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 |
|---|---|---|---|---|---|---|---|
|
Dec 17, 2024
Q3 2024
|
Ims Capital Management
|
SELL
|
- |
-197- 0.44% |
$7.22K - $8.69K
|
44.3K
$2.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-198- 94.29% |
$7.26K - $8.74K
|
12
$562
|
|
|
Nov 14, 2024
Q3 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-198- 2.54% |
$7.26K - $8.74K
|
7.6K
$356K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-199- 0.17% |
$7.29K - $8.78K
|
119K
$5.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-200- 0.24% |
$7.33K - $8.83K
|
82.7K
$3.87M
|
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-200- 1.66% |
$7.33K - $8.83K
|
11.9K
$555K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-200- 2.24% |
$7.33K - $8.83K
|
8.73K
$409K
|
|
|
Nov 13, 2024
Q3 2024
|
Ckw Financial Group
|
SELL
|
- |
-200- 1.02% |
$7.33K - $8.83K
|
19.4K
$907K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-201- 5.47% |
$7.37K - $8.87K
|
3.47K
$163K
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-201- 1.68% |
$7.37K - $8.87K
|
11.7K
$550K
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-202- 1.27% |
$7.4K - $8.91K
|
15.7K
$737K
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-209- 2.31% |
$7.66K - $9.22K
|
8.84K
$414K
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-209- 3.98% |
$7.66K - $9.22K
|
5.05K
$236K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-209- 3.13% |
$7.66K - $9.22K
|
6.46K
$303K
|
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-210- 1.32% |
$7.7K - $9.27K
|
15.7K
$735K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-213- 1.68% |
$7.81K - $9.4K
|
12.5K
$584K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-216- 3.02% |
$7.92K - $9.53K
|
6.93K
$324K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-216- 0.91% |
$7.92K - $9.53K
|
23.6K
$1.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-217- 2.6% |
$7.95K - $9.58K
|
8.13K
$381K
|
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-219- 17.04% |
$8.03K - $9.66K
|
1.07K
$49.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-221- 3.48% |
$8.1K - $9.75K
|
6.14K
$288K
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-221- 0.62% |
$8.1K - $9.75K
|
35.3K
$1.66M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-225- 2.21% |
$8.25K - $9.93K
|
9.96K
$466K
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-225- 0.86% |
$8.25K - $9.93K
|
26.1K
$1.22M
|
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-226- 3.71% |
$8.28K - $9.97K
|
5.87K
$275K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-226- 1.14% |
$8.28K - $9.97K
|
19.5K
$914K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-228- 1.58% |
$8.36K - $10.1K
|
14.2K
$667K
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-237- 2.63% |
$8.69K - $10.5K
|
8.78K
$411K
|
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-239- 0.28% |
$8.76K - $10.5K
|
85.9K
$4.02M
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-239- 1.55% |
$8.76K - $10.5K
|
15.1K
$709K
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-241- 4.26% |
$8.83K - $10.6K
|
5.42K
$254K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-244- 1.26% |
$8.94K - $10.8K
|
19.1K
$896K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-245- 2.77% |
$8.98K - $10.8K
|
8.58K
$402K
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-246- 2.48% |
$9.02K - $10.9K
|
9.68K
$454K
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
SELL
|
- |
-248- 3.39% |
$9.09K - $10.9K
|
7.08K
$331K
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-249- 2.89% |
$9.13K - $11K
|
8.38K
$393K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-250- 7.65% |
$9.16K - $11K
|
3.02K
$141K
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-250- 2.23% |
$9.16K - $11K
|
10.9K
$512K
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-250- 1.16% |
$9.16K - $11K
|
21.3K
$996K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-250- 2.0% |
$9.16K - $11K
|
12.3K
$575K
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-251- 4.61% |
$9.2K - $11.1K
|
5.19K
$243K
|
|
|
Nov 13, 2024
Q3 2024
|
Unison Asset Management LLC
|
SELL
|
- |
-257- 0.15% |
$9.42K - $11.3K
|
167K
$7.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-262- 0.07% |
$9.6K - $11.6K
|
389K
$18.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-263- 3.0% |
$9.64K - $11.6K
|
8.5K
$398K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-266- 0.98% |
$9.75K - $11.7K
|
27K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-266- 2.34% |
$9.75K - $11.7K
|
11.1K
$519K
|
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-270- 1.54% |
$9.9K - $11.9K
|
17.3K
$810K
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-271- 0.25% |
$9.93K - $12K
|
109K
$5.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-276- 1.09% |
$10.1K - $12.2K
|
25K
$1.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-278- 3.53% |
$10.2K - $12.3K
|
7.59K
$355K
|