Ep Wealth Advisors, LLC Bank Of America Corp Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 452,974 shares of BAC stock, worth $21 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
452,974
Previous 437,324 3.58%
Holding current value
$21 Million
Previous $17.4 Million 3.37%
% of portfolio
0.16%
Previous 0.19%

Shares

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

Nov 14, 2024
BUY
$36.65 - $44.13 $573,572 - $690,634
15,650 Added 3.58%
452,974 $18 Million
Q2 2024

Aug 19, 2024
BUY
$34.68 - $40.02 $220,183 - $254,086
6,349 Added 1.47%
437,324 $17.4 Million
Q1 2024

May 14, 2024
BUY
$31.73 - $37.92 $530,715 - $634,249
16,726 Added 4.04%
430,975 $16.3 Million
Q4 2023

Feb 28, 2024
BUY
$25.17 - $33.94 $103,675 - $139,798
4,119 Added 1.0%
414,249 $13.9 Million
Q3 2023

Nov 22, 2023
BUY
$27.17 - $32.65 $6.78 Million - $8.14 Million
249,439 Added 155.23%
410,130 $11.2 Million
Q2 2023

Aug 14, 2023
SELL
$26.99 - $30.56 $3.27 Million - $3.7 Million
-121,017 Reduced 42.96%
160,691 $4.61 Million
Q1 2023

Jun 05, 2023
BUY
$26.97 - $36.77 $3.66 Million - $4.99 Million
135,668 Added 92.9%
281,708 $8.06 Million
Q4 2022

Jun 12, 2023
SELL
$29.77 - $38.41 $4.19 Million - $5.4 Million
-140,680 Reduced 49.94%
141,028 $4.67 Million
Q3 2022

Dec 02, 2022
BUY
$18.8 - $35.27 $228,833 - $429,306
12,172 Added 9.09%
146,040 $4.41 Million
Q2 2022

Aug 11, 2022
BUY
$31.13 - $40.9 $151,416 - $198,937
4,864 Added 3.77%
133,868 $4.17 Million
Q1 2022

May 20, 2022
SELL
$38.34 - $49.38 $325,966 - $419,828
-8,502 Reduced 6.18%
129,004 $5.32 Million
Q4 2021

Feb 17, 2022
SELL
$43.08 - $48.37 $320,127 - $359,437
-7,431 Reduced 5.13%
137,506 $6.12 Million
Q3 2021

Nov 23, 2021
SELL
$36.93 - $43.26 $4.13 Million - $4.84 Million
-111,807 Reduced 43.55%
144,937 $6.15 Million
Q3 2021

Nov 16, 2021
BUY
$36.93 - $43.26 $3.05 Million - $3.58 Million
82,705 Added 47.52%
256,744 $6.15 Million
Q2 2021

Aug 24, 2021
BUY
$38.08 - $43.27 $502,389 - $570,861
13,193 Added 8.2%
174,039 $7.18 Million
Q1 2021

May 17, 2021
BUY
$29.65 - $38.99 $1.28 Million - $1.68 Million
43,116 Added 36.62%
160,846 $6.22 Million
Q4 2020

Feb 18, 2021
SELL
$23.47 - $30.31 $50,695 - $65,469
-2,160 Reduced 1.8%
117,730 $3.57 Million
Q3 2020

Nov 17, 2020
SELL
$22.77 - $26.92 $203,336 - $240,395
-8,930 Reduced 6.93%
119,890 $2.89 Million
Q2 2020

Aug 14, 2020
SELL
$19.77 - $28.54 $751,121 - $1.08 Million
-37,993 Reduced 22.78%
128,820 $3.06 Million
Q1 2020

May 18, 2020
SELL
$18.08 - $35.64 $465,379 - $917,373
-25,740 Reduced 13.37%
166,813 $3.54 Million
Q4 2019

Feb 14, 2020
BUY
$27.63 - $35.52 $38,847 - $49,941
1,406 Added 0.74%
192,553 $6.78 Million
Q3 2019

Nov 18, 2019
BUY
$26.25 - $30.89 $5.02 Million - $5.9 Million
191,147 New
191,147 $5.58 Million
Q2 2019

Aug 27, 2019
SELL
$26.6 - $30.77 $1.1 Million - $1.28 Million
-41,507 Closed
0 $0
Q1 2019

May 20, 2019
SELL
$24.56 - $29.82 $68,571 - $83,257
-2,792 Reduced 6.3%
41,507 $1.15 Million
Q4 2018

Feb 19, 2019
SELL
$22.73 - $30.43 $27,116 - $36,302
-1,193 Reduced 2.62%
44,299 $1.09 Million
Q3 2018

Nov 15, 2018
BUY
$27.78 - $31.8 $791,368 - $905,886
28,487 Added 167.52%
45,492 $1.34 Million
Q2 2018

Aug 14, 2018
BUY
$28.19 - $31.22 $95,282 - $105,523
3,380 Added 24.81%
17,005 $479,000
Q1 2018

May 15, 2018
SELL
$29.17 - $32.84 $95,794 - $107,846
-3,284 Reduced 19.42%
13,625 $409,000
Q4 2017

Feb 15, 2018
BUY
$25.45 - $29.88 $112,081 - $131,591
4,404 Added 35.22%
16,909 $685,000
Q3 2017

Nov 15, 2017
BUY
$22.89 - $25.45 $13,436 - $14,939
587 Added 4.93%
12,505 $317,000
Q2 2017

Aug 17, 2017
BUY
N/A
11,918
11,918 $289,000

Others Institutions Holding BAC

# of Institutions
3,370
Shares Held
5.23B
Call Options Held
85.6M
Put Options Held
100M
View Full List

About Bank of America Corp

BAC Quotes by TradingView
  • Ticker BAC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 8,024,450,048
  • Market Cap $372B
  • 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
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