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 14, 2024
Q3 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-506- 4.13% |
$18.5K - $22.3K
|
11.7K
$556K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-507- 1.08% |
$18.6K - $22.4K
|
46.4K
$2.2M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-509- 0.53% |
$18.7K - $22.5K
|
95.7K
$4.53M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-516- 0.82% |
$18.9K - $22.8K
|
62.6K
$2.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Arga Investment Management, LP
|
SELL
|
- |
-517- 0.22% |
$18.9K - $22.8K
|
234K
$11.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-518- 8.77% |
$19K - $22.9K
|
5.39K
$255K
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-522- 8.24% |
$19.1K - $23K
|
5.81K
$276K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-522- 0.53% |
$19.1K - $23K
|
97.8K
$4.64M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-524- 4.09% |
$19.2K - $23.1K
|
12.3K
$582K
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-528- 4.95% |
$19.4K - $23.3K
|
10.1K
$481K
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-529- 4.04% |
$19.4K - $23.3K
|
12.6K
$595K
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-534- 3.48% |
$19.6K - $23.6K
|
14.8K
$702K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-536- 1.19% |
$19.6K - $23.7K
|
44.6K
$2.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-540- 1.38% |
$19.8K - $23.8K
|
38.7K
$1.83M
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-552- 4.98% |
$20.2K - $24.4K
|
10.5K
$499K
|
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-556- 3.2% |
$20.4K - $24.5K
|
16.8K
$797K
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-556- 3.7% |
$20.4K - $24.5K
|
14.5K
$685K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-563- 4.26% |
$20.6K - $24.8K
|
12.7K
$600K
|
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
SELL
|
- |
-565- 9.2% |
$20.7K - $24.9K
|
5.58K
$264K
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-566- 4.8% |
$20.7K - $25K
|
11.2K
$532K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-573- 1.64% |
$21K - $25.3K
|
34.4K
$1.63M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-574- 7.4% |
$21K - $25.3K
|
7.18K
$340K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-576- 1.03% |
$21.1K - $25.4K
|
55.4K
$2.63M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-578- 3.34% |
$21.2K - $25.5K
|
16.7K
$792K
|
|
|
Nov 13, 2024
Q3 2024
|
Arnhold LLC
|
SELL
|
- |
-578- 0.2% |
$21.2K - $25.5K
|
295K
$14M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-579- 0.16% |
$21.2K - $25.6K
|
372K
$17.6M
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-582- 1.76% |
$21.3K - $25.7K
|
32.5K
$1.54M
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-584- 5.4% |
$21.4K - $25.8K
|
10.2K
$485K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-585- 1.32% |
$21.4K - $25.8K
|
43.8K
$2.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-586- 1.71% |
$21.5K - $25.9K
|
33.7K
$1.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-589- 7.04% |
$21.6K - $26K
|
7.78K
$369K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-606- 0.86% |
$22.2K - $26.7K
|
70.2K
$3.33M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-609- 8.69% |
$22.3K - $26.9K
|
6.4K
$303K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-610- 1.28% |
$22.4K - $26.9K
|
46.9K
$2.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-615- 7.2% |
$22.5K - $27.1K
|
7.93K
$376K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-621- 1.05% |
$22.8K - $27.4K
|
58.5K
$2.77M
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-623- 1.76% |
$22.8K - $27.5K
|
34.8K
$1.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-625- 0.37% |
$22.9K - $27.6K
|
166K
$7.88M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-628- 1.09% |
$23K - $27.7K
|
57K
$2.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-629- 96.62% |
$23.1K - $27.8K
|
22
$1.04K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-635- 70.79% |
$23.3K - $28K
|
262
$12.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-644- 8.41% |
$23.6K - $28.4K
|
7.01K
$332K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-646- 89.35% |
$23.7K - $28.5K
|
77
$3.65K
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-649- 1.59% |
$23.8K - $28.6K
|
40.3K
$1.91M
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-650- 2.42% |
$23.8K - $28.7K
|
26.2K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-654- 1.46% |
$24K - $28.9K
|
44.1K
$2.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-655- 2.44% |
$24K - $28.9K
|
26.2K
$1.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-661- 1.06% |
$24.2K - $29.2K
|
61.8K
$2.93M
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
SELL
|
- |
-664- 2.38% |
$24.3K - $29.3K
|
27.2K
$1.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-664- 0.93% |
$24.3K - $29.3K
|
70.4K
$3.34M
|