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 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
4.95KNew |
$194K - $236K
|
4.95K
$209K
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
4.95KNew |
$194K - $236K
|
4.95K
$209K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
4.93K+ 44.62% |
$193K - $236K
|
16K
$675K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.92K+ 32.03% |
$193K - $235K
|
20.3K
$856K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
4.91KNew |
$192K - $234K
|
4.91K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
4.9K+ 0.08% |
$192K - $234K
|
6.14M
$259M
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
4.9KNew |
$192K - $234K
|
4.9K
$207K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
4.89KNew |
$192K - $233K
|
4.89K
$206K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
4.88KNew |
$191K - $233K
|
4.88K
$206K
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
4.88KNew |
$191K - $233K
|
4.88K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
4.87KNew |
$191K - $233K
|
4.87K
$206K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
4.87KNew |
$191K - $233K
|
4.87K
$206K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
4.87KNew |
$191K - $233K
|
4.87K
$205K
|
|
|
Feb 10, 2025
Q4 2024
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
4.86KNew |
$191K - $232K
|
4.86K
$205K
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
4.84KNew |
$190K - $231K
|
4.84K
$204K
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
4.83KNew |
$190K - $231K
|
4.83K
$204K
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
4.83KNew |
$189K - $231K
|
4.83K
$204K
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
4.82KNew |
$189K - $230K
|
4.82K
$204K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
4.81KNew |
$189K - $230K
|
4.81K
$203K
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
4.8K+ 1.82% |
$188K - $229K
|
268K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
4.79KNew |
$188K - $229K
|
4.79K
$202K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
4.78KNew |
$187K - $228K
|
4.78K
$202K
|
|
|
Jan 23, 2025
Q4 2024
|
Cairn Investment Group, Inc.
|
BUY
|
- |
4.77KNew |
$187K - $228K
|
4.77K
$201K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
4.76KNew |
$187K - $227K
|
4.76K
$201K
|
|
|
Feb 24, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
4.76K+ 375.61% |
$187K - $227K
|
6.03K
$254K
|
|
|
Feb 11, 2025
Q4 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
4.76K+ 1.65% |
$187K - $227K
|
293K
$12.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.75KNew |
$186K - $227K
|
4.75K
$201K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
4.75KNew |
$186K - $227K
|
4.75K
$200K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.73K+ 3.04% |
$186K - $226K
|
160K
$6.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
4.73KNew |
$185K - $226K
|
4.73K
$199K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
4.72KNew |
$185K - $226K
|
4.72K
$199K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
4.72KNew |
$185K - $225K
|
4.72K
$199K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
4.72KNew |
$185K - $225K
|
4.72K
$199K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
4.71K+ 83.8% |
$185K - $225K
|
10.3K
$436K
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
4.71KNew |
$185K - $225K
|
4.71K
$199K
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
4.7KNew |
$184K - $225K
|
4.7K
$199K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
4.7K+ 1.25% |
$184K - $224K
|
380K
$16.1M
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
4.69KNew |
$184K - $224K
|
4.69K
$198K
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
4.67KNew |
$183K - $223K
|
4.67K
$197K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
4.66KNew |
$183K - $223K
|
4.66K
$197K
|
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
BUY
|
- |
4.66KNew |
$183K - $222K
|
4.66K
$197K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
4.65KNew |
$182K - $222K
|
4.65K
$196K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
4.65KNew |
$182K - $222K
|
4.65K
$196K
|
|
|
Feb 04, 2025
Q4 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
4.64KNew |
$182K - $222K
|
4.64K
$196K
|
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
BUY
|
- |
4.64KNew |
$182K - $222K
|
4.64K
$196K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
4.64KNew |
$182K - $222K
|
4.64K
$196K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
4.64K+ 13.21% |
$182K - $221K
|
39.7K
$1.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
4.63KNew |
$182K - $221K
|
4.63K
$196K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4.63KNew |
$182K - $221K
|
4.63K
$195K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
4.63KNew |
$182K - $221K
|
4.63K
$195K
|