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 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.43K+ 24.18% |
$88.9K - $107K
|
12.5K
$577K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.41K+ 0.55% |
$88.3K - $106K
|
441K
$20.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.38K+ 2.63% |
$87.1K - $105K
|
92.8K
$4.3M
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.37K+ 17.94% |
$87K - $105K
|
15.6K
$723K
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
2.37K+ 1.2% |
$86.7K - $104K
|
199K
$9.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
2.37K+ 0.53% |
$86.7K - $104K
|
448K
$20.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2.36K+ 23.51% |
$86.5K - $104K
|
12.4K
$574K
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
2.32K+ 5.67% |
$85K - $102K
|
43.2K
$2M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
2.31K+ 8.42% |
$84.7K - $102K
|
29.8K
$1.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2.28K+ 26.18% |
$83.6K - $101K
|
11K
$509K
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
BUY
|
- |
2.28K+ 1.27% |
$83.5K - $101K
|
181K
$8.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.25K+ 39.28% |
$82.6K - $99.4K
|
7.99K
$370K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.25K+ 13.05% |
$82.3K - $99.1K
|
19.5K
$901K
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.24K+ 40.2% |
$82K - $98.7K
|
7.8K
$361K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.23K+ 6.16% |
$81.7K - $98.4K
|
38.4K
$1.78M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.22K+ 8.44% |
$81.5K - $98.1K
|
28.6K
$1.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2.22K+ 2.94% |
$81.4K - $98.1K
|
77.7K
$3.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
2.22K+ 0.84% |
$81.3K - $97.9K
|
266K
$12.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.21K+ 7.61% |
$80.8K - $97.4K
|
31.2K
$1.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
2.21K+ 1.88% |
$80.8K - $97.4K
|
120K
$5.54M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
2.2K+ 7.15% |
$80.6K - $97K
|
32.9K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2.17K+ 722.33% |
$79.4K - $95.6K
|
2.47K
$114K
|
|
|
Oct 18, 2024
Q3 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
2.16K+ 4.75% |
$79.3K - $95.5K
|
47.7K
$2.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
2.14K+ 1.17% |
$78.6K - $94.6K
|
185K
$8.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
2.14K+ 13.82% |
$78.5K - $94.5K
|
17.6K
$817K
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.12K+ 18.76% |
$77.7K - $93.6K
|
13.4K
$622K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.1K+ 9.13% |
$77.1K - $92.8K
|
25.1K
$1.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
2.1K+ 1.02% |
$77K - $92.8K
|
208K
$9.62M
|
|
|
Oct 09, 2024
Q3 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
2.09K+ 22.36% |
$76.6K - $92.2K
|
11.4K
$529K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.09K+ 7.26% |
$76.5K - $92.1K
|
30.8K
$1.43M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.08K+ 6.45% |
$76.4K - $92K
|
34.4K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.06K+ 38.75% |
$75.6K - $91K
|
7.39K
$342K
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.06K+ 6.16% |
$75.5K - $90.9K
|
35.5K
$1.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
2.04K+ 2.55% |
$74.8K - $90.1K
|
82.1K
$3.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.03K+ 5.0% |
$74.4K - $89.6K
|
42.6K
$1.97M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2KNew |
$73.4K - $88.4K
|
2K
$92.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
2K+ 0.4% |
$73.3K - $88.3K
|
499K
$23.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.98K+ 11.46% |
$72.7K - $87.6K
|
19.3K
$893K
|
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
1.98K+ 1.24% |
$72.6K - $87.4K
|
161K
$7.46M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.97K+ 4.06% |
$72.1K - $86.8K
|
50.4K
$2.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.95K+ 6.33% |
$71.4K - $86K
|
32.7K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
1.95K+ 14.81% |
$71.3K - $85.9K
|
15.1K
$699K
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.91K+ 19.45% |
$70K - $84.3K
|
11.7K
$543K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.9K+ 4.47% |
$69.7K - $83.9K
|
44.4K
$2.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.9K+ 19.88% |
$69.6K - $83.8K
|
11.4K
$530K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
1.9K+ 31.2% |
$69.5K - $83.7K
|
7.98K
$369K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.89K+ 3.63% |
$69.3K - $83.5K
|
54K
$2.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
1.88K+ 15.86% |
$68.9K - $83K
|
13.7K
$636K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.87K+ 1.29% |
$68.4K - $82.3K
|
146K
$6.77M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.86K+ 10.36% |
$68.1K - $82K
|
19.8K
$917K
|