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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.66K+ 22.4% |
$64.9K - $79.1K
|
9.05K
$418K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.65K+ 9.14% |
$64.5K - $78.6K
|
19.7K
$908K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.64K+ 8.96% |
$64.4K - $78.5K
|
20K
$924K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
1.62K+ 6.57% |
$63.5K - $77.4K
|
26.3K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.62K+ 8.79% |
$63.3K - $77.1K
|
20K
$924K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.61K+ 5.16% |
$63.2K - $77K
|
32.9K
$1.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.6KNew |
$62.8K - $76.5K
|
1.6K
$74K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.6K+ 3.26% |
$62.7K - $76.4K
|
50.7K
$2.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.6K+ 5.67% |
$62.6K - $76.2K
|
29.8K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.59K+ 2.31% |
$62.5K - $76.1K
|
70.4K
$3.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.59K+ 34.36% |
$62.5K - $76.1K
|
6.23K
$288K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
1.59KNew |
$62.4K - $76K
|
1.59K
$73.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.59K+ 4.58% |
$62.3K - $75.9K
|
36.3K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
1.59K+ 11.39% |
$62.2K - $75.8K
|
15.5K
$717K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
1.58K+ 4.28% |
$62.1K - $75.7K
|
38.6K
$1.78M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.58K+ 19.13% |
$62K - $75.5K
|
9.85K
$455K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
1.58KNew |
$62K - $75.5K
|
1.58K
$73K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.57KNew |
$61.6K - $75K
|
1.57K
$72.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.56K+ 10.04% |
$61.1K - $74.5K
|
17.1K
$790K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.54K+ 4.15% |
$60.3K - $73.5K
|
38.6K
$1.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.53KNew |
$59.9K - $73K
|
1.53K
$70.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.5K+ 12.78% |
$58.8K - $71.7K
|
13.2K
$612K
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
1.5K+ 2.73% |
$58.8K - $71.7K
|
56.5K
$2.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
1.48K+ 11.81% |
$58.2K - $70.9K
|
14K
$649K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.46K+ 9.19% |
$57.2K - $69.6K
|
17.3K
$801K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
1.45K+ 11.01% |
$56.7K - $69K
|
14.6K
$673K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.43K+ 9.11% |
$56.2K - $68.4K
|
17.2K
$793K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.42K+ 1.48% |
$55.7K - $67.8K
|
97.5K
$4.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.41K+ 12.33% |
$55.2K - $67.3K
|
12.8K
$593K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.4K+ 3.41% |
$55.1K - $67.1K
|
42.6K
$1.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
1.39K+ 3.19% |
$54.7K - $66.6K
|
45.1K
$2.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.39K+ 2.82% |
$54.3K - $66.2K
|
50.5K
$2.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
1.38K+ 9.44% |
$54.1K - $65.9K
|
16K
$739K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.35K+ 2.59% |
$52.8K - $64.3K
|
53.3K
$2.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.35K+ 0.31% |
$52.8K - $64.3K
|
441K
$20.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
1.34K+ 15.28% |
$52.5K - $64K
|
10.1K
$467K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1.34KNew |
$52.5K - $63.9K
|
1.34K
$61.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1.33K+ 3.61% |
$52.3K - $63.7K
|
38.3K
$1.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
1.32K+ 3.78% |
$51.6K - $62.8K
|
36.1K
$1.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.31KNew |
$51.3K - $62.5K
|
1.31K
$60.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
1.3K+ 1.41% |
$51K - $62.1K
|
93.6K
$4.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.29K+ 5.49% |
$50.7K - $61.8K
|
24.8K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.29K+ 3.98% |
$50.6K - $61.7K
|
33.8K
$1.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.29K+ 5.27% |
$50.6K - $61.7K
|
25.8K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.28K+ 1.59% |
$50.4K - $61.3K
|
82.1K
$3.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.28K+ 3.89% |
$50K - $60.9K
|
34.1K
$1.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
1.27K+ 3.47% |
$49.9K - $60.8K
|
38K
$1.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
1.26K+ 7.54% |
$49.5K - $60.3K
|
18K
$832K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.26K+ 11.71% |
$49.3K - $60K
|
12K
$554K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.24K+ 20.15% |
$48.5K - $59.1K
|
7.38K
$341K
|