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 |
|---|---|---|---|---|---|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
46,898
shares
|
$2.23 Million
0.89% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
46,870
shares
|
$2.23 Million
0.69% of portfolio
|
Q3 2024
Reduced 9.64%
|
|
|
Legato Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
46,721
shares
|
$2.22 Million
0.24% of portfolio
|
Q3 2024
Reduced 18.74%
|
|
|
Hourglass Capital, LLC
|
Nov 06, 2024 Q3 2024 |
46,597
shares
|
$2.21 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Center Book Partners LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
46,560
shares
|
$2.21 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
46,529
shares
|
$2.21 Million
0.33% of portfolio
|
Q1 2024
Added 45.79%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
46,480
shares
|
$2.21 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
46,466
shares
|
$2.21 Million
0.45% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
46,419
shares
|
$2.21 Million
1.07% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Granger Management LLC
|
Nov 13, 2024 Q3 2024 |
46,320
shares
|
$2.2 Million
0.37% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
46,262
shares
|
$2.2 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
46,112
shares
|
$2.19 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
45,833
shares
|
$2.18 Million
0.31% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
45,769
shares
|
$2.17 Million
0.67% of portfolio
|
Q3 2024
Added 160.14%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 15, 2024 Q3 2024 |
45,652
shares
|
$2.17 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
45,431
shares
|
$2.16 Million
0.36% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
45,250
shares
|
$2.15 Million
0.46% of portfolio
|
Q2 2024
Reduced 2.9%
|
|
|
Martin & CO Inc
Knoxville, TN |
Nov 05, 2024 Q3 2024 |
45,232
shares
|
$2.15 Million
0.46% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
45,139
shares
|
$2.14 Million
1.63% of portfolio
|
Q4 2023
Reduced 15.61%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
45,047
shares
|
$2.14 Million
0.05% of portfolio
|
Q1 2024
Reduced 3.53%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
44,977
shares
|
$2.14 Million
0.91% of portfolio
|
Q3 2024
Reduced 14.98%
|
|
|
Adell Harriman & Carpenter Inc
|
Oct 25, 2024 Q3 2024 |
44,955
shares
|
$2.14 Million
0.13% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
44,915
shares
|
$2.13 Million
0.05% of portfolio
|
Q3 2024
Reduced 23.39%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
44,879
shares
|
$2.13 Million
0.07% of portfolio
|
Q3 2024
Added 19.59%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
44,648
shares
|
$2.12 Million
0.02% of portfolio
|
Q3 2024
New holding
|