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 |
|---|---|---|---|---|---|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
8,413
shares
|
$376,986
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
8,395
shares
|
$376,179
0.25% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
8,391
shares
|
$376,000
0.14% of portfolio
|
Q4 2024
Reduced 7.51%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Feb 06, 2025 Q4 2024 |
8,381
shares
|
$375,552
0.11% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
8,379
shares
|
$375,462
0.01% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
8,351
shares
|
$374,208
0.02% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
8,310
shares
|
$372,371
0.04% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
8,291
shares
|
$371,519
0.1% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
J. W. Coons Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
8,286
shares
|
$371,295
0.1% of portfolio
|
Q3 2024
Reduced 14.37%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
8,267
shares
|
$370,444
0.01% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Feb 14, 2025 Q4 2024 |
8,266
shares
|
$370,399
0.22% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jan 27, 2025 Q4 2024 |
8,262
shares
|
$370,220
0.2% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
8,260
shares
|
$370,130
0.08% of portfolio
|
Q4 2024
Added 29.73%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
8,255
shares
|
$369,906
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
8,247
shares
|
$369,548
0.13% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
8,238
shares
|
$369,144
0.1% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
8,223
shares
|
$368,472
0.09% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
8,180
shares
|
$366,545
0.06% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
8,168
shares
|
$366,008
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
8,160
shares
|
$365,649
0.06% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
8,151
shares
|
$365,246
0.05% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
8,145
shares
|
$364,977
0.05% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
8,134
shares
|
$364,484
0.05% of portfolio
|
Q4 2024
Reduced 13.6%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
8,119
shares
|
$363,812
0.08% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
8,113
shares
|
$363,543
0.03% of portfolio
|
Q4 2024
Added 3.84%
|