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 22, 2024
Q3 2024
|
Albert D Mason Inc
|
SELL
|
- |
-155- 0.9% |
$5.68K - $6.84K
|
17K
$788K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-155- 0.35% |
$5.68K - $6.84K
|
44.6K
$2.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-156- 0.29% |
$5.72K - $6.88K
|
53.9K
$2.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-159- 1.83% |
$5.83K - $7.02K
|
8.51K
$394K
|
|
|
Nov 14, 2024
Q3 2024
|
Channing Global Advisors, LLC
|
SELL
|
- |
-163- 0.39% |
$5.97K - $7.19K
|
41.8K
$1.94M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-167- 0.82% |
$6.12K - $7.37K
|
20.1K
$930K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-168- 0.4% |
$6.16K - $7.41K
|
41.9K
$1.94M
|
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-172- 2.73% |
$6.3K - $7.59K
|
6.13K
$284K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-173- 0.35% |
$6.34K - $7.63K
|
49.5K
$2.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-175- 0.96% |
$6.41K - $7.72K
|
18K
$834K
|
|
|
Oct 10, 2024
Q3 2024
|
Bennett Selby Investments LP
|
SELL
|
- |
-176- 0.99% |
$6.45K - $7.77K
|
17.6K
$816K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-179- 2.79% |
$6.56K - $7.9K
|
6.24K
$289K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-179- 2.51% |
$6.56K - $7.9K
|
6.95K
$322K
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
SELL
|
- |
-179- 0.45% |
$6.56K - $7.9K
|
39.7K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-179- 1.19% |
$6.56K - $7.9K
|
14.9K
$688K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-183- 8.76% |
$6.71K - $8.08K
|
1.91K
$88.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-186- 2.73% |
$6.82K - $8.21K
|
6.63K
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-188- 2.47% |
$6.89K - $8.3K
|
7.42K
$343K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-190- 0.72% |
$6.96K - $8.38K
|
26.3K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-190- 0.04% |
$6.96K - $8.38K
|
498K
$23.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-190- 2.24% |
$6.96K - $8.38K
|
8.28K
$383K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-191- 29.03% |
$7K - $8.43K
|
467
$21.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-191- 0.76% |
$7K - $8.43K
|
24.9K
$1.15M
|
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
SELL
|
- |
-192- 0.99% |
$7.04K - $8.47K
|
19.3K
$894K
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-192- 3.55% |
$7.04K - $8.47K
|
5.21K
$241K
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-196- 3.71% |
$7.18K - $8.65K
|
5.09K
$235K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-197- 3.31% |
$7.22K - $8.69K
|
5.75K
$266K
|
|
|
Dec 17, 2024
Q3 2024
|
Ims Capital Management
|
SELL
|
- |
-197- 0.44% |
$7.22K - $8.69K
|
44.3K
$2.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-198- 94.29% |
$7.26K - $8.74K
|
12
$556
|
|
|
Nov 14, 2024
Q3 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-198- 2.54% |
$7.26K - $8.74K
|
7.6K
$352K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-199- 0.17% |
$7.29K - $8.78K
|
119K
$5.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-200- 0.24% |
$7.33K - $8.83K
|
82.7K
$3.83M
|
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-200- 1.66% |
$7.33K - $8.83K
|
11.9K
$549K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-200- 2.24% |
$7.33K - $8.83K
|
8.73K
$404K
|
|
|
Nov 13, 2024
Q3 2024
|
Ckw Financial Group
|
SELL
|
- |
-200- 1.02% |
$7.33K - $8.83K
|
19.4K
$897K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-201- 5.47% |
$7.37K - $8.87K
|
3.47K
$161K
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-201- 1.68% |
$7.37K - $8.87K
|
11.7K
$543K
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-202- 1.27% |
$7.4K - $8.91K
|
15.7K
$728K
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-209- 2.31% |
$7.66K - $9.22K
|
8.84K
$409K
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-209- 3.98% |
$7.66K - $9.22K
|
5.05K
$234K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-209- 3.13% |
$7.66K - $9.22K
|
6.46K
$299K
|
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-210- 1.32% |
$7.7K - $9.27K
|
15.7K
$727K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-213- 1.68% |
$7.81K - $9.4K
|
12.5K
$577K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-216- 3.02% |
$7.92K - $9.53K
|
6.93K
$321K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-216- 0.91% |
$7.92K - $9.53K
|
23.6K
$1.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-217- 2.6% |
$7.95K - $9.58K
|
8.13K
$376K
|
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-219- 17.04% |
$8.03K - $9.66K
|
1.07K
$49.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-221- 3.48% |
$8.1K - $9.75K
|
6.14K
$284K
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-221- 0.62% |
$8.1K - $9.75K
|
35.3K
$1.64M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-225- 2.21% |
$8.25K - $9.93K
|
9.96K
$461K
|