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 3,606 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 $241 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
11,882
shares
|
$528,273
0.28% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
11,877
shares
|
$528,051
0.07% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
11,869
shares
|
$527,695
0.26% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
11,868
shares
|
$527,651
0.06% of portfolio
|
Q4 2024
Reduced 66.35%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
11,856
shares
|
$527,117
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
11,853
shares
|
$526,984
0.44% of portfolio
|
Q2 2024
New holding
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
11,837
shares
|
$526,273
0.05% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
11,833
shares
|
$526,095
0.16% of portfolio
|
Q4 2024
Reduced 14.17%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
11,815
shares
|
$525,294
0.25% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
11,813
shares
|
$525,205
0.11% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
11,809
shares
|
$525,028
0.16% of portfolio
|
Q2 2023
Reduced 0.42%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
11,799
shares
|
$524,583
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
11,778
shares
|
$523,649
0.24% of portfolio
|
Q4 2024
Added 10.36%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
11,778
shares
|
$523,649
0.12% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
11,769
shares
|
$523,249
0.15% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
11,755
shares
|
$522,627
0.11% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
11,745
shares
|
$522,182
0.11% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
11,733
shares
|
$521,649
0.11% of portfolio
|
Q4 2024
Added 58.83%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
11,728
shares
|
$521,426
0.26% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Feb 10, 2025 Q4 2024 |
11,728
shares
|
$521,426
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
11,724
shares
|
$521,249
0.31% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
11,685
shares
|
$519,515
0.13% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
11,683
shares
|
$519,426
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Feb 06, 2025 Q4 2024 |
11,668
shares
|
$518,759
0.29% of portfolio
|
Q4 2024
Reduced 7.17%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
11,651
shares
|
$518,003
0.1% of portfolio
|
Q4 2024
Added 62.2%
|