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 |
|---|---|---|---|---|---|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
22,820
shares
|
$986,965
0.33% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Algert Global LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
22,757
shares
|
$984,240
0.02% of portfolio
|
Q1 2025
Added 8.59%
|
|
|
Pitti Group Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
22,730
shares
|
$983,072
1.24% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
22,651
shares
|
$979,655
0.26% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Rogco, LP
Claremore, OK |
Apr 30, 2025 Q1 2025 |
22,623
shares
|
$978,444
0.38% of portfolio
|
Q1 2025
Added 15.36%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
May 01, 2025 Q1 2025 |
22,620
shares
|
$978,315
0.11% of portfolio
|
Q1 2025
Reduced 18.94%
|
|
|
Wealth Effects LLC
|
Apr 23, 2025 Q1 2025 |
22,537
shares
|
$974,725
0.43% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
22,438
shares
|
$970,443
0.09% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Rmr Wealth Builders
|
Apr 16, 2025 Q1 2025 |
22,432
shares
|
$970,184
0.1% of portfolio
|
Q1 2025
Reduced 9.1%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
22,364
shares
|
$967,243
0.28% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Mairs & Power Inc
St Paul, MN |
May 15, 2025 Q1 2025 |
22,342
shares
|
$966,291
0.01% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
May 15, 2025 Q1 2025 |
22,320
shares
|
$965,340
0.26% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
22,196
shares
|
$959,977
0.13% of portfolio
|
Q1 2025
Added 32.85%
|
|
|
Fishman Jay A LTD
Troy, MI |
Apr 22, 2025 Q1 2025 |
22,142
shares
|
$957,641
0.1% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
22,135
shares
|
$957,338
0.35% of portfolio
|
Q3 2023
Added 0.0%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
22,086
shares
|
$955,219
0.45% of portfolio
|
Q1 2024
Reduced 1.82%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
22,048
shares
|
$953,576
0.07% of portfolio
|
Q1 2025
Reduced 27.95%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
21,991
shares
|
$951,110
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
21,988
shares
|
$950,981
0.39% of portfolio
|
Q1 2025
Added 10.02%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
21,964
shares
|
$949,943
0.08% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Citadel Investment Advisory, Inc.
|
Apr 17, 2025 Q1 2025 |
21,895
shares
|
$946,958
0.45% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
21,884
shares
|
$946,483
1.24% of portfolio
|
Q2 2022
Added 121.83%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
21,883
shares
|
$946,439
0.06% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
21,876
shares
|
$946,137
0.1% of portfolio
|
Q1 2025
Reduced 8.88%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
21,873
shares
|
$946,007
0.1% of portfolio
|
Q3 2024
Added 31.73%
|