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 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
9.22KNew |
$362K - $440K
|
9.22K
$437K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
9.13KNew |
$358K - $436K
|
9.13K
$433K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
8.92KNew |
$350K - $426K
|
8.92K
$423K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
8.86KNew |
$348K - $423K
|
8.86K
$420K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
8.85KNew |
$347K - $423K
|
8.85K
$419K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
8.81K+ 9.34% |
$345K - $421K
|
103K
$4.89M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
8.76KNew |
$343K - $418K
|
8.76K
$415K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
8.74K+ 7.14% |
$343K - $417K
|
131K
$6.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
8.63K+ 11.06% |
$339K - $412K
|
86.7K
$4.11M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
8.54K+ 7.67% |
$335K - $408K
|
120K
$5.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
8.44K+ 0.12% |
$331K - $403K
|
7.29M
$346M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
8.41KNew |
$330K - $402K
|
8.41K
$399K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
8.38K+ 2.25% |
$329K - $400K
|
381K
$18M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
8.26KNew |
$324K - $394K
|
8.26K
$391K
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
8.22K+ 41.44% |
$323K - $393K
|
28.1K
$1.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
8.05KNew |
$316K - $385K
|
8.05K
$382K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.96K+ 5.53% |
$312K - $380K
|
152K
$7.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
7.83K+ 8.97% |
$307K - $374K
|
95.1K
$4.51M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
7.82K+ 17.63% |
$307K - $374K
|
52.2K
$2.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
7.76K+ 8.89% |
$304K - $371K
|
95K
$4.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
7.73KNew |
$303K - $369K
|
7.73K
$366K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
7.72KNew |
$303K - $369K
|
7.72K
$366K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
7.71K+ 13.17% |
$302K - $368K
|
66.2K
$3.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
7.69K+ 3712.56% |
$301K - $367K
|
7.89K
$374K
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
7.63KNew |
$299K - $365K
|
7.63K
$362K
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
7.62KNew |
$299K - $364K
|
7.62K
$361K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
7.5K+ 0.24% |
$294K - $358K
|
3.12M
$148M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
7.49K+ 23.66% |
$294K - $358K
|
39.1K
$1.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7.38KNew |
$290K - $353K
|
7.38K
$350K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.35K+ 38.12% |
$288K - $351K
|
26.6K
$1.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
7.31KNew |
$287K - $349K
|
7.31K
$347K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
7.3KNew |
$286K - $348K
|
7.3K
$346K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
7.2K+ 0.41% |
$282K - $344K
|
1.74M
$82.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
7.16KNew |
$281K - $342K
|
7.16K
$339K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
7.14K+ 1785.0% |
$280K - $341K
|
7.54K
$357K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
7.13K+ 11.54% |
$280K - $341K
|
69K
$3.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7.12K+ 3.23% |
$279K - $340K
|
228K
$10.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
7.07K+ 6.01% |
$277K - $337K
|
125K
$5.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
6.94K+ 1.75% |
$272K - $331K
|
404K
$19.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
6.92K+ 22.24% |
$271K - $330K
|
38K
$1.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
6.87KNew |
$270K - $328K
|
6.87K
$326K
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
6.83K+ 13.04% |
$268K - $326K
|
59.2K
$2.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
6.8KNew |
$267K - $325K
|
6.8K
$322K
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
6.79K+ 80.24% |
$266K - $324K
|
15.3K
$723K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
6.56K+ 34.43% |
$257K - $313K
|
25.6K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
6.5KNew |
$255K - $311K
|
6.5K
$308K
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
6.39KNew |
$250K - $305K
|
6.39K
$303K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
6.36K+ 3.65% |
$249K - $304K
|
181K
$8.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
6.36K+ 40.94% |
$249K - $304K
|
21.9K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
6.3KNew |
$247K - $301K
|
6.3K
$298K
|