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 |
|---|---|---|---|---|---|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
3,029
shares
|
$135,729
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
3,019
shares
|
$135,281
0.04% of portfolio
|
Q3 2024
Reduced 7.65%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
3,000
shares
|
$134,430
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
2,988
shares
|
$133,892
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
2,980
shares
|
$133,533
0.08% of portfolio
|
Q4 2024
Added 24.74%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
2,940
shares
|
$131,741
0.29% of portfolio
|
Q4 2024
Added 7250.0%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
2,862
shares
|
$128,246
0.03% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
2,857
shares
|
$128,022
0.03% of portfolio
|
Q4 2022
Added 12.57%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
2,813
shares
|
$126,050
0.07% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
2,793
shares
|
$125,154
0.07% of portfolio
|
Q3 2024
Reduced 12.11%
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
2,685
shares
|
$120,314
0.0% of portfolio
|
Q4 2024
Reduced 54.66%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
2,681
shares
|
$120,135
0.1% of portfolio
|
Q3 2023
Added 47.71%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
2,665
shares
|
$119,418
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
2,663
shares
|
$119,329
0.05% of portfolio
|
Q4 2024
Reduced 26.94%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
2,656
shares
|
$119,015
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
2,655
shares
|
$118,970
0.09% of portfolio
|
Q2 2023
Added 48.99%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
2,634
shares
|
$118,029
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
2,605
shares
|
$116,730
0.01% of portfolio
|
Q4 2024
Added 46.76%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,603
shares
|
$116,640
0.01% of portfolio
|
Q4 2024
Reduced 35.55%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
2,600
shares
|
$116,506
0.0% of portfolio
|
Q4 2024
Reduced 53.57%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
2,584
shares
|
$115,789
0.04% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
2,569
shares
|
$115,116
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
Feb 13, 2025 Q4 2024 |
2,556
shares
|
$114,534
0.1% of portfolio
|
Q4 2024
Reduced 81.15%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
2,536
shares
|
$113,638
0.08% of portfolio
|
Q4 2024
Reduced 24.28%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
2,493
shares
|
$111,711
0.03% of portfolio
|
Q4 2024
Added 5.77%
|