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 |
|---|---|---|---|---|---|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Apr 18, 2025 Q1 2025 |
38,302
shares
|
$1.71 Million
1.04% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
38,271
shares
|
$1.71 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
38,252
shares
|
$1.71 Million
0.23% of portfolio
|
Q2 2023
Reduced 2.0%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Apr 29, 2025 Q1 2025 |
38,071
shares
|
$1.7 Million
0.15% of portfolio
|
Q1 2025
Added 10.11%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
37,984
shares
|
$1.7 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
37,914
shares
|
$1.69 Million
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Altshuler Shaham LTD
|
May 15, 2025 Q1 2025 |
37,898
shares
|
$1.69 Million
0.04% of portfolio
|
Q3 2024
Added 51.79%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
37,845
shares
|
$1.69 Million
0.19% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
37,831
shares
|
$1.69 Million
0.11% of portfolio
|
Q3 2024
Reduced 7.0%
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
37,752
shares
|
$1.69 Million
0.22% of portfolio
|
Q1 2025
Added 22.18%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
37,717
shares
|
$1.69 Million
0.02% of portfolio
|
Q1 2025
Added 7.35%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
37,715
shares
|
$1.69 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
37,668
shares
|
$1.68 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Schulhoff & CO Inc
|
May 07, 2025 Q1 2025 |
37,572
shares
|
$1.68 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
37,567
shares
|
$1.68 Million
0.03% of portfolio
|
Q1 2025
Added 17.25%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
37,494
shares
|
$1.68 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
37,411
shares
|
$1.67 Million
0.09% of portfolio
|
Q1 2025
Reduced 15.97%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
37,401
shares
|
$1.67 Million
0.1% of portfolio
|
Q1 2023
Added 38.44%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
37,345
shares
|
$1.67 Million
0.43% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
37,180
shares
|
$1.66 Million
0.24% of portfolio
|
Q1 2025
Reduced 16.13%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
37,137
shares
|
$1.66 Million
0.24% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
37,098
shares
|
$1.66 Million
0.5% of portfolio
|
Q3 2023
Reduced 0.71%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
36,942
shares
|
$1.65 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Ncp Inc.
La Quinta, CA |
May 06, 2025 Q1 2025 |
36,936
shares
|
$1.65 Million
2.08% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
36,924
shares
|
$1.65 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.82%
|