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 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.44K+ 8.33% |
$95.9K - $117K
|
31.8K
$1.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2.42KNew |
$94.8K - $116K
|
2.42K
$115K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
2.41K+ 5.39% |
$94.4K - $115K
|
47.1K
$2.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
2.4K+ 3.45% |
$94.1K - $115K
|
72.1K
$3.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
2.36K+ 0.47% |
$92.6K - $113K
|
501K
$23.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.33K+ 29.7% |
$91.2K - $111K
|
10.2K
$481K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
2.32K+ 12.36% |
$90.9K - $111K
|
21.1K
$999K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.31K+ 2.32% |
$90.8K - $111K
|
102K
$4.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.31K+ 1.36% |
$90.4K - $110K
|
172K
$8.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
2.31K+ 3.47% |
$90.4K - $110K
|
68.7K
$3.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.3K+ 6.63% |
$90.2K - $110K
|
37K
$1.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
2.28K+ 19.23% |
$89.3K - $109K
|
14.1K
$669K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.25K+ 19.62% |
$88.1K - $107K
|
13.7K
$649K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
2.23K+ 1.14% |
$87.4K - $106K
|
197K
$9.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
2.21K+ 7.41% |
$86.5K - $105K
|
32K
$1.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2.18K+ 4.84% |
$85.3K - $104K
|
47.1K
$2.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.16K+ 1.45% |
$84.8K - $103K
|
151K
$7.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
2.13K+ 2.35% |
$83.7K - $102K
|
92.9K
$4.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.12K+ 23.77% |
$83.2K - $101K
|
11K
$523K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
2.09K+ 10.29% |
$82.1K - $100K
|
22.4K
$1.06M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2.05K+ 8.7% |
$80.6K - $98.1K
|
25.7K
$1.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
2.03K+ 0.29% |
$79.7K - $97K
|
708K
$33.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.01K+ 11.38% |
$78.8K - $96K
|
19.7K
$933K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.97K+ 2.3% |
$77.2K - $94.1K
|
87.6K
$4.15M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.91KNew |
$74.9K - $91.2K
|
1.91K
$90.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.91K+ 1.95% |
$74.7K - $91K
|
99.4K
$4.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.9K+ 35.19% |
$74.5K - $90.8K
|
7.3K
$346K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.86K+ 9.05% |
$72.8K - $88.7K
|
22.4K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.82K+ 6.43% |
$71.4K - $87K
|
30.1K
$1.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.81KNew |
$71K - $86.5K
|
1.81K
$85.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.8K+ 4.9% |
$70.8K - $86.2K
|
38.6K
$1.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.8K+ 6.63% |
$70.7K - $86.1K
|
29K
$1.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.78K+ 22.1% |
$69.7K - $84.9K
|
9.82K
$465K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.75K+ 6.08% |
$68.7K - $83.7K
|
30.6K
$1.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.72KNew |
$67.5K - $82.3K
|
1.72K
$81.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.72K+ 1.53% |
$67.4K - $82.1K
|
114K
$5.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
1.72K+ 5.34% |
$67.3K - $81.9K
|
33.9K
$1.6M
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.72K+ 2.9% |
$67.3K - $81.9K
|
60.9K
$2.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1.69K+ 20.67% |
$66.3K - $80.7K
|
9.87K
$468K
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
1.67K+ 0.38% |
$65.6K - $79.9K
|
438K
$20.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.66K+ 8.53% |
$65.2K - $79.4K
|
21.2K
$1M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.66K+ 2.68% |
$65.2K - $79.4K
|
63.6K
$3.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.66K+ 2.78% |
$65K - $79.2K
|
61.3K
$2.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.66K+ 22.4% |
$64.9K - $79.1K
|
9.05K
$429K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.65K+ 9.14% |
$64.5K - $78.6K
|
19.7K
$932K
|
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.62K+ 8.79% |
$63.3K - $77.1K
|
20K
$948K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.61K+ 5.16% |
$63.2K - $77K
|
32.9K
$1.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.6K+ 3.26% |
$62.7K - $76.4K
|
50.7K
$2.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.6K+ 5.67% |
$62.6K - $76.2K
|
29.8K
$1.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.59K+ 2.31% |
$62.5K - $76.1K
|
70.4K
$3.34M
|