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 29, 2024
Q3 2024
|
Northeast Investment Management
|
SELL
|
- |
-1.9K- 1.21% |
$69.8K - $84K
|
155K
$7.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-1.92K- 1.95% |
$70.4K - $84.7K
|
96.4K
$4.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.94K- 12.07% |
$71.1K - $85.6K
|
14.1K
$654K
|
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-1.94K- 5.23% |
$71.1K - $85.7K
|
35.2K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1.95K- 17.81% |
$71.5K - $86.1K
|
9.01K
$417K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.96K- 3.83% |
$71.7K - $86.3K
|
49.1K
$2.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-1.96K- 2.74% |
$71.8K - $86.5K
|
69.7K
$3.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-1.97K- 14.22% |
$72K - $86.7K
|
11.9K
$549K
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-1.97K- 0.89% |
$72.1K - $86.8K
|
219K
$10.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.97K- 10.17% |
$72.2K - $86.9K
|
17.4K
$805K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-2K- 22.13% |
$73.2K - $88.1K
|
7.03K
$325K
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-2K- 13.92% |
$73.2K - $88.1K
|
12.4K
$572K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2K- 0.96% |
$73.2K - $88.1K
|
205K
$9.49M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-2K- 6.19% |
$73.3K - $88.3K
|
30.3K
$1.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-2K- 1.64% |
$73.3K - $88.3K
|
120K
$5.54M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-2K- 10.02% |
$73.3K - $88.3K
|
18K
$832K
|
|
|
Nov 04, 2024
Q3 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-2K- 35.9% |
$73.3K - $88.3K
|
3.57K
$165K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-2.02K- 16.68% |
$74.1K - $89.2K
|
10.1K
$467K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-2.03K- 1.57% |
$74.3K - $89.5K
|
127K
$5.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2.04K- 8.49% |
$74.9K - $90.2K
|
22K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-2.05K- 11.05% |
$75.1K - $90.5K
|
16.5K
$764K
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
SELL
|
- |
-2.06K- 5.16% |
$75.5K - $91K
|
37.9K
$1.76M
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-2.07K- 2.99% |
$75.9K - $91.3K
|
67.2K
$3.11M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2.07K- 54.92% |
$75.9K - $91.3K
|
1.7K
$78.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.08K- 1.79% |
$76.1K - $91.6K
|
114K
$5.28M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-2.08K- 7.87% |
$76.2K - $91.8K
|
24.3K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-2.1K- 14.81% |
$76.9K - $92.5K
|
12.1K
$559K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-2.11K- 12.29% |
$77.3K - $93.1K
|
15.1K
$697K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-2.13K- 0.9% |
$78.2K - $94.1K
|
235K
$10.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-2.14K- 25.83% |
$78.4K - $94.4K
|
6.14K
$284K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-2.15K- 16.62% |
$78.9K - $95K
|
10.8K
$500K
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-2.15K- 5.09% |
$78.9K - $95.1K
|
40.2K
$1.86M
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-2.17K- 87.36% |
$79.6K - $95.8K
|
314
$14.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-2.18K- 0.5% |
$79.7K - $96K
|
436K
$20.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-2.18K- 8.21% |
$79.9K - $96.2K
|
24.4K
$1.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-2.19K- 10.01% |
$80.4K - $96.8K
|
19.7K
$913K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-2.2K- 4.95% |
$80.6K - $97K
|
42.2K
$1.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.21K- 9.1% |
$80.8K - $97.3K
|
22K
$1.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-2.21K- 21.05% |
$80.9K - $97.4K
|
8.28K
$383K
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-2.21K- 20.64% |
$80.9K - $97.4K
|
8.49K
$393K
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-2.21K- 5.35% |
$81K - $97.5K
|
39.1K
$1.81M
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-2.22K- 16.62% |
$81.2K - $97.8K
|
11.1K
$515K
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-2.22K- 6.48% |
$81.5K - $98.1K
|
32.1K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-2.23K- 0.23% |
$81.8K - $98.5K
|
981K
$45.4M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.25K- 3.2% |
$82.6K - $99.4K
|
68.1K
$3.16M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-2.26K- 4.03% |
$82.7K - $99.6K
|
53.7K
$2.48M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-2.28K- 4.94% |
$83.4K - $100K
|
43.8K
$2.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-2.28K- 2.94% |
$83.5K - $100K
|
75.2K
$3.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-2.29K- 1.85% |
$83.7K - $101K
|
121K
$5.61M
|
|
|
Oct 22, 2024
Q3 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-2.29K- 1.74% |
$83.9K - $101K
|
129K
$5.99M
|