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 |
|---|---|---|---|---|---|
|
Morningstar Investment Services LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
62,305
shares
|
$2.77 Million
0.25% of portfolio
|
Q4 2024
Reduced 89.86%
|
|
|
Jump Financial, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
61,788
shares
|
$2.75 Million
0.06% of portfolio
|
Q4 2024
Reduced 90.31%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
61,532
shares
|
$2.74 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
61,440
shares
|
$2.73 Million
0.2% of portfolio
|
Q4 2024
Reduced 10.19%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
61,326
shares
|
$2.73 Million
0.04% of portfolio
|
Q4 2024
Reduced 30.56%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
61,324
shares
|
$2.73 Million
0.13% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
61,193
shares
|
$2.72 Million
1.45% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
61,102
shares
|
$2.72 Million
0.08% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
60,947
shares
|
$2.71 Million
0.27% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Feb 06, 2025 Q4 2024 |
60,915
shares
|
$2.71 Million
1.39% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
G&S Capital LLC
|
Jan 29, 2025 Q4 2024 |
60,581
shares
|
$2.69 Million
1.15% of portfolio
|
Q4 2024
Added 70.36%
|
|
|
Carson Advisory Inc.
|
Feb 13, 2025 Q4 2024 |
60,538
shares
|
$2.69 Million
1.96% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
60,420
shares
|
$2.69 Million
1.45% of portfolio
|
Q2 2024
Added 2.5%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
60,061
shares
|
$2.67 Million
0.1% of portfolio
|
Q2 2024
Added 8.77%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
59,940
shares
|
$2.66 Million
0.28% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Latash Investments, LLC
Anchorage, AK |
Feb 12, 2025 Q4 2024 |
59,894
shares
|
$2.66 Million
2.06% of portfolio
|
Q3 2024
Reduced 45.5%
|
|
|
Channing Global Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
59,872
shares
|
$2.66 Million
1.91% of portfolio
|
Q4 2024
Added 43.1%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
59,754
shares
|
$2.66 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
59,682
shares
|
$2.65 Million
0.24% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
59,448
shares
|
$2.64 Million
0.1% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
59,341
shares
|
$2.64 Million
1.44% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
59,239
shares
|
$2.63 Million
0.22% of portfolio
|
Q2 2022
Reduced 5.32%
|
|
|
Family Legacy, Inc.
|
Feb 12, 2025 Q4 2024 |
59,238
shares
|
$2.63 Million
0.9% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
59,233
shares
|
$2.63 Million
0.19% of portfolio
|
Q4 2024
Added 13.04%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Feb 12, 2025 Q4 2024 |
59,165
shares
|
$2.63 Million
1.12% of portfolio
|
Q4 2024
Added 6.25%
|