A detailed history of Naviter Wealth, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Naviter Wealth, LLC holds 67,748 shares of BAC stock, worth $3 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
67,748
Previous 71,440 5.17%
Holding current value
$3 Million
Previous $2.84 Million 5.39%
% of portfolio
0.38%
Previous 0.43%

Shares

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

Oct 16, 2024

SELL
$36.65 - $44.13 $135,311 - $162,927
-3,692 Reduced 5.17%
67,748 $2.69 Million
Q2 2024

Aug 01, 2024

BUY
$34.68 - $40.02 $70,573 - $81,440
2,035 Added 2.93%
71,440 $2.84 Million
Q1 2024

Apr 18, 2024

BUY
$31.73 - $37.92 $117,178 - $140,038
3,693 Added 5.62%
69,405 $2.63 Million
Q4 2023

Feb 05, 2024

BUY
$25.17 - $33.94 $96,803 - $130,533
3,846 Added 6.22%
65,712 $2.21 Million
Q3 2023

Nov 14, 2023

BUY
$27.17 - $32.65 $144,680 - $173,861
5,325 Added 9.42%
61,866 $1.69 Million
Q2 2023

Jul 20, 2023

BUY
$26.99 - $30.56 $286,255 - $324,119
10,606 Added 23.09%
56,541 $1.62 Million
Q1 2023

Apr 12, 2023

SELL
$26.97 - $36.77 $100,894 - $137,556
-3,741 Reduced 7.53%
45,935 $1.31 Million
Q4 2022

Jan 31, 2023

BUY
$29.77 - $38.41 $299,545 - $386,481
10,062 Added 25.4%
49,676 $1.65 Million
Q3 2022

Oct 27, 2022

BUY
$18.8 - $35.27 $70,537 - $132,333
3,752 Added 10.46%
39,614 $1.2 Million
Q2 2022

Jul 18, 2022

BUY
$31.13 - $40.9 $1.12 Million - $1.47 Million
35,862 New
35,862 $1.12 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 $356B
  • 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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