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 |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
44,604
shares
|
$2.12 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
44,600
shares
|
$2.12 Million
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
44,561
shares
|
$2.12 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Baxter Bros Inc
|
Oct 29, 2024 Q3 2024 |
44,560
shares
|
$2.12 Million
0.23% of portfolio
|
Q3 2024
Reduced 61.13%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
44,515
shares
|
$2.11 Million
0.56% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
44,491
shares
|
$2.11 Million
0.1% of portfolio
|
Q3 2022
Added 2.06%
|
|
|
Ims Capital Management
|
Aug 21, 2024 Q2 2024 |
44,485
shares
|
$2.11 Million
0.81% of portfolio
|
Q2 2024
Reduced 1.76%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
44,414
shares
|
$2.11 Million
0.33% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
44,400
shares
|
$2.11 Million
0.4% of portfolio
|
Q3 2024
Reduced 12.99%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
44,387
shares
|
$2.11 Million
0.21% of portfolio
|
Q3 2024
Added 13.73%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
44,363
shares
|
$2.11 Million
0.64% of portfolio
|
Q3 2024
Added 9.39%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
44,180
shares
|
$2.1 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Ballast, Inc.
|
Oct 16, 2024 Q3 2024 |
44,069
shares
|
$2.09 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
44,069
shares
|
$2.09 Million
0.13% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
44,059
shares
|
$2.09 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 08, 2024 Q3 2024 |
44,058
shares
|
$2.09 Million
1.16% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 06, 2024 Q3 2024 |
43,951
shares
|
$2.09 Million
0.13% of portfolio
|
Q3 2024
Added 15.25%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Oct 15, 2024 Q3 2024 |
43,857
shares
|
$2.08 Million
0.52% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
43,801
shares
|
$2.08 Million
0.45% of portfolio
|
Q3 2024
Added 9.81%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
43,798
shares
|
$2.08 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Woodward Diversified Capital, LLC
|
Oct 31, 2024 Q3 2024 |
43,795
shares
|
$2.08 Million
1.13% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
43,747
shares
|
$2.08 Million
0.94% of portfolio
|
Q3 2024
Reduced 31.27%
|
|
|
Sunesis Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
43,688
shares
|
$2.08 Million
1.05% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
43,556
shares
|
$2.07 Million
0.33% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Nov 12, 2024 Q3 2024 |
43,500
shares
|
$2.07 Million
0.03% of portfolio
|
Q3 2024
New holding
|