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 3,633 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 $234 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
39,751
shares
|
$1.78 Million
0.13% of portfolio
|
Q1 2025
Added 9.59%
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
39,672
shares
|
$1.77 Million
0.71% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
39,515
shares
|
$1.77 Million
0.05% of portfolio
|
Q1 2025
Added 8.87%
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
39,485
shares
|
$1.76 Million
0.29% of portfolio
|
Q1 2025
Added 2.34%
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
39,401
shares
|
$1.76 Million
0.33% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
39,338
shares
|
$1.76 Million
0.22% of portfolio
|
Q1 2025
Reduced 17.01%
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
39,317
shares
|
$1.76 Million
0.22% of portfolio
|
Q1 2025
Reduced 43.4%
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
39,270
shares
|
$1.75 Million
0.21% of portfolio
|
Q1 2025
Added 5.22%
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
39,183
shares
|
$1.75 Million
0.82% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Apr 01, 2025 Q1 2025 |
39,178
shares
|
$1.75 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
Generation Capital Management LLC
Pittsford, NY |
May 09, 2025 Q1 2025 |
39,170
shares
|
$1.75 Million
1.47% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
39,087
shares
|
$1.75 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
39,085
shares
|
$1.75 Million
0.19% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
38,931
shares
|
$1.74 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
Atlas Brown,Inc.
|
Apr 08, 2025 Q1 2025 |
38,898
shares
|
$1.74 Million
0.58% of portfolio
|
Q1 2025
Added 0.8%
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
38,882
shares
|
$1.74 Million
0.47% of portfolio
|
Q1 2025
Added 0.66%
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
38,717
shares
|
$1.73 Million
0.22% of portfolio
|
Q1 2025
Added 4.67%
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
38,708
shares
|
$1.73 Million
0.56% of portfolio
|
Q1 2025
Added 511.4%
|
|
Princeton Capital Management LLC
Red Bank, NJ |
May 06, 2025 Q1 2025 |
38,680
shares
|
$1.73 Million
0.58% of portfolio
|
Q1 2025
Added 4.18%
|
|
Nbw Capital LLC
|
May 12, 2025 Q1 2025 |
38,660
shares
|
$1.73 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
38,471
shares
|
$1.72 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
38,410
shares
|
$1.72 Million
0.19% of portfolio
|
Q4 2024
Added 0.0%
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
38,404
shares
|
$1.72 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
38,391
shares
|
$1.72 Million
0.35% of portfolio
|
Q1 2025
Added 15.71%
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
38,336
shares
|
$1.71 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.61%
|