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 |
|---|---|---|---|---|---|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
38,653
shares
|
$1.72 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Feb 14, 2025 Q4 2024 |
38,644
shares
|
$1.72 Million
0.47% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
38,626
shares
|
$1.72 Million
0.51% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
38,590
shares
|
$1.72 Million
0.59% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
38,581
shares
|
$1.72 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
38,571
shares
|
$1.71 Million
0.06% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
38,471
shares
|
$1.71 Million
0.81% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
38,410
shares
|
$1.71 Million
0.2% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
38,392
shares
|
$1.71 Million
0.08% of portfolio
|
Q3 2024
Added 6.16%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
38,279
shares
|
$1.7 Million
0.15% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
38,252
shares
|
$1.7 Million
0.23% of portfolio
|
Q2 2023
Reduced 2.0%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
38,019
shares
|
$1.69 Million
0.71% of portfolio
|
Q4 2024
Added 22.24%
|
|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
37,951
shares
|
$1.69 Million
0.27% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
37,907
shares
|
$1.69 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
37,900
shares
|
$1.69 Million
0.47% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Altshuler Shaham LTD
|
Feb 13, 2025 Q4 2024 |
37,898
shares
|
$1.68 Million
0.06% of portfolio
|
Q3 2024
Added 51.79%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
37,831
shares
|
$1.68 Million
0.11% of portfolio
|
Q3 2024
Reduced 7.0%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Feb 14, 2025 Q4 2024 |
37,814
shares
|
$1.68 Million
0.5% of portfolio
|
Q4 2024
Added 82.16%
|
|
|
Schulhoff & CO Inc
|
Feb 05, 2025 Q4 2024 |
37,809
shares
|
$1.68 Million
0.78% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
37,691
shares
|
$1.68 Million
0.39% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
37,683
shares
|
$1.68 Million
0.07% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jan 23, 2025 Q4 2024 |
37,514
shares
|
$1.67 Million
1.0% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
37,464
shares
|
$1.67 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
37,454
shares
|
$1.67 Million
0.24% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
37,415
shares
|
$1.66 Million
1.22% of portfolio
|
Q4 2024
New holding
|