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
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
153+ 0.15% |
$5.61K - $6.75K
|
102K
$4.77M
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
151+ 0.37% |
$5.53K - $6.66K
|
41.1K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Core Alternative Capital
|
BUY
|
- |
150+ 7.01% |
$5.5K - $6.62K
|
2.29K
$107K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
149+ 1.0% |
$5.46K - $6.58K
|
15K
$700K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
146+ 1.33% |
$5.35K - $6.44K
|
11.1K
$520K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
145+ 0.07% |
$5.31K - $6.4K
|
204K
$9.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
141+ 0.33% |
$5.17K - $6.22K
|
42.9K
$2M
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
137+ 0.32% |
$5.02K - $6.05K
|
42.6K
$1.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
136+ 1.07% |
$4.98K - $6K
|
12.8K
$597K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
125+ 0.32% |
$4.58K - $5.52K
|
39.3K
$1.83M
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
123+ 1.8% |
$4.51K - $5.43K
|
6.94K
$324K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
120+ 3.79% |
$4.4K - $5.3K
|
3.29K
$153K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
120+ 0.42% |
$4.4K - $5.3K
|
28.4K
$1.33M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
118+ 0.32% |
$4.32K - $5.21K
|
36.6K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
116+ 0.2% |
$4.25K - $5.12K
|
57.1K
$2.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
114+ 0.61% |
$4.18K - $5.03K
|
18.8K
$875K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
114+ 0.14% |
$4.18K - $5.03K
|
80.8K
$3.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
113+ 0.9% |
$4.14K - $4.99K
|
12.7K
$594K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
112+ 0.58% |
$4.1K - $4.94K
|
19.5K
$908K
|
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
112+ 0.25% |
$4.1K - $4.94K
|
45.2K
$2.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
110+ 1.06% |
$4.03K - $4.85K
|
10.5K
$490K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
107+ 0.89% |
$3.92K - $4.72K
|
12.1K
$564K
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
107+ 1.26% |
$3.92K - $4.72K
|
8.61K
$402K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
107+ 0.32% |
$3.92K - $4.72K
|
34.1K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
106+ 0.13% |
$3.88K - $4.68K
|
83.7K
$3.91M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
105+ 0.52% |
$3.85K - $4.63K
|
20.2K
$945K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
104+ 0.97% |
$3.81K - $4.59K
|
10.8K
$503K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
103+ 0.36% |
$3.77K - $4.55K
|
28.7K
$1.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
103+ 0.46% |
$3.77K - $4.55K
|
22.7K
$1.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
101+ 1.34% |
$3.7K - $4.46K
|
7.63K
$356K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
99+ 0.42% |
$3.63K - $4.37K
|
23.9K
$1.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
99+ 125.32% |
$3.63K - $4.37K
|
178
$8.31K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
97+ 1.26% |
$3.56K - $4.28K
|
7.79K
$364K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
96+ 1.04% |
$3.52K - $4.24K
|
9.3K
$434K
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
96+ 1.01% |
$3.52K - $4.24K
|
9.59K
$448K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
BUY
|
- |
95+ 0.1% |
$3.48K - $4.19K
|
90.9K
$4.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
95+ 0.39% |
$3.48K - $4.19K
|
24.4K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
95+ 0.25% |
$3.48K - $4.19K
|
38.4K
$1.79M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
92+ 2.15% |
$3.37K - $4.06K
|
4.36K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
89New |
$3.26K - $3.93K
|
89
$4.15K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
89New |
$3.26K - $3.93K
|
89
$4.15K
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
88+ 0.36% |
$3.23K - $3.88K
|
24.8K
$1.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
86+ 1.7% |
$3.15K - $3.8K
|
5.13K
$239K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
85+ 0.4% |
$3.12K - $3.75K
|
21.6K
$1.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
85+ 0.72% |
$3.12K - $3.75K
|
11.9K
$554K
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
85+ 0.93% |
$3.12K - $3.75K
|
9.27K
$433K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
84+ 1.41% |
$3.08K - $3.71K
|
6.05K
$282K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
84+ 1.44% |
$3.08K - $3.71K
|
5.92K
$276K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
82+ 0.56% |
$3.01K - $3.62K
|
14.7K
$685K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
81New |
$2.97K - $3.57K
|
81
$3.78K
|