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 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-144- 0.54% |
$5.65K - $6.88K
|
26.3K
$1.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-146- 0.56% |
$5.73K - $6.97K
|
25.9K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-149- 4.47% |
$5.84K - $7.12K
|
3.19K
$151K
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-150- 1.98% |
$5.88K - $7.17K
|
7.41K
$351K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-150- 2.59% |
$5.88K - $7.17K
|
5.65K
$268K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-150- 1.21% |
$5.88K - $7.17K
|
12.2K
$578K
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-150- 2.08% |
$5.88K - $7.17K
|
7.08K
$335K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-156- 1.49% |
$6.12K - $7.45K
|
10.3K
$489K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-156- 3.35% |
$6.12K - $7.45K
|
4.5K
$213K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-157- 0.17% |
$6.16K - $7.5K
|
90.5K
$4.29M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-164- 1.01% |
$6.43K - $7.83K
|
16.1K
$762K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-165- 2.26% |
$6.47K - $7.88K
|
7.13K
$338K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-168- 2.41% |
$6.59K - $8.03K
|
6.81K
$323K
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-170- 0.69% |
$6.67K - $8.12K
|
24.6K
$1.17M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-171- 0.19% |
$6.71K - $8.17K
|
90K
$4.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-172- 0.37% |
$6.75K - $8.22K
|
46.3K
$2.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-173- 1.5% |
$6.79K - $8.26K
|
11.3K
$537K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-175- 1.02% |
$6.86K - $8.36K
|
16.9K
$802K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-176- 0.19% |
$6.9K - $8.41K
|
90.7K
$4.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-179- 2.35% |
$7.02K - $8.55K
|
7.44K
$353K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-183- 4.27% |
$7.18K - $8.74K
|
4.11K
$195K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-183- 24.97% |
$7.18K - $8.74K
|
550
$26.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-185- 1.1% |
$7.26K - $8.84K
|
16.7K
$790K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-188- 0.98% |
$7.37K - $8.98K
|
19K
$901K
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
SELL
|
- |
-190- 1.41% |
$7.45K - $9.08K
|
13.3K
$628K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-192- 0.47% |
$7.53K - $9.17K
|
40.9K
$1.94M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-192- 1.94% |
$7.53K - $9.17K
|
9.72K
$461K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-197- 3.47% |
$7.73K - $9.41K
|
5.48K
$260K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-199- 1.68% |
$7.8K - $9.51K
|
11.6K
$552K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-200- 1.07% |
$7.84K - $9.55K
|
18.5K
$878K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-200- 1.14% |
$7.84K - $9.55K
|
17.4K
$825K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-200- 4.26% |
$7.84K - $9.55K
|
4.5K
$213K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-200- 2.42% |
$7.84K - $9.55K
|
8.08K
$383K
|
|
|
Feb 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-200- 0.75% |
$7.84K - $9.55K
|
26.4K
$1.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-200- 0.57% |
$7.84K - $9.55K
|
34.9K
$1.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-200- 2.05% |
$7.84K - $9.55K
|
9.55K
$453K
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-201- 3.87% |
$7.88K - $9.6K
|
4.99K
$236K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-202- 9.67% |
$7.92K - $9.65K
|
1.89K
$89.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-203- 1.82% |
$7.96K - $9.7K
|
10.9K
$518K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-205- 0.95% |
$8.04K - $9.79K
|
21.4K
$1.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-207- 1.61% |
$8.12K - $9.89K
|
12.6K
$598K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-207- 2.2% |
$8.12K - $9.89K
|
9.21K
$437K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-207- 1.29% |
$8.12K - $9.89K
|
15.9K
$752K
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-217- 3.09% |
$8.51K - $10.4K
|
6.8K
$323K
|
|
|
Jan 15, 2025
Q4 2024
|
Albert D Mason Inc
|
SELL
|
- |
-225- 1.32% |
$8.82K - $10.7K
|
16.8K
$797K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-225- 0.45% |
$8.82K - $10.7K
|
50.2K
$2.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-227- 1.23% |
$8.9K - $10.8K
|
18.3K
$866K
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-228- 4.45% |
$8.94K - $10.9K
|
4.9K
$232K
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-229- 1.66% |
$8.98K - $10.9K
|
13.6K
$644K
|
|
|
Jan 31, 2025
Q4 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-233- 0.28% |
$9.14K - $11.1K
|
82.5K
$3.91M
|