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 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-308- 5.52% |
$11.3K - $13.6K
|
5.28K
$244K
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-310- 0.58% |
$11.4K - $13.7K
|
53.1K
$2.46M
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-317- 1.11% |
$11.6K - $14K
|
28.3K
$1.31M
|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-318- 5.92% |
$11.7K - $14K
|
5.05K
$234K
|
|
Oct 31, 2024
Q3 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-320- 1.29% |
$11.7K - $14.1K
|
24.6K
$1.14M
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-320- 1.73% |
$11.7K - $14.1K
|
18.2K
$842K
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-321- 0.35% |
$11.8K - $14.2K
|
92.2K
$4.27M
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-322- 8.65% |
$11.8K - $14.2K
|
3.4K
$157K
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-325- 1.63% |
$11.9K - $14.3K
|
19.6K
$909K
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-328- 0.82% |
$12K - $14.5K
|
39.8K
$1.84M
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-329- 2.8% |
$12.1K - $14.5K
|
11.4K
$529K
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-332- 0.92% |
$12.2K - $14.7K
|
35.9K
$1.66M
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-334- 0.4% |
$12.2K - $14.7K
|
83.5K
$3.86M
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-334- 0.54% |
$12.2K - $14.7K
|
61.8K
$2.86M
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-336- 4.1% |
$12.3K - $14.8K
|
7.86K
$364K
|
|
Nov 13, 2024
Q3 2024
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-340- 0.23% |
$12.5K - $15K
|
145K
$6.71M
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-344- 4.25% |
$12.6K - $15.2K
|
7.76K
$359K
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-344- 2.17% |
$12.6K - $15.2K
|
15.5K
$719K
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-345- 0.74% |
$12.6K - $15.2K
|
46.3K
$2.14M
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-346- 0.25% |
$12.7K - $15.3K
|
139K
$6.45M
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-347- 1.65% |
$12.7K - $15.3K
|
20.6K
$955K
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-350- 0.44% |
$12.8K - $15.4K
|
78.6K
$3.64M
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-354- 0.43% |
$13K - $15.6K
|
82.3K
$3.81M
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-359- 4.35% |
$13.2K - $15.8K
|
7.9K
$366K
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-359- 1.63% |
$13.2K - $15.8K
|
21.6K
$1M
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-363- 0.14% |
$13.3K - $16K
|
255K
$11.8M
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-365- 1.25% |
$13.4K - $16.1K
|
28.8K
$1.33M
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-369- 0.64% |
$13.5K - $16.3K
|
57.2K
$2.65M
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-372- 2.17% |
$13.6K - $16.4K
|
16.8K
$778K
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
SELL
|
- |
-372- 1.67% |
$13.6K - $16.4K
|
21.9K
$1.01M
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-373- 17.32% |
$13.7K - $16.5K
|
1.78K
$82.4K
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-374- 31.59% |
$13.7K - $16.5K
|
810
$37.5K
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-378- 6.89% |
$13.9K - $16.7K
|
5.11K
$236K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-379- 1.95% |
$13.9K - $16.7K
|
19.1K
$882K
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-382- 1.38% |
$14K - $16.9K
|
27.3K
$1.26M
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-383- 3.08% |
$14K - $16.9K
|
12.1K
$558K
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-385- 12.11% |
$14.1K - $17K
|
2.79K
$129K
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-388- 4.48% |
$14.2K - $17.1K
|
8.27K
$383K
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-392- 3.48% |
$14.4K - $17.3K
|
10.9K
$503K
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-394- 1.57% |
$14.4K - $17.4K
|
24.6K
$1.14M
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-395- 2.72% |
$14.5K - $17.4K
|
14.1K
$653K
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-395- 2.56% |
$14.5K - $17.4K
|
15K
$696K
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-397- 1.84% |
$14.6K - $17.5K
|
21.1K
$978K
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-397- 5.28% |
$14.6K - $17.5K
|
7.12K
$330K
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-397- 0.73% |
$14.6K - $17.5K
|
54.2K
$2.51M
|
|
Nov 04, 2024
Q3 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-397- 4.39% |
$14.6K - $17.5K
|
8.65K
$400K
|
|
Nov 14, 2024
Q3 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-399- 2.85% |
$14.6K - $17.6K
|
13.6K
$631K
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-400- 4.65% |
$14.7K - $17.7K
|
8.2K
$380K
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-404- 3.4% |
$14.8K - $17.8K
|
11.5K
$532K
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-407- 0.32% |
$14.9K - $18K
|
125K
$5.78M
|