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 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
89New |
$3.26K - $3.93K
|
89
$4.05K
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
88+ 0.36% |
$3.23K - $3.88K
|
24.8K
$1.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
86+ 1.7% |
$3.15K - $3.8K
|
5.13K
$234K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
85+ 0.4% |
$3.12K - $3.75K
|
21.6K
$984K
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
85+ 0.72% |
$3.12K - $3.75K
|
11.9K
$541K
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
85+ 0.93% |
$3.12K - $3.75K
|
9.27K
$422K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
84+ 1.41% |
$3.08K - $3.71K
|
6.05K
$276K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
84+ 1.44% |
$3.08K - $3.71K
|
5.92K
$270K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
82+ 0.56% |
$3.01K - $3.62K
|
14.7K
$669K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
81New |
$2.97K - $3.57K
|
81
$3.69K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
79+ 26.33% |
$2.9K - $3.49K
|
379
$17.3K
|
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
78+ 0.44% |
$2.86K - $3.44K
|
17.6K
$803K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
78+ 0.46% |
$2.86K - $3.44K
|
17K
$774K
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
77+ 0.56% |
$2.82K - $3.4K
|
13.8K
$630K
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
77+ 0.34% |
$2.82K - $3.4K
|
23K
$1.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
76+ 1.39% |
$2.79K - $3.35K
|
5.53K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
75+ 0.27% |
$2.75K - $3.31K
|
27.8K
$1.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
74+ 0.39% |
$2.71K - $3.27K
|
18.8K
$859K
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
73+ 0.36% |
$2.68K - $3.22K
|
20.5K
$936K
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
73+ 0.44% |
$2.68K - $3.22K
|
16.6K
$757K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
71+ 0.44% |
$2.6K - $3.13K
|
16.4K
$746K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
70+ 0.72% |
$2.57K - $3.09K
|
9.82K
$447K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
69+ 0.27% |
$2.53K - $3.04K
|
26K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
69+ 1.25% |
$2.53K - $3.04K
|
5.6K
$255K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
68+ 0.1% |
$2.49K - $3K
|
65.6K
$2.99M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
67+ 0.95% |
$2.46K - $2.96K
|
7.1K
$324K
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
65+ 0.75% |
$2.38K - $2.87K
|
8.69K
$396K
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
64+ 0.55% |
$2.35K - $2.82K
|
11.8K
$535K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
64+ 4.27% |
$2.35K - $2.82K
|
1.56K
$71.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
63+ 0.64% |
$2.31K - $2.78K
|
9.96K
$454K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
61New |
$2.24K - $2.69K
|
61
$2.78K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
60+ 0.15% |
$2.2K - $2.65K
|
40K
$1.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
59New |
$2.16K - $2.6K
|
59
$2.69K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
59+ 0.91% |
$2.16K - $2.6K
|
6.54K
$298K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
55+ 0.94% |
$2.02K - $2.43K
|
5.89K
$268K
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
54+ 0.51% |
$1.98K - $2.38K
|
10.6K
$481K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
54+ 0.7% |
$1.98K - $2.38K
|
7.76K
$354K
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
54New |
$1.98K - $2.38K
|
54
$2.46K
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
53+ 0.63% |
$1.94K - $2.34K
|
8.47K
$386K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
52+ 0.49% |
$1.91K - $2.29K
|
10.6K
$484K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
51+ 0.54% |
$1.87K - $2.25K
|
9.5K
$433K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
51New |
$1.87K - $2.25K
|
51
$2.32K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
50+ 0.32% |
$1.83K - $2.21K
|
15.9K
$724K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
50+ 10.04% |
$1.83K - $2.21K
|
548
$25K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
49+ 0.29% |
$1.8K - $2.16K
|
16.9K
$769K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
48+ 0.35% |
$1.76K - $2.12K
|
13.6K
$621K
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
45+ 0.3% |
$1.65K - $1.99K
|
15.1K
$687K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
44+ 0.34% |
$1.61K - $1.94K
|
13K
$593K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
43+ 0.54% |
$1.58K - $1.9K
|
8.08K
$368K
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
43+ 0.14% |
$1.58K - $1.9K
|
30.7K
$1.4M
|