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 |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
16,834
shares
|
$748,439
0.11% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
16,823
shares
|
$747,950
0.07% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
16,806
shares
|
$747,194
0.38% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Albert D Mason Inc
|
Jan 15, 2025 Q4 2024 |
16,805
shares
|
$747,150
0.59% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
16,800
shares
|
$746,928
0.07% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Feb 24, 2025 Q4 2024 |
16,782
shares
|
$746,127
0.19% of portfolio
|
Q4 2024
Added 6.1%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
16,774
shares
|
$745,772
0.04% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Feb 13, 2025 Q4 2024 |
16,749
shares
|
$744,660
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
16,741
shares
|
$744,304
0.17% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
16,721
shares
|
$743,415
0.21% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
16,712
shares
|
$743,015
0.1% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
16,707
shares
|
$742,793
0.1% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
16,706
shares
|
$742,748
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
16,689
shares
|
$741,992
0.09% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Wood Trust Financial Corp
|
Feb 06, 2025 Q4 2024 |
16,683
shares
|
$741,726
0.1% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
16,658
shares
|
$740,614
0.12% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
16,625
shares
|
$739,147
0.08% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Feb 10, 2025 Q4 2024 |
16,606
shares
|
$738,302
0.26% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
16,597
shares
|
$737,902
0.32% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
16,532
shares
|
$735,012
0.4% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Staley Capital Advisers Inc
|
Feb 07, 2025 Q4 2024 |
16,500
shares
|
$733,590
0.03% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
16,479
shares
|
$732,656
0.29% of portfolio
|
Q1 2024
Added 56.42%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
16,472
shares
|
$732,345
0.06% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
16,451
shares
|
$731,411
0.47% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
16,365
shares
|
$727,587
0.12% of portfolio
|
Q3 2024
Added 6.65%
|