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 |
|---|---|---|---|---|---|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
41,978
shares
|
$1.87 Million
1.48% of portfolio
|
Q4 2024
New holding
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
41,937
shares
|
$1.86 Million
0.85% of portfolio
|
Q2 2022
Added 0.3%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
41,878
shares
|
$1.86 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
41,777
shares
|
$1.86 Million
0.03% of portfolio
|
Q4 2024
Reduced 53.28%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
41,701
shares
|
$1.85 Million
0.09% of portfolio
|
Q4 2023
Reduced 7.16%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
41,667
shares
|
$1.85 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Rb Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
41,662
shares
|
$1.85 Million
0.44% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
41,604
shares
|
$1.85 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
41,470
shares
|
$1.84 Million
0.07% of portfolio
|
Q4 2024
Reduced 17.63%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
41,333
shares
|
$1.84 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
41,140
shares
|
$1.83 Million
1.32% of portfolio
|
Q4 2024
Reduced 21.32%
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
40,869
shares
|
$1.82 Million
0.03% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
40,854
shares
|
$1.82 Million
1.45% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
40,850
shares
|
$1.82 Million
0.53% of portfolio
|
Q1 2024
Added 191.79%
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
40,755
shares
|
$1.81 Million
0.51% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
40,733
shares
|
$1.81 Million
0.14% of portfolio
|
Q4 2024
Reduced 40.99%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
40,692
shares
|
$1.81 Million
0.06% of portfolio
|
Q4 2024
Reduced 7.09%
|
|
|
Brooks, Moore & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
40,622
shares
|
$1.81 Million
1.07% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
40,614
shares
|
$1.81 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
40,564
shares
|
$1.8 Million
0.49% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Feb 13, 2025 Q4 2024 |
40,383
shares
|
$1.8 Million
1.52% of portfolio
|
Q4 2024
New holding
|
|
|
Hikari Power LTD
|
Feb 03, 2025 Q4 2024 |
40,240
shares
|
$1.79 Million
0.15% of portfolio
|
Q2 2023
Reduced 5.18%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
40,222
shares
|
$1.79 Million
0.21% of portfolio
|
Q4 2024
Reduced 20.53%
|
|
|
Mitchell Sinkler & Starr
|
Feb 12, 2025 Q4 2024 |
40,198
shares
|
$1.79 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Feb 11, 2025 Q4 2024 |
40,073
shares
|
$1.78 Million
0.36% of portfolio
|
Q4 2024
New holding
|