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 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.09K+ 1.88% |
$40K - $48.1K
|
59.2K
$2.77M
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.08K+ 3.18% |
$39.7K - $47.8K
|
35.2K
$1.65M
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.07K+ 19.95% |
$39.1K - $47.1K
|
6.42K
$301K
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.07K+ 6.17% |
$39.1K - $47K
|
18.3K
$859K
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.07K+ 7.36% |
$39K - $47K
|
15.5K
$728K
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
1.06K+ 3.03% |
$38.8K - $46.8K
|
36.1K
$1.69M
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.06K+ 0.31% |
$38.8K - $46.7K
|
347K
$16.2M
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.06K+ 11.17% |
$38.7K - $46.6K
|
10.5K
$492K
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.05K+ 9.49% |
$38.6K - $46.5K
|
12.1K
$569K
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.05K+ 7.38% |
$38.5K - $46.3K
|
15.3K
$716K
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1.05K+ 3.41% |
$38.4K - $46.2K
|
31.8K
$1.49M
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
1.04K+ 6.36% |
$37.9K - $45.7K
|
17.3K
$811K
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.02K+ 4.83% |
$37.5K - $45.2K
|
22.2K
$1.04M
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.02K+ 0.3% |
$37.5K - $45.1K
|
338K
$15.8M
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.02K+ 6.65% |
$37.4K - $45.1K
|
16.4K
$767K
|
|
Nov 14, 2024
Q3 2024
|
Humankind Investments LLC
|
BUY
|
- |
1.02K+ 5.48% |
$37.3K - $45K
|
19.6K
$919K
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.02K+ 0.38% |
$37.2K - $44.8K
|
265K
$12.4M
|
|
Nov 07, 2024
Q3 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.01K+ 4.7% |
$37.2K - $44.7K
|
22.6K
$1.06M
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.01K+ 9.57% |
$37K - $44.6K
|
11.6K
$542K
|
|
Apr 28, 2025
Q3 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.01K+ 19.89% |
$37K - $44.6K
|
6.09K
$285K
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 12.9% |
$37K - $44.5K
|
8.83K
$414K
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.01K+ 5.16% |
$36.9K - $44.5K
|
20.5K
$962K
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.01K+ 2579.49% |
$36.9K - $44.4K
|
1.05K
$48.9K
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1K+ 6.44% |
$36.8K - $44.3K
|
16.6K
$777K
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1K+ 32.91% |
$36.7K - $44.1K
|
4.04K
$189K
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1K+ 2.04% |
$36.7K - $44.1K
|
49.9K
$2.34M
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
993+ 17.49% |
$36.4K - $43.8K
|
6.67K
$312K
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
990+ 30.95% |
$36.3K - $43.7K
|
4.19K
$196K
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
987+ 5.19% |
$36.2K - $43.6K
|
20K
$936K
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
985+ 2.12% |
$36.1K - $43.5K
|
47.5K
$2.22M
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
977+ 18.93% |
$35.8K - $43.1K
|
6.14K
$288K
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
970+ 9.98% |
$35.6K - $42.8K
|
10.7K
$501K
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
961+ 15.93% |
$35.2K - $42.4K
|
6.99K
$328K
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
960+ 7.98% |
$35.2K - $42.4K
|
13K
$608K
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
959+ 4.79% |
$35.1K - $42.3K
|
21K
$984K
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
957+ 2.3% |
$35.1K - $42.2K
|
42.6K
$1.99M
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
950+ 5.3% |
$34.8K - $41.9K
|
18.9K
$885K
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
934+ 0.94% |
$34.2K - $41.2K
|
101K
$4.72M
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
932+ 1.06% |
$34.2K - $41.1K
|
88.4K
$4.14M
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
924+ 3.12% |
$33.9K - $40.8K
|
30.5K
$1.43M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
923+ 3.47% |
$33.8K - $40.7K
|
27.5K
$1.29M
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
BUY
|
- |
906+ 0.62% |
$33.2K - $40K
|
147K
$6.88M
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
894+ 21.01% |
$32.8K - $39.5K
|
5.15K
$241K
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
888+ 3.97% |
$32.5K - $39.2K
|
23.3K
$1.09M
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
888+ 4.61% |
$32.5K - $39.2K
|
20.2K
$944K
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
877+ 6.39% |
$32.1K - $38.7K
|
14.6K
$684K
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
874+ 3.5% |
$32K - $38.6K
|
25.8K
$1.21M
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
854+ 5.51% |
$31.3K - $37.7K
|
16.3K
$765K
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
BUY
|
- |
854+ 0.54% |
$31.3K - $37.7K
|
159K
$7.44M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
854+ 4.14% |
$31.3K - $37.7K
|
21.5K
$1.01M
|