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 |
|---|---|---|---|---|---|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
11,101
shares
|
$497,435
0.05% of portfolio
|
Q4 2024
Reduced 6.58%
|
|
|
Sara Bay Financial
|
Jan 15, 2025 Q4 2024 |
11,100
shares
|
$497,391
0.18% of portfolio
|
Q3 2024
Reduced 23.17%
|
|
|
Private Wealth Partners, LLC
|
Jan 31, 2025 Q4 2024 |
11,070
shares
|
$496,046
0.04% of portfolio
|
Q4 2024
Reduced 38.37%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
11,052
shares
|
$495,240
0.03% of portfolio
|
Q4 2024
Reduced 8.3%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
11,043
shares
|
$494,836
0.16% of portfolio
|
Q4 2024
Added 23.77%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
11,039
shares
|
$494,657
0.07% of portfolio
|
Q4 2024
Reduced 9.75%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Feb 13, 2025 Q4 2024 |
11,031
shares
|
$494,299
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Chiron Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
11,028
shares
|
$494,164
0.47% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
11,013
shares
|
$493,492
0.32% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
11,012
shares
|
$493,447
0.08% of portfolio
|
Q2 2024
Added 4.99%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
11,005
shares
|
$493,134
0.1% of portfolio
|
Q4 2024
Reduced 14.04%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
10,984
shares
|
$492,193
0.06% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
10,974
shares
|
$491,744
0.07% of portfolio
|
Q3 2022
Added 22.29%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
10,973
shares
|
$491,700
0.18% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
10,958
shares
|
$491,027
0.21% of portfolio
|
Q4 2024
Reduced 10.66%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
10,937
shares
|
$490,086
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
10,936
shares
|
$490,042
0.03% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
10,935
shares
|
$489,997
0.05% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
10,894
shares
|
$488,160
0.18% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
10,892
shares
|
$488,070
0.05% of portfolio
|
Q4 2024
Reduced 9.73%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
10,844
shares
|
$485,919
0.37% of portfolio
|
Q4 2024
Added 37.16%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Feb 07, 2025 Q4 2024 |
10,840
shares
|
$485,740
0.13% of portfolio
|
Q3 2024
Reduced 8.45%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
10,832
shares
|
$485,381
0.06% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
10,831
shares
|
$485,337
0.31% of portfolio
|
Q4 2024
Reduced 36.82%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
10,825
shares
|
$485,068
0.06% of portfolio
|
Q4 2024
Added 0.05%
|