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 |
---|---|---|---|---|---|---|---|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
852+ 525.93% |
$31.2K - $37.6K
|
1.01K
$47.5K
|
|
Nov 12, 2024
Q3 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
850+ 4.73% |
$31.2K - $37.5K
|
18.8K
$881K
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
837+ 3.99% |
$30.7K - $36.9K
|
21.8K
$1.02M
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
836+ 2.45% |
$30.6K - $36.9K
|
34.9K
$1.64M
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
835+ 29.11% |
$30.6K - $36.8K
|
3.7K
$173K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
834+ 1.76% |
$30.6K - $36.8K
|
48.2K
$2.26M
|
|
Oct 03, 2024
Q3 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
828+ 2.44% |
$30.3K - $36.5K
|
34.8K
$1.63M
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
827+ 13.73% |
$30.3K - $36.5K
|
6.85K
$321K
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
811+ 10.54% |
$29.7K - $35.8K
|
8.51K
$399K
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
810+ 0.27% |
$29.7K - $35.7K
|
303K
$14.2M
|
|
Apr 29, 2025
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
809+ 13.26% |
$29.6K - $35.7K
|
6.91K
$324K
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
808+ 5.29% |
$29.6K - $35.7K
|
16.1K
$753K
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
801+ 5.5% |
$29.4K - $35.3K
|
15.4K
$719K
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
800+ 35.07% |
$29.3K - $35.3K
|
3.08K
$144K
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
800+ 6.59% |
$29.3K - $35.3K
|
12.9K
$606K
|
|
Nov 13, 2024
Q3 2024
|
Denali Advisors LLC
|
BUY
|
- |
800+ 3.07% |
$29.3K - $35.3K
|
26.9K
$1.26M
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
794+ 4.35% |
$29.1K - $35K
|
19.1K
$893K
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
794+ 4.44% |
$29.1K - $35K
|
18.7K
$875K
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
789+ 5.11% |
$28.9K - $34.8K
|
16.2K
$760K
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
786+ 16.06% |
$28.8K - $34.7K
|
5.68K
$266K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
782+ 1.4% |
$28.7K - $34.5K
|
56.8K
$2.66M
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
779+ 1.19% |
$28.6K - $34.4K
|
66.5K
$3.11M
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
BUY
|
- |
779+ 1.15% |
$28.6K - $34.4K
|
68.4K
$3.2M
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
775+ 2.11% |
$28.4K - $34.2K
|
37.5K
$1.76M
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
772New |
$28.3K - $34.1K
|
772
$36.2K
|
|
Oct 17, 2024
Q3 2024
|
Harbor Island Capital LLC
|
BUY
|
- |
770+ 0.45% |
$28.2K - $34K
|
170K
$7.97M
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
770+ 6.16% |
$28.2K - $34K
|
13.3K
$622K
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
765+ 7.17% |
$28K - $33.8K
|
11.4K
$536K
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
760+ 0.78% |
$27.9K - $33.5K
|
97.6K
$4.57M
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
757+ 7.41% |
$27.7K - $33.4K
|
11K
$514K
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
751+ 4.49% |
$27.5K - $33.1K
|
17.5K
$819K
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
751+ 1.39% |
$27.5K - $33.1K
|
54.7K
$2.56M
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
739New |
$27.1K - $32.6K
|
739
$34.6K
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
736+ 2.34% |
$27K - $32.5K
|
32.1K
$1.51M
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
735+ 2.49% |
$26.9K - $32.4K
|
30.3K
$1.42M
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
733New |
$26.9K - $32.3K
|
733
$34.3K
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
723+ 8.97% |
$26.5K - $31.9K
|
8.79K
$411K
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
715+ 8.87% |
$26.2K - $31.6K
|
8.78K
$411K
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
711+ 9.18% |
$26.1K - $31.4K
|
8.46K
$396K
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
701+ 2.49% |
$25.7K - $30.9K
|
28.8K
$1.35M
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
668+ 6.01% |
$24.5K - $29.5K
|
11.8K
$552K
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
659+ 1.08% |
$24.2K - $29.1K
|
61.9K
$2.9M
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
657+ 7.9% |
$24.1K - $29K
|
8.97K
$420K
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
647+ 12.13% |
$23.7K - $28.6K
|
5.98K
$280K
|
|
Nov 12, 2024
Q3 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
646+ 3.64% |
$23.7K - $28.5K
|
18.4K
$861K
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
645+ 1.11% |
$23.6K - $28.5K
|
58.9K
$2.76M
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
645+ 4.31% |
$23.6K - $28.5K
|
15.6K
$731K
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
643+ 3.88% |
$23.6K - $28.4K
|
17.2K
$807K
|
|
Oct 10, 2024
Q3 2024
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
642+ 8.24% |
$23.5K - $28.3K
|
8.43K
$395K
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
641+ 1.91% |
$23.5K - $28.3K
|
34.1K
$1.6M
|