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 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-1.16K- 8.26% |
$45.3K - $55.2K
|
12.8K
$595K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-1.17K- 1.31% |
$45.9K - $55.9K
|
87.9K
$4.07M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-1.17K- 9.73% |
$46K - $56.1K
|
10.9K
$505K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.18K- 1.95% |
$46.3K - $56.4K
|
59.3K
$2.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-1.18K- 16.81% |
$46.3K - $56.4K
|
5.85K
$271K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.18K- 14.07% |
$46.4K - $56.5K
|
7.23K
$335K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-1.19K- 6.1% |
$46.6K - $56.7K
|
18.3K
$846K
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1.19K- 16.23% |
$46.7K - $56.8K
|
6.14K
$285K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.19K- 0.5% |
$46.7K - $56.9K
|
237K
$11M
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.2K- 1.09% |
$47.1K - $57.4K
|
109K
$5.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-1.21K- 0.41% |
$47.6K - $57.9K
|
294K
$13.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-1.24K- 2.0% |
$48.4K - $59K
|
60.5K
$2.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.24K- 2.18% |
$48.5K - $59K
|
55.3K
$2.56M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.24K- 9.94% |
$48.5K - $59.1K
|
11.2K
$519K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.25K- 8.31% |
$48.9K - $59.5K
|
13.8K
$637K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.25K- 11.64% |
$48.9K - $59.6K
|
9.47K
$439K
|
|
|
Feb 07, 2025
Q4 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-1.25K- 13.62% |
$48.9K - $59.6K
|
7.92K
$367K
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-1.25K- 4.37% |
$49K - $59.7K
|
27.4K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-1.25K- 16.49% |
$49K - $59.7K
|
6.33K
$293K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-1.26K- 16.88% |
$49.3K - $60K
|
6.19K
$287K
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.26K- 3.13% |
$49.3K - $60.1K
|
38.9K
$1.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.26K- 2.19% |
$49.4K - $60.2K
|
56.3K
$2.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.26K- 0.25% |
$49.5K - $60.3K
|
512K
$23.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
SELL
|
- |
-1.26K- 0.51% |
$49.5K - $60.3K
|
245K
$11.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.28K- 3.82% |
$50K - $60.9K
|
32.1K
$1.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.28K- 13.6% |
$50.2K - $61.1K
|
8.13K
$377K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.29K- 2.11% |
$50.6K - $61.7K
|
59.8K
$2.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-1.29K- 1.25% |
$50.7K - $61.7K
|
102K
$4.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-1.29K- 1.28% |
$50.7K - $61.7K
|
99.5K
$4.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.29K- 0.78% |
$50.7K - $61.8K
|
165K
$7.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.29K- 8.94% |
$50.7K - $61.8K
|
13.2K
$610K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.3K- 2.35% |
$50.8K - $61.9K
|
53.9K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-1.3K- 4.8% |
$50.9K - $62.1K
|
25.8K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-1.31K- 10.66% |
$51.3K - $62.4K
|
11K
$508K
|
|
|
Jan 30, 2025
Q4 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-1.32K- 0.45% |
$51.8K - $63.1K
|
292K
$13.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.33K- 1.23% |
$52.2K - $63.6K
|
107K
$4.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.36K- 15.79% |
$53.1K - $64.7K
|
7.23K
$335K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-1.36K- 2.75% |
$53.5K - $65.1K
|
48.2K
$2.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.37K- 9.02% |
$53.5K - $65.2K
|
13.8K
$638K
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.38K- 9.31% |
$53.9K - $65.7K
|
13.4K
$621K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-1.38K- 3.37% |
$54K - $65.8K
|
39.5K
$1.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.39K- 5.8% |
$54.3K - $66.2K
|
22.5K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-1.4K- 0.3% |
$54.9K - $66.9K
|
460K
$21.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.4K- 2.29% |
$55K - $67K
|
59.9K
$2.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.42K- 2.02% |
$55.8K - $67.9K
|
69K
$3.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.43K- 0.03% |
$56K - $68.3K
|
5.56M
$258M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.44K- 0.53% |
$56.3K - $68.5K
|
269K
$12.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.44K- 35.55% |
$56.3K - $68.6K
|
2.6K
$121K
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-1.44K- 7.83% |
$56.4K - $68.7K
|
16.9K
$785K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.45K- 20.42% |
$56.7K - $69K
|
5.63K
$261K
|