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 |
|---|---|---|---|---|---|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
29,429
shares
|
$1.4 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
29,412
shares
|
$1.4 Million
1.02% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
29,363
shares
|
$1.4 Million
0.16% of portfolio
|
Q3 2023
Reduced 23.55%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
29,342
shares
|
$1.39 Million
0.38% of portfolio
|
Q1 2024
Added 44.96%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
29,332
shares
|
$1.39 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
29,252
shares
|
$1.39 Million
0.6% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
29,230
shares
|
$1.39 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
29,169
shares
|
$1.39 Million
0.58% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
29,164
shares
|
$1.39 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
29,132
shares
|
$1.38 Million
0.26% of portfolio
|
Q1 2024
Added 4.07%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
29,100
shares
|
$1.38 Million
0.08% of portfolio
|
Q3 2024
Added 21.78%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
29,066
shares
|
$1.38 Million
0.23% of portfolio
|
Q3 2024
Added 5.49%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
29,049
shares
|
$1.38 Million
0.24% of portfolio
|
Q2 2022
Added 0.17%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
29,026
shares
|
$1.38 Million
0.11% of portfolio
|
Q3 2024
Reduced 30.51%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
28,852
shares
|
$1.37 Million
0.14% of portfolio
|
Q3 2024
Reduced 9.04%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
28,811
shares
|
$1.37 Million
0.2% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Augustine Asset Management Inc
|
Oct 25, 2024 Q3 2024 |
28,792
shares
|
$1.37 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
28,773
shares
|
$1.37 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
28,731
shares
|
$1.37 Million
0.6% of portfolio
|
Q4 2022
Added 0.88%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
28,721
shares
|
$1.36 Million
0.35% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Tkg Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
28,624
shares
|
$1.36 Million
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Hendershot Investments Inc.
|
Nov 14, 2024 Q3 2024 |
28,620
shares
|
$1.36 Million
0.16% of portfolio
|
Q3 2024
Reduced 56.7%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
28,575
shares
|
$1.36 Million
0.2% of portfolio
|
Q3 2024
Added 8.44%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Nov 12, 2024 Q3 2024 |
28,552
shares
|
$1.36 Million
0.04% of portfolio
|
Q3 2024
Added 44.41%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
28,424
shares
|
$1.35 Million
0.03% of portfolio
|
Q3 2024
Added 0.42%
|