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 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
57+ 0.94% |
$2.24K - $2.72K
|
6.11K
$290K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
57+ 0.41% |
$2.24K - $2.72K
|
13.8K
$655K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
57+ 0.21% |
$2.24K - $2.72K
|
27.8K
$1.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
56+ 0.07% |
$2.2K - $2.68K
|
79.3K
$3.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
56+ 0.55% |
$2.2K - $2.68K
|
10.2K
$482K
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
55+ 0.59% |
$2.16K - $2.63K
|
9.42K
$446K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
52+ 0.64% |
$2.04K - $2.48K
|
8.16K
$387K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
51+ 0.18% |
$2K - $2.44K
|
28.1K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
51+ 0.9% |
$2K - $2.44K
|
5.72K
$271K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
48+ 0.57% |
$1.88K - $2.29K
|
8.52K
$404K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
48+ 0.04% |
$1.88K - $2.29K
|
116K
$5.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
45New |
$1.76K - $2.15K
|
45
$2.13K
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
44+ 0.65% |
$1.73K - $2.1K
|
6.84K
$324K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
43+ 1.2% |
$1.69K - $2.05K
|
3.62K
$172K
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
41+ 0.27% |
$1.61K - $1.96K
|
15.1K
$716K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
40+ 0.24% |
$1.57K - $1.91K
|
16.9K
$803K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
36+ 0.26% |
$1.41K - $1.72K
|
14.1K
$667K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
36+ 0.12% |
$1.41K - $1.72K
|
29.3K
$1.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
35+ 0.11% |
$1.37K - $1.67K
|
32.9K
$1.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
35+ 1.07% |
$1.37K - $1.67K
|
3.32K
$157K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
34+ 0.08% |
$1.33K - $1.62K
|
42.6K
$2.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
33+ 0.59% |
$1.29K - $1.58K
|
5.63K
$267K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
32+ 0.58% |
$1.26K - $1.53K
|
5.55K
$263K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
BUY
|
- |
32+ 0.26% |
$1.26K - $1.53K
|
12.5K
$594K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
31+ 0.42% |
$1.22K - $1.48K
|
7.35K
$348K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
30+ 0.21% |
$1.18K - $1.43K
|
14.2K
$674K
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
29+ 0.57% |
$1.14K - $1.39K
|
5.1K
$242K
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
28+ 0.45% |
$1.1K - $1.34K
|
6.24K
$296K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
28+ 0.41% |
$1.1K - $1.34K
|
6.83K
$324K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
28+ 0.18% |
$1.1K - $1.34K
|
16K
$757K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
28+ 0.21% |
$1.1K - $1.34K
|
13.4K
$637K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
28+ 1.14% |
$1.1K - $1.34K
|
2.48K
$118K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
27+ 0.37% |
$1.06K - $1.29K
|
7.33K
$347K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
23+ 0.4% |
$902 - $1.1K
|
5.79K
$275K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
21+ 0.19% |
$824 - $1K
|
11K
$520K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
20+ 0.3% |
$784 - $955
|
6.77K
$321K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.11% |
$784 - $955
|
18.6K
$883K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
20+ 0.11% |
$784 - $955
|
18.3K
$867K
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
20+ 0.21% |
$784 - $955
|
9.32K
$442K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
20+ 0.13% |
$784 - $955
|
15.8K
$747K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
18+ 0.02% |
$706 - $860
|
76.3K
$3.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
18+ 0.24% |
$706 - $860
|
7.51K
$356K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
18+ 13.14% |
$706 - $860
|
155
$7.35K
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
17+ 0.21% |
$667 - $812
|
8.05K
$382K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.05% |
$667 - $812
|
32K
$1.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
17+ 0.27% |
$667 - $812
|
6.26K
$297K
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
16+ 0.31% |
$628 - $764
|
5.2K
$246K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
15+ 0.2% |
$588 - $717
|
7.69K
$365K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
15+ 28.85% |
$588 - $717
|
67
$3.18K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
13+ 3.4% |
$510 - $621
|
395
$18.7K
|