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 3,608 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 $240 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
82,110
shares
|
$3.65 Million
0.26% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
81,983
shares
|
$3.64 Million
0.82% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
81,831
shares
|
$3.64 Million
0.04% of portfolio
|
Q4 2024
Reduced 11.57%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
81,628
shares
|
$3.63 Million
0.58% of portfolio
|
Q4 2024
Added 36.96%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
81,507
shares
|
$3.62 Million
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
81,384
shares
|
$3.62 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
81,324
shares
|
$3.62 Million
0.33% of portfolio
|
Q4 2024
Reduced 5.82%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Feb 14, 2025 Q4 2024 |
81,197
shares
|
$3.61 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.72%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
81,055
shares
|
$3.6 Million
0.5% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
80,980
shares
|
$3.6 Million
0.2% of portfolio
|
Q4 2024
Reduced 18.0%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
80,293
shares
|
$3.57 Million
0.49% of portfolio
|
Q3 2023
Reduced 30.62%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
80,197
shares
|
$3.57 Million
0.13% of portfolio
|
Q4 2024
Reduced 10.77%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
80,126
shares
|
$3.56 Million
0.12% of portfolio
|
Q4 2024
Added 86.94%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
79,957
shares
|
$3.55 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 16, 2025 Q4 2024 |
79,939
shares
|
$3.55 Million
0.28% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
79,689
shares
|
$3.54 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
79,268
shares
|
$3.52 Million
0.84% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 06, 2025 Q4 2024 |
79,245
shares
|
$3.52 Million
1.38% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Ctc LLC
|
Feb 18, 2025 Q4 2024 |
79,045
shares
|
$3.51 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Feb 14, 2025 Q4 2024 |
78,916
shares
|
$3.51 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
78,767
shares
|
$3.5 Million
0.27% of portfolio
|
Q4 2024
Added 78.74%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Feb 06, 2025 Q4 2024 |
78,715
shares
|
$3.5 Million
0.18% of portfolio
|
Q4 2024
Added 62.22%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
78,180
shares
|
$3.48 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
77,874
shares
|
$3.46 Million
0.42% of portfolio
|
Q4 2024
Added 14.95%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
77,379
shares
|
$3.44 Million
0.27% of portfolio
|
Q4 2024
Added 41.03%
|