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 |
|---|---|---|---|---|---|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
43,321
shares
|
$2.06 Million
0.78% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
43,317
shares
|
$2.06 Million
0.16% of portfolio
|
Q4 2023
Reduced 18.67%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
43,173
shares
|
$2.05 Million
0.08% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
43,169
shares
|
$2.05 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.68%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
43,121
shares
|
$2.05 Million
0.06% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Oct 09, 2024 Q3 2024 |
43,085
shares
|
$2.05 Million
1.12% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
42,979
shares
|
$2.04 Million
0.31% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
42,863
shares
|
$2.04 Million
0.07% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
42,833
shares
|
$2.03 Million
0.03% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Bridgewater Advisors Inc.
|
Oct 31, 2024 Q3 2024 |
42,596
shares
|
$2.02 Million
0.18% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 12, 2024 Q3 2024 |
42,569
shares
|
$2.02 Million
0.59% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
42,561
shares
|
$2.02 Million
0.41% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
42,542
shares
|
$2.02 Million
0.36% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Welch Group, LLC
|
Oct 24, 2024 Q3 2024 |
42,481
shares
|
$2.02 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
42,413
shares
|
$2.02 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
42,321
shares
|
$2.01 Million
0.24% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
42,204
shares
|
$2.01 Million
0.29% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
42,178
shares
|
$2 Million
0.32% of portfolio
|
Q1 2023
Reduced 15.94%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
42,110
shares
|
$2 Million
0.51% of portfolio
|
Q2 2022
Added 0.45%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
42,104
shares
|
$2 Million
0.32% of portfolio
|
Q3 2024
Reduced 9.61%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
42,030
shares
|
$2 Million
0.32% of portfolio
|
Q1 2024
Reduced 4.39%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
42,022
shares
|
$2 Million
0.18% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
41,937
shares
|
$1.99 Million
0.85% of portfolio
|
Q2 2022
Added 0.3%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
41,934
shares
|
$1.99 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Channing Global Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
41,838
shares
|
$1.99 Million
1.58% of portfolio
|
Q3 2024
Reduced 0.39%
|