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 |
|---|---|---|---|---|---|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jan 21, 2025 Q4 2024 |
5,826
shares
|
$261,063
0.12% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2025 Q4 2024 |
5,825
shares
|
$261,018
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Feb 05, 2025 Q4 2024 |
5,810
shares
|
$260,346
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Feb 14, 2025 Q4 2024 |
5,805
shares
|
$260,122
0.05% of portfolio
|
Q4 2024
Reduced 9.72%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
5,799
shares
|
$259,853
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
5,798
shares
|
$259,808
0.05% of portfolio
|
Q4 2024
Reduced 7.84%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
5,792
shares
|
$259,539
0.14% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Crown Wealth Group, LLC
|
Feb 05, 2025 Q4 2024 |
5,789
shares
|
$259,405
0.11% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
5,782
shares
|
$259,091
0.08% of portfolio
|
Q3 2024
Reduced 45.66%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
5,751
shares
|
$257,702
0.04% of portfolio
|
Q4 2024
Reduced 21.77%
|
|
|
K.J. Harrison & Partners Inc
|
Feb 04, 2025 Q4 2024 |
5,750
shares
|
$257,657
0.04% of portfolio
|
Q3 2024
Reduced 31.95%
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
5,729
shares
|
$256,716
0.08% of portfolio
|
Q4 2024
Reduced 93.01%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
5,717
shares
|
$256,178
0.04% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
5,712
shares
|
$255,954
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
5,707
shares
|
$255,730
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
5,702
shares
|
$255,506
0.13% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
5,700
shares
|
$255,417
0.1% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
5,693
shares
|
$255,103
0.08% of portfolio
|
Q4 2024
Reduced 13.27%
|
|
|
Barings LLC
|
Feb 07, 2025 Q4 2024 |
5,689
shares
|
$254,924
0.01% of portfolio
|
Q4 2024
Reduced 21.48%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
5,683
shares
|
$254,655
0.11% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Ahl Investment Management, Inc.
|
Jan 16, 2025 Q4 2024 |
5,650
shares
|
$253,176
0.17% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
5,648
shares
|
$253,086
0.13% of portfolio
|
Q2 2024
Reduced 24.52%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
5,632
shares
|
$252,369
0.06% of portfolio
|
Q4 2024
Reduced 20.42%
|
|
|
Delta Accumulation, LLC
Sausalito, CA |
Feb 10, 2025 Q4 2024 |
5,632
shares
|
$252,369
0.03% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
5,621
shares
|
$251,877
0.05% of portfolio
|
Q3 2023
Added 0.77%
|