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 |
|---|---|---|---|---|---|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
15,374
shares
|
$683,528
0.02% of portfolio
|
Q3 2021
Reduced 9.12%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
15,366
shares
|
$683,172
0.02% of portfolio
|
Q4 2024
Added 34.27%
|
|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
15,321
shares
|
$681,171
0.14% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
15,317
shares
|
$680,993
0.35% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
15,268
shares
|
$678,815
0.24% of portfolio
|
Q4 2024
Reduced 6.57%
|
|
|
Warm Springs Advisors Inc.
Larkspur, CA |
Feb 19, 2025 Q4 2024 |
15,265
shares
|
$678,681
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 07, 2025 Q4 2024 |
15,257
shares
|
$678,326
0.63% of portfolio
|
Q4 2024
Added 80.24%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
15,216
shares
|
$676,503
0.2% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
15,197
shares
|
$675,658
0.2% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
15,162
shares
|
$674,102
0.02% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
15,157
shares
|
$673,880
0.07% of portfolio
|
Q2 2023
Reduced 5.66%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
15,147
shares
|
$673,435
0.16% of portfolio
|
Q1 2024
Reduced 95.77%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
15,137
shares
|
$672,991
0.09% of portfolio
|
Q4 2024
Reduced 25.29%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Feb 05, 2025 Q4 2024 |
15,113
shares
|
$671,923
0.22% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Intrinsic Value Partners, LLC
|
Jan 30, 2025 Q4 2024 |
15,111
shares
|
$671,835
0.69% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Feb 05, 2025 Q4 2024 |
15,090
shares
|
$670,901
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jan 27, 2025 Q4 2024 |
15,086
shares
|
$670,723
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
15,061
shares
|
$669,612
0.04% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
15,060
shares
|
$669,567
0.07% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
15,026
shares
|
$668,055
0.75% of portfolio
|
Q3 2022
Added 0.05%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
15,010
shares
|
$667,344
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
15,000
shares
|
$666,900
0.52% of portfolio
|
Q2 2022
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
14,980
shares
|
$666,010
0.06% of portfolio
|
Q2 2024
Reduced 23.66%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
14,978
shares
|
$665,921
0.21% of portfolio
|
Q1 2024
Reduced 2.62%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Feb 12, 2025 Q4 2024 |
14,945
shares
|
$664,454
0.18% of portfolio
|
Q4 2024
Reduced 6.35%
|