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 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
7+ 0.09% |
$257 - $309
|
7.53K
$349K
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
7+ 0.12% |
$257 - $309
|
6.08K
$282K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
7+ 0.07% |
$257 - $309
|
10K
$464K
|
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
BUY
|
- |
7+ 0.07% |
$257 - $309
|
9.99K
$463K
|
|
|
Nov 14, 2024
Q3 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
7+ 0.13% |
$257 - $309
|
5.59K
$259K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
6+ 0.07% |
$220 - $265
|
9.11K
$422K
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
6+ 0.08% |
$220 - $265
|
7.26K
$336K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.44% |
$220 - $265
|
1.37K
$63.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
6+ 0.06% |
$220 - $265
|
9.42K
$436K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
6New |
$220 - $265
|
6
$278
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
BUY
|
- |
5+ 0.07% |
$183 - $221
|
6.75K
$312K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
5+ 0.02% |
$183 - $221
|
29.2K
$1.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
5+ 0.66% |
$183 - $221
|
760
$35.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
5+ 0.04% |
$183 - $221
|
14.2K
$657K
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
4+ 0.06% |
$147 - $177
|
7.22K
$334K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
4+ 0.04% |
$147 - $177
|
10.8K
$501K
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
4+ 0.02% |
$147 - $177
|
21.7K
$1M
|
|
|
Nov 08, 2024
Q3 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
4+ 0.01% |
$147 - $177
|
35.2K
$1.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.49% |
$147 - $177
|
813
$37.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
4+ 0.02% |
$147 - $177
|
21.5K
$996K
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$147 - $177
|
14K
$649K
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
4+ 0.04% |
$147 - $177
|
10.1K
$468K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
4+ 0.07% |
$147 - $177
|
6K
$278K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
3+ 0.04% |
$110 - $132
|
7.42K
$344K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
3+ 0.6% |
$110 - $132
|
504
$23.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
3+ 0.05% |
$110 - $132
|
5.54K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
3+ 0.15% |
$110 - $132
|
2.02K
$93.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3+ 0.65% |
$110 - $132
|
462
$21.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
2+ 0.86% |
$73.3 - $88.3
|
235
$10.9K
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2+ 0.03% |
$73.3 - $88.3
|
6.2K
$287K
|
|
|
Oct 15, 2024
Q3 2024
|
Cohen Klingenstein LLC
|
BUY
|
- |
2+ 0.0% |
$73.3 - $88.3
|
289K
$13.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2+ 0.83% |
$73.3 - $88.3
|
243
$11.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$73.3 - $88.3
|
15.2K
$705K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
2+ 0.03% |
$73.3 - $88.3
|
7.07K
$327K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
2+ 0.72% |
$73.3 - $88.3
|
280
$13K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 0.02% |
$36.7 - $44.1
|
6.52K
$302K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$36.7 - $44.1
|
8.27K
$383K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1+ 0.0% |
$36.7 - $44.1
|
43.9K
$2.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$36.7 - $44.1
|
9.66K
$447K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
1+ 0.81% |
$36.7 - $44.1
|
125
$5.79K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
1+ 0.01% |
$36.7 - $44.1
|
9.84K
$456K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
1+ 0.0% |
$36.7 - $44.1
|
24.6K
$1.14M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.05% |
$36.7 - $44.1
|
1.86K
$86.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Chapman Investment Management, LLC
|
BUY
|
- |
1+ 0.01% |
$36.7 - $44.1
|
10.9K
$506K
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.12% |
$36.7 - $44.1
|
834
$38.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 0.02% |
$36.7 - $44.1
|
4.52K
$209K
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$36.7 - $44.1
|
7.69K
$356K
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1+ 0.01% |
$36.7 - $44.1
|
17.1K
$791K
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1+ 0.02% |
$36.7 - $44.1
|
5.9K
$273K
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
BUY
|
- |
1+ 0.01% |
$36.7 - $44.1
|
17.4K
$805K
|