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 |
|---|---|---|---|---|---|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
37,406
shares
|
$1.66 Million
0.38% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
37,401
shares
|
$1.66 Million
0.1% of portfolio
|
Q1 2023
Added 38.44%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
37,321
shares
|
$1.66 Million
0.21% of portfolio
|
Q4 2024
Added 24.88%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
37,252
shares
|
$1.66 Million
0.81% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
37,215
shares
|
$1.65 Million
0.53% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
37,137
shares
|
$1.65 Million
0.24% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Feb 11, 2025 Q4 2024 |
37,127
shares
|
$1.65 Million
0.51% of portfolio
|
Q4 2024
Added 6.27%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
37,098
shares
|
$1.65 Million
0.5% of portfolio
|
Q3 2023
Reduced 0.71%
|
|
|
Advisory Research Inc
Chicago, IL |
Feb 13, 2025 Q4 2024 |
37,043
shares
|
$1.65 Million
0.3% of portfolio
|
Q4 2024
Reduced 9.04%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
37,029
shares
|
$1.65 Million
0.27% of portfolio
|
Q4 2024
Reduced 7.98%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
36,991
shares
|
$1.64 Million
0.34% of portfolio
|
Q4 2024
Added 6.63%
|
|
|
Ncp Inc.
La Quinta, CA |
Feb 04, 2025 Q4 2024 |
36,926
shares
|
$1.64 Million
0.83% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
36,912
shares
|
$1.64 Million
0.45% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Mathes Company, Inc.
|
Jan 31, 2025 Q4 2024 |
36,900
shares
|
$1.64 Million
0.59% of portfolio
|
Q2 2024
Reduced 7.52%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
36,630
shares
|
$1.63 Million
0.26% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
36,610
shares
|
$1.63 Million
0.35% of portfolio
|
Q4 2024
Reduced 8.78%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
36,595
shares
|
$1.63 Million
0.33% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
United Capital Management Of Ks, Inc.
|
Feb 10, 2025 Q4 2024 |
36,426
shares
|
$1.62 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
36,404
shares
|
$1.62 Million
0.13% of portfolio
|
Q4 2024
Reduced 25.34%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
36,296
shares
|
$1.61 Million
0.04% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
36,282
shares
|
$1.61 Million
0.23% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
36,278
shares
|
$1.61 Million
0.06% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
36,272
shares
|
$1.61 Million
0.13% of portfolio
|
Q4 2024
Added 18.57%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
36,199
shares
|
$1.61 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
36,078
shares
|
$1.6 Million
0.31% of portfolio
|
Q4 2024
Added 3.78%
|