A detailed history of Beacon Investment Advisors LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Beacon Investment Advisors LLC holds 83,715 shares of BAC stock, worth $3.7 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares
83,715
Previous 83,609 0.13%
Holding current value
$3.7 Million
Previous $3.33 Billion 0.1%
% of portfolio
1.57%
Previous 1.7%

Shares

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

Nov 14, 2024

BUY
$36.65 - $44.13 $3,884 - $4,677
106 Added 0.13%
83,715 $3.32 Billion
Q2 2024

Aug 14, 2024

BUY
$34.68 - $40.02 $523,841 - $604,502
15,105 Added 22.05%
83,609 $3.33 Billion
Q1 2024

May 13, 2024

SELL
$31.73 - $37.92 $539 - $644
-17 Reduced 0.02%
68,504 $2.6 Billion
Q4 2023

Feb 13, 2024

BUY
$25.17 - $33.94 $5,713 - $7,704
227 Added 0.33%
68,521 $2.31 Billion
Q3 2023

Nov 07, 2023

BUY
$27.17 - $32.65 $2,934 - $3,526
108 Added 0.16%
68,294 $1.87 Billion
Q2 2023

Aug 03, 2023

SELL
$26.99 - $30.56 $40,970 - $46,390
-1,518 Reduced 2.18%
68,186 $1.96 Billion
Q1 2023

May 12, 2023

BUY
$26.97 - $36.77 $1.66 Million - $2.27 Million
61,704 Added 771.3%
69,704 $1.99 Billion
Q4 2022

Feb 09, 2023

BUY
$29.77 - $38.41 $238,160 - $307,280
8,000 New
8,000 $265 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 $354B
  • 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 Beacon Investment Advisors LLC Portfolio

Follow Beacon Investment Advisors 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 Beacon Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Investment Advisors LLC with notifications on news.