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 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
52+ 0.49% |
$1.91K - $2.29K
|
10.6K
$498K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
51+ 0.54% |
$1.87K - $2.25K
|
9.5K
$445K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
51New |
$1.87K - $2.25K
|
51
$2.39K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
50+ 0.32% |
$1.83K - $2.21K
|
15.9K
$744K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
50+ 10.04% |
$1.83K - $2.21K
|
548
$25.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
49+ 0.29% |
$1.8K - $2.16K
|
16.9K
$791K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
48+ 0.35% |
$1.76K - $2.12K
|
13.6K
$639K
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
45+ 0.3% |
$1.65K - $1.99K
|
15.1K
$706K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
44+ 0.34% |
$1.61K - $1.94K
|
13K
$610K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
43+ 0.54% |
$1.58K - $1.9K
|
8.08K
$378K
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
43+ 0.14% |
$1.58K - $1.9K
|
30.7K
$1.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
42+ 0.47% |
$1.54K - $1.85K
|
9.01K
$422K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
42+ 0.06% |
$1.54K - $1.85K
|
71.1K
$3.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
42+ 0.13% |
$1.54K - $1.85K
|
31.4K
$1.47M
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
42+ 0.57% |
$1.54K - $1.85K
|
7.4K
$346K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
41+ 0.56% |
$1.5K - $1.81K
|
7.3K
$342K
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
41+ 0.59% |
$1.5K - $1.81K
|
6.98K
$327K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
40+ 0.38% |
$1.47K - $1.77K
|
10.5K
$490K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
40+ 0.39% |
$1.47K - $1.77K
|
10.3K
$484K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
40+ 0.34% |
$1.47K - $1.77K
|
11.7K
$549K
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
40+ 0.11% |
$1.47K - $1.77K
|
36.6K
$1.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
39+ 0.26% |
$1.43K - $1.72K
|
15.1K
$705K
|
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
BUY
|
- |
37+ 0.3% |
$1.36K - $1.63K
|
12.5K
$585K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
37New |
$1.36K - $1.63K
|
37
$1.73K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
35+ 0.64% |
$1.28K - $1.54K
|
5.52K
$259K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
35+ 0.04% |
$1.28K - $1.54K
|
86.4K
$4.05M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
35+ 0.3% |
$1.28K - $1.54K
|
11.7K
$547K
|
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
32+ 0.52% |
$1.17K - $1.41K
|
6.22K
$291K
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
32+ 0.57% |
$1.17K - $1.41K
|
5.67K
$265K
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
32+ 0.39% |
$1.17K - $1.41K
|
8.34K
$390K
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
32+ 0.47% |
$1.17K - $1.41K
|
6.8K
$318K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
32+ 0.51% |
$1.17K - $1.41K
|
6.34K
$297K
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
BUY
|
- |
30+ 0.25% |
$1.1K - $1.32K
|
12.3K
$574K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
26+ 0.48% |
$953 - $1.15K
|
5.48K
$257K
|
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
26+ 0.52% |
$953 - $1.15K
|
5.07K
$238K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
26+ 0.22% |
$953 - $1.15K
|
11.9K
$559K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
26+ 1.75% |
$953 - $1.15K
|
1.51K
$70.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
25+ 0.44% |
$916 - $1.1K
|
5.77K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
25+ 0.07% |
$916 - $1.1K
|
35.7K
$1.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
23+ 0.05% |
$843 - $1.01K
|
50.8K
$2.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
23+ 0.03% |
$843 - $1.01K
|
67.7K
$3.17M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
22+ 0.43% |
$806 - $971
|
5.12K
$240K
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
21+ 0.08% |
$770 - $927
|
27.4K
$1.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
BUY
|
- |
21+ 0.18% |
$770 - $927
|
11.4K
$535K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
20+ 0.13% |
$733 - $883
|
15.3K
$718K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
19+ 0.3% |
$696 - $838
|
6.37K
$298K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
19+ 0.34% |
$696 - $838
|
5.58K
$261K
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
17+ 0.23% |
$623 - $750
|
7.47K
$350K
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
16+ 0.05% |
$586 - $706
|
31.2K
$1.46M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
15+ 0.22% |
$550 - $662
|
6.79K
$318K
|