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 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-9.11K- 3.33% |
$357K - $435K
|
265K
$12.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-9.19K- 2.4% |
$361K - $439K
|
374K
$17.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.2K- 8.04% |
$361K - $439K
|
105K
$4.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-9.24K- 14.94% |
$362K - $441K
|
52.6K
$2.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-9.49K- 26.78% |
$372K - $453K
|
25.9K
$1.23M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-9.68K- 10.77% |
$380K - $462K
|
80.2K
$3.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-9.75K- 41.83% |
$382K - $466K
|
13.6K
$643K
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-9.88K- 2.56% |
$387K - $472K
|
376K
$17.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-10K- 6.94% |
$392K - $478K
|
134K
$6.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-10.1K- 66.06% |
$394K - $480K
|
5.16K
$245K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-10.3K- 1.03% |
$405K - $493K
|
993K
$47.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-10.3K- 9.96% |
$405K - $494K
|
93.5K
$4.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-10.4K- 20.53% |
$408K - $496K
|
40.2K
$1.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-10.5K- 35.91% |
$411K - $500K
|
18.7K
$886K
|
|
|
Jan 13, 2025
Q4 2024
|
Shorepath Capital Management LLC
Evanston, IL |
SELL
|
- |
-10.5K- 3.7% |
$411K - $501K
|
273K
$12.9M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-10.7K- 5.13% |
$419K - $510K
|
198K
$9.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-10.7K- 3.73% |
$422K - $513K
|
278K
$13.2M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-10.8K- 3.25% |
$424K - $516K
|
322K
$15.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-10.8K- 40.19% |
$425K - $517K
|
16.1K
$764K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-11K- 11.63% |
$432K - $526K
|
83.7K
$3.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-11.1K- 14.51% |
$435K - $530K
|
65.4K
$3.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-11.1K- 21.32% |
$437K - $533K
|
41.1K
$1.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-11.3K- 25.69% |
$443K - $539K
|
32.7K
$1.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-11.5K- 9.07% |
$451K - $549K
|
115K
$5.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-11.6K- 48.9% |
$456K - $555K
|
12.1K
$576K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-11.6K- 93.88% |
$456K - $556K
|
758
$35.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-11.7K- 5.49% |
$458K - $558K
|
201K
$9.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-11.7K- 59.48% |
$458K - $558K
|
7.96K
$377K
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-12K- 15.48% |
$471K - $573K
|
65.5K
$3.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-12.4K- 2.93% |
$488K - $594K
|
412K
$19.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-12.5K- 5.04% |
$491K - $598K
|
236K
$11.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-12.6K- 1.65% |
$494K - $602K
|
749K
$35.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-12.7K- 21.09% |
$499K - $608K
|
47.6K
$2.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-13.3K- 1.57% |
$522K - $636K
|
837K
$39.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-13.3K- 5.26% |
$523K - $637K
|
240K
$11.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-13.4K- 30.7% |
$527K - $642K
|
30.3K
$1.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-13.9K- 1.28% |
$545K - $664K
|
1.07M
$50.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-13.9K- 1.21% |
$545K - $664K
|
1.13M
$53.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-14.7K- 7.46% |
$576K - $701K
|
182K
$8.63M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-14.7K- 0.57% |
$577K - $703K
|
2.58M
$122M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-14.7K- 35.85% |
$578K - $704K
|
26.4K
$1.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-15K- 55.56% |
$588K - $717K
|
12K
$569K
|
|
|
Feb 04, 2025
Q4 2024
|
Access Investment Management LLC
Atlanta, GA |
SELL
|
- |
-15K- 6.67% |
$588K - $717K
|
210K
$9.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-15K- 2.76% |
$588K - $717K
|
529K
$25.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-15.2K- 15.07% |
$598K - $728K
|
85.9K
$4.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-15.5K- 14.22% |
$609K - $742K
|
93.7K
$4.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-15.6K- 7.29% |
$610K - $743K
|
198K
$9.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-15.9K- 75.24% |
$622K - $757K
|
5.22K
$247K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-16.4K- 5.57% |
$644K - $785K
|
279K
$13.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-16.8K- 29.88% |
$660K - $804K
|
39.5K
$1.87M
|