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 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-2.71K- 4.76% |
$106K - $130K
|
54.2K
$2.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-2.73K- 1.74% |
$107K - $131K
|
154K
$7.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-2.8K- 5.52% |
$110K - $134K
|
48K
$2.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.88K- 0.89% |
$113K - $138K
|
322K
$15.3M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.9K- 34.49% |
$114K - $139K
|
5.51K
$261K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-2.91K- 11.79% |
$114K - $139K
|
21.7K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-2.94K- 10.89% |
$115K - $140K
|
24K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-3K- 18.13% |
$118K - $143K
|
13.5K
$642K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-3K- 53.57% |
$118K - $143K
|
2.6K
$123K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-3K- 9.46% |
$118K - $144K
|
28.7K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-3.01K- 2.47% |
$118K - $144K
|
119K
$5.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.01K- 9.3% |
$118K - $144K
|
29.4K
$1.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-3.03K- 25.37% |
$119K - $145K
|
8.91K
$422K
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-3.03K- 9.62% |
$119K - $145K
|
28.5K
$1.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.08K- 2.74% |
$121K - $147K
|
109K
$5.18M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-3.09K- 81.51% |
$121K - $147K
|
700
$33.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.09K- 23.15% |
$121K - $148K
|
10.3K
$486K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-3.09K- 5.25% |
$121K - $148K
|
55.8K
$2.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.09K- 6.13% |
$121K - $148K
|
47.4K
$2.25M
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-3.1K- 3.76% |
$122K - $148K
|
79.2K
$3.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
SELL
|
- |
-3.1K- 11.52% |
$122K - $148K
|
23.8K
$1.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-3.11K- 7.09% |
$122K - $148K
|
40.7K
$1.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-3.18K- 4.2% |
$125K - $152K
|
72.5K
$3.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-3.18K- 5.67% |
$125K - $152K
|
53K
$2.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-3.19K- 1.1% |
$125K - $153K
|
287K
$13.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-3.2K- 19.03% |
$125K - $153K
|
13.6K
$645K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-3.21K- 7.98% |
$126K - $153K
|
37K
$1.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3.23K- 9.46% |
$127K - $154K
|
30.9K
$1.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-3.23K- 1.34% |
$127K - $154K
|
239K
$11.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-3.25K- 1.42% |
$127K - $155K
|
226K
$10.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-3.29K- 1.58% |
$129K - $157K
|
205K
$9.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-3.31K- 7.52% |
$130K - $158K
|
40.8K
$1.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-3.33K- 8.73% |
$130K - $159K
|
34.8K
$1.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.33K- 9.58% |
$131K - $159K
|
31.4K
$1.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-3.37K- 8.57% |
$132K - $161K
|
35.9K
$1.7M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-3.37K- 9.51% |
$132K - $161K
|
32.1K
$1.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.39K- 0.64% |
$133K - $162K
|
529K
$25.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-3.47K- 4.87% |
$136K - $166K
|
67.7K
$3.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-3.48K- 4.45% |
$137K - $166K
|
74.8K
$3.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-3.52K- 7.71% |
$138K - $168K
|
42.1K
$2M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-3.53K- 8.78% |
$138K - $168K
|
36.6K
$1.74M
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-3.54K- 9.81% |
$139K - $169K
|
32.5K
$1.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-3.58K- 40.66% |
$140K - $171K
|
5.23K
$248K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3.59K- 1.76% |
$141K - $171K
|
200K
$9.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.6K- 15.36% |
$141K - $172K
|
19.8K
$940K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.61K- 9.63% |
$142K - $172K
|
33.9K
$1.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-3.64K- 11.46% |
$143K - $174K
|
28.2K
$1.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-3.65K- 4.08% |
$143K - $175K
|
86K
$4.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-3.66K- 1.51% |
$143K - $175K
|
238K
$11.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-3.68K- 1.52% |
$144K - $176K
|
238K
$11.3M
|