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 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
15.1KNew |
$592K - $721K
|
15.1K
$715K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.1K+ 10.3% |
$591K - $720K
|
161K
$7.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
14.8KNew |
$579K - $705K
|
14.8K
$699K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
14.6K+ 47.76% |
$572K - $696K
|
45.1K
$2.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Todd Asset Management LLC
|
BUY
|
- |
14.4K+ 1.57% |
$566K - $689K
|
932K
$44.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
14KNew |
$547K - $666K
|
14K
$661K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
13.9K+ 32.91% |
$546K - $665K
|
56.2K
$2.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
13.9K+ 54.38% |
$544K - $662K
|
39.4K
$1.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13.6K+ 14.05% |
$534K - $650K
|
111K
$5.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
13.6K+ 19.64% |
$533K - $650K
|
82.8K
$3.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
13.6KNew |
$532K - $648K
|
13.6K
$643K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
13.3KNew |
$521K - $635K
|
13.3K
$630K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
13.2K+ 150.98% |
$517K - $630K
|
21.9K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
13.1K+ 0.85% |
$514K - $626K
|
1.56M
$73.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
13.1KNew |
$512K - $623K
|
13.1K
$619K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
13K+ 5.19% |
$508K - $619K
|
263K
$12.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
12.7KNew |
$500K - $608K
|
12.7K
$604K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
12.6K+ 2.91% |
$494K - $602K
|
445K
$21.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
12.6KNew |
$493K - $601K
|
12.6K
$596K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
12.4KNew |
$487K - $593K
|
12.4K
$589K
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
12.2KNew |
$480K - $584K
|
12.2K
$580K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
12.1K+ 16.08% |
$476K - $579K
|
87.5K
$4.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
12.1KNew |
$474K - $577K
|
12.1K
$573K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
11.8KNew |
$463K - $564K
|
11.8K
$559K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
11.7K+ 5.09% |
$459K - $559K
|
242K
$11.5M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
11.7KNew |
$458K - $558K
|
11.7K
$554K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.7K+ 2.56% |
$457K - $557K
|
467K
$22.1M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.7K+ 12.07% |
$457K - $557K
|
108K
$5.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
11.6KNew |
$455K - $554K
|
11.6K
$549K
|
|
|
Jan 30, 2025
Q4 2024
|
Australian Super Pty LTD
|
BUY
|
- |
11.6K+ 5.42% |
$454K - $553K
|
225K
$10.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Bradyco, Inc.
Cambridge, MA |
BUY
|
- |
11.5KNew |
$449K - $547K
|
11.5K
$543K
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
11.4KNew |
$448K - $546K
|
11.4K
$542K
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
11.4K+ 47.06% |
$447K - $544K
|
35.6K
$1.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10.9K+ 49.65% |
$429K - $523K
|
33K
$1.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
10.8K+ 5.73% |
$425K - $517K
|
200K
$9.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
10.8K+ 6.03% |
$425K - $517K
|
190K
$9.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
10.8K+ 6.45% |
$424K - $516K
|
178K
$8.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
10.6KNew |
$416K - $507K
|
10.6K
$503K
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
10.6KNew |
$416K - $507K
|
10.6K
$503K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.5K+ 3.74% |
$411K - $501K
|
290K
$13.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
10.5K+ 2.68% |
$410K - $499K
|
400K
$19M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
10.4K+ 0.51% |
$407K - $496K
|
2.03M
$96.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
10.4K+ 2.49% |
$407K - $495K
|
427K
$20.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
10.2KNew |
$400K - $487K
|
10.2K
$483K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
10.1K+ 14.95% |
$397K - $484K
|
77.9K
$3.69M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
9.81K+ 8.64% |
$385K - $469K
|
123K
$5.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
9.75KNew |
$382K - $466K
|
9.75K
$462K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
9.66K+ 2.6% |
$379K - $462K
|
382K
$18.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
9.54K+ 3.59% |
$374K - $455K
|
275K
$13M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
9.29K+ 36.72% |
$364K - $444K
|
34.6K
$1.64M
|