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 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-279- 1.66% |
$10.2K - $12.3K
|
16.6K
$776K
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-279- 4.26% |
$10.2K - $12.3K
|
6.26K
$293K
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-282- 28.92% |
$10.3K - $12.4K
|
693
$32.5K
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-284- 2.57% |
$10.4K - $12.5K
|
10.8K
$505K
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-285- 4.07% |
$10.4K - $12.6K
|
6.71K
$314K
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-285- 1.58% |
$10.4K - $12.6K
|
17.7K
$831K
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-288- 4.17% |
$10.6K - $12.7K
|
6.62K
$310K
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-290- 3.76% |
$10.6K - $12.8K
|
7.43K
$348K
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-295- 3.59% |
$10.8K - $13K
|
7.92K
$371K
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-296- 2.68% |
$10.8K - $13.1K
|
10.7K
$503K
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-296- 3.8% |
$10.8K - $13.1K
|
7.49K
$351K
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-298- 0.62% |
$10.9K - $13.2K
|
47.7K
$2.23M
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-299- 3.64% |
$11K - $13.2K
|
7.91K
$370K
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-300- 51.81% |
$11K - $13.2K
|
279
$13.1K
|
|
Oct 24, 2024
Q3 2024
|
Hedges Asset Management LLC
|
SELL
|
- |
-300- 1.12% |
$11K - $13.2K
|
26.6K
$1.25M
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-300- 3.13% |
$11K - $13.2K
|
9.3K
$436K
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-300- 1.26% |
$11K - $13.2K
|
23.4K
$1.1M
|
|
Nov 14, 2024
Q3 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-300- 0.74% |
$11K - $13.2K
|
40.1K
$1.88M
|
|
Nov 14, 2024
Q3 2024
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-300- 11.54% |
$11K - $13.2K
|
2.3K
$108K
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-301- 0.16% |
$11K - $13.3K
|
192K
$9M
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-304- 1.93% |
$11.1K - $13.4K
|
15.5K
$724K
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-304- 0.53% |
$11.1K - $13.4K
|
56.9K
$2.67M
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-308- 2.37% |
$11.3K - $13.6K
|
12.7K
$594K
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-308- 5.52% |
$11.3K - $13.6K
|
5.28K
$247K
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-310- 0.58% |
$11.4K - $13.7K
|
53.1K
$2.49M
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-317- 1.11% |
$11.6K - $14K
|
28.3K
$1.33M
|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-318- 5.92% |
$11.7K - $14K
|
5.05K
$237K
|
|
Oct 31, 2024
Q3 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-320- 1.29% |
$11.7K - $14.1K
|
24.6K
$1.15M
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-320- 1.73% |
$11.7K - $14.1K
|
18.2K
$852K
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-321- 0.35% |
$11.8K - $14.2K
|
92.2K
$4.32M
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-322- 8.65% |
$11.8K - $14.2K
|
3.4K
$159K
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-325- 1.63% |
$11.9K - $14.3K
|
19.6K
$920K
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-328- 0.82% |
$12K - $14.5K
|
39.8K
$1.86M
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-329- 2.8% |
$12.1K - $14.5K
|
11.4K
$535K
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-332- 0.92% |
$12.2K - $14.7K
|
35.9K
$1.68M
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-334- 0.4% |
$12.2K - $14.7K
|
83.5K
$3.91M
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-334- 0.54% |
$12.2K - $14.7K
|
61.8K
$2.89M
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-336- 4.1% |
$12.3K - $14.8K
|
7.86K
$368K
|
|
Nov 13, 2024
Q3 2024
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-340- 0.23% |
$12.5K - $15K
|
145K
$6.79M
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-344- 4.25% |
$12.6K - $15.2K
|
7.76K
$363K
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-344- 2.17% |
$12.6K - $15.2K
|
15.5K
$727K
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-345- 0.74% |
$12.6K - $15.2K
|
46.3K
$2.17M
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-346- 0.25% |
$12.7K - $15.3K
|
139K
$6.52M
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-347- 1.65% |
$12.7K - $15.3K
|
20.6K
$967K
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-350- 0.44% |
$12.8K - $15.4K
|
78.6K
$3.68M
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-354- 0.43% |
$13K - $15.6K
|
82.3K
$3.85M
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-359- 4.35% |
$13.2K - $15.8K
|
7.9K
$370K
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-359- 1.63% |
$13.2K - $15.8K
|
21.6K
$1.01M
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-363- 0.14% |
$13.3K - $16K
|
255K
$12M
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-365- 1.25% |
$13.4K - $16.1K
|
28.8K
$1.35M
|