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 3,619 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 $228 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
4,522
shares
|
$190,873
0.16% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
4,500
shares
|
$189,945
0.17% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
4,500
shares
|
$189,945
0.05% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
4,495
shares
|
$189,733
0.08% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,370
shares
|
$184,457
0.06% of portfolio
|
Q1 2024
Added 1.23%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,262
shares
|
$179,899
0.23% of portfolio
|
Q1 2024
Reduced 1.16%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
4,169
shares
|
$175,973
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
4,140
shares
|
$174,749
0.04% of portfolio
|
Q4 2024
Reduced 36.49%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
4,112
shares
|
$173,567
0.07% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
4,107
shares
|
$173,356
0.09% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
4,054
shares
|
$171,119
0.13% of portfolio
|
Q4 2021
New holding
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
4,045
shares
|
$170,739
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bnp Paribas
New York, NY |
Feb 14, 2025 Q4 2024 |
3,980
shares
|
$167,995
0.01% of portfolio
|
Q4 2024
Added 96.06%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
3,817
shares
|
$161,115
0.07% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
3,808
shares
|
$160,735
0.11% of portfolio
|
Q4 2024
Reduced 22.27%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
3,785
shares
|
$159,764
0.06% of portfolio
|
Q4 2024
Added 440.71%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
3,753
shares
|
$158,414
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
3,698
shares
|
$156,092
0.02% of portfolio
|
Q4 2024
Reduced 15.24%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
3,698
shares
|
$156,092
0.11% of portfolio
|
Q3 2024
Added 12.81%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
3,676
shares
|
$155,163
0.09% of portfolio
|
Q2 2024
Reduced 85.66%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
3,623
shares
|
$152,926
0.04% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
3,542
shares
|
$149,507
0.03% of portfolio
|
Q4 2024
Reduced 11.12%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
3,498
shares
|
$147,650
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
3,474
shares
|
$146,637
0.05% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,401
shares
|
$143,556
0.05% of portfolio
|
Q4 2024
Added 0.06%
|