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 |
|---|---|---|---|---|---|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
53,316
shares
|
$2.37 Million
0.54% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
53,286
shares
|
$2.37 Million
0.26% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
53,281
shares
|
$2.37 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
53,175
shares
|
$2.36 Million
0.49% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
53,002
shares
|
$2.36 Million
0.3% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
52,964
shares
|
$2.35 Million
0.47% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Feb 06, 2025 Q4 2024 |
52,802
shares
|
$2.35 Million
0.39% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
52,800
shares
|
$2.35 Million
0.46% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Jan 29, 2025 Q4 2024 |
52,782
shares
|
$2.35 Million
0.94% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
52,770
shares
|
$2.35 Million
0.13% of portfolio
|
Q4 2024
Reduced 14.32%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
52,605
shares
|
$2.34 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
52,589
shares
|
$2.34 Million
0.03% of portfolio
|
Q4 2024
Reduced 14.94%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
52,570
shares
|
$2.34 Million
0.42% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
52,564
shares
|
$2.34 Million
0.12% of portfolio
|
Q3 2023
Reduced 34.11%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
52,204
shares
|
$2.32 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
52,185
shares
|
$2.32 Million
0.77% of portfolio
|
Q4 2024
Added 17.63%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
52,143
shares
|
$2.32 Million
0.3% of portfolio
|
Q3 2024
Added 65.01%
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
51,922
shares
|
$2.31 Million
0.4% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
51,870
shares
|
$2.31 Million
0.97% of portfolio
|
Q2 2024
Added 2.77%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
51,855
shares
|
$2.31 Million
0.15% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
51,849
shares
|
$2.31 Million
0.16% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
51,804
shares
|
$2.3 Million
0.44% of portfolio
|
Q4 2022
Reduced 1.31%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
51,743
shares
|
$2.3 Million
0.59% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
51,476
shares
|
$2.29 Million
0.92% of portfolio
|
Q2 2024
Added 0.0%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
51,454
shares
|
$2.29 Million
0.06% of portfolio
|
Q4 2024
Added 7.76%
|