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 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
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-13.4K- 3.52% |
$526K - $640K
|
367K
$17.4M
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-13.4K- 30.7% |
$527K - $642K
|
30.3K
$1.44M
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-13.5K- 0.2% |
$531K - $647K
|
6.75M
$320M
|
|
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
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-13.9K- 44.51% |
$547K - $666K
|
17.4K
$824K
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-14.6K- 3.91% |
$573K - $698K
|
359K
$17M
|
|
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
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-15.9K- 4.78% |
$625K - $762K
|
318K
$15.1M
|
|
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
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-16.9K- 51.24% |
$661K - $806K
|
16K
$761K
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-16.9K- 35.97% |
$662K - $806K
|
30K
$1.42M
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-16.9K- 10.79% |
$663K - $807K
|
140K
$6.62M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17.2K- 5.61% |
$673K - $820K
|
289K
$13.7M
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-17.7K- 67.01% |
$694K - $845K
|
8.71K
$413K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-17.8K- 18.0% |
$697K - $849K
|
81K
$3.84M
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-18.1K- 56.21% |
$709K - $863K
|
14.1K
$667K
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-18.5K- 4.4% |
$725K - $883K
|
401K
$19M
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-20.1K- 2.09% |
$788K - $960K
|
939K
$44.5M
|
|
Feb 10, 2025
Q4 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-20.5K- 4.67% |
$805K - $980K
|
419K
$19.8M
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-20.8K- 63.4% |
$817K - $995K
|
12K
$570K
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-21K- 5.52% |
$824K - $1M
|
359K
$17M
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-21.1K- 4.94% |
$828K - $1.01M
|
406K
$19.3M
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-21.3K- 16.19% |
$834K - $1.02M
|
110K
$5.22M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-21.5K- 99.92% |
$842K - $1.03M
|
18
$853
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-22.1K- 1.14% |
$867K - $1.06M
|
1.92M
$91.2M
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-22.3K- 18.63% |
$875K - $1.07M
|
97.4K
$4.62M
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-22.7K- 71.84% |
$891K - $1.09M
|
8.9K
$422K
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-23.4K- 66.35% |
$918K - $1.12M
|
11.9K
$563K
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-23.5K- 8.72% |
$923K - $1.12M
|
246K
$11.7M
|
|
Jan 23, 2025
Q4 2024
|
Kempner Capital Management Inc.
|
SELL
|
- |
-23.8K- 15.03% |
$932K - $1.13M
|
134K
$6.37M
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-25.1K- 78.47% |
$986K - $1.2M
|
6.9K
$327K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-25.2K- 22.95% |
$990K - $1.21M
|
84.8K
$4.02M
|
|
Feb 07, 2025
Q4 2024
|
Cooke & Bieler LP
|
SELL
|
- |
-26K- 1.65% |
$1.02M - $1.24M
|
1.55M
$73.5M
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-26K- 4.34% |
$1.02M - $1.24M
|
573K
$27.2M
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-26.5K- 12.96% |
$1.04M - $1.27M
|
178K
$8.44M
|
|
Feb 04, 2025
Q4 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-26.8K- 12.0% |
$1.05M - $1.28M
|
197K
$9.31M
|