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 |
|---|---|---|---|---|---|
|
Edge Wealth Management LLC
|
Apr 10, 2025 Q1 2025 |
21,827
shares
|
$944,017
0.19% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
21,824
shares
|
$943,888
0.07% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
May 13, 2025 Q1 2025 |
21,802
shares
|
$942,936
1.14% of portfolio
|
Q1 2025
New holding
|
|
|
Cercano Management LLC
Bellevue, WA |
May 13, 2025 Q1 2025 |
21,750
shares
|
$940,687
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
21,719
shares
|
$939,346
0.2% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
21,663
shares
|
$936,924
0.15% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
21,604
shares
|
$934,373
0.59% of portfolio
|
Q2 2024
New holding
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
21,591
shares
|
$933,810
0.3% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Emprise Bank
Wichita, KS |
Apr 01, 2025 Q1 2025 |
21,535
shares
|
$931,388
0.48% of portfolio
|
Q2 2024
Added 8.52%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
21,491
shares
|
$929,485
0.06% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
21,465
shares
|
$928,361
0.07% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Aft, Forsyth & Sober, LLC
|
May 12, 2025 Q1 2025 |
21,440
shares
|
$927,280
0.33% of portfolio
|
Q4 2019
New holding
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Apr 15, 2025 Q1 2025 |
21,337
shares
|
$922,825
0.35% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
21,241
shares
|
$918,673
0.09% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Apr 14, 2025 Q1 2025 |
21,213
shares
|
$917,462
0.78% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
21,205
shares
|
$917,116
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
21,201
shares
|
$916,943
0.47% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
21,161
shares
|
$915,213
0.42% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
21,142
shares
|
$914,391
0.51% of portfolio
|
Q1 2025
Added 31.74%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
21,133
shares
|
$914,002
0.38% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
May 12, 2025 Q1 2025 |
21,079
shares
|
$911,666
0.53% of portfolio
|
Q1 2025
Reduced 4.19%
|
|
|
Yhb Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
21,054
shares
|
$910,585
0.08% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
20,998
shares
|
$908,163
0.32% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
20,995
shares
|
$908,033
0.15% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
20,976
shares
|
$907,212
0.42% of portfolio
|
Q1 2025
Reduced 0.73%
|