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 $226 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
31,603
shares
|
$1.37 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
31,586
shares
|
$1.37 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
31,584
shares
|
$1.37 Million
0.09% of portfolio
|
Q1 2025
Reduced 13.24%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
31,580
shares
|
$1.37 Million
0.39% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
31,539
shares
|
$1.36 Million
0.3% of portfolio
|
Q1 2025
Reduced 19.59%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
31,535
shares
|
$1.36 Million
0.05% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Apr 24, 2025 Q1 2025 |
31,497
shares
|
$1.36 Million
0.76% of portfolio
|
Q1 2025
Reduced 26.08%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
31,391
shares
|
$1.36 Million
0.43% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
May 01, 2025 Q1 2025 |
31,380
shares
|
$1.36 Million
0.82% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
31,340
shares
|
$1.36 Million
0.41% of portfolio
|
Q1 2025
Added 195.35%
|
|
|
Gladius Capital Management LP
Chicago, IL |
May 08, 2025 Q1 2025 |
31,294
shares
|
$1.35 Million
1.29% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
31,218
shares
|
$1.35 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
31,191
shares
|
$1.35 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
May 13, 2025 Q1 2025 |
31,181
shares
|
$1.35 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
31,162
shares
|
$1.35 Million
0.22% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
31,008
shares
|
$1.34 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank & Trust CO Of Newtown
|
Apr 30, 2025 Q1 2025 |
31,006
shares
|
$1.34 Million
0.27% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
31,000
shares
|
$1.34 Million
0.75% of portfolio
|
Q4 2024
Reduced 21.52%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
30,973
shares
|
$1.34 Million
1.03% of portfolio
|
Q1 2025
Reduced 56.36%
|
|
|
Woodward Diversified Capital, LLC
|
May 02, 2025 Q1 2025 |
30,835
shares
|
$1.33 Million
0.95% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
30,725
shares
|
$1.33 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
30,655
shares
|
$1.33 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
30,604
shares
|
$1.32 Million
0.23% of portfolio
|
Q4 2020
Added 53.68%
|
|
|
Cmg Global Holdings, LLC
|
Apr 25, 2025 Q1 2025 |
30,489
shares
|
$1.32 Million
0.85% of portfolio
|
Q1 2025
Reduced 36.63%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
30,483
shares
|
$1.32 Million
0.6% of portfolio
|
Q1 2024
Added 0.44%
|