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 |
|---|---|---|---|---|---|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Feb 12, 2025 Q4 2024 |
1,580
shares
|
$70,799
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
1,571
shares
|
$70,396
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
1,528
shares
|
$68,469
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
1,518
shares
|
$68,021
0.03% of portfolio
|
Q2 2022
Added 4.19%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
1,500
shares
|
$67,215
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
1,498
shares
|
$67,125
0.04% of portfolio
|
Q1 2024
Reduced 40.03%
|
|
|
Oakmont Corp
|
Feb 12, 2025 Q4 2024 |
1,455
shares
|
$65,198
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
1,454
shares
|
$65,153
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
1,431
shares
|
$64,123
0.01% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
1,423
shares
|
$63,764
0.01% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
1,386
shares
|
$62,106
0.03% of portfolio
|
Q1 2024
Reduced 3.14%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
1,379
shares
|
$61,792
0.03% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
1,351
shares
|
$60,538
0.04% of portfolio
|
Q2 2024
Reduced 3.02%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
1,338
shares
|
$59,955
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,324
shares
|
$59,328
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
1,308
shares
|
$58,611
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Feb 20, 2025 Q4 2024 |
1,267
shares
|
$56,774
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
1,255
shares
|
$56,236
0.04% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,240
shares
|
$55,564
0.02% of portfolio
|
Q4 2024
Added 19.69%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
1,204
shares
|
$53,951
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
1,200
shares
|
$53,772
0.04% of portfolio
|
Q4 2023
Reduced 36.84%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,189
shares
|
$53,279
0.02% of portfolio
|
Q4 2024
Reduced 86.28%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
1,164
shares
|
$52,158
0.03% of portfolio
|
Q2 2024
Added 1.57%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
1,135
shares
|
$50,859
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,125
shares
|
$50,411
0.01% of portfolio
|
Q3 2024
New holding
|