Purchases and Sales Made in Q3 2024 in Bank Of America Corp (BAC)
This table provides information about the institutional ownership of Bank Of America Corp (BAC) during Q3 2024. The information is specifically focused on institutions that hold shares of Bank of America Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7.46K+ 5.52% |
$273K - $329K
|
143K
$6.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
7.46K+ 26.68% |
$273K - $329K
|
35.4K
$1.65M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.42K+ 13.64% |
$272K - $327K
|
61.8K
$2.88M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
7.39KNew |
$271K - $326K
|
7.39K
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
7.35K+ 19.59% |
$269K - $324K
|
44.9K
$2.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
7.3KNew |
$268K - $322K
|
7.3K
$341K
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
7.29K+ 13.94% |
$267K - $322K
|
59.6K
$2.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Barings LLC
|
BUY
|
- |
7.25KNew |
$266K - $320K
|
7.25K
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
7.21K+ 36.54% |
$264K - $318K
|
26.9K
$1.26M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
7.21K+ 1.47% |
$264K - $318K
|
498K
$23.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
7.18K+ 16.24% |
$263K - $317K
|
51.4K
$2.4M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.18KNew |
$263K - $317K
|
7.18K
$335K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
7.12K+ 2.81% |
$261K - $314K
|
261K
$12.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
7.08K+ 10.04% |
$259K - $312K
|
77.5K
$3.62M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.04K+ 74.64% |
$258K - $311K
|
16.5K
$768K
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
7KNew |
$257K - $309K
|
7K
$327K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.94K+ 5.42% |
$254K - $306K
|
135K
$6.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
6.77K+ 9.82% |
$248K - $299K
|
75.7K
$3.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
6.75K+ 12.51% |
$247K - $298K
|
60.7K
$2.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
6.71K+ 7.77% |
$246K - $296K
|
93K
$4.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
6.69K+ 185.72% |
$245K - $295K
|
10.3K
$480K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
6.68K+ 4.02% |
$245K - $295K
|
173K
$8.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
6.63K+ 46.97% |
$243K - $293K
|
20.8K
$969K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
6.52K+ 2.86% |
$239K - $288K
|
234K
$10.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
6.5K+ 82.19% |
$238K - $287K
|
14.4K
$672K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
BUY
|
- |
6.42K+ 85.23% |
$235K - $283K
|
14K
$651K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
6.4KNew |
$234K - $282K
|
6.4K
$298K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6.37K+ 9.45% |
$233K - $281K
|
73.8K
$3.44M
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
6.34KNew |
$232K - $280K
|
6.34K
$296K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
6.3KNew |
$231K - $278K
|
6.3K
$294K
|
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
6.29KNew |
$231K - $278K
|
6.29K
$294K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.25K+ 59.11% |
$229K - $276K
|
16.8K
$785K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
6.23K+ 1.46% |
$228K - $275K
|
432K
$20.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
6.22KNew |
$228K - $274K
|
6.22K
$290K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
6.17K+ 3.83% |
$226K - $272K
|
167K
$7.81M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
6.16KNew |
$226K - $272K
|
6.16K
$287K
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
6.15K+ 23.09% |
$225K - $271K
|
32.8K
$1.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.09K+ 2.72% |
$223K - $269K
|
230K
$10.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
6.09KNew |
$223K - $269K
|
6.09K
$284K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
6.06K+ 0.58% |
$222K - $267K
|
1.05M
$48.9M
|
|
|
Dec 03, 2024
Q3 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
6.03KNew |
$221K - $266K
|
6.03K
$281K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.98K+ 20.81% |
$219K - $264K
|
34.7K
$1.62M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
5.91K+ 34.45% |
$217K - $261K
|
23.1K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.9K+ 0.66% |
$216K - $260K
|
903K
$42.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
5.89KNew |
$216K - $260K
|
5.89K
$275K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
5.84KNew |
$214K - $258K
|
5.84K
$273K
|
|
|
Nov 06, 2024
Q3 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
5.82K+ 15.25% |
$213K - $257K
|
44K
$2.05M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
5.8K+ 37.16% |
$213K - $256K
|
21.4K
$999K
|
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
5.8K+ 54.72% |
$213K - $256K
|
16.4K
$765K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
5.78KNew |
$212K - $255K
|
5.78K
$270K
|