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 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
275+ 3.72% |
$10.1K - $12.1K
|
7.68K
$358K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
274+ 1.3% |
$10K - $12.1K
|
21.4K
$997K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
262+ 0.13% |
$9.6K - $11.6K
|
196K
$9.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
250+ 1.83% |
$9.16K - $11K
|
13.9K
$650K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
249+ 2.08% |
$9.13K - $11K
|
12.2K
$571K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
244+ 1.77% |
$8.94K - $10.8K
|
14K
$655K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
240+ 1.64% |
$8.8K - $10.6K
|
14.9K
$694K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
237+ 2.1% |
$8.69K - $10.5K
|
11.5K
$537K
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
235+ 0.43% |
$8.61K - $10.4K
|
55.4K
$2.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
231+ 1.12% |
$8.47K - $10.2K
|
20.9K
$973K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
229+ 2.46% |
$8.39K - $10.1K
|
9.54K
$445K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
229+ 0.28% |
$8.39K - $10.1K
|
81.9K
$3.82M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
227+ 0.66% |
$8.32K - $10K
|
34.4K
$1.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
227+ 0.61% |
$8.32K - $10K
|
37.4K
$1.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
225+ 3.2% |
$8.25K - $9.93K
|
7.25K
$338K
|
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
223+ 3.3% |
$8.17K - $9.84K
|
6.99K
$326K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
218+ 2.88% |
$7.99K - $9.62K
|
7.78K
$363K
|
|
|
Nov 04, 2024
Q3 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
215+ 0.44% |
$7.88K - $9.49K
|
49.1K
$2.29M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
212+ 1.81% |
$7.77K - $9.36K
|
11.9K
$556K
|
|
|
Nov 08, 2024
Q3 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
211+ 2.83% |
$7.73K - $9.31K
|
7.67K
$358K
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
208+ 1.41% |
$7.62K - $9.18K
|
15K
$700K
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
202+ 1.94% |
$7.4K - $8.91K
|
10.6K
$496K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
201+ 2.91% |
$7.37K - $8.87K
|
7.1K
$331K
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
BUY
|
- |
200+ 4.44% |
$7.33K - $8.83K
|
4.7K
$219K
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
200+ 2.58% |
$7.33K - $8.83K
|
7.94K
$370K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
200+ 24.75% |
$7.33K - $8.83K
|
1.01K
$47K
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
200+ 2.54% |
$7.33K - $8.83K
|
8.08K
$377K
|
|
|
Oct 28, 2024
Q3 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
200+ 0.12% |
$7.33K - $8.83K
|
170K
$7.94M
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
195+ 3.33% |
$7.15K - $8.61K
|
6.05K
$282K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
194+ 1.3% |
$7.11K - $8.56K
|
15.1K
$706K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
194+ 0.65% |
$7.11K - $8.56K
|
29.8K
$1.39M
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
192+ 2.37% |
$7.04K - $8.47K
|
8.31K
$388K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
191+ 2.09% |
$7K - $8.43K
|
9.35K
$436K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
189+ 1.77% |
$6.93K - $8.34K
|
10.9K
$506K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
187+ 1.18% |
$6.85K - $8.25K
|
16.1K
$750K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
182+ 1.28% |
$6.67K - $8.03K
|
14.4K
$672K
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
176+ 2.41% |
$6.45K - $7.77K
|
7.49K
$350K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
175+ 0.56% |
$6.41K - $7.72K
|
31.3K
$1.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
174+ 2.65% |
$6.38K - $7.68K
|
6.75K
$315K
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
171+ 2.99% |
$6.27K - $7.55K
|
5.89K
$275K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
171+ 2.04% |
$6.27K - $7.55K
|
8.54K
$398K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
171+ 2.87% |
$6.27K - $7.55K
|
6.14K
$286K
|
|
|
Oct 30, 2024
Q3 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
169+ 2.69% |
$6.19K - $7.46K
|
6.44K
$301K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
168+ 0.24% |
$6.16K - $7.41K
|
68.9K
$3.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
166+ 1.47% |
$6.08K - $7.33K
|
11.4K
$534K
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
162+ 10.29% |
$5.94K - $7.15K
|
1.74K
$81K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
160+ 1.87% |
$5.86K - $7.06K
|
8.73K
$407K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
160+ 1.18% |
$5.86K - $7.06K
|
13.8K
$642K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
158+ 1.44% |
$5.79K - $6.97K
|
11.1K
$518K
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
157+ 0.07% |
$5.75K - $6.93K
|
218K
$10.2M
|