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 |
|---|---|---|---|---|---|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
34,740
shares
|
$1.65 Million
0.02% of portfolio
|
Q3 2024
Reduced 19.79%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
34,735
shares
|
$1.65 Million
0.05% of portfolio
|
Q3 2024
Added 20.81%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
34,691
shares
|
$1.65 Million
0.31% of portfolio
|
Q3 2024
Added 16.22%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
34,690
shares
|
$1.65 Million
0.05% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
34,689
shares
|
$1.65 Million
0.35% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
34,649
shares
|
$1.65 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
34,561
shares
|
$1.64 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
34,560
shares
|
$1.64 Million
0.58% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
34,535
shares
|
$1.64 Million
0.38% of portfolio
|
Q2 2022
Added 0.22%
|
|
|
Imc Chicago, LLC
|
Oct 25, 2024 Q3 2024 |
34,435
shares
|
$1.64 Million
0.05% of portfolio
|
Q3 2024
Reduced 68.88%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
34,412
shares
|
$1.63 Million
0.01% of portfolio
|
Q3 2024
Added 6.45%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
34,378
shares
|
$1.63 Million
0.17% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Campbell Newman Asset Management Inc
|
Oct 15, 2024 Q3 2024 |
34,350
shares
|
$1.63 Million
0.11% of portfolio
|
Q1 2024
Reduced 59.28%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
34,350
shares
|
$1.63 Million
0.64% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
34,211
shares
|
$1.63 Million
0.03% of portfolio
|
Q3 2024
Reduced 11.29%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
34,182
shares
|
$1.62 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
34,140
shares
|
$1.62 Million
0.29% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Nov 15, 2024 Q3 2024 |
34,135
shares
|
$1.62 Million
0.66% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
34,066
shares
|
$1.62 Million
0.13% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
33,864
shares
|
$1.61 Million
0.44% of portfolio
|
Q3 2024
Added 18.23%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Oct 17, 2024 Q3 2024 |
33,747
shares
|
$1.6 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
33,684
shares
|
$1.6 Million
1.26% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
33,561
shares
|
$1.59 Million
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
33,517
shares
|
$1.59 Million
0.12% of portfolio
|
Q3 2024
Reduced 17.87%
|
|
|
Kessler Investment Group, LLC
|
Oct 21, 2024 Q3 2024 |
33,351
shares
|
$1.58 Million
0.72% of portfolio
|
Q3 2024
Reduced -0.0%
|