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 |
|---|---|---|---|---|---|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
41,724
shares
|
$1.98 Million
0.2% of portfolio
|
Q3 2024
Reduced 27.09%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
41,701
shares
|
$1.98 Million
0.09% of portfolio
|
Q4 2023
Reduced 7.16%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
41,393
shares
|
$1.97 Million
0.06% of portfolio
|
Q3 2024
Added 32.78%
|
|
|
Prairiewood Capital, LLC
|
Oct 15, 2024 Q3 2024 |
41,333
shares
|
$1.96 Million
0.7% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
41,236
shares
|
$1.96 Million
0.11% of portfolio
|
Q3 2024
Reduced 24.39%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
41,206
shares
|
$1.96 Million
0.82% of portfolio
|
Q3 2024
Added 73.54%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 08, 2024 Q3 2024 |
41,090
shares
|
$1.95 Million
0.25% of portfolio
|
Q3 2024
Added 29.87%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
41,064
shares
|
$1.95 Million
0.46% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
41,046
shares
|
$1.95 Million
1.35% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
41,019
shares
|
$1.95 Million
0.08% of portfolio
|
Q3 2024
Added 84.02%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
41,014
shares
|
$1.95 Million
0.63% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
40,910
shares
|
$1.94 Million
0.65% of portfolio
|
Q3 2024
Added 10.81%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 16, 2024 Q3 2024 |
40,850
shares
|
$1.94 Million
0.46% of portfolio
|
Q1 2024
Added 191.79%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2024 Q3 2024 |
40,726
shares
|
$1.93 Million
0.32% of portfolio
|
Q3 2024
Reduced 15.46%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
40,623
shares
|
$1.93 Million
0.25% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
40,613
shares
|
$1.93 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.07%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
40,573
shares
|
$1.93 Million
0.38% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
40,394
shares
|
$1.92 Million
0.28% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
40,377
shares
|
$1.92 Million
0.57% of portfolio
|
Q3 2024
Added 9.1%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
40,293
shares
|
$1.91 Million
0.22% of portfolio
|
Q3 2024
Added 131.08%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
40,267
shares
|
$1.91 Million
0.52% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
40,242
shares
|
$1.91 Million
0.27% of portfolio
|
Q3 2024
Reduced 17.95%
|
|
|
Hikari Power LTD
|
Oct 24, 2024 Q3 2024 |
40,240
shares
|
$1.91 Million
0.13% of portfolio
|
Q2 2023
Reduced 5.18%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
40,195
shares
|
$1.91 Million
0.43% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
40,135
shares
|
$1.91 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.09%
|