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 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-524- 0.55% |
$20.6K - $25K
|
95.5K
$4.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-541- 0.31% |
$21.2K - $25.8K
|
177K
$8.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-547- 2.13% |
$21.5K - $26.1K
|
25.2K
$1.19M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-548- 2.31% |
$21.5K - $26.2K
|
23.1K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-552- 0.36% |
$21.6K - $26.4K
|
155K
$7.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
SELL
|
- |
-556- 1.09% |
$21.8K - $26.6K
|
50.6K
$2.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-557- 0.77% |
$21.8K - $26.6K
|
71.9K
$3.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-577- 4.99% |
$22.6K - $27.6K
|
11K
$521K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-577- 54.8% |
$22.6K - $27.6K
|
476
$22.6K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-579- 5.53% |
$22.7K - $27.7K
|
9.9K
$469K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-583- 6.68% |
$22.9K - $27.8K
|
8.15K
$386K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-588- 5.24% |
$23.1K - $28.1K
|
10.6K
$504K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-595- 19.64% |
$23.3K - $28.4K
|
2.44K
$115K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-595- 2.78% |
$23.3K - $28.4K
|
20.8K
$988K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-600- 0.53% |
$23.5K - $28.7K
|
113K
$5.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-600- 3.63% |
$23.5K - $28.7K
|
15.9K
$755K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-600- 6.45% |
$23.5K - $28.7K
|
8.7K
$412K
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-600- 3.52% |
$23.5K - $28.7K
|
16.5K
$780K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-608- 0.61% |
$23.8K - $29K
|
98.6K
$4.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-616- 0.47% |
$24.2K - $29.4K
|
132K
$6.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
SELL
|
- |
-623- 1.41% |
$24.4K - $29.8K
|
43.7K
$2.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-625- 8.41% |
$24.5K - $29.9K
|
6.81K
$323K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-633- 4.45% |
$24.8K - $30.2K
|
13.6K
$644K
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-637- 0.71% |
$25K - $30.4K
|
88.7K
$4.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-644- 2.28% |
$25.3K - $30.8K
|
27.7K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-645- 9.94% |
$25.3K - $30.8K
|
5.85K
$277K
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-650- 6.41% |
$25.5K - $31.1K
|
9.5K
$450K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-651- 0.52% |
$25.5K - $31.1K
|
124K
$5.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-651- 4.32% |
$25.5K - $31.1K
|
14.4K
$683K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-653- 0.81% |
$25.6K - $31.2K
|
79.7K
$3.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-665- 15.24% |
$26.1K - $31.8K
|
3.7K
$175K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-674- 3.16% |
$26.4K - $32.2K
|
20.7K
$981K
|
|
|
Jan 17, 2025
Q4 2024
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-675- 8.01% |
$26.5K - $32.2K
|
7.76K
$368K
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-683- 6.93% |
$26.8K - $32.6K
|
9.18K
$435K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-690- 4.13% |
$27.1K - $33K
|
16K
$759K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-702- 3.22% |
$27.5K - $33.5K
|
21.1K
$1M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-710- 10.6% |
$27.8K - $33.9K
|
5.99K
$284K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-710- 4.69% |
$27.8K - $33.9K
|
14.4K
$684K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-719- 0.84% |
$28.2K - $34.3K
|
85.3K
$4.04M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-720- 1.55% |
$28.2K - $34.4K
|
45.7K
$2.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-721- 8.49% |
$28.3K - $34.4K
|
7.78K
$369K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-728- 0.24% |
$28.6K - $34.8K
|
302K
$14.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-729- 13.22% |
$28.6K - $34.8K
|
4.79K
$227K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-730- 3.05% |
$28.6K - $34.9K
|
23.2K
$1.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-735- 6.43% |
$28.8K - $35.1K
|
10.7K
$507K
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-739- 12.22% |
$29K - $35.3K
|
5.31K
$252K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-750- 12.3% |
$29.4K - $35.8K
|
5.35K
$254K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-752- 6.23% |
$29.5K - $35.9K
|
11.3K
$536K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-759- 2.68% |
$29.8K - $36.3K
|
27.5K
$1.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-760- 1.9% |
$29.8K - $36.3K
|
39.2K
$1.86M
|