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 |
|---|---|---|---|---|---|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
6,003
shares
|
$268,994
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Advisors Investment Management, LLC
|
Feb 04, 2025 Q4 2024 |
6,001
shares
|
$268,904
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Moment Partners, LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
6,000
shares
|
$268,860
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Hamilton Capital Partners, LLC
Atlanta, GA |
Feb 07, 2025 Q4 2024 |
5,994
shares
|
$268,591
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
5,989
shares
|
$268,367
0.02% of portfolio
|
Q4 2024
Reduced 10.6%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
5,977
shares
|
$267,829
0.02% of portfolio
|
Q4 2024
Added 10.93%
|
|
|
Ddd Partners, LLC
|
Jan 30, 2025 Q4 2024 |
5,976
shares
|
$267,784
0.03% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
5,948
shares
|
$266,529
0.08% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
5,935
shares
|
$265,947
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
5,904
shares
|
$264,558
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Jan 10, 2025 Q4 2024 |
5,902
shares
|
$264,468
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
5,901
shares
|
$264,423
0.11% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
5,899
shares
|
$264,334
0.06% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
5,899
shares
|
$264,334
0.03% of portfolio
|
Q2 2024
Added 89.5%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
5,894
shares
|
$264,110
0.09% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jan 17, 2025 Q4 2024 |
5,890
shares
|
$263,930
0.26% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
5,885
shares
|
$263,706
0.07% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Keystone Financial Planning, Inc.
|
Jan 13, 2025 Q4 2024 |
5,881
shares
|
$263,527
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
5,879
shares
|
$263,437
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Scott Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
5,874
shares
|
$263,213
0.07% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Allen Investment Management LLC
|
Feb 10, 2025 Q4 2024 |
5,861
shares
|
$262,631
0.0% of portfolio
|
Q1 2024
Reduced 22.4%
|
|
|
Aletheian Wealth Advisors LLC
|
Feb 14, 2025 Q4 2024 |
5,848
shares
|
$262,048
0.16% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
5,847
shares
|
$262,004
0.07% of portfolio
|
Q4 2024
Reduced 9.94%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
5,845
shares
|
$261,914
0.05% of portfolio
|
Q4 2024
Reduced 16.81%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Feb 10, 2025 Q4 2024 |
5,839
shares
|
$261,645
0.13% of portfolio
|
Q3 2024
Reduced 11.25%
|