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 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
4.87KNew |
$191K - $233K
|
4.87K
$231K
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
4.84KNew |
$190K - $231K
|
4.84K
$229K
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
4.83KNew |
$190K - $231K
|
4.83K
$229K
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
4.83KNew |
$189K - $231K
|
4.83K
$229K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
4.81KNew |
$189K - $230K
|
4.81K
$228K
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
4.8K+ 1.82% |
$188K - $229K
|
268K
$12.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
4.78KNew |
$187K - $228K
|
4.78K
$226K
|
|
|
Jan 23, 2025
Q4 2024
|
Cairn Investment Group, Inc.
|
BUY
|
- |
4.77KNew |
$187K - $228K
|
4.77K
$226K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
4.76KNew |
$187K - $227K
|
4.76K
$226K
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.75KNew |
$186K - $227K
|
4.75K
$225K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.73K+ 3.04% |
$186K - $226K
|
160K
$7.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
4.73KNew |
$185K - $226K
|
4.73K
$224K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
4.72KNew |
$185K - $225K
|
4.72K
$223K
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
4.69KNew |
$184K - $224K
|
4.69K
$222K
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
4.67KNew |
$183K - $223K
|
4.67K
$221K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
4.66KNew |
$183K - $223K
|
4.66K
$221K
|
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
BUY
|
- |
4.66KNew |
$183K - $222K
|
4.66K
$221K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
4.65KNew |
$182K - $222K
|
4.65K
$220K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
4.65KNew |
$182K - $222K
|
4.65K
$220K
|
|
|
Feb 04, 2025
Q4 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
4.64KNew |
$182K - $222K
|
4.64K
$220K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
4.64K+ 13.21% |
$182K - $221K
|
39.7K
$1.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
4.63KNew |
$182K - $221K
|
4.63K
$220K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4.63KNew |
$182K - $221K
|
4.63K
$220K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
4.63KNew |
$182K - $221K
|
4.63K
$220K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
4.58KNew |
$180K - $219K
|
4.58K
$217K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
4.57KNew |
$179K - $218K
|
4.57K
$217K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.57K+ 2.36% |
$179K - $218K
|
198K
$9.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
4.57K+ 78.14% |
$179K - $218K
|
10.4K
$493K
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
4.56KNew |
$179K - $218K
|
4.56K
$216K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.52K+ 29.48% |
$177K - $216K
|
19.9K
$941K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
4.49K+ 7.6% |
$176K - $214K
|
63.6K
$3.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
4.39K+ 1.4% |
$172K - $210K
|
318K
$15.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
4.39K+ 20.21% |
$172K - $210K
|
26.1K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.38K+ 26.14% |
$172K - $209K
|
21.1K
$1M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.34K+ 37.4% |
$170K - $207K
|
16K
$756K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
4.31K+ 3.78% |
$169K - $206K
|
118K
$5.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
4.27K+ 9.88% |
$167K - $204K
|
47.4K
$2.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Unison Asset Management LLC
|
BUY
|
- |
4.24K+ 2.54% |
$166K - $203K
|
171K
$8.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4.17K+ 15.11% |
$163K - $199K
|
31.7K
$1.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4.16K+ 16.76% |
$163K - $199K
|
29K
$1.37M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
4.05KNew |
$159K - $193K
|
4.05K
$192K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
3.98K+ 24.48% |
$156K - $190K
|
20.2K
$960K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
3.92K+ 34.27% |
$154K - $187K
|
15.4K
$728K
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
3.92K+ 2.16% |
$154K - $187K
|
185K
$8.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.87K+ 1.69% |
$152K - $185K
|
233K
$11.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
3.87K+ 32.64% |
$152K - $185K
|
15.7K
$745K
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
3.84K+ 2.38% |
$151K - $183K
|
165K
$7.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
3.83K+ 50.22% |
$150K - $183K
|
11.5K
$543K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
3.78K+ 43.69% |
$148K - $181K
|
12.4K
$589K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
3.75KNew |
$147K - $179K
|
3.75K
$178K
|