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 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.32K+ 2.98% |
$48.2K - $58.1K
|
45.4K
$2.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.3K+ 19.1% |
$47.6K - $57.4K
|
8.11K
$375K
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.29K+ 7.85% |
$47.4K - $57.1K
|
17.8K
$823K
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.29K+ 1.65% |
$47.1K - $56.8K
|
79.2K
$3.67M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.28K+ 4.17% |
$47K - $56.6K
|
32K
$1.48M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.28K+ 11.96% |
$46.9K - $56.5K
|
12K
$555K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.28K+ 1.67% |
$46.9K - $56.5K
|
78.1K
$3.61M
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
BUY
|
- |
1.28K+ 8.52% |
$46.7K - $56.3K
|
16.2K
$752K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.27K+ 23.42% |
$46.6K - $56.1K
|
6.7K
$310K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.27K+ 0.55% |
$46.4K - $55.8K
|
231K
$10.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.26K+ 10.86% |
$46.3K - $55.7K
|
12.9K
$597K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
1.26K+ 14.15% |
$46.2K - $55.6K
|
10.2K
$471K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.24K+ 16.77% |
$45.6K - $54.9K
|
8.66K
$401K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.24K+ 7.53% |
$45.4K - $54.7K
|
17.7K
$819K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.23K+ 10.6% |
$45.1K - $54.3K
|
12.8K
$594K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.21K+ 3.61% |
$44.4K - $53.5K
|
34.8K
$1.61M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
1.21K+ 5.24% |
$44.4K - $53.4K
|
24.3K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.19K+ 18.74% |
$43.8K - $52.7K
|
7.56K
$350K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.19K+ 19.39% |
$43.7K - $52.6K
|
7.33K
$340K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
1.19K+ 3.34% |
$43.5K - $52.4K
|
36.7K
$1.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.18K+ 13.75% |
$43.4K - $52.2K
|
9.79K
$453K
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.18K+ 1.03% |
$43.2K - $52.1K
|
116K
$5.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.18K+ 1.01% |
$43.1K - $51.9K
|
118K
$5.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.18K+ 2.31% |
$43.1K - $51.9K
|
52K
$2.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
1.17K+ 4.03% |
$43K - $51.8K
|
30.3K
$1.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.16K+ 2.92% |
$42.6K - $51.3K
|
41K
$1.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.15K+ 3.28% |
$42K - $50.6K
|
36.1K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
1.14K+ 19.16% |
$41.9K - $50.5K
|
7.12K
$329K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.13K+ 8.31% |
$41.5K - $50K
|
14.8K
$684K
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.13K+ 19.02% |
$41.5K - $49.9K
|
7.08K
$328K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.13KNew |
$41.2K - $49.6K
|
1.13K
$52.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
1.12K+ 0.46% |
$41.2K - $49.6K
|
245K
$11.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
BUY
|
- |
1.11K+ 13.94% |
$40.8K - $49.1K
|
9.1K
$421K
|
|
|
Nov 14, 2024
Q3 2024
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
1.11K+ 1.29% |
$40.8K - $49.1K
|
87.4K
$4.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.1K+ 8.94% |
$40.3K - $48.5K
|
13.4K
$621K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.1K+ 8.83% |
$40.3K - $48.5K
|
13.6K
$627K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.09K+ 1.88% |
$40K - $48.1K
|
59.2K
$2.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.08K+ 3.18% |
$39.7K - $47.8K
|
35.2K
$1.63M
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.07K+ 19.95% |
$39.1K - $47.1K
|
6.42K
$297K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.07K+ 6.17% |
$39.1K - $47K
|
18.3K
$849K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.07K+ 7.36% |
$39K - $47K
|
15.5K
$719K
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
1.06K+ 3.03% |
$38.8K - $46.8K
|
36.1K
$1.67M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.06K+ 0.31% |
$38.8K - $46.7K
|
347K
$16M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.06K+ 11.17% |
$38.7K - $46.6K
|
10.5K
$486K
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.05K+ 9.49% |
$38.6K - $46.5K
|
12.1K
$562K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.05K+ 7.38% |
$38.5K - $46.3K
|
15.3K
$708K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1.05K+ 3.41% |
$38.4K - $46.2K
|
31.8K
$1.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
1.04K+ 6.36% |
$37.9K - $45.7K
|
17.3K
$802K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.02K+ 4.83% |
$37.5K - $45.2K
|
22.2K
$1.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.02K+ 0.3% |
$37.5K - $45.1K
|
338K
$15.6M
|