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 |
|---|---|---|---|---|---|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
7,317
shares
|
$327,874
0.36% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
7,314
shares
|
$327,740
0.04% of portfolio
|
Q4 2024
Added 5.6%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
7,311
shares
|
$327,605
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jan 29, 2025 Q4 2024 |
7,300
shares
|
$327,113
0.11% of portfolio
|
Q4 2024
Added 35.19%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
7,297
shares
|
$326,978
0.03% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
7,295
shares
|
$326,888
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Feb 10, 2025 Q4 2024 |
7,281
shares
|
$326,261
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
7,271
shares
|
$325,813
0.28% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
7,266
shares
|
$325,589
0.06% of portfolio
|
Q2 2024
Added 3.59%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
7,258
shares
|
$325,230
0.17% of portfolio
|
Q2 2023
Reduced 11.38%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Feb 21, 2025 Q4 2024 |
7,241
shares
|
$324,469
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
7,233
shares
|
$324,110
0.12% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Sentry LLC
Memphis, TN |
Jan 23, 2025 Q4 2024 |
7,231
shares
|
$324,021
0.06% of portfolio
|
Q3 2023
Closed
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
7,227
shares
|
$323,841
0.03% of portfolio
|
Q4 2024
Reduced 15.79%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
7,225
shares
|
$323,752
0.05% of portfolio
|
Q4 2024
Reduced 14.07%
|
|
|
Texas Capital Bancshares Inc
|
Feb 13, 2025 Q4 2024 |
7,224
shares
|
$323,707
0.13% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Feb 13, 2025 Q4 2024 |
7,202
shares
|
$322,721
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Widmann Financial Services, Inc.
|
Feb 14, 2025 Q4 2024 |
7,178
shares
|
$321,646
0.24% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
7,169
shares
|
$321,242
0.09% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
7,168
shares
|
$321,198
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Ariston Services Group
San Diego, CA |
Feb 06, 2025 Q4 2024 |
7,167
shares
|
$321,153
0.27% of portfolio
|
Q3 2024
Reduced 35.76%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Jan 28, 2025 Q4 2024 |
7,159
shares
|
$320,794
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
7,159
shares
|
$320,794
0.11% of portfolio
|
Q2 2023
Reduced 3.96%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Feb 12, 2025 Q4 2024 |
7,152
shares
|
$320,481
0.23% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
7,144
shares
|
$320,122
0.12% of portfolio
|
Q4 2024
Reduced 10.0%
|