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 |
|---|---|---|---|---|---|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
14,029
shares
|
$623,729
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
14,009
shares
|
$622,840
0.16% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jan 29, 2025 Q4 2024 |
14,000
shares
|
$622,440
0.09% of portfolio
|
Q3 2023
Reduced 4.23%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jan 13, 2025 Q4 2024 |
13,997
shares
|
$622,306
0.31% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
13,950
shares
|
$620,217
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
13,927
shares
|
$619,194
0.06% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
13,916
shares
|
$618,705
0.43% of portfolio
|
Q4 2024
Added 48.28%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
13,892
shares
|
$617,638
0.07% of portfolio
|
Q4 2024
Reduced 12.87%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
13,859
shares
|
$616,171
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Feb 13, 2025 Q4 2024 |
13,828
shares
|
$614,792
0.38% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
13,809
shares
|
$613,948
0.43% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
13,797
shares
|
$613,414
0.04% of portfolio
|
Q4 2024
Reduced 7.42%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
13,791
shares
|
$613,147
0.08% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
13,779
shares
|
$612,614
0.14% of portfolio
|
Q3 2024
Added 23.08%
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
13,770
shares
|
$612,214
0.25% of portfolio
|
Q4 2024
Reduced 9.02%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
13,755
shares
|
$611,547
0.19% of portfolio
|
Q4 2024
Reduced 8.31%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
13,717
shares
|
$609,857
0.03% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
13,695
shares
|
$608,879
0.19% of portfolio
|
Q4 2024
Added 19.62%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
13,633
shares
|
$606,123
0.05% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
13,611
shares
|
$605,145
0.37% of portfolio
|
Q4 2024
Reduced 19.03%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
13,594
shares
|
$604,389
0.13% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Feb 06, 2025 Q4 2024 |
13,582
shares
|
$603,855
0.59% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
13,575
shares
|
$603,544
0.35% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Feb 14, 2025 Q4 2024 |
13,574
shares
|
$603,500
0.42% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Feb 13, 2025 Q4 2024 |
13,562
shares
|
$602,966
0.23% of portfolio
|
Q4 2024
Reduced 9.59%
|