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 |
|---|---|---|---|---|---|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Feb 07, 2025 Q4 2024 |
22,512
shares
|
$1 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
22,511
shares
|
$1 Million
0.15% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
22,452
shares
|
$998,215
0.57% of portfolio
|
Q4 2024
Added 5.65%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
22,445
shares
|
$997,904
0.3% of portfolio
|
Q1 2023
Reduced 8.15%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
22,383
shares
|
$995,148
0.07% of portfolio
|
Q4 2024
Added 18.76%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
22,362
shares
|
$994,214
0.32% of portfolio
|
Q4 2024
Added 9.05%
|
|
|
Edge Wealth Management LLC
|
Jan 14, 2025 Q4 2024 |
22,326
shares
|
$992,613
0.21% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
22,254
shares
|
$989,412
0.27% of portfolio
|
Q4 2024
Added 191.63%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Feb 12, 2025 Q4 2024 |
22,180
shares
|
$986,122
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Fishman Jay A LTD
Troy, MI |
Jan 29, 2025 Q4 2024 |
22,142
shares
|
$984,433
0.09% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
22,135
shares
|
$984,122
0.35% of portfolio
|
Q3 2023
Added 0.0%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Feb 12, 2025 Q4 2024 |
22,098
shares
|
$982,477
0.02% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
22,086
shares
|
$981,943
0.45% of portfolio
|
Q1 2024
Reduced 1.82%
|
|
|
Sawgrass Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
22,073
shares
|
$981,365
0.11% of portfolio
|
Q4 2024
Reduced 10.51%
|
|
|
Alta Advisers LTD
|
Feb 14, 2025 Q4 2024 |
22,056
shares
|
$980,609
0.62% of portfolio
|
Q4 2024
Added 21.19%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Feb 13, 2025 Q4 2024 |
22,000
shares
|
$978,120
0.56% of portfolio
|
Q4 2024
Reduced 9.76%
|
|
|
Css LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
22,000
shares
|
$978,120
0.09% of portfolio
|
Q3 2024
Reduced 35.1%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
21,979
shares
|
$977,186
0.15% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
21,976
shares
|
$977,052
0.47% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
21,965
shares
|
$976,563
0.04% of portfolio
|
Q4 2024
Added 261.5%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
21,918
shares
|
$974,474
0.06% of portfolio
|
Q4 2024
Added 150.98%
|
|
|
Citadel Investment Advisory, Inc.
|
Jan 24, 2025 Q4 2024 |
21,895
shares
|
$973,451
0.5% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Feb 07, 2025 Q4 2024 |
21,884
shares
|
$972,962
0.54% of portfolio
|
Q4 2024
Added 40.94%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
21,884
shares
|
$972,962
1.24% of portfolio
|
Q2 2022
Added 121.83%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
21,873
shares
|
$972,473
0.1% of portfolio
|
Q3 2024
Added 31.73%
|