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 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
794+ 4.35% |
$29.1K - $35K
|
19.1K
$889K
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
794+ 4.44% |
$29.1K - $35K
|
18.7K
$871K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
789+ 5.11% |
$28.9K - $34.8K
|
16.2K
$757K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
786+ 16.06% |
$28.8K - $34.7K
|
5.68K
$265K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
782+ 1.4% |
$28.7K - $34.5K
|
56.8K
$2.65M
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
779+ 1.19% |
$28.6K - $34.4K
|
66.5K
$3.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
BUY
|
- |
779+ 1.15% |
$28.6K - $34.4K
|
68.4K
$3.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
775+ 2.11% |
$28.4K - $34.2K
|
37.5K
$1.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
772New |
$28.3K - $34.1K
|
772
$36K
|
|
|
Oct 17, 2024
Q3 2024
|
Harbor Island Capital LLC
|
BUY
|
- |
770+ 0.45% |
$28.2K - $34K
|
170K
$7.94M
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
770+ 6.16% |
$28.2K - $34K
|
13.3K
$619K
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
765+ 7.17% |
$28K - $33.8K
|
11.4K
$534K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
760+ 0.78% |
$27.9K - $33.5K
|
97.6K
$4.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
757+ 7.41% |
$27.7K - $33.4K
|
11K
$512K
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
751+ 4.49% |
$27.5K - $33.1K
|
17.5K
$816K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
751+ 1.39% |
$27.5K - $33.1K
|
54.7K
$2.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
739New |
$27.1K - $32.6K
|
739
$34.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
736+ 2.34% |
$27K - $32.5K
|
32.1K
$1.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
733New |
$26.9K - $32.3K
|
733
$34.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
723+ 8.97% |
$26.5K - $31.9K
|
8.79K
$410K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
715+ 8.87% |
$26.2K - $31.6K
|
8.78K
$410K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
711+ 9.18% |
$26.1K - $31.4K
|
8.46K
$395K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
701+ 2.49% |
$25.7K - $30.9K
|
28.8K
$1.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
668+ 6.01% |
$24.5K - $29.5K
|
11.8K
$550K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
659+ 1.08% |
$24.2K - $29.1K
|
61.9K
$2.89M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
657+ 7.9% |
$24.1K - $29K
|
8.97K
$419K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
647+ 12.13% |
$23.7K - $28.6K
|
5.98K
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
646+ 3.64% |
$23.7K - $28.5K
|
18.4K
$858K
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
645+ 1.11% |
$23.6K - $28.5K
|
58.9K
$2.75M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
645+ 4.31% |
$23.6K - $28.5K
|
15.6K
$728K
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
643+ 3.88% |
$23.6K - $28.4K
|
17.2K
$804K
|
|
|
Oct 10, 2024
Q3 2024
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
642+ 8.24% |
$23.5K - $28.3K
|
8.43K
$393K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
641+ 1.91% |
$23.5K - $28.3K
|
34.1K
$1.59M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
638+ 10.9% |
$23.4K - $28.2K
|
6.49K
$303K
|
|
|
Oct 22, 2024
Q3 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
630+ 8.9% |
$23.1K - $27.8K
|
7.71K
$360K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
630+ 1.75% |
$23.1K - $27.8K
|
36.6K
$1.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
BUY
|
- |
627+ 9.2% |
$23K - $27.7K
|
7.44K
$347K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
627+ 3.72% |
$23K - $27.7K
|
17.5K
$815K
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
620+ 5.83% |
$22.7K - $27.4K
|
11.2K
$525K
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
614+ 7.87% |
$22.5K - $27.1K
|
8.41K
$393K
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
614+ 1.08% |
$22.5K - $27.1K
|
57.6K
$2.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
614+ 0.89% |
$22.5K - $27.1K
|
69.3K
$3.23M
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
609+ 1.59% |
$22.3K - $26.9K
|
39K
$1.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
608+ 6.92% |
$22.3K - $26.8K
|
9.4K
$438K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
604+ 8.67% |
$22.1K - $26.7K
|
7.57K
$353K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
593+ 1.09% |
$21.7K - $26.2K
|
55.2K
$2.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
588+ 10.5% |
$21.6K - $25.9K
|
6.19K
$289K
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
588+ 2.29% |
$21.6K - $25.9K
|
26.3K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
588+ 0.49% |
$21.6K - $25.9K
|
120K
$5.61M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
586+ 6.29% |
$21.5K - $25.9K
|
9.91K
$462K
|