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 3,340 institutions that hold shares in the stock, with a total of 5.22 Billion shares, which have been reported (via 13F filing form) to have a value of $243 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
743
shares
|
$34,564
0.01% of portfolio
|
Q4 2024
Added 35.58%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
739
shares
|
$34,378
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
712
shares
|
$33,122
0.01% of portfolio
|
Q3 2024
Added 115.76%
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
627
shares
|
$29,168
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
626
shares
|
$29,121
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
624
shares
|
$29,028
0.01% of portfolio
|
Q4 2023
Reduced 18.64%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
600
shares
|
$27,912
0.02% of portfolio
|
Q1 2024
Reduced 40.0%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
600
shares
|
$27,912
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
572
shares
|
$26,609
0.03% of portfolio
|
Q2 2024
Reduced 10.2%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
571
shares
|
$26,562
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
550
shares
|
$25,586
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
550
shares
|
$25,586
0.02% of portfolio
|
Q4 2024
Reduced 24.97%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
547
shares
|
$25,446
0.01% of portfolio
|
Q3 2024
Reduced 8.53%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Nov 01, 2024 Q3 2024 |
545
shares
|
$25,353
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
529
shares
|
$24,609
0.01% of portfolio
|
Q2 2024
Reduced 43.06%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
521
shares
|
$24,236
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
513
shares
|
$23,864
0.01% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
504
shares
|
$23,446
0.01% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
501
shares
|
$23,306
0.0% of portfolio
|
Q1 2024
Added 0.2%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
500
shares
|
$23,260
0.01% of portfolio
|
Q3 2022
Reduced 44.44%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Jan 14, 2025 Q4 2024 |
500
shares
|
$23,260
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
497
shares
|
$23,120
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
476
shares
|
$22,143
0.0% of portfolio
|
Q4 2024
Reduced 54.8%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
467
shares
|
$21,724
0.02% of portfolio
|
Q3 2024
Reduced 29.03%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
465
shares
|
$21,631
0.01% of portfolio
|
Q3 2022
Added 3000.0%
|