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 |
|---|---|---|---|---|---|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
13,656
shares
|
$610,286
0.07% of portfolio
|
Q1 2025
Reduced 8.61%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
13,637
shares
|
$609,437
0.3% of portfolio
|
Q1 2025
Added 52.47%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
13,595
shares
|
$607,560
0.03% of portfolio
|
Q1 2025
Reduced 87.77%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
13,577
shares
|
$606,756
0.08% of portfolio
|
Q1 2025
Reduced 21.06%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
May 13, 2025 Q1 2025 |
13,575
shares
|
$606,666
0.41% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Selective Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
13,569
shares
|
$606,398
0.24% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
13,567
shares
|
$606,309
0.22% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
13,551
shares
|
$605,594
0.04% of portfolio
|
Q3 2022
Added 0.08%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
13,551
shares
|
$605,594
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
13,535
shares
|
$604,879
0.12% of portfolio
|
Q1 2025
Reduced 13.24%
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
13,523
shares
|
$604,342
0.1% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Apr 29, 2025 Q1 2025 |
13,518
shares
|
$604,119
0.16% of portfolio
|
Q1 2025
Added 20.83%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
May 15, 2025 Q1 2025 |
13,499
shares
|
$603,270
0.23% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Hanover Advisors Inc
Seneca, SC |
May 14, 2025 Q1 2025 |
13,497
shares
|
$603,180
0.24% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
13,496
shares
|
$603,136
0.03% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
13,494
shares
|
$603,046
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
May 13, 2025 Q1 2025 |
13,458
shares
|
$601,438
0.19% of portfolio
|
Q1 2025
Reduced 9.95%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
13,440
shares
|
$600,633
0.08% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
13,420
shares
|
$599,739
0.04% of portfolio
|
Q3 2022
Added 4.01%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
13,402
shares
|
$598,935
0.11% of portfolio
|
Q1 2025
Added 21.78%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
13,399
shares
|
$598,801
0.41% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Brandywine Trust CO
Hockessin, DE |
May 14, 2025 Q1 2025 |
13,326
shares
|
$595,538
0.09% of portfolio
|
Q3 2017
New holding
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
13,322
shares
|
$595,360
0.07% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
13,300
shares
|
$594,377
0.07% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
13,300
shares
|
$594,377
0.03% of portfolio
|
Q1 2025
Added 551.96%
|