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 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.01% |
$36.7 - $44.1
|
17.6K
$815K
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
1+ 0.01% |
$36.7 - $44.1
|
7.35K
$340K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.19% |
$36.7 - $44.1
|
521
$24.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-1- 0.02% |
$36.7 - $44.1
|
6.1K
$282K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-1- -0.0% |
$36.7 - $44.1
|
96.1K
$4.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1- -0.0% |
$36.7 - $44.1
|
33.4K
$1.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1- 0.01% |
$36.7 - $44.1
|
9.71K
$450K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1- 0.02% |
$36.7 - $44.1
|
5.18K
$240K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1- 0.06% |
$36.7 - $44.1
|
1.78K
$82.2K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-2- 0.04% |
$73.3 - $88.3
|
5.37K
$249K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-2- 0.04% |
$73.3 - $88.3
|
5.7K
$264K
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-3- 0.06% |
$110 - $132
|
5.37K
$248K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3- 0.04% |
$110 - $132
|
7.9K
$366K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-3- 0.05% |
$110 - $132
|
5.49K
$254K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-3- 0.03% |
$110 - $132
|
9.92K
$459K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-4- 1.42% |
$147 - $177
|
277
$12.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-4- 0.18% |
$147 - $177
|
2.26K
$104K
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
SELL
|
- |
-7- 0.09% |
$257 - $309
|
7.88K
$365K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-9- 0.03% |
$330 - $397
|
32.4K
$1.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-9- 0.02% |
$330 - $397
|
37.1K
$1.72M
|
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-9- 0.05% |
$330 - $397
|
16.6K
$769K
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-9- 0.16% |
$330 - $397
|
5.61K
$260K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-10- 0.06% |
$367 - $441
|
17.3K
$801K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-10- 0.56% |
$367 - $441
|
1.77K
$82.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-11- 0.09% |
$403 - $485
|
12K
$555K
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-12- 0.21% |
$440 - $530
|
5.73K
$265K
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-12- 0.15% |
$440 - $530
|
8.12K
$376K
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-13- 0.06% |
$476 - $574
|
22.3K
$1.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-14- 0.12% |
$513 - $618
|
11.6K
$537K
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-15- 0.12% |
$550 - $662
|
12.4K
$576K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-16- 0.09% |
$586 - $706
|
18.1K
$837K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-19- 0.17% |
$696 - $838
|
11.3K
$525K
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
SELL
|
- |
-20- 0.15% |
$733 - $883
|
13.4K
$623K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-20- 0.24% |
$733 - $883
|
8.26K
$382K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-21- 0.28% |
$770 - $927
|
7.44K
$345K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-22- 0.13% |
$806 - $971
|
16.9K
$783K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-23- 0.28% |
$843 - $1.01K
|
8.18K
$379K
|
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-23- 0.08% |
$843 - $1.01K
|
28.8K
$1.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-23- 0.19% |
$843 - $1.01K
|
12.3K
$568K
|
|
|
Nov 13, 2024
Q3 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-23- 0.3% |
$843 - $1.01K
|
7.74K
$358K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-24- 0.32% |
$880 - $1.06K
|
7.49K
$347K
|
|
|
Nov 12, 2024
Q3 2024
|
Kidder Stephen W
|
SELL
|
- |
-25- 0.08% |
$916 - $1.1K
|
30.4K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-25- 0.19% |
$916 - $1.1K
|
12.9K
$595K
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-30- 0.62% |
$1.1K - $1.32K
|
4.78K
$221K
|
|
|
Nov 07, 2024
Q3 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-30- 0.11% |
$1.1K - $1.32K
|
27.6K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-30- 0.18% |
$1.1K - $1.32K
|
16.8K
$779K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-34- 0.12% |
$1.25K - $1.5K
|
29.2K
$1.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-36- 1.0% |
$1.32K - $1.59K
|
3.58K
$166K
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-38- 0.56% |
$1.39K - $1.68K
|
6.74K
$312K
|