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 |
|---|---|---|---|---|---|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
38,823
shares
|
$1.84 Million
0.27% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Schulhoff & CO Inc
|
Nov 06, 2024 Q3 2024 |
38,726
shares
|
$1.84 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2024 Q3 2024 |
38,693
shares
|
$1.84 Million
0.75% of portfolio
|
Q4 2023
Added 0.5%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
38,660
shares
|
$1.84 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
38,550
shares
|
$1.83 Million
0.62% of portfolio
|
Q3 2024
Reduced 35.94%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
38,409
shares
|
$1.82 Million
0.33% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
38,392
shares
|
$1.82 Million
0.07% of portfolio
|
Q3 2024
Added 6.16%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
38,349
shares
|
$1.82 Million
0.31% of portfolio
|
Q3 2024
Added 16.71%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
38,252
shares
|
$1.82 Million
0.23% of portfolio
|
Q2 2023
Reduced 2.0%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
38,204
shares
|
$1.82 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Oct 25, 2024 Q3 2024 |
38,099
shares
|
$1.81 Million
0.17% of portfolio
|
Q3 2024
Reduced 7.13%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
38,099
shares
|
$1.81 Million
0.09% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
38,046
shares
|
$1.81 Million
0.75% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
38,015
shares
|
$1.81 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
37,975
shares
|
$1.8 Million
0.11% of portfolio
|
Q3 2024
Added 10.5%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Oct 15, 2024 Q3 2024 |
37,968
shares
|
$1.8 Million
0.92% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
37,912
shares
|
$1.8 Million
0.35% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
Altshuler Shaham LTD
|
Nov 14, 2024 Q3 2024 |
37,898
shares
|
$1.8 Million
0.1% of portfolio
|
Q3 2024
Added 51.79%
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
37,850
shares
|
$1.8 Million
0.19% of portfolio
|
Q3 2024
Reduced 15.94%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
37,831
shares
|
$1.8 Million
0.11% of portfolio
|
Q3 2024
Reduced 7.0%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
37,806
shares
|
$1.8 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
37,720
shares
|
$1.79 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
37,520
shares
|
$1.78 Million
0.29% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
37,496
shares
|
$1.78 Million
0.09% of portfolio
|
Q3 2024
Reduced 15.89%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
37,426
shares
|
$1.78 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.13%
|