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 3,606 institutions that hold shares in the stock, with a total of 5.39 Billion shares, which have been reported (via 13F filing form) to have a value of $241 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
8,685
shares
|
$389,174
0.21% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
8,665
shares
|
$388,278
0.1% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Bg Investment Services, Inc.
|
Feb 11, 2025 Q4 2024 |
8,655
shares
|
$387,830
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
8,650
shares
|
$387,606
0.06% of portfolio
|
Q4 2024
Added 12.67%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
8,650
shares
|
$387,606
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Ti Trust, Inc
|
Jan 21, 2025 Q4 2024 |
8,646
shares
|
$387,427
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
8,627
shares
|
$386,575
0.06% of portfolio
|
Q2 2024
Reduced 94.2%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
8,605
shares
|
$385,590
0.09% of portfolio
|
Q4 2024
Added 866.85%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
8,605
shares
|
$385,590
0.13% of portfolio
|
Q4 2024
Added 8.94%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
8,580
shares
|
$384,469
0.23% of portfolio
|
Q1 2024
Added 1.54%
|
|
|
Warwick Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
8,565
shares
|
$383,797
0.08% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
8,546
shares
|
$382,946
0.24% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Feb 04, 2025 Q4 2024 |
8,531
shares
|
$382,274
0.13% of portfolio
|
Q4 2024
Added 11.18%
|
|
|
Consilio Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
8,520
shares
|
$381,781
0.15% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
8,515
shares
|
$381,557
0.11% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
8,509
shares
|
$381,288
0.14% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
8,501
shares
|
$380,929
0.04% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
8,486
shares
|
$380,257
0.04% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Feb 18, 2025 Q4 2024 |
8,452
shares
|
$378,734
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
8,450
shares
|
$378,644
0.06% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jan 16, 2025 Q4 2024 |
8,443
shares
|
$378,330
0.27% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Feb 11, 2025 Q4 2024 |
8,432
shares
|
$377,837
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Jan 13, 2025 Q4 2024 |
8,430
shares
|
$377,748
0.16% of portfolio
|
Q4 2024
Added 9.41%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
8,427
shares
|
$377,613
0.15% of portfolio
|
Q4 2024
Added 10.43%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
8,419
shares
|
$377,255
0.09% of portfolio
|
Q4 2024
New holding
|