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 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
4.6K+ 8.08% |
$169K - $203K
|
61.6K
$2.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
4.58K+ 56.32% |
$168K - $202K
|
12.7K
$588K
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
4.5K+ 6.96% |
$165K - $199K
|
69.2K
$3.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.39K+ 3.17% |
$161K - $194K
|
143K
$6.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.36K+ 8.36% |
$160K - $192K
|
56.5K
$2.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
4.36K+ 28.13% |
$160K - $192K
|
19.8K
$919K
|
|
|
Nov 07, 2024
Q3 2024
|
Braun Stacey Associates Inc
|
BUY
|
- |
4.34K+ 0.64% |
$159K - $192K
|
684K
$31.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.32K+ 21.42% |
$158K - $191K
|
24.5K
$1.13M
|
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
4.3K+ 2.49% |
$158K - $190K
|
177K
$8.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.29K+ 1.14% |
$157K - $189K
|
380K
$17.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4.24K+ 127.97% |
$155K - $187K
|
7.56K
$350K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
4.24K+ 2.27% |
$155K - $187K
|
191K
$8.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
4.22K+ 0.32% |
$155K - $186K
|
1.32M
$61.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.2K+ 2.09% |
$154K - $185K
|
205K
$9.49M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
4.2K+ 58.02% |
$154K - $185K
|
11.4K
$530K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.19K+ 3.87% |
$154K - $185K
|
112K
$5.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
4.16K+ 21.28% |
$152K - $183K
|
23.7K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
4.15K+ 20.44% |
$152K - $183K
|
24.5K
$1.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
4.14K+ 32.36% |
$152K - $183K
|
16.9K
$784K
|
|
|
Nov 14, 2024
Q3 2024
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
4.11K+ 4.94% |
$151K - $182K
|
87.4K
$4.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
4.09K+ 0.67% |
$150K - $181K
|
615K
$28.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4.07KNew |
$149K - $180K
|
4.07K
$189K
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
4.06K+ 4.87% |
$149K - $179K
|
87.3K
$4.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.06K+ 5.59% |
$149K - $179K
|
76.6K
$3.55M
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
4.04K+ 23.49% |
$148K - $178K
|
21.3K
$984K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
4.04K+ 8.66% |
$148K - $178K
|
50.6K
$2.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
4K+ 8.47% |
$147K - $177K
|
51.2K
$2.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
3.99K+ 10.81% |
$146K - $176K
|
40.9K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
3.98K+ 43.45% |
$146K - $176K
|
13.1K
$609K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.96K+ 42.39% |
$145K - $175K
|
13.3K
$615K
|
|
|
Nov 13, 2024
Q3 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
3.93K+ 0.4% |
$144K - $174K
|
990K
$45.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
3.91K+ 9.81% |
$143K - $173K
|
43.8K
$2.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.91K+ 14.48% |
$143K - $173K
|
30.9K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
3.85K+ 185.4% |
$141K - $170K
|
5.92K
$274K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
3.81K+ 9.39% |
$140K - $168K
|
44.4K
$2.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.77K+ 13.19% |
$138K - $166K
|
32.4K
$1.5M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.77KNew |
$138K - $166K
|
3.77K
$174K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
3.76K+ 3.82% |
$138K - $166K
|
102K
$4.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.67K+ 13.31% |
$135K - $162K
|
31.3K
$1.45M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
3.61K+ 10.5% |
$132K - $159K
|
38K
$1.76M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
3.58K+ 296.44% |
$131K - $158K
|
4.79K
$222K
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
3.55K+ 4.15% |
$130K - $157K
|
89.1K
$4.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3.5K+ 6.31% |
$128K - $155K
|
59.1K
$2.73M
|
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
3.5K+ 3.72% |
$128K - $154K
|
97.5K
$4.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.49K+ 1.54% |
$128K - $154K
|
229K
$10.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.45K+ 0.68% |
$126K - $152K
|
514K
$23.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
3.38K+ 2.49% |
$124K - $149K
|
139K
$6.44M
|
|
|
Nov 14, 2024
Q3 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
3.37K+ 9.1% |
$123K - $149K
|
40.4K
$1.87M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
3.35K+ 0.94% |
$123K - $148K
|
361K
$16.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3.35KNew |
$123K - $148K
|
3.35K
$155K
|