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 |
|---|---|---|---|---|---|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
20,837
shares
|
$926,413
0.1% of portfolio
|
Q1 2023
Added 0.03%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
20,836
shares
|
$926,368
0.35% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
20,796
shares
|
$924,590
0.28% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
20,767
shares
|
$923,300
0.05% of portfolio
|
Q4 2023
Reduced 1.74%
|
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
20,708
shares
|
$920,677
0.54% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
20,700
shares
|
$920,322
0.41% of portfolio
|
Q2 2024
Added 2857.14%
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
20,689
shares
|
$919,832
0.07% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
20,686
shares
|
$919,699
0.22% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
20,668
shares
|
$918,899
0.13% of portfolio
|
Q4 2024
Reduced 92.21%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Feb 06, 2025 Q4 2024 |
20,667
shares
|
$918,854
0.32% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
20,641
shares
|
$917,698
0.18% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Peoples Bank
|
Feb 03, 2025 Q4 2024 |
20,617
shares
|
$916,631
0.54% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
20,581
shares
|
$915,031
0.23% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Feb 05, 2025 Q4 2024 |
20,568
shares
|
$914,453
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
20,557
shares
|
$913,964
0.3% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
20,532
shares
|
$912,852
0.33% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
20,521
shares
|
$912,363
0.08% of portfolio
|
Q4 2024
Added 55.76%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Feb 10, 2025 Q4 2024 |
20,474
shares
|
$910,274
0.6% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
20,458
shares
|
$909,562
0.58% of portfolio
|
Q4 2024
Added 9.59%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Feb 14, 2025 Q4 2024 |
20,397
shares
|
$906,850
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Parisi Gray Wealth Management
|
Jan 13, 2025 Q4 2024 |
20,390
shares
|
$906,539
0.29% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
20,386
shares
|
$906,361
0.08% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Wendell David Associates Inc
|
Jan 17, 2025 Q4 2024 |
20,385
shares
|
$906,317
0.09% of portfolio
|
Q1 2024
Reduced 2.93%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
20,380
shares
|
$906,094
0.55% of portfolio
|
Q3 2024
Added 15.95%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
20,373
shares
|
$905,783
0.42% of portfolio
|
Q4 2024
Added 0.64%
|