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 |
|---|---|---|---|---|---|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
24,090
shares
|
$1.07 Million
0.48% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
24,047
shares
|
$1.07 Million
0.31% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
Caas Capital Management LP
New York, NY |
Jan 24, 2025 Q4 2024 |
24,009
shares
|
$1.07 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Hedges Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
24,000
shares
|
$1.07 Million
0.73% of portfolio
|
Q4 2024
Reduced 9.77%
|
|
|
Clough Capital Partners L P
Boston, MA |
Feb 14, 2025 Q4 2024 |
24,000
shares
|
$1.07 Million
0.13% of portfolio
|
Q4 2023
Reduced 18.64%
|
|
|
Covenant Asset Management, LLC
|
Jan 30, 2025 Q4 2024 |
23,940
shares
|
$1.06 Million
0.17% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
23,887
shares
|
$1.06 Million
0.13% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Cornerstone Advisory, LLC
|
Feb 18, 2025 Q4 2024 |
23,865
shares
|
$1.06 Million
0.13% of portfolio
|
Q4 2024
Added 8.29%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
23,854
shares
|
$1.06 Million
0.11% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Denali Advisors LLC
|
Feb 04, 2025 Q4 2024 |
23,800
shares
|
$1.06 Million
0.11% of portfolio
|
Q4 2024
Reduced 11.52%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
23,783
shares
|
$1.06 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 24, 2025 Q4 2024 |
23,764
shares
|
$1.06 Million
0.45% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
23,760
shares
|
$1.06 Million
0.14% of portfolio
|
Q4 2024
Reduced 5.96%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
23,708
shares
|
$1.05 Million
0.07% of portfolio
|
Q4 2024
Reduced 8.17%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
23,704
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2022
Reduced 40.92%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
23,692
shares
|
$1.05 Million
0.08% of portfolio
|
Q4 2024
Reduced 91.42%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Jan 29, 2025 Q4 2024 |
23,683
shares
|
$1.05 Million
0.58% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
23,641
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2023
Added 25.64%
|
|
|
Auxano Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
23,618
shares
|
$1.05 Million
0.28% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
23,592
shares
|
$1.05 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
23,586
shares
|
$1.05 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
23,525
shares
|
$1.05 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
23,480
shares
|
$1.04 Million
0.22% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Jan 15, 2025 Q4 2024 |
23,458
shares
|
$1.04 Million
0.09% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
23,422
shares
|
$1.04 Million
0.34% of portfolio
|
Q4 2024
Reduced 21.87%
|