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 |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
45,160
shares
|
$2.01 Million
0.07% of portfolio
|
Q4 2024
Added 15.04%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
45,139
shares
|
$2.01 Million
1.63% of portfolio
|
Q4 2023
Reduced 15.61%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
45,096
shares
|
$2 Million
0.06% of portfolio
|
Q4 2024
Added 47.76%
|
|
|
Sunesis Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
45,082
shares
|
$2 Million
1.21% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
45,047
shares
|
$2 Million
0.05% of portfolio
|
Q1 2024
Reduced 3.53%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Feb 14, 2025 Q4 2024 |
45,000
shares
|
$2 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
44,810
shares
|
$1.99 Million
0.44% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
44,781
shares
|
$1.99 Million
0.35% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
44,658
shares
|
$1.99 Million
1.31% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
44,631
shares
|
$1.98 Million
0.3% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
44,600
shares
|
$1.98 Million
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Center Book Partners LP
Greenwich, CT |
Feb 13, 2025 Q4 2024 |
44,565
shares
|
$1.98 Million
0.13% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
44,523
shares
|
$1.98 Million
0.11% of portfolio
|
Q4 2024
Reduced 7.72%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
44,491
shares
|
$1.98 Million
0.1% of portfolio
|
Q3 2022
Added 2.06%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
44,441
shares
|
$1.98 Million
0.24% of portfolio
|
Q4 2024
Added 13.8%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
44,343
shares
|
$1.97 Million
0.98% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Feb 11, 2025 Q4 2024 |
44,333
shares
|
$1.97 Million
0.31% of portfolio
|
Q4 2024
Reduced 6.85%
|
|
|
Mendel Money Management
Northbrook, IL |
Feb 11, 2025 Q4 2024 |
44,332
shares
|
$1.97 Million
0.92% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 14, 2025 Q4 2024 |
43,857
shares
|
$1.95 Million
0.59% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
43,815
shares
|
$1.95 Million
0.38% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
43,809
shares
|
$1.95 Million
0.16% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
43,747
shares
|
$1.94 Million
0.94% of portfolio
|
Q3 2024
Reduced 31.27%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
43,665
shares
|
$1.94 Million
0.91% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
43,375
shares
|
$1.93 Million
0.28% of portfolio
|
Q4 2024
Added 6.77%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Feb 14, 2025 Q4 2024 |
43,321
shares
|
$1.93 Million
0.06% of portfolio
|
Q4 2024
Added 96.94%
|