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 |
---|---|---|---|---|---|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jan 17, 2025 Q4 2024 |
4,944
shares
|
$221,540
0.12% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
4,939
shares
|
$221,316
0.14% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
4,937
shares
|
$221,226
0.14% of portfolio
|
Q2 2021
Added 8267.8%
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
4,936
shares
|
$221,182
0.06% of portfolio
|
Q4 2024
Reduced 63.78%
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
4,927
shares
|
$220,778
0.03% of portfolio
|
Q4 2024
Reduced 8.2%
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
4,913
shares
|
$220,151
0.16% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
4,907
shares
|
$219,882
0.02% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
4,905
shares
|
$219,793
0.06% of portfolio
|
Q4 2024
New holding
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
4,898
shares
|
$219,479
0.04% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
West Chester Capital Advisors, Inc
|
Feb 14, 2025 Q4 2024 |
4,895
shares
|
$219,344
0.12% of portfolio
|
Q4 2024
New holding
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
4,886
shares
|
$218,941
0.19% of portfolio
|
Q4 2024
New holding
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
4,881
shares
|
$218,717
0.11% of portfolio
|
Q4 2024
New holding
|
|
Weil Company, Inc.
|
Feb 04, 2025 Q4 2024 |
4,877
shares
|
$218,538
0.08% of portfolio
|
Q4 2024
New holding
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
4,873
shares
|
$218,359
0.21% of portfolio
|
Q4 2024
New holding
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
4,872
shares
|
$218,314
0.08% of portfolio
|
Q4 2024
New holding
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
4,868
shares
|
$218,135
0.09% of portfolio
|
Q4 2024
New holding
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
4,866
shares
|
$218,045
0.06% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
Ascent Capital Management, LLC
Bend, OR |
Feb 10, 2025 Q4 2024 |
4,858
shares
|
$217,686
0.22% of portfolio
|
Q4 2024
New holding
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
4,857
shares
|
$217,642
0.08% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
4,845
shares
|
$217,104
0.04% of portfolio
|
Q4 2024
Added 2.06%
|
|
Flagstone Financial Management
Lincoln, NE |
Jan 23, 2025 Q4 2024 |
4,836
shares
|
$216,701
0.07% of portfolio
|
Q4 2024
New holding
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
4,834
shares
|
$216,611
0.12% of portfolio
|
Q4 2024
New holding
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,833
shares
|
$216,566
0.02% of portfolio
|
Q4 2024
Reduced 18.9%
|
|
Mraz, Amerine & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
4,827
shares
|
$216,297
0.04% of portfolio
|
Q4 2024
New holding
|
|
Intelligence Driven Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
4,813
shares
|
$215,670
0.04% of portfolio
|
Q4 2024
New holding
|