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 |
|---|---|---|---|---|---|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
56,190
shares
|
$2.5 Million
0.1% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
56,120
shares
|
$2.5 Million
1.02% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
56,014
shares
|
$2.49 Million
0.25% of portfolio
|
Q4 2024
Added 127.16%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Feb 14, 2025 Q4 2024 |
55,851
shares
|
$2.48 Million
0.03% of portfolio
|
Q4 2024
Reduced 36.1%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
55,817
shares
|
$2.48 Million
0.37% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
55,802
shares
|
$2.48 Million
0.35% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
55,722
shares
|
$2.48 Million
0.36% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
55,354
shares
|
$2.46 Million
2.17% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
55,343
shares
|
$2.46 Million
0.45% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Feb 14, 2025 Q4 2024 |
55,271
shares
|
$2.46 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Lafayette Investments, Inc.
|
Feb 13, 2025 Q4 2024 |
55,256
shares
|
$2.46 Million
0.53% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Torno Capital, LLC
Cohasset, MA |
Feb 14, 2025 Q4 2024 |
55,000
shares
|
$2.45 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
54,857
shares
|
$2.44 Million
0.23% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
54,700
shares
|
$2.43 Million
0.05% of portfolio
|
Q1 2024
Added 0.18%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
54,327
shares
|
$2.42 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
54,235
shares
|
$2.41 Million
0.62% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
54,165
shares
|
$2.41 Million
0.21% of portfolio
|
Q4 2024
Reduced 24.4%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
53,959
shares
|
$2.4 Million
0.4% of portfolio
|
Q4 2024
Reduced 10.83%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
53,925
shares
|
$2.4 Million
0.41% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
53,905
shares
|
$2.4 Million
1.07% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
53,732
shares
|
$2.39 Million
0.83% of portfolio
|
Q1 2024
Reduced 0.35%
|
|
|
Hixon Zuercher, LLC
|
Jan 23, 2025 Q4 2024 |
53,716
shares
|
$2.39 Million
0.91% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
Feb 12, 2025 Q4 2024 |
53,664
shares
|
$2.39 Million
1.13% of portfolio
|
Q4 2024
Reduced 48.71%
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
53,626
shares
|
$2.38 Million
0.86% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
53,424
shares
|
$2.38 Million
0.12% of portfolio
|
Q4 2024
Added 414.58%
|