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 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3.77K- 2.33% |
$138K - $166K
|
158K
$7.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-3.79K- 1.11% |
$139K - $167K
|
338K
$15.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.82K- 3.47% |
$140K - $169K
|
106K
$4.92M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.84K- 6.09% |
$141K - $169K
|
59.2K
$2.74M
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-3.84K- 4.22% |
$141K - $170K
|
87.2K
$4.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-3.9K- 2.54% |
$143K - $172K
|
149K
$6.92M
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-3.93K- 16.75% |
$144K - $173K
|
19.5K
$903K
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-3.93K- 2.38% |
$144K - $173K
|
161K
$7.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.94K- 2.62% |
$144K - $174K
|
146K
$6.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-3.98K- 1.83% |
$146K - $176K
|
213K
$9.88M
|
|
|
Oct 25, 2024
Q3 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-3.99K- 35.76% |
$146K - $176K
|
7.17K
$332K
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-4K- 12.71% |
$147K - $177K
|
27.5K
$1.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-4K- 2.51% |
$147K - $177K
|
155K
$7.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-4.05K- 21.37% |
$148K - $179K
|
14.9K
$690K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-4.09K- 1.96% |
$150K - $180K
|
205K
$9.48M
|
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-4.09K- 5.09% |
$150K - $180K
|
76.2K
$3.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-4.09K- 19.94% |
$150K - $181K
|
16.4K
$761K
|
|
|
Nov 15, 2024
Q3 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-4.1K- 7.56% |
$150K - $181K
|
50.1K
$2.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Homestead Advisers Corp
|
SELL
|
- |
-4.1K- 0.24% |
$150K - $181K
|
1.71M
$79.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-4.1K- 8.68% |
$150K - $181K
|
43.2K
$2M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-4.12K- 11.5% |
$151K - $182K
|
31.7K
$1.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-4.19K- 1.51% |
$154K - $185K
|
274K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-4.23K- 42.91% |
$155K - $186K
|
5.62K
$260K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-4.24K- 5.52% |
$155K - $187K
|
72.6K
$3.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-4.26K- 2.77% |
$156K - $188K
|
150K
$6.94M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-4.3K- 2.58% |
$157K - $190K
|
162K
$7.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-4.31K- 12.65% |
$158K - $190K
|
29.7K
$1.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.31K- 6.52% |
$158K - $190K
|
61.9K
$2.86M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-4.35K- 11.29% |
$160K - $192K
|
34.2K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-4.37K- 18.4% |
$160K - $193K
|
19.4K
$897K
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-4.39K- 7.27% |
$161K - $194K
|
56K
$2.59M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-4.39K- 17.01% |
$161K - $194K
|
21.4K
$992K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-4.45K- 4.21% |
$163K - $196K
|
101K
$4.69M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-4.47K- 9.61% |
$164K - $197K
|
42.1K
$1.95M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-4.5K- 44.68% |
$165K - $199K
|
5.57K
$258K
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-4.5K- 4.05% |
$165K - $199K
|
107K
$4.94M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-4.51K- 1.75% |
$165K - $199K
|
254K
$11.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-4.52K- 24.59% |
$166K - $200K
|
13.9K
$643K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-4.55K- 10.07% |
$167K - $201K
|
40.6K
$1.88M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-4.57K- 27.17% |
$168K - $202K
|
12.3K
$567K
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-4.58K- 32.93% |
$168K - $202K
|
9.33K
$432K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.59K- 1.95% |
$168K - $203K
|
230K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.61K- 10.46% |
$169K - $203K
|
39.4K
$1.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-4.62K- 3.81% |
$169K - $204K
|
117K
$5.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-4.71K- 2.11% |
$173K - $208K
|
219K
$10.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-4.72K- 6.52% |
$173K - $208K
|
67.6K
$3.13M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.76K- 4.0% |
$175K - $210K
|
114K
$5.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-4.76K- 2.19% |
$175K - $210K
|
213K
$9.84M
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-4.77K- 6.62% |
$175K - $211K
|
67.3K
$3.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-4.8K- 1.25% |
$176K - $212K
|
380K
$17.6M
|