Purchases and Sales Made in Q3 2024 in Bank Of America Corp (BAC)
This table provides information about the institutional ownership of Bank Of America Corp (BAC) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.97K+ 4.06% |
$72.1K - $86.8K
|
50.4K
$2.36M
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.97K+ 2.02% |
$72.1K - $86.8K
|
99.5K
$4.66M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.95K+ 6.33% |
$71.4K - $86K
|
32.7K
$1.53M
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
1.95K+ 14.81% |
$71.3K - $85.9K
|
15.1K
$707K
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.91K+ 19.45% |
$70K - $84.3K
|
11.7K
$550K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.9K+ 4.47% |
$69.7K - $83.9K
|
44.4K
$2.08M
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.9K+ 19.88% |
$69.6K - $83.8K
|
11.4K
$536K
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
1.9K+ 31.2% |
$69.5K - $83.7K
|
7.98K
$374K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.89K+ 3.63% |
$69.3K - $83.5K
|
54K
$2.53M
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
1.88K+ 15.86% |
$68.9K - $83K
|
13.7K
$643K
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.87K+ 1.29% |
$68.4K - $82.3K
|
146K
$6.85M
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.86K+ 10.36% |
$68.1K - $82K
|
19.8K
$927K
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.85K+ 4.49% |
$67.9K - $81.8K
|
43.1K
$2.02M
|
|
May 28, 2025
Q3 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1.85K+ 5.48% |
$67.9K - $81.8K
|
35.7K
$1.67M
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.85KNew |
$67.8K - $81.6K
|
1.85K
$86.7K
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.84K+ 7.1% |
$67.5K - $81.3K
|
27.8K
$1.3M
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.84K+ 31.15% |
$67.3K - $81K
|
7.73K
$362K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.82K+ 1.59% |
$66.8K - $80.5K
|
117K
$5.48M
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.82K+ 9.73% |
$66.6K - $80.2K
|
20.5K
$961K
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.8K+ 2.5% |
$66K - $79.4K
|
73.7K
$3.45M
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
1.78K+ 22.92% |
$65.1K - $78.4K
|
9.53K
$446K
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
1.77K+ 17.46% |
$64.8K - $78.1K
|
11.9K
$557K
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
1.76K+ 1.48% |
$64.6K - $77.8K
|
121K
$5.65M
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.76K+ 22.57% |
$64.5K - $77.7K
|
9.56K
$448K
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.75K+ 6.06% |
$64.1K - $77.2K
|
30.6K
$1.43M
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.69K+ 1.93% |
$62.1K - $74.8K
|
89.3K
$4.18M
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
1.67K+ 5.28% |
$61.1K - $73.6K
|
33.3K
$1.56M
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1.67K+ 99.94% |
$61.1K - $73.6K
|
3.34K
$156K
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.66K+ 2.87% |
$60.9K - $73.4K
|
59.7K
$2.79M
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.66K+ 4.11% |
$60.8K - $73.2K
|
42K
$1.97M
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.63K+ 13.6% |
$59.8K - $72K
|
13.6K
$638K
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.62K+ 4.11% |
$59.3K - $71.4K
|
41K
$1.92M
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
1.6K+ 7.1% |
$58.7K - $70.7K
|
24.2K
$1.13M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.59K+ 1.56% |
$58.3K - $70.2K
|
104K
$4.86M
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.59K+ 62.52% |
$58.1K - $69.9K
|
4.12K
$193K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.58K+ 17.99% |
$58K - $69.9K
|
10.4K
$486K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.57K+ 3.23% |
$57.7K - $69.4K
|
50.3K
$2.36M
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
1.57K+ 3.78% |
$57.5K - $69.3K
|
43.1K
$2.02M
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.57K+ 29.17% |
$57.4K - $69.1K
|
6.93K
$325K
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.56K+ 13.64% |
$57.2K - $68.9K
|
13K
$609K
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
1.56K+ 2.72% |
$57.1K - $68.8K
|
58.8K
$2.76M
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.56K+ 24.85% |
$57K - $68.6K
|
7.81K
$366K
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1.53K+ 4.63% |
$56K - $67.5K
|
34.6K
$1.62M
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.52K+ 1.1% |
$55.9K - $67.3K
|
139K
$6.53M
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.52K+ 22.92% |
$55.5K - $66.9K
|
8.12K
$381K
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.51K+ 5.49% |
$55.5K - $66.8K
|
29.1K
$1.36M
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.51K+ 28.24% |
$55.4K - $66.7K
|
6.86K
$321K
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
1.5K+ 4.6% |
$55K - $66.3K
|
34.1K
$1.6M
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.49K+ 1.26% |
$54.6K - $65.8K
|
120K
$5.61M
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.49K+ 12.05% |
$54.4K - $65.5K
|
13.8K
$647K
|