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 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-225- 0.86% |
$8.25K - $9.93K
|
26.1K
$1.21M
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-226- 3.71% |
$8.28K - $9.97K
|
5.87K
$272K
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-226- 1.14% |
$8.28K - $9.97K
|
19.5K
$904K
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-228- 1.58% |
$8.36K - $10.1K
|
14.2K
$659K
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-237- 2.63% |
$8.69K - $10.5K
|
8.78K
$406K
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-239- 0.28% |
$8.76K - $10.5K
|
85.9K
$3.97M
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-239- 1.55% |
$8.76K - $10.5K
|
15.1K
$701K
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-241- 4.26% |
$8.83K - $10.6K
|
5.42K
$251K
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-244- 1.26% |
$8.94K - $10.8K
|
19.1K
$886K
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-245- 2.77% |
$8.98K - $10.8K
|
8.58K
$397K
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-246- 2.48% |
$9.02K - $10.9K
|
9.68K
$448K
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
SELL
|
- |
-248- 3.39% |
$9.09K - $10.9K
|
7.08K
$328K
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-249- 2.89% |
$9.13K - $11K
|
8.38K
$388K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-250- 7.65% |
$9.16K - $11K
|
3.02K
$140K
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-250- 2.23% |
$9.16K - $11K
|
10.9K
$507K
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-250- 1.16% |
$9.16K - $11K
|
21.3K
$985K
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-250- 2.0% |
$9.16K - $11K
|
12.3K
$568K
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-251- 4.61% |
$9.2K - $11.1K
|
5.19K
$240K
|
|
Nov 13, 2024
Q3 2024
|
Unison Asset Management LLC
|
SELL
|
- |
-257- 0.15% |
$9.42K - $11.3K
|
167K
$7.72M
|
|
Nov 13, 2024
Q3 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-262- 0.07% |
$9.6K - $11.6K
|
389K
$18M
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-263- 3.0% |
$9.64K - $11.6K
|
8.5K
$394K
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-266- 0.98% |
$9.75K - $11.7K
|
27K
$1.25M
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-266- 2.34% |
$9.75K - $11.7K
|
11.1K
$513K
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-270- 1.54% |
$9.9K - $11.9K
|
17.3K
$801K
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-271- 0.25% |
$9.93K - $12K
|
109K
$5.07M
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-276- 1.09% |
$10.1K - $12.2K
|
25K
$1.16M
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-278- 3.53% |
$10.2K - $12.3K
|
7.59K
$351K
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-279- 1.66% |
$10.2K - $12.3K
|
16.6K
$767K
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-279- 4.26% |
$10.2K - $12.3K
|
6.26K
$290K
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-282- 28.92% |
$10.3K - $12.4K
|
693
$32.1K
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-284- 2.57% |
$10.4K - $12.5K
|
10.8K
$499K
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-285- 4.07% |
$10.4K - $12.6K
|
6.71K
$311K
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-285- 1.58% |
$10.4K - $12.6K
|
17.7K
$821K
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-288- 4.17% |
$10.6K - $12.7K
|
6.62K
$306K
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-290- 3.76% |
$10.6K - $12.8K
|
7.43K
$344K
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-295- 3.59% |
$10.8K - $13K
|
7.92K
$367K
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-296- 2.68% |
$10.8K - $13.1K
|
10.7K
$497K
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-296- 3.8% |
$10.8K - $13.1K
|
7.49K
$347K
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-298- 0.62% |
$10.9K - $13.2K
|
47.7K
$2.21M
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-299- 3.64% |
$11K - $13.2K
|
7.91K
$366K
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-300- 51.81% |
$11K - $13.2K
|
279
$12.9K
|
|
Oct 24, 2024
Q3 2024
|
Hedges Asset Management LLC
|
SELL
|
- |
-300- 1.12% |
$11K - $13.2K
|
26.6K
$1.23M
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-300- 3.13% |
$11K - $13.2K
|
9.3K
$431K
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-300- 1.26% |
$11K - $13.2K
|
23.4K
$1.08M
|
|
Nov 14, 2024
Q3 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-300- 0.74% |
$11K - $13.2K
|
40.1K
$1.86M
|
|
Nov 14, 2024
Q3 2024
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-300- 11.54% |
$11K - $13.2K
|
2.3K
$106K
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-301- 0.16% |
$11K - $13.3K
|
192K
$8.9M
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-304- 1.93% |
$11.1K - $13.4K
|
15.5K
$715K
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-304- 0.53% |
$11.1K - $13.4K
|
56.9K
$2.64M
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-308- 2.37% |
$11.3K - $13.6K
|
12.7K
$587K
|