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 |
|---|---|---|---|---|---|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Feb 12, 2025 Q4 2024 |
73,584
shares
|
$3.27 Million
2.46% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
73,496
shares
|
$3.27 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
72,870
shares
|
$3.24 Million
0.13% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
72,543
shares
|
$3.23 Million
0.85% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Brookmont Capital Management
Dallas, TX |
Jan 16, 2025 Q4 2024 |
72,531
shares
|
$3.22 Million
1.7% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
72,462
shares
|
$3.22 Million
1.03% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Holderness Investments CO
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
72,435
shares
|
$3.22 Million
0.71% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jan 27, 2025 Q4 2024 |
72,062
shares
|
$3.2 Million
1.96% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
71,871
shares
|
$3.2 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
71,763
shares
|
$3.19 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
71,336
shares
|
$3.17 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
71,130
shares
|
$3.16 Million
0.25% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
71,113
shares
|
$3.16 Million
0.11% of portfolio
|
Q4 2024
Added 10.86%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
71,110
shares
|
$3.16 Million
0.23% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
71,011
shares
|
$3.16 Million
0.11% of portfolio
|
Q4 2024
Reduced 64.82%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Feb 14, 2025 Q4 2024 |
70,954
shares
|
$3.15 Million
1.02% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Feb 14, 2025 Q4 2024 |
70,759
shares
|
$3.15 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
70,448
shares
|
$3.13 Million
0.1% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
70,339
shares
|
$3.13 Million
1.07% of portfolio
|
Q4 2023
Added 18.03%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
70,317
shares
|
$3.13 Million
0.27% of portfolio
|
Q4 2024
Added 33.95%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Feb 11, 2025 Q4 2024 |
70,252
shares
|
$3.12 Million
0.68% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
70,248
shares
|
$3.12 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
70,102
shares
|
$3.12 Million
0.21% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
69,983
shares
|
$3.11 Million
0.13% of portfolio
|
Q4 2024
Added 48.91%
|
|
|
Ss&H Financial Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
69,558
shares
|
$3.09 Million
1.11% of portfolio
|
Q4 2024
Reduced 0.36%
|