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 |
|---|---|---|---|---|---|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
36,884
shares
|
$1.65 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
36,838
shares
|
$1.65 Million
0.32% of portfolio
|
Q1 2025
Added 8.16%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
36,825
shares
|
$1.65 Million
0.05% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
36,815
shares
|
$1.65 Million
0.41% of portfolio
|
Q1 2025
Reduced 32.12%
|
|
|
Bayview Asset Management, LLC
Coral Gables, FL |
May 14, 2025 Q1 2025 |
36,800
shares
|
$1.64 Million
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
36,767
shares
|
$1.64 Million
0.09% of portfolio
|
Q1 2025
Added 14.24%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
36,725
shares
|
$1.64 Million
0.06% of portfolio
|
Q1 2025
Reduced 19.46%
|
|
|
Coastal Bridge Advisors, LLC
|
May 08, 2025 Q1 2025 |
36,714
shares
|
$1.64 Million
0.45% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 13, 2025 Q1 2025 |
36,630
shares
|
$1.64 Million
0.26% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
36,595
shares
|
$1.64 Million
0.33% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
36,521
shares
|
$1.63 Million
0.15% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
36,509
shares
|
$1.63 Million
0.08% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
36,407
shares
|
$1.63 Million
0.34% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
36,358
shares
|
$1.62 Million
0.28% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
36,329
shares
|
$1.62 Million
0.47% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
36,320
shares
|
$1.62 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
36,266
shares
|
$1.62 Million
0.32% of portfolio
|
Q1 2025
Added 8.23%
|
|
|
Tlwm
San Antonio, TX |
May 12, 2025 Q1 2025 |
36,262
shares
|
$1.62 Million
0.31% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
36,207
shares
|
$1.62 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
36,134
shares
|
$1.61 Million
0.87% of portfolio
|
Q1 2025
Reduced 58.88%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
May 09, 2025 Q1 2025 |
36,100
shares
|
$1.61 Million
0.96% of portfolio
|
Q1 2025
Reduced 29.6%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
36,059
shares
|
$1.61 Million
0.09% of portfolio
|
Q1 2025
Reduced 28.65%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
35,904
shares
|
$1.6 Million
0.12% of portfolio
|
Q1 2025
Reduced 77.23%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
35,864
shares
|
$1.6 Million
0.31% of portfolio
|
Q1 2025
Reduced 14.67%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
35,831
shares
|
$1.6 Million
0.08% of portfolio
|
Q1 2025
Added 8.83%
|