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 15, 2024
Q3 2024
|
Cohen Klingenstein LLC
|
BUY
|
- |
2+ 0.0% |
$73.3 - $88.3
|
289K
$13.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2+ 0.83% |
$73.3 - $88.3
|
243
$11.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$73.3 - $88.3
|
15.2K
$713K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
2+ 0.03% |
$73.3 - $88.3
|
7.07K
$331K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
2+ 0.72% |
$73.3 - $88.3
|
280
$13.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 0.02% |
$36.7 - $44.1
|
6.52K
$305K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$36.7 - $44.1
|
8.27K
$387K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1+ 0.0% |
$36.7 - $44.1
|
43.9K
$2.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$36.7 - $44.1
|
9.66K
$452K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
1+ 0.81% |
$36.7 - $44.1
|
125
$5.86K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
1+ 0.01% |
$36.7 - $44.1
|
9.84K
$461K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
1+ 0.0% |
$36.7 - $44.1
|
24.6K
$1.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.05% |
$36.7 - $44.1
|
1.86K
$87.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Chapman Investment Management, LLC
|
BUY
|
- |
1+ 0.01% |
$36.7 - $44.1
|
10.9K
$512K
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.12% |
$36.7 - $44.1
|
834
$39.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 0.02% |
$36.7 - $44.1
|
4.52K
$212K
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$36.7 - $44.1
|
7.69K
$360K
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1+ 0.01% |
$36.7 - $44.1
|
17.1K
$801K
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1+ 0.02% |
$36.7 - $44.1
|
5.9K
$276K
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
BUY
|
- |
1+ 0.01% |
$36.7 - $44.1
|
17.4K
$815K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.01% |
$36.7 - $44.1
|
17.6K
$825K
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
1+ 0.01% |
$36.7 - $44.1
|
7.35K
$344K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.19% |
$36.7 - $44.1
|
521
$24.4K
|
|
|
Jun 10, 2025
Q3 2024
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
1+ 0.07% |
$36.7 - $44.1
|
1.44K
$67.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-1- 0.02% |
$36.7 - $44.1
|
6.1K
$286K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-1- -0.0% |
$36.7 - $44.1
|
96.1K
$4.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1- -0.0% |
$36.7 - $44.1
|
33.4K
$1.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1- 0.01% |
$36.7 - $44.1
|
9.71K
$455K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1- 0.02% |
$36.7 - $44.1
|
5.18K
$243K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1- 0.06% |
$36.7 - $44.1
|
1.78K
$83.1K
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-1- 0.19% |
$36.7 - $44.1
|
522
$24.5K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-2- 0.04% |
$73.3 - $88.3
|
5.37K
$251K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-2- 0.04% |
$73.3 - $88.3
|
5.7K
$267K
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-3- 0.06% |
$110 - $132
|
5.37K
$251K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3- 0.04% |
$110 - $132
|
7.9K
$370K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-3- 0.05% |
$110 - $132
|
5.49K
$257K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-3- 0.03% |
$110 - $132
|
9.92K
$465K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-4- 1.42% |
$147 - $177
|
277
$13K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-4- 0.18% |
$147 - $177
|
2.26K
$106K
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
SELL
|
- |
-7- 0.09% |
$257 - $309
|
7.88K
$369K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-9- 0.03% |
$330 - $397
|
32.4K
$1.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-9- 0.02% |
$330 - $397
|
37.1K
$1.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-9- 0.05% |
$330 - $397
|
16.6K
$778K
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-9- 0.16% |
$330 - $397
|
5.61K
$263K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-10- 0.06% |
$367 - $441
|
17.3K
$810K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-10- 0.56% |
$367 - $441
|
1.77K
$83.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-11- 0.09% |
$403 - $485
|
12K
$562K
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-12- 0.21% |
$440 - $530
|
5.73K
$268K
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-12- 0.15% |
$440 - $530
|
8.12K
$380K
|