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 |
|---|---|---|---|---|---|
|
Evolution Capital Management LLC
Crystal Bay, NV |
Feb 13, 2023 Q4 2022 |
7,500
shares
|
$336,075
1.14% of portfolio
|
Q4 2022
New holding
|
|
|
Black Maple Capital Management LP
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
7,500
shares
|
$336,075
0.17% of portfolio
|
Q4 2024
Reduced 47.92%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
7,493
shares
|
$335,761
0.26% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Bull Street Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
7,487
shares
|
$335,492
0.16% of portfolio
|
Q1 2022
Reduced 3.23%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
7,478
shares
|
$335,089
0.01% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
7,475
shares
|
$334,954
0.09% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
7,437
shares
|
$333,251
0.09% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
7,433
shares
|
$333,072
0.09% of portfolio
|
Q4 2024
Added 17.85%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
7,430
shares
|
$332,938
0.1% of portfolio
|
Q3 2024
Reduced 8.85%
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
7,423
shares
|
$332,624
0.09% of portfolio
|
Q4 2024
Reduced 10.78%
|
|
|
Hummer Financial Advisory Services Inc
|
Jan 13, 2025 Q4 2024 |
7,422
shares
|
$332,579
0.26% of portfolio
|
Q2 2024
Reduced 4.5%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
7,416
shares
|
$332,310
0.21% of portfolio
|
Q4 2024
Added 11.2%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
7,414
shares
|
$332,221
0.17% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 21, 2025 Q4 2024 |
7,401
shares
|
$331,638
0.24% of portfolio
|
Q1 2024
Reduced 1.57%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
7,400
shares
|
$331,594
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
7,393
shares
|
$331,280
0.12% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
7,383
shares
|
$330,832
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Veery Capital, LLC
|
Jan 15, 2025 Q4 2024 |
7,378
shares
|
$330,608
0.12% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
7,375
shares
|
$330,473
0.05% of portfolio
|
Q4 2024
Added 20.15%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
7,374
shares
|
$330,428
0.13% of portfolio
|
Q4 2024
Added 14.11%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
7,367
shares
|
$330,115
0.29% of portfolio
|
Q3 2022
Reduced 2.0%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Feb 12, 2025 Q4 2024 |
7,367
shares
|
$330,115
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
7,345
shares
|
$329,129
0.07% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
7,331
shares
|
$328,502
0.18% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
7,320
shares
|
$328,009
0.14% of portfolio
|
Q2 2024
Reduced 0.14%
|