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 |
|---|---|---|---|---|---|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
14,368
shares
|
$638,801
0.2% of portfolio
|
Q2 2024
Added 1.87%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
14,357
shares
|
$638,312
0.43% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Feb 13, 2025 Q4 2024 |
14,356
shares
|
$638,267
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
14,355
shares
|
$638,223
0.01% of portfolio
|
Q4 2024
Added 8.06%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
14,334
shares
|
$637,289
0.17% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
14,304
shares
|
$635,955
0.33% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
14,252
shares
|
$633,643
0.15% of portfolio
|
Q4 2024
Added 127.56%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
14,237
shares
|
$632,977
0.31% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
14,227
shares
|
$632,532
0.15% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
14,218
shares
|
$632,132
0.2% of portfolio
|
Q4 2024
Added 7.12%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
14,193
shares
|
$631,020
0.17% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
14,183
shares
|
$630,576
0.09% of portfolio
|
Q1 2024
Added 52.77%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
14,165
shares
|
$629,775
0.13% of portfolio
|
Q4 2024
Reduced 22.11%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
14,160
shares
|
$629,553
0.08% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
14,142
shares
|
$628,753
0.21% of portfolio
|
Q4 2024
Reduced 97.52%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
14,131
shares
|
$628,264
0.5% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
14,112
shares
|
$627,419
0.03% of portfolio
|
Q4 2024
Added 19.23%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jan 23, 2025 Q4 2024 |
14,110
shares
|
$627,330
0.14% of portfolio
|
Q4 2024
Added 9.43%
|
|
|
Hall Capital Management CO Inc
|
Feb 24, 2025 Q4 2024 |
14,096
shares
|
$626,708
0.29% of portfolio
|
Q4 2024
Reduced 27.58%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
14,079
shares
|
$625,952
0.04% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
14,077
shares
|
$625,863
0.65% of portfolio
|
Q4 2024
Reduced 56.21%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
14,067
shares
|
$625,418
0.08% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Main Street Research LLC
Sausalito, CA |
Feb 07, 2025 Q4 2024 |
14,055
shares
|
$624,885
0.04% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Feb 12, 2025 Q4 2024 |
14,047
shares
|
$624,529
0.33% of portfolio
|
Q4 2024
Added 11.81%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
14,044
shares
|
$624,396
0.21% of portfolio
|
Q4 2024
Added 2.41%
|