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 |
|---|---|---|---|---|---|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
13,183
shares
|
$586,116
0.06% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
13,168
shares
|
$585,449
0.19% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
13,150
shares
|
$584,649
0.07% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Feb 13, 2025 Q4 2024 |
13,146
shares
|
$584,471
0.14% of portfolio
|
Q3 2024
Added 43.45%
|
|
|
First National Bank Of Hutchinson
|
Feb 11, 2025 Q4 2024 |
13,113
shares
|
$583,003
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
13,098
shares
|
$582,337
0.26% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
13,097
shares
|
$582,292
0.23% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jan 13, 2025 Q4 2024 |
13,050
shares
|
$580,203
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Feb 11, 2025 Q4 2024 |
13,029
shares
|
$579,269
0.24% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
12,947
shares
|
$575,623
0.22% of portfolio
|
Q3 2024
Reduced 36.65%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
12,898
shares
|
$573,445
0.06% of portfolio
|
Q4 2024
Added 30.06%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
12,850
shares
|
$571,311
0.12% of portfolio
|
Q4 2024
Reduced 13.47%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
12,846
shares
|
$571,133
0.04% of portfolio
|
Q4 2024
Reduced 8.26%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
12,826
shares
|
$570,243
0.04% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
12,823
shares
|
$570,110
0.17% of portfolio
|
Q4 2024
Added 12.33%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Feb 05, 2025 Q4 2024 |
12,800
shares
|
$569,088
0.28% of portfolio
|
Q4 2022
New holding
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
12,770
shares
|
$567,754
0.16% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Feb 13, 2025 Q4 2024 |
12,751
shares
|
$566,909
0.26% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Life Planning Partners, Inc
|
Feb 12, 2025 Q4 2024 |
12,742
shares
|
$566,509
0.52% of portfolio
|
Q4 2024
Reduced 97.72%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
12,738
shares
|
$566,331
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
12,714
shares
|
$565,264
0.13% of portfolio
|
Q3 2023
Added 37.36%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
12,706
shares
|
$564,908
0.06% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
12,691
shares
|
$564,241
0.16% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
12,675
shares
|
$563,530
0.0% of portfolio
|
Q3 2022
Reduced 68.12%
|
|
|
American Money Management, LLC
|
Feb 12, 2025 Q4 2024 |
12,664
shares
|
$563,041
0.11% of portfolio
|
Q4 2024
Added 98.0%
|