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
|
Spinnaker Trust
|
BUY
|
- |
39+ 0.26% |
$1.43K - $1.72K
|
15.1K
$690K
|
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
BUY
|
- |
37+ 0.3% |
$1.36K - $1.63K
|
12.5K
$572K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
37New |
$1.36K - $1.63K
|
37
$1.69K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
35+ 0.64% |
$1.28K - $1.54K
|
5.52K
$253K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
35+ 0.04% |
$1.28K - $1.54K
|
86.4K
$3.96M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
35+ 0.3% |
$1.28K - $1.54K
|
11.7K
$535K
|
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
32+ 0.52% |
$1.17K - $1.41K
|
6.22K
$285K
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
32+ 0.57% |
$1.17K - $1.41K
|
5.67K
$259K
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
32+ 0.39% |
$1.17K - $1.41K
|
8.34K
$382K
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
32+ 0.47% |
$1.17K - $1.41K
|
6.8K
$311K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
32+ 0.51% |
$1.17K - $1.41K
|
6.34K
$290K
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
BUY
|
- |
30+ 0.25% |
$1.1K - $1.32K
|
12.3K
$562K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
26+ 0.48% |
$953 - $1.15K
|
5.48K
$251K
|
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
26+ 0.52% |
$953 - $1.15K
|
5.07K
$232K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
26+ 0.22% |
$953 - $1.15K
|
11.9K
$546K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
26+ 1.75% |
$953 - $1.15K
|
1.51K
$69.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
25+ 0.44% |
$916 - $1.1K
|
5.77K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
25+ 0.07% |
$916 - $1.1K
|
35.7K
$1.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
23+ 0.05% |
$843 - $1.01K
|
50.8K
$2.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
23+ 0.03% |
$843 - $1.01K
|
67.7K
$3.1M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
22+ 0.43% |
$806 - $971
|
5.12K
$234K
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
21+ 0.08% |
$770 - $927
|
27.4K
$1.25M
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
BUY
|
- |
21+ 0.18% |
$770 - $927
|
11.4K
$523K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
20+ 0.13% |
$733 - $883
|
15.3K
$702K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
19+ 0.3% |
$696 - $838
|
6.37K
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
19+ 0.34% |
$696 - $838
|
5.58K
$255K
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
17+ 0.23% |
$623 - $750
|
7.47K
$342K
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
16+ 0.05% |
$586 - $706
|
31.2K
$1.43M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
15+ 0.22% |
$550 - $662
|
6.79K
$311K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
15+ 40.54% |
$550 - $662
|
52
$2.38K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
14+ 0.06% |
$513 - $618
|
23.1K
$1.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 0.07% |
$476 - $574
|
19.2K
$878K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
13New |
$476 - $574
|
13
$595
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
13+ 0.04% |
$476 - $574
|
31.7K
$1.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
11+ 0.2% |
$403 - $485
|
5.42K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
11+ 0.06% |
$403 - $485
|
19K
$868K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
11+ 0.04% |
$403 - $485
|
29.3K
$1.34M
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
10+ 0.1% |
$367 - $441
|
9.63K
$441K
|
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
10+ 0.19% |
$367 - $441
|
5.37K
$246K
|
|
|
Nov 13, 2024
Q3 2024
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
10+ 0.19% |
$367 - $441
|
5.24K
$240K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
9+ 0.03% |
$330 - $397
|
34.7K
$1.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
9+ 0.3% |
$330 - $397
|
3.03K
$139K
|
|
|
Oct 21, 2024
Q3 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.1% |
$330 - $397
|
9.1K
$417K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
9+ 0.12% |
$330 - $397
|
7.57K
$347K
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
9+ 0.16% |
$330 - $397
|
5.58K
$255K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
8+ 0.65% |
$293 - $353
|
1.25K
$57.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
8+ 0.13% |
$293 - $353
|
6.31K
$289K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
7+ 0.13% |
$257 - $309
|
5.37K
$246K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
7+ 0.09% |
$257 - $309
|
7.53K
$345K
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
7+ 0.12% |
$257 - $309
|
6.08K
$278K
|