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 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
15+ 40.54% |
$550 - $662
|
52
$2.44K
|
|
|
May 07, 2025
Q3 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
15+ 0.43% |
$550 - $662
|
3.5K
$164K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
14+ 0.06% |
$513 - $618
|
23.1K
$1.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 0.07% |
$476 - $574
|
19.2K
$898K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
13New |
$476 - $574
|
13
$609
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
13+ 0.04% |
$476 - $574
|
31.7K
$1.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
11+ 0.2% |
$403 - $485
|
5.42K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
11+ 0.06% |
$403 - $485
|
19K
$888K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
11+ 0.04% |
$403 - $485
|
29.3K
$1.37M
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
10+ 0.1% |
$367 - $441
|
9.63K
$451K
|
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
10+ 0.19% |
$367 - $441
|
5.37K
$252K
|
|
|
Nov 13, 2024
Q3 2024
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
10+ 0.19% |
$367 - $441
|
5.24K
$245K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
9+ 0.03% |
$330 - $397
|
34.7K
$1.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
9+ 0.3% |
$330 - $397
|
3.03K
$142K
|
|
|
Oct 21, 2024
Q3 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.1% |
$330 - $397
|
9.1K
$426K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
9+ 0.12% |
$330 - $397
|
7.57K
$354K
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
9+ 0.16% |
$330 - $397
|
5.58K
$261K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
8+ 0.65% |
$293 - $353
|
1.25K
$58.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
8+ 0.13% |
$293 - $353
|
6.31K
$295K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
7+ 0.13% |
$257 - $309
|
5.37K
$252K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
7+ 0.09% |
$257 - $309
|
7.53K
$353K
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
7+ 0.12% |
$257 - $309
|
6.08K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
7+ 0.07% |
$257 - $309
|
10K
$469K
|
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
BUY
|
- |
7+ 0.07% |
$257 - $309
|
9.99K
$468K
|
|
|
Nov 14, 2024
Q3 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
7+ 0.13% |
$257 - $309
|
5.59K
$262K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
6+ 0.07% |
$220 - $265
|
9.11K
$427K
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
6+ 0.08% |
$220 - $265
|
7.26K
$340K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.44% |
$220 - $265
|
1.37K
$64.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
6+ 0.06% |
$220 - $265
|
9.42K
$441K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
6New |
$220 - $265
|
6
$281
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
BUY
|
- |
5+ 0.07% |
$183 - $221
|
6.75K
$316K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
5+ 0.02% |
$183 - $221
|
29.2K
$1.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
5+ 0.66% |
$183 - $221
|
760
$35.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
5+ 0.04% |
$183 - $221
|
14.2K
$665K
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
4+ 0.06% |
$147 - $177
|
7.22K
$338K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
4+ 0.04% |
$147 - $177
|
10.8K
$507K
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
4+ 0.02% |
$147 - $177
|
21.7K
$1.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
4+ 0.01% |
$147 - $177
|
35.2K
$1.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.49% |
$147 - $177
|
813
$38.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
4+ 0.02% |
$147 - $177
|
21.5K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$147 - $177
|
14K
$657K
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
4+ 0.04% |
$147 - $177
|
10.1K
$474K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
4+ 0.07% |
$147 - $177
|
6K
$281K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
3+ 0.04% |
$110 - $132
|
7.42K
$348K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
3+ 0.6% |
$110 - $132
|
504
$23.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
3+ 0.05% |
$110 - $132
|
5.54K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
3+ 0.15% |
$110 - $132
|
2.02K
$94.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3+ 0.65% |
$110 - $132
|
462
$21.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
2+ 0.86% |
$73.3 - $88.3
|
235
$11K
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2+ 0.03% |
$73.3 - $88.3
|
6.2K
$290K
|