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
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-665- 5.7% |
$24.4K - $29.3K
|
11K
$509K
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-667- 3.64% |
$24.4K - $29.4K
|
17.7K
$818K
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-669- 0.77% |
$24.5K - $29.5K
|
85.7K
$3.97M
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-670- 20.01% |
$24.6K - $29.6K
|
2.68K
$124K
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-674- 0.24% |
$24.7K - $29.7K
|
279K
$12.9M
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-675- 2.57% |
$24.7K - $29.8K
|
25.5K
$1.18M
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-677- 5.36% |
$24.8K - $29.9K
|
11.9K
$553K
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
SELL
|
- |
-678- 10.91% |
$24.8K - $29.9K
|
5.54K
$256K
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-680- 3.84% |
$24.9K - $30K
|
17.1K
$789K
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-683- 5.47% |
$25K - $30.1K
|
11.8K
$547K
|
|
Nov 14, 2024
Q3 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-683- 11.15% |
$25K - $30.1K
|
5.44K
$252K
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-687- 4.9% |
$25.2K - $30.3K
|
13.3K
$618K
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-688- 2.28% |
$25.2K - $30.4K
|
29.4K
$1.36M
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-689- 3.57% |
$25.3K - $30.4K
|
18.6K
$862K
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-691- 5.52% |
$25.3K - $30.5K
|
11.8K
$548K
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-708- 4.06% |
$25.9K - $31.2K
|
16.7K
$775K
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-717- 8.6% |
$26.3K - $31.6K
|
7.62K
$353K
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-721- 8.85% |
$26.4K - $31.8K
|
7.43K
$344K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-724- 0.79% |
$26.5K - $32K
|
90.9K
$4.21M
|
|
Nov 14, 2024
Q3 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-724- 1.96% |
$26.5K - $32K
|
36.2K
$1.68M
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-729- 4.59% |
$26.7K - $32.2K
|
15.2K
$702K
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-731- 4.51% |
$26.8K - $32.3K
|
15.5K
$717K
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-740- 11.25% |
$27.1K - $32.7K
|
5.84K
$270K
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-741- 2.92% |
$27.2K - $32.7K
|
24.7K
$1.14M
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-744- 2.49% |
$27.3K - $32.8K
|
29.2K
$1.35M
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-748- 3.4% |
$27.4K - $33K
|
21.3K
$985K
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-750- 0.94% |
$27.5K - $33.1K
|
79.1K
$3.66M
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-752- 38.15% |
$27.6K - $33.2K
|
1.22K
$56.4K
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-753- 7.05% |
$27.6K - $33.2K
|
9.93K
$460K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-757- 1.14% |
$27.7K - $33.4K
|
65.7K
$3.04M
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-760- 8.43% |
$27.9K - $33.5K
|
8.26K
$382K
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-764- 0.86% |
$28K - $33.7K
|
87.9K
$4.07M
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-768- 0.93% |
$28.1K - $33.9K
|
82K
$3.8M
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-776- 1.54% |
$28.4K - $34.2K
|
49.7K
$2.3M
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-781- 3.83% |
$28.6K - $34.5K
|
19.6K
$908K
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-784- 0.71% |
$28.7K - $34.6K
|
110K
$5.07M
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-788- 4.36% |
$28.9K - $34.8K
|
17.3K
$800K
|
|
Nov 07, 2024
Q3 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-790- 2.21% |
$29K - $34.9K
|
34.9K
$1.62M
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-793- 3.29% |
$29.1K - $35K
|
23.3K
$1.08M
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-797- 5.34% |
$29.2K - $35.2K
|
14.1K
$654K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-806- 0.78% |
$29.5K - $35.6K
|
103K
$4.77M
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-810- 13.23% |
$29.7K - $35.7K
|
5.31K
$246K
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-811- 0.32% |
$29.7K - $35.8K
|
257K
$11.9M
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-812- 7.97% |
$29.8K - $35.8K
|
9.38K
$434K
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-812- 1.31% |
$29.8K - $35.8K
|
61.3K
$2.84M
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-814- 4.05% |
$29.8K - $35.9K
|
19.3K
$894K
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-823- 15.08% |
$30.2K - $36.3K
|
4.64K
$215K
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-825- 0.15% |
$30.2K - $36.4K
|
532K
$24.6M
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
SELL
|
- |
-827- 5.81% |
$30.3K - $36.5K
|
13.4K
$621K
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-831- 3.15% |
$30.5K - $36.7K
|
25.6K
$1.18M
|