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 |
|---|---|---|---|---|---|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
12,659
shares
|
$562,819
0.25% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
12,635
shares
|
$561,752
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
12,624
shares
|
$561,263
0.1% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Silver Lake Advisory, LLC
|
Jan 21, 2025 Q4 2024 |
12,622
shares
|
$561,174
0.13% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Feb 14, 2025 Q4 2024 |
12,618
shares
|
$560,996
0.03% of portfolio
|
Q4 2024
Reduced 94.24%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
12,600
shares
|
$560,196
0.05% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
12,588
shares
|
$559,662
0.05% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Feb 07, 2025 Q4 2024 |
12,575
shares
|
$559,084
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Feb 21, 2025 Q4 2024 |
12,558
shares
|
$558,328
0.39% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Feb 06, 2025 Q4 2024 |
12,529
shares
|
$557,039
0.24% of portfolio
|
Q4 2024
Reduced 24.62%
|
|
|
Clarus Group, Inc.
|
Jan 29, 2025 Q4 2024 |
12,522
shares
|
$556,728
0.2% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
12,505
shares
|
$555,972
0.32% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Guidance Point Advisors, LLC
|
Feb 12, 2025 Q4 2024 |
12,502
shares
|
$555,838
0.16% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
12,481
shares
|
$554,905
0.03% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
12,469
shares
|
$554,371
0.08% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
12,467
shares
|
$554,282
0.18% of portfolio
|
Q4 2024
Reduced 15.87%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jan 28, 2025 Q4 2024 |
12,438
shares
|
$552,993
0.18% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
12,436
shares
|
$552,904
0.12% of portfolio
|
Q4 2024
Added 43.69%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
12,434
shares
|
$552,815
0.04% of portfolio
|
Q4 2024
Reduced 8.41%
|
|
|
Founders Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
12,431
shares
|
$552,682
0.1% of portfolio
|
Q3 2024
Reduced 32.7%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
12,427
shares
|
$552,504
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
12,417
shares
|
$552,059
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
12,407
shares
|
$551,615
0.1% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
12,387
shares
|
$550,726
0.19% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
12,329
shares
|
$548,147
0.21% of portfolio
|
Q4 2024
Reduced 2.25%
|