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 |
|---|---|---|---|---|---|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2024 Q3 2024 |
35,917
shares
|
$1.71 Million
0.81% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
35,854
shares
|
$1.7 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
35,728
shares
|
$1.7 Million
0.39% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Epacria Capital Partners, LLC
Boulder, CO |
Nov 13, 2024 Q3 2024 |
35,680
shares
|
$1.7 Million
0.97% of portfolio
|
Q2 2023
Reduced 14.4%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
35,568
shares
|
$1.69 Million
0.15% of portfolio
|
Q3 2024
Added 66.75%
|
|
|
G&S Capital LLC
|
Oct 16, 2024 Q3 2024 |
35,561
shares
|
$1.69 Million
0.62% of portfolio
|
Q3 2024
New holding
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
35,507
shares
|
$1.69 Million
0.32% of portfolio
|
Q3 2024
Added 6.16%
|
|
|
In Track Investment Management Inc
|
Oct 10, 2024 Q3 2024 |
35,443
shares
|
$1.68 Million
1.0% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
35,431
shares
|
$1.68 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
35,397
shares
|
$1.68 Million
0.03% of portfolio
|
Q3 2024
Added 26.68%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
35,346
shares
|
$1.68 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
35,276
shares
|
$1.68 Million
0.19% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
35,266
shares
|
$1.68 Million
0.15% of portfolio
|
Q3 2024
Added 116.98%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
35,213
shares
|
$1.67 Million
0.09% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
35,200
shares
|
$1.67 Million
0.54% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2024 Q3 2024 |
35,179
shares
|
$1.67 Million
0.11% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
Sirios Capital Management L P
Boston, MA |
Nov 12, 2024 Q3 2024 |
35,140
shares
|
$1.67 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Nov 01, 2024 Q3 2024 |
35,117
shares
|
$1.67 Million
0.89% of portfolio
|
Q1 2024
Reduced 2.23%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
35,094
shares
|
$1.67 Million
0.3% of portfolio
|
Q3 2024
Added 71.42%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
34,937
shares
|
$1.66 Million
0.16% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
34,937
shares
|
$1.66 Million
0.44% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
34,871
shares
|
$1.66 Million
0.31% of portfolio
|
Q1 2024
New holding
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 03, 2024 Q3 2024 |
34,810
shares
|
$1.65 Million
1.19% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
34,794
shares
|
$1.65 Million
0.7% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Tlwm
San Antonio, TX |
Oct 07, 2024 Q3 2024 |
34,763
shares
|
$1.65 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.76%
|