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 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
402+ 3.52% |
$14.7K - $17.7K
|
11.8K
$552K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$14.7K - $17.7K
|
400
$18.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
400+ 2.15% |
$14.7K - $17.7K
|
19K
$888K
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
BUY
|
- |
399+ 6.75% |
$14.6K - $17.6K
|
6.31K
$294K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
399+ 16.55% |
$14.6K - $17.6K
|
2.81K
$131K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
384+ 0.05% |
$14.1K - $16.9K
|
729K
$34M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
382+ 115.76% |
$14K - $16.9K
|
712
$33.2K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
BUY
|
- |
379+ 0.32% |
$13.9K - $16.7K
|
120K
$5.58M
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
379+ 6.45% |
$13.9K - $16.7K
|
6.25K
$292K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
378+ 1.68% |
$13.9K - $16.7K
|
22.9K
$1.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
376+ 0.53% |
$13.8K - $16.6K
|
71.6K
$3.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
375+ 2.29% |
$13.7K - $16.5K
|
16.8K
$783K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
371+ 1.42% |
$13.6K - $16.4K
|
26.5K
$1.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
369+ 4.37% |
$13.5K - $16.3K
|
8.81K
$411K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
368+ 0.8% |
$13.5K - $16.2K
|
46.5K
$2.17M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
364+ 5.68% |
$13.3K - $16.1K
|
6.78K
$316K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
356+ 2.19% |
$13K - $15.7K
|
16.6K
$774K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
352+ 3.29% |
$12.9K - $15.5K
|
11.1K
$516K
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
349+ 5.5% |
$12.8K - $15.4K
|
6.7K
$313K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
348+ 0.88% |
$12.8K - $15.4K
|
39.8K
$1.86M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
348+ 7.43% |
$12.8K - $15.4K
|
5.03K
$235K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
346+ 5.03% |
$12.7K - $15.3K
|
7.22K
$337K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
345+ 5.98% |
$12.6K - $15.2K
|
6.11K
$285K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
338+ 0.93% |
$12.4K - $14.9K
|
36.6K
$1.71M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
334New |
$12.2K - $14.7K
|
334
$15.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
330+ 6.71% |
$12.1K - $14.6K
|
5.25K
$245K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
330+ 5.32% |
$12.1K - $14.6K
|
6.53K
$305K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
327New |
$12K - $14.4K
|
327
$15.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
325+ 5.25% |
$11.9K - $14.3K
|
6.51K
$304K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
325+ 9.79% |
$11.9K - $14.3K
|
3.65K
$170K
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
324+ 0.54% |
$11.9K - $14.3K
|
60.5K
$2.82M
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
319+ 13.19% |
$11.7K - $14.1K
|
2.74K
$128K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
318+ 0.49% |
$11.7K - $14K
|
65.8K
$3.07M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
317+ 0.17% |
$11.6K - $14K
|
185K
$8.64M
|
|
|
Oct 22, 2024
Q3 2024
|
Blossom Wealth Management
|
BUY
|
- |
315+ 1.88% |
$11.5K - $13.9K
|
17.1K
$798K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
312+ 0.05% |
$11.4K - $13.8K
|
683K
$31.9M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
301+ 2.49% |
$11K - $13.3K
|
12.4K
$579K
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
300+ 2.45% |
$11K - $13.2K
|
12.6K
$586K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
300+ 0.71% |
$11K - $13.2K
|
42.5K
$1.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
299+ 3.75% |
$11K - $13.2K
|
8.27K
$386K
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
294+ 1.89% |
$10.8K - $13K
|
15.9K
$740K
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
292+ 1.51% |
$10.7K - $12.9K
|
19.6K
$913K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
285+ 0.66% |
$10.4K - $12.6K
|
43.6K
$2.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
285+ 4.34% |
$10.4K - $12.6K
|
6.85K
$320K
|
|
|
Nov 13, 2024
Q3 2024
|
R.M.Sincerbeaux Capital Management LLC
|
BUY
|
- |
284+ 0.17% |
$10.4K - $12.5K
|
164K
$7.66M
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
282New |
$10.3K - $12.4K
|
282
$13.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
281+ 3.79% |
$10.3K - $12.4K
|
7.7K
$359K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
281+ 2.74% |
$10.3K - $12.4K
|
10.5K
$492K
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
279+ 4.3% |
$10.2K - $12.3K
|
6.77K
$316K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
279+ 6.24% |
$10.2K - $12.3K
|
4.75K
$221K
|