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 15, 2024
Q3 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-8.47K- 7.73% |
$310K - $374K
|
101K
$4.79M
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-8.52K- 0.59% |
$312K - $376K
|
1.43M
$67.6M
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-8.54K- 10.1% |
$313K - $377K
|
76K
$3.6M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-8.57K- 19.79% |
$314K - $378K
|
34.7K
$1.65M
|
|
Nov 15, 2024
Q3 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-8.59K- 1.05% |
$315K - $379K
|
808K
$38.3M
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-8.64K- 8.31% |
$316K - $381K
|
95.3K
$4.52M
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-8.64K- 4.23% |
$317K - $381K
|
196K
$9.27M
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-8.68K- 46.67% |
$318K - $383K
|
9.92K
$470K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.69K- 2.57% |
$319K - $384K
|
329K
$15.6M
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-8.81K- 17.95% |
$323K - $389K
|
40.2K
$1.91M
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-8.85K- 8.23% |
$324K - $391K
|
98.8K
$4.68M
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-8.86K- 4.96% |
$325K - $391K
|
170K
$8.04M
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
SELL
|
- |
-8.88K- 3.48% |
$326K - $392K
|
246K
$11.7M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8.93K- 8.75% |
$327K - $394K
|
93.1K
$4.41M
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-8.94K- 6.01% |
$328K - $394K
|
140K
$6.62M
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-8.99K- 10.82% |
$330K - $397K
|
74.1K
$3.51M
|
|
Oct 09, 2024
Q3 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-9.02K- 3.13% |
$331K - $398K
|
280K
$13.2M
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-9.1K- 25.98% |
$333K - $401K
|
25.9K
$1.23M
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-9.21K- 8.06% |
$338K - $406K
|
105K
$4.98M
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-9.32K- 1.24% |
$341K - $411K
|
744K
$35.3M
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-9.39K- 1.48% |
$344K - $414K
|
623K
$29.5M
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-9.49K- 23.75% |
$348K - $419K
|
30.5K
$1.44M
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-9.56K- 3.06% |
$351K - $422K
|
303K
$14.4M
|
|
Nov 07, 2024
Q3 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-9.61K- 1.21% |
$352K - $424K
|
785K
$37.2M
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-9.79K- 3.37% |
$359K - $432K
|
281K
$13.3M
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-9.91K- 12.66% |
$363K - $437K
|
68.4K
$3.24M
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-10.2K- 2.44% |
$373K - $449K
|
407K
$19.3M
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-10.3K- 1.19% |
$376K - $453K
|
850K
$40.3M
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-10.4K- 7.79% |
$380K - $457K
|
123K
$5.81M
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-10.4K- 3.33% |
$380K - $458K
|
301K
$14.3M
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-10.4K- 4.78% |
$383K - $461K
|
208K
$9.85M
|
|
Nov 13, 2024
Q3 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-10.5K- 6.94% |
$386K - $465K
|
141K
$6.69M
|
|
Nov 13, 2024
Q3 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-10.7K- 40.23% |
$394K - $474K
|
16K
$756K
|
|
Nov 07, 2024
Q3 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-10.8K- 18.74% |
$395K - $476K
|
46.7K
$2.21M
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-10.8K- 37.53% |
$397K - $478K
|
18K
$855K
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-10.9K- 3.75% |
$400K - $481K
|
280K
$13.3M
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-11K- 8.21% |
$401K - $483K
|
122K
$5.8M
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-11K- 2.52% |
$402K - $485K
|
425K
$20.1M
|
|
Nov 12, 2024
Q3 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-11.1K- 23.47% |
$407K - $490K
|
36.2K
$1.71M
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
SELL
|
- |
-11.3K- 6.71% |
$413K - $497K
|
157K
$7.42M
|
|
Nov 13, 2024
Q3 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-11.3K- 31.7% |
$415K - $499K
|
24.4K
$1.16M
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-11.4K- 3.94% |
$418K - $504K
|
279K
$13.2M
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-11.4K- 9.65% |
$419K - $505K
|
107K
$5.08M
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-11.5K- 37.37% |
$421K - $507K
|
19.3K
$913K
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.5K- 4.62% |
$423K - $510K
|
239K
$11.3M
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-11.6K- 4.77% |
$424K - $511K
|
231K
$10.9M
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-11.7K- 16.17% |
$428K - $515K
|
60.6K
$2.87M
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-11.8K- 19.87% |
$434K - $522K
|
47.7K
$2.26M
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-11.9K- 35.1% |
$436K - $525K
|
22K
$1.04M
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-12K- 5.45% |
$440K - $530K
|
208K
$9.87M
|