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 3,498 institutions that hold shares in the stock, with a total of 5.41 Billion shares, which have been reported (via 13F filing form) to have a value of $250 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J.P. Marvel Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
292,364
shares
|
$13.5 Million
2.18% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
290,470
shares
|
$13.4 Million
0.13% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
289,633
shares
|
$13.4 Million
1.09% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
289,402
shares
|
$13.4 Million
0.03% of portfolio
|
Q3 2024
Added 74.16%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
289,024
shares
|
$13.4 Million
0.18% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Feb 12, 2025 Q4 2024 |
288,968
shares
|
$13.4 Million
0.33% of portfolio
|
Q4 2024
Added 38.76%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
288,047
shares
|
$13.3 Million
0.63% of portfolio
|
Q2 2022
Added 0.55%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
287,465
shares
|
$13.3 Million
0.73% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
286,609
shares
|
$13.2 Million
0.73% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Feb 11, 2025 Q4 2024 |
283,840
shares
|
$13.1 Million
0.22% of portfolio
|
Q4 2024
Added 5.46%
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
282,824
shares
|
$13.1 Million
1.92% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
281,537
shares
|
$13 Million
0.5% of portfolio
|
Q3 2024
Reduced 28.61%
|
|
|
Vestcor Inc
Fredericton, A3 |
Feb 10, 2025 Q4 2024 |
281,131
shares
|
$13 Million
0.41% of portfolio
|
Q4 2024
Added 58.82%
|
|
|
Prospect Hill Management, LLC
|
Feb 10, 2025 Q4 2024 |
280,000
shares
|
$12.9 Million
5.42% of portfolio
|
Q3 2024
Reduced 9.31%
|
|
|
Bourgeon Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
279,276
shares
|
$12.9 Million
2.35% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
279,110
shares
|
$12.9 Million
1.09% of portfolio
|
Q4 2022
Reduced 0.63%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
278,905
shares
|
$12.9 Million
0.36% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
278,744
shares
|
$12.9 Million
0.91% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Cohen Klingenstein LLC
|
Jan 15, 2025 Q4 2024 |
277,806
shares
|
$12.8 Million
0.43% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Ccm Investment Advisers LLC
|
Jan 10, 2025 Q4 2024 |
275,321
shares
|
$12.7 Million
1.35% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
275,108
shares
|
$12.7 Million
0.42% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
275,085
shares
|
$12.7 Million
2.7% of portfolio
|
Q4 2022
Added 0.65%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
275,074
shares
|
$12.7 Million
0.07% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
273,697
shares
|
$12.6 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
273,014
shares
|
$12.6 Million
0.36% of portfolio
|
Q3 2024
Reduced 28.35%
|