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 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
413+ 2.75% |
$16.2K - $19.7K
|
15.4K
$714K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
408+ 6.58% |
$16K - $19.5K
|
6.61K
$306K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
405+ 6.12% |
$15.9K - $19.3K
|
7.02K
$325K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
404+ 6.18% |
$15.8K - $19.3K
|
6.95K
$322K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
404+ 1.65% |
$15.8K - $19.3K
|
24.8K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
401+ 0.68% |
$15.7K - $19.2K
|
59.2K
$2.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
400+ 1.18% |
$15.7K - $19.1K
|
34.3K
$1.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
400+ 0.22% |
$15.7K - $19.1K
|
186K
$8.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
400New |
$15.7K - $19.1K
|
400
$18.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
399+ 4.14% |
$15.6K - $19.1K
|
10K
$465K
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
397+ 1.7% |
$15.6K - $19K
|
23.7K
$1.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
395+ 3.67% |
$15.5K - $18.9K
|
11.2K
$517K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
395+ 1.14% |
$15.5K - $18.9K
|
35.1K
$1.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
394+ 0.53% |
$15.5K - $18.8K
|
74.1K
$3.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
393+ 0.92% |
$15.4K - $18.8K
|
43.2K
$2M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
388+ 5.6% |
$15.2K - $18.5K
|
7.31K
$339K
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
387+ 4.06% |
$15.2K - $18.5K
|
9.91K
$459K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
383+ 0.28% |
$15K - $18.3K
|
138K
$6.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
379+ 5.26% |
$14.9K - $18.1K
|
7.59K
$351K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
378+ 4.43% |
$14.8K - $18.1K
|
8.91K
$413K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
372+ 4.71% |
$14.6K - $17.8K
|
8.27K
$383K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
371+ 1.94% |
$14.6K - $17.7K
|
19.5K
$905K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
367+ 0.83% |
$14.4K - $17.5K
|
44.8K
$2.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
365+ 0.58% |
$14.3K - $17.4K
|
62.9K
$2.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
364New |
$14.3K - $17.4K
|
364
$16.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
361+ 68.24% |
$14.2K - $17.2K
|
890
$41.2K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
359+ 4.61% |
$14.1K - $17.1K
|
8.15K
$378K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
359+ 3.7% |
$14.1K - $17.1K
|
10.1K
$467K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
356+ 3.24% |
$14K - $17K
|
11.3K
$525K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
333+ 0.16% |
$13.1K - $15.9K
|
205K
$9.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
330+ 2.41% |
$12.9K - $15.8K
|
14K
$651K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
327+ 42.19% |
$12.8K - $15.6K
|
1.1K
$51.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
325+ 0.31% |
$12.7K - $15.5K
|
107K
$4.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
323+ 4.35% |
$12.7K - $15.4K
|
7.75K
$359K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
319+ 5.27% |
$12.5K - $15.2K
|
6.37K
$295K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
318+ 0.39% |
$12.5K - $15.2K
|
81.1K
$3.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
313+ 0.79% |
$12.3K - $15K
|
39.9K
$1.85M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
312+ 6.1% |
$12.2K - $14.9K
|
5.43K
$251K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
310+ 2.69% |
$12.2K - $14.8K
|
11.8K
$547K
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
305+ 1.78% |
$12K - $14.6K
|
17.4K
$806K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
304+ 16.43% |
$11.9K - $14.5K
|
2.15K
$99.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
300+ 3.84% |
$11.8K - $14.3K
|
8.11K
$376K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
300New |
$11.8K - $14.3K
|
300
$13.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
297+ 16.62% |
$11.6K - $14.2K
|
2.08K
$96.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
296New |
$11.6K - $14.1K
|
296
$13.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
294+ 1.27% |
$11.5K - $14K
|
23.4K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
292+ 0.32% |
$11.5K - $13.9K
|
90.9K
$4.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
287+ 2.73% |
$11.3K - $13.7K
|
10.8K
$500K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
285+ 0.33% |
$11.2K - $13.6K
|
87.5K
$4.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
283+ 2.95% |
$11.1K - $13.5K
|
9.89K
$458K
|