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 |
|---|---|---|---|---|---|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
19,611
shares
|
$871,905
0.35% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
19,606
shares
|
$871,682
0.05% of portfolio
|
Q4 2022
Reduced 15.15%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
19,543
shares
|
$868,881
0.16% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Kearns & Associates LLC
|
Jan 23, 2025 Q4 2024 |
19,500
shares
|
$866,970
0.55% of portfolio
|
Q4 2022
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
19,411
shares
|
$863,013
0.09% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
19,333
shares
|
$859,545
0.12% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
19,314
shares
|
$858,700
0.06% of portfolio
|
Q4 2024
Reduced 8.02%
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
19,260
shares
|
$856,299
0.12% of portfolio
|
Q3 2024
Reduced 37.37%
|
|
|
Tobam
|
Jan 28, 2025 Q4 2024 |
19,217
shares
|
$854,387
0.26% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
19,138
shares
|
$850,875
0.17% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
19,117
shares
|
$849,941
0.08% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
X Square Capital, LLC
|
Feb 12, 2025 Q4 2024 |
19,112
shares
|
$849,719
0.35% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
19,093
shares
|
$848,874
0.22% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
19,093
shares
|
$848,874
0.39% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
19,059
shares
|
$847,363
0.17% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
19,035
shares
|
$846,296
0.64% of portfolio
|
Q4 2024
Added 35.75%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Feb 07, 2025 Q4 2024 |
19,031
shares
|
$846,118
0.5% of portfolio
|
Q2 2024
Added 8.4%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Feb 14, 2025 Q4 2024 |
19,016
shares
|
$845,451
0.02% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
19,009
shares
|
$845,140
0.09% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Jordan Park Group LLC
|
Feb 03, 2025 Q4 2024 |
19,000
shares
|
$844,740
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
18,990
shares
|
$844,295
0.06% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Carl P. Sherr & Co., LLC
|
Feb 03, 2025 Q4 2024 |
18,967
shares
|
$843,272
0.44% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Feb 05, 2025 Q4 2024 |
18,935
shares
|
$841,850
0.09% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
18,890
shares
|
$839,849
0.1% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
18,835
shares
|
$837,404
0.07% of portfolio
|
Q4 2024
Reduced 67.25%
|