Ransom Advisory, LTD
Providence, RI |
May 20, 2025 Q1 2025 |
51,949
shares
|
$2.32 Million
1.07% of portfolio
|
Q1 2025
New holding
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
51,870
shares
|
$2.32 Million
0.97% of portfolio
|
Q2 2024
Added 2.77%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
51,804
shares
|
$2.32 Million
0.44% of portfolio
|
Q4 2022
Reduced 1.31%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
51,719
shares
|
$2.31 Million
0.02% of portfolio
|
Q1 2025
Reduced 65.89%
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
51,529
shares
|
$2.3 Million
0.39% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
51,425
shares
|
$2.3 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
51,320
shares
|
$2.29 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Tkg Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
51,271
shares
|
$2.29 Million
1.09% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Cumberland Advisors Inc
|
May 09, 2025 Q1 2025 |
51,239
shares
|
$2.29 Million
0.97% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
51,088
shares
|
$2.28 Million
0.2% of portfolio
|
Q1 2025
Added 32.14%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
50,989
shares
|
$2.28 Million
0.25% of portfolio
|
Q1 2025
Reduced 14.93%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
50,889
shares
|
$2.27 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
50,776
shares
|
$2.27 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
50,733
shares
|
$2.27 Million
0.18% of portfolio
|
Q1 2025
Added 15.8%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
50,469
shares
|
$2.26 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
50,394
shares
|
$2.25 Million
0.55% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Teza Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
50,353
shares
|
$2.25 Million
0.99% of portfolio
|
Q1 2025
Added 60.15%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
50,295
shares
|
$2.25 Million
0.34% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
50,293
shares
|
$2.25 Million
0.12% of portfolio
|
Q1 2025
Added 6.27%
|
|
|
Lineweaver Wealth Advisors, LLC
|
May 02, 2025 Q1 2025 |
50,207
shares
|
$2.24 Million
0.4% of portfolio
|
Q1 2025
Added 14.59%
|
|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
50,109
shares
|
$2.24 Million
0.3% of portfolio
|
Q2 2023
Added 2.74%
|
|
|
Ocean Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
50,078
shares
|
$2.24 Million
0.5% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Waycross Partners, LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
50,000
shares
|
$2.23 Million
0.23% of portfolio
|
Q2 2024
Added 66.67%
|