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
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-15.9K- 75.24% |
$622K - $757K
|
5.22K
$245K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-15.9K- 4.78% |
$625K - $762K
|
318K
$14.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-16.4K- 5.57% |
$644K - $785K
|
279K
$13.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-16.8K- 29.88% |
$660K - $804K
|
39.5K
$1.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-16.9K- 51.24% |
$661K - $806K
|
16K
$754K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-16.9K- 35.97% |
$662K - $806K
|
30K
$1.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-16.9K- 10.79% |
$663K - $807K
|
140K
$6.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17.2K- 5.61% |
$673K - $820K
|
289K
$13.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-17.7K- 67.01% |
$694K - $845K
|
8.71K
$409K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-17.8K- 18.0% |
$697K - $849K
|
81K
$3.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-17.9K- 4.39% |
$700K - $853K
|
389K
$18.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-18.1K- 56.21% |
$709K - $863K
|
14.1K
$661K
|
|
|
Feb 11, 2025
Q4 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-18.2K- 22.14% |
$713K - $868K
|
63.9K
$3M
|
|
|
Feb 14, 2025
Q4 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-18.3K- 15.81% |
$719K - $875K
|
97.6K
$4.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Epacria Capital Partners, LLC
Boulder, CO |
SELL
|
- |
-18.3K- 51.4% |
$719K - $876K
|
17.3K
$814K
|
|
|
Feb 14, 2025
Q4 2024
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-18.4K- 2.67% |
$720K - $878K
|
671K
$31.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-18.5K- 4.4% |
$725K - $883K
|
401K
$18.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-19.3K- 1.4% |
$756K - $920K
|
1.36M
$63.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Uss Investment Management LTD
|
SELL
|
- |
-19.7K- 1.82% |
$774K - $943K
|
1.07M
$50.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-20K- 9.77% |
$785K - $956K
|
185K
$8.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-20.1K- 2.09% |
$788K - $960K
|
939K
$44.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-20.5K- 4.67% |
$805K - $980K
|
419K
$19.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-20.8K- 63.4% |
$817K - $995K
|
12K
$564K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-21K- 5.52% |
$824K - $1M
|
359K
$16.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-21.1K- 4.94% |
$828K - $1.01M
|
406K
$19.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-21.3K- 16.19% |
$834K - $1.02M
|
110K
$5.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-21.5K- 99.92% |
$842K - $1.03M
|
18
$845
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-21.5K- 9.33% |
$842K - $1.03M
|
209K
$9.8M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-22.1K- 1.14% |
$867K - $1.06M
|
1.92M
$90.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-22.3K- 18.63% |
$875K - $1.07M
|
97.4K
$4.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-22.7K- 71.84% |
$891K - $1.09M
|
8.9K
$418K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-23.4K- 66.35% |
$918K - $1.12M
|
11.9K
$557K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-23.5K- 8.72% |
$923K - $1.12M
|
246K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-23.7K- 4.62% |
$929K - $1.13M
|
489K
$23M
|
|
|
Jan 23, 2025
Q4 2024
|
Kempner Capital Management Inc.
|
SELL
|
- |
-23.8K- 15.03% |
$932K - $1.13M
|
134K
$6.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-24.5K- 8.3% |
$960K - $1.17M
|
270K
$12.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-25K- 48.83% |
$981K - $1.2M
|
26.2K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-25.1K- 19.04% |
$984K - $1.2M
|
107K
$5.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-25.1K- 78.47% |
$986K - $1.2M
|
6.9K
$324K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-25.1K- 22.31% |
$986K - $1.2M
|
87.6K
$4.11M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-25.2K- 95.69% |
$989K - $1.21M
|
1.14K
$53.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-25.2K- 22.95% |
$990K - $1.21M
|
84.8K
$3.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Arnhold LLC
|
SELL
|
- |
-25.7K- 8.73% |
$1.01M - $1.23M
|
269K
$12.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-25.8K- 4.13% |
$1.01M - $1.23M
|
600K
$28.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Cooke & Bieler LP
|
SELL
|
- |
-26K- 1.65% |
$1.02M - $1.24M
|
1.55M
$72.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-26K- 4.34% |
$1.02M - $1.24M
|
573K
$26.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-26.3K- 31.34% |
$1.03M - $1.26M
|
57.7K
$2.71M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-26.5K- 12.96% |
$1.04M - $1.27M
|
178K
$8.36M
|
|
|
Feb 04, 2025
Q4 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-26.8K- 12.0% |
$1.05M - $1.28M
|
197K
$9.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-26.8K- 9.61% |
$1.05M - $1.28M
|
252K
$11.8M
|