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 |
|---|---|---|---|---|---|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
40,024
shares
|
$1.78 Million
0.31% of portfolio
|
Q4 2022
Reduced 2.55%
|
|
|
Barbara Oil Co.
Chicago, IL |
Feb 12, 2025 Q4 2024 |
40,000
shares
|
$1.78 Million
0.74% of portfolio
|
Q3 2017
New holding
|
|
|
Grand Jean Capital Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
40,000
shares
|
$1.78 Million
0.41% of portfolio
|
Q3 2023
Reduced 2.4%
|
|
|
Greenfield Savings Bank
|
Jan 13, 2025 Q4 2024 |
39,947
shares
|
$1.78 Million
0.85% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
39,818
shares
|
$1.77 Million
0.68% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
39,817
shares
|
$1.77 Million
0.08% of portfolio
|
Q3 2022
Added 2.8%
|
|
|
Kerrisdale Advisers, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
39,759
shares
|
$1.77 Million
0.64% of portfolio
|
Q4 2024
Reduced 53.3%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
39,729
shares
|
$1.77 Million
0.27% of portfolio
|
Q4 2024
Added 13.21%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
39,609
shares
|
$1.76 Million
1.59% of portfolio
|
Q4 2024
New holding
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
39,585
shares
|
$1.76 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 30, 2025 Q4 2024 |
39,533
shares
|
$1.76 Million
0.67% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
39,494
shares
|
$1.76 Million
0.19% of portfolio
|
Q4 2024
Reduced 29.88%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
39,350
shares
|
$1.75 Million
0.14% of portfolio
|
Q4 2024
Added 54.38%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
39,285
shares
|
$1.75 Million
0.34% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 13, 2025 Q4 2024 |
39,243
shares
|
$1.74 Million
0.25% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
39,221
shares
|
$1.74 Million
0.45% of portfolio
|
Q4 2024
Added 133.44%
|
|
|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
39,208
shares
|
$1.74 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Feb 10, 2025 Q4 2024 |
39,189
shares
|
$1.74 Million
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
39,134
shares
|
$1.74 Million
0.21% of portfolio
|
Q4 2024
Added 23.66%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Feb 07, 2025 Q4 2024 |
39,000
shares
|
$1.73 Million
0.03% of portfolio
|
Q4 2024
Reduced 10.34%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
38,939
shares
|
$1.73 Million
0.12% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
38,937
shares
|
$1.73 Million
0.44% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Nbw Capital LLC
|
Feb 06, 2025 Q4 2024 |
38,917
shares
|
$1.73 Million
0.33% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Baxter Bros Inc
|
Feb 11, 2025 Q4 2024 |
38,777
shares
|
$1.72 Million
0.23% of portfolio
|
Q4 2024
Reduced 12.98%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
38,661
shares
|
$1.72 Million
0.18% of portfolio
|
Q4 2024
Added 8.7%
|