A detailed history of Adviser Investments LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Adviser Investments LLC holds 125,797 shares of BAC stock, worth $5.47 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
125,797
Previous 112,168 12.15%
Holding current value
$5.47 Million
Previous $4.46 Million 11.93%
% of portfolio
0.06%
Previous 0.06%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$36.65 - $44.13 $499,502 - $601,447
13,629 Added 12.15%
125,797 $4.99 Million
Q2 2024

Aug 12, 2024

SELL
$34.68 - $40.02 $16,958 - $19,569
-489 Reduced 0.43%
112,168 $4.46 Million
Q1 2024

Apr 29, 2024

SELL
$31.73 - $37.92 $114,069 - $136,322
-3,595 Reduced 3.09%
112,657 $4.27 Million
Q4 2023

Feb 01, 2024

BUY
$25.17 - $33.94 $886,688 - $1.2 Million
35,228 Added 43.48%
116,252 $3.91 Million
Q3 2023

Oct 11, 2023

SELL
$27.17 - $32.65 $4.49 Million - $5.4 Million
-165,331 Reduced 67.11%
81,024 $2.22 Million
Q2 2023

Aug 04, 2023

BUY
$26.99 - $30.56 $702,009 - $794,865
26,010 Added 11.8%
246,355 $7.07 Million
Q1 2023

Apr 25, 2023

BUY
$26.97 - $36.77 $131,182 - $178,849
4,864 Added 2.26%
220,345 $6.3 Million
Q4 2022

Jan 19, 2023

BUY
$29.77 - $38.41 $228,722 - $295,104
7,683 Added 3.7%
215,481 $0
Q3 2022

Oct 14, 2022

BUY
$18.8 - $35.27 $115,582 - $216,839
6,148 Added 3.05%
207,798 $6.28 Million
Q2 2022

Jul 14, 2022

BUY
$31.13 - $40.9 $282,037 - $370,554
9,060 Added 4.7%
201,650 $6.28 Million
Q1 2022

May 04, 2022

BUY
$38.34 - $49.38 $168,235 - $216,679
4,388 Added 2.33%
192,590 $7.94 Million
Q4 2021

Jan 31, 2022

BUY
$43.08 - $48.37 $182,013 - $204,363
4,225 Added 2.3%
188,202 $8.37 Million
Q3 2021

Nov 05, 2021

BUY
$36.93 - $43.26 $104,511 - $122,425
2,830 Added 1.56%
183,977 $7.81 Million
Q2 2021

Jul 09, 2021

SELL
$38.08 - $43.27 $4.28 Million - $4.86 Million
-112,349 Reduced 38.28%
181,147 $7.47 Million
Q1 2021

May 05, 2021

BUY
$29.65 - $38.99 $1.28 Million - $1.69 Million
43,318 Added 17.31%
293,496 $11.4 Million
Q4 2020

Jan 26, 2021

BUY
$23.47 - $30.31 $662,534 - $855,620
28,229 Added 12.72%
250,178 $7.58 Million
Q3 2020

Nov 13, 2020

BUY
$22.77 - $26.92 $309,171 - $365,519
13,578 Added 6.52%
221,949 $5.35 Million
Q2 2020

Aug 03, 2020

BUY
$19.77 - $28.54 $294,711 - $425,445
14,907 Added 7.71%
208,371 $4.95 Million
Q1 2020

Apr 08, 2020

SELL
$18.08 - $35.64 $315,206 - $621,347
-17,434 Reduced 8.27%
193,464 $4.11 Million
Q4 2019

Feb 07, 2020

SELL
$27.63 - $35.52 $1.25 Million - $1.6 Million
-45,159 Reduced 17.64%
210,898 $7.43 Million
Q3 2019

Nov 13, 2019

BUY
$26.25 - $30.89 $21,131 - $24,866
805 Added 0.32%
256,057 $7.47 Million
Q2 2019

Aug 12, 2019

SELL
$26.6 - $30.77 $12,395 - $14,338
-466 Reduced 0.18%
255,252 $7.4 Million
Q1 2019

May 07, 2019

BUY
$24.56 - $29.82 $45,362 - $55,077
1,847 Added 0.73%
255,718 $7.06 Million
Q4 2018

Jan 25, 2019

BUY
$22.73 - $30.43 $259,963 - $348,027
11,437 Added 4.72%
253,871 $6.26 Million
Q3 2018

Nov 14, 2018

BUY
$27.78 - $31.8 $15,056 - $17,235
542 Added 0.22%
242,434 $7.14 Million
Q2 2018

Aug 02, 2018

BUY
$28.19 - $31.22 $147,292 - $163,124
5,225 Added 2.21%
241,892 $6.82 Million
Q1 2018

May 14, 2018

SELL
$29.17 - $32.84 $1.67 Million - $1.88 Million
-57,228 Reduced 19.47%
236,667 $7.1 Million
Q4 2017

Feb 12, 2018

BUY
$25.45 - $29.88 $288,730 - $338,988
11,345 Added 4.02%
293,895 $8.68 Million
Q3 2017

Oct 23, 2017

BUY
$22.89 - $25.45 $521,136 - $579,420
22,767 Added 8.76%
282,550 $7.16 Million
Q2 2017

Aug 14, 2017

BUY
N/A
259,783
259,783 $6.3 Million

Others Institutions Holding BAC

About Bank of America Corp


  • Ticker BAC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 8,024,450,048
  • Market Cap $349B
  • Description
  • Bank of America Corporation, through its subsidiaries, provides banking and financial products and services for individual consumers, small and middle-market businesses, institutional investors, large corporations, and governments worldwide. Its Consumer Banking segment offers traditional and money market savings accounts, certificates of deposi...
More about BAC
Track This Portfolio

Track Adviser Investments LLC Portfolio

Follow Adviser Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Adviser Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Adviser Investments LLC with notifications on news.