Purchases and Sales Made in Q4 2024 in Bank Of America Corp (BAC)
This table provides information about the institutional ownership of Bank Of America Corp (BAC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.1K+ 6.76% |
$43K - $52.4K
|
17.3K
$821K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.07K+ 8.06% |
$42K - $51.2K
|
14.4K
$680K
|
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
1.04K+ 10.71% |
$40.9K - $49.8K
|
10.8K
$511K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.04K+ 5.98% |
$40.9K - $49.8K
|
18.5K
$876K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.04K+ 5.72% |
$40.6K - $49.4K
|
19.1K
$906K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.01K+ 6.3% |
$39.7K - $48.3K
|
17.1K
$809K
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
1.01K+ 2.81% |
$39.6K - $48.2K
|
36.9K
$1.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.01K+ 1306.49% |
$39.5K - $48.1K
|
1.08K
$51.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.01K+ 2.85% |
$39.5K - $48.1K
|
36.3K
$1.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1K+ 3.05% |
$39.2K - $47.8K
|
33.8K
$1.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
996+ 14.24% |
$39.1K - $47.6K
|
7.99K
$379K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
996+ 9.85% |
$39.1K - $47.6K
|
11.1K
$527K
|
|
|
Feb 04, 2025
Q4 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
990+ 18.92% |
$38.8K - $47.3K
|
6.22K
$295K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
983+ 5.68% |
$38.6K - $47K
|
18.3K
$866K
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
BUY
|
- |
981+ 0.62% |
$38.5K - $46.9K
|
160K
$7.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
973+ 12.67% |
$38.2K - $46.5K
|
8.65K
$410K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
964+ 2.54% |
$37.8K - $46.1K
|
38.9K
$1.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
950+ 0.73% |
$37.3K - $45.4K
|
131K
$6.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
949+ 3.11% |
$37.2K - $45.3K
|
31.5K
$1.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
945+ 7.12% |
$37.1K - $45.1K
|
14.2K
$674K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
945+ 1.35% |
$37.1K - $45.1K
|
71.1K
$3.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
941New |
$36.9K - $45K
|
941
$44.6K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
940+ 9.24% |
$36.9K - $44.9K
|
11.1K
$527K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
940+ 6.12% |
$36.9K - $44.9K
|
16.3K
$773K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
925+ 5.93% |
$36.3K - $44.2K
|
16.5K
$784K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
912+ 14.11% |
$35.8K - $43.6K
|
7.37K
$350K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
908+ 5.41% |
$35.6K - $43.4K
|
17.7K
$838K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
903+ 3.14% |
$35.4K - $43.1K
|
29.6K
$1.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
894+ 0.3% |
$35.1K - $42.7K
|
301K
$14.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
890+ 3.94% |
$34.9K - $42.5K
|
23.5K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
885+ 13.35% |
$34.7K - $42.3K
|
7.52K
$356K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
884+ 11.33% |
$34.7K - $42.2K
|
8.69K
$412K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
872+ 6.56% |
$34.2K - $41.7K
|
14.2K
$671K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
870+ 11.1% |
$34.1K - $41.6K
|
8.71K
$413K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
865+ 5.0% |
$33.9K - $41.3K
|
18.2K
$860K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
865+ 9.32% |
$33.9K - $41.3K
|
10.1K
$481K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
862+ 0.95% |
$33.8K - $41.2K
|
91.8K
$4.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
858+ 11.18% |
$33.7K - $41K
|
8.53K
$404K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
819+ 1.49% |
$32.1K - $39.1K
|
55.8K
$2.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
807+ 5.88% |
$31.7K - $38.6K
|
14.5K
$689K
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
806+ 5.28% |
$31.6K - $38.5K
|
16.1K
$761K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
805+ 7.59% |
$31.6K - $38.5K
|
11.4K
$541K
|
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
800+ 0.62% |
$31.4K - $38.2K
|
129K
$6.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
796+ 10.43% |
$31.2K - $38K
|
8.43K
$399K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
794+ 11.7% |
$31.1K - $37.9K
|
7.58K
$359K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
781+ 0.5% |
$30.6K - $37.3K
|
158K
$7.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
780+ 7.09% |
$30.6K - $37.3K
|
11.8K
$558K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
776+ 3.36% |
$30.4K - $37.1K
|
23.9K
$1.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
753+ 4.11% |
$29.5K - $36K
|
19.1K
$905K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
753+ 4.83% |
$29.5K - $36K
|
16.3K
$775K
|