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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.85K+ 4.49% |
$67.9K - $81.8K
|
43.1K
$2.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.85KNew |
$67.8K - $81.6K
|
1.85K
$86.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.84K+ 7.1% |
$67.5K - $81.3K
|
27.8K
$1.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.84K+ 31.15% |
$67.3K - $81K
|
7.73K
$360K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.82K+ 1.59% |
$66.8K - $80.5K
|
117K
$5.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.82K+ 9.73% |
$66.6K - $80.2K
|
20.5K
$957K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.8K+ 2.5% |
$66K - $79.4K
|
73.7K
$3.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
1.78K+ 22.92% |
$65.1K - $78.4K
|
9.53K
$444K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
1.77K+ 17.46% |
$64.8K - $78.1K
|
11.9K
$555K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
1.76K+ 1.48% |
$64.6K - $77.8K
|
121K
$5.63M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.76K+ 22.57% |
$64.5K - $77.7K
|
9.56K
$446K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.75K+ 6.06% |
$64.1K - $77.2K
|
30.6K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.69K+ 1.93% |
$62.1K - $74.8K
|
89.3K
$4.17M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
1.67K+ 5.28% |
$61.1K - $73.6K
|
33.3K
$1.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1.67K+ 99.94% |
$61.1K - $73.6K
|
3.34K
$156K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.66K+ 2.87% |
$60.9K - $73.4K
|
59.7K
$2.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.66K+ 4.11% |
$60.8K - $73.2K
|
42K
$1.96M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.63K+ 13.6% |
$59.8K - $72K
|
13.6K
$636K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.62K+ 4.11% |
$59.3K - $71.4K
|
41K
$1.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
1.6K+ 7.1% |
$58.7K - $70.7K
|
24.2K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.59K+ 1.56% |
$58.3K - $70.2K
|
104K
$4.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.59K+ 62.52% |
$58.1K - $69.9K
|
4.12K
$192K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.58K+ 17.99% |
$58K - $69.9K
|
10.4K
$484K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.57K+ 3.23% |
$57.7K - $69.4K
|
50.3K
$2.35M
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
1.57K+ 3.78% |
$57.5K - $69.3K
|
43.1K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.57K+ 29.17% |
$57.4K - $69.1K
|
6.93K
$323K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.56K+ 13.64% |
$57.2K - $68.9K
|
13K
$607K
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
1.56K+ 2.72% |
$57.1K - $68.8K
|
58.8K
$2.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.56K+ 24.85% |
$57K - $68.6K
|
7.81K
$365K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1.53K+ 4.63% |
$56K - $67.5K
|
34.6K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.52K+ 1.1% |
$55.9K - $67.3K
|
139K
$6.51M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.52K+ 22.92% |
$55.5K - $66.9K
|
8.12K
$379K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.51K+ 5.49% |
$55.5K - $66.8K
|
29.1K
$1.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.51K+ 28.24% |
$55.4K - $66.7K
|
6.86K
$320K
|
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
1.5K+ 4.6% |
$55K - $66.3K
|
34.1K
$1.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.49K+ 1.26% |
$54.6K - $65.8K
|
120K
$5.59M
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.49K+ 12.05% |
$54.4K - $65.5K
|
13.8K
$644K
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.43K+ 1.95% |
$52.4K - $63.1K
|
74.7K
$3.49M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.43K+ 1.34% |
$52.2K - $62.9K
|
108K
$5.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.41K+ 1.44% |
$51.7K - $62.2K
|
99.6K
$4.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
1.39K+ 0.46% |
$50.8K - $61.2K
|
300K
$14M
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.39K+ 7.57% |
$50.8K - $61.2K
|
19.7K
$920K
|
|
|
Oct 28, 2024
Q3 2024
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
1.36K+ 0.89% |
$50K - $60.1K
|
155K
$7.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.36K+ 5.06% |
$49.9K - $60.1K
|
28.2K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.36K+ 4.62% |
$49.8K - $60K
|
30.8K
$1.44M
|
|
|
Nov 05, 2024
Q3 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
1.36K+ 0.8% |
$49.8K - $59.9K
|
172K
$8.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
1.35K+ 8.89% |
$49.5K - $59.6K
|
16.5K
$771K
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.34K+ 6.1% |
$49.1K - $59.1K
|
23.3K
$1.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
1.33K+ 3.07% |
$48.6K - $58.5K
|
44.5K
$2.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
1.32K+ 1.56% |
$48.4K - $58.3K
|
86K
$4.01M
|