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 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-752- 38.15% |
$27.6K - $33.2K
|
1.22K
$57.1K
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-753- 7.05% |
$27.6K - $33.2K
|
9.93K
$465K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-757- 1.14% |
$27.7K - $33.4K
|
65.7K
$3.08M
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-760- 8.43% |
$27.9K - $33.5K
|
8.26K
$387K
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-764- 0.86% |
$28K - $33.7K
|
87.9K
$4.12M
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-768- 0.93% |
$28.1K - $33.9K
|
82K
$3.84M
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-776- 1.54% |
$28.4K - $34.2K
|
49.7K
$2.33M
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-781- 3.83% |
$28.6K - $34.5K
|
19.6K
$919K
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-784- 0.71% |
$28.7K - $34.6K
|
110K
$5.13M
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-788- 4.36% |
$28.9K - $34.8K
|
17.3K
$810K
|
|
Nov 07, 2024
Q3 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-790- 2.21% |
$29K - $34.9K
|
34.9K
$1.64M
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-793- 3.29% |
$29.1K - $35K
|
23.3K
$1.09M
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-797- 5.34% |
$29.2K - $35.2K
|
14.1K
$662K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-806- 0.78% |
$29.5K - $35.6K
|
103K
$4.83M
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-810- 13.23% |
$29.7K - $35.7K
|
5.31K
$249K
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-811- 0.32% |
$29.7K - $35.8K
|
257K
$12M
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-812- 7.97% |
$29.8K - $35.8K
|
9.38K
$439K
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-812- 1.31% |
$29.8K - $35.8K
|
61.3K
$2.87M
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-814- 4.05% |
$29.8K - $35.9K
|
19.3K
$904K
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-823- 15.08% |
$30.2K - $36.3K
|
4.64K
$217K
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-825- 0.15% |
$30.2K - $36.4K
|
532K
$24.9M
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
SELL
|
- |
-827- 5.81% |
$30.3K - $36.5K
|
13.4K
$629K
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-831- 3.15% |
$30.5K - $36.7K
|
25.6K
$1.2M
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-840- 4.15% |
$30.8K - $37.1K
|
19.4K
$909K
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-843- 4.1% |
$30.9K - $37.2K
|
19.7K
$923K
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-844- 3.22% |
$30.9K - $37.2K
|
25.4K
$1.19M
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-860- 13.15% |
$31.5K - $38K
|
5.68K
$266K
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-860- 1.5% |
$31.5K - $38K
|
56.5K
$2.65M
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-872- 4.47% |
$32K - $38.5K
|
18.6K
$873K
|
|
Oct 16, 2024
Q3 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-877- 0.6% |
$32.1K - $38.7K
|
144K
$6.75M
|
|
Oct 02, 2024
Q3 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-883- 0.8% |
$32.4K - $39K
|
109K
$5.1M
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-884- 0.71% |
$32.4K - $39K
|
123K
$5.76M
|
|
Nov 12, 2024
Q3 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-891- 4.44% |
$32.7K - $39.3K
|
19.2K
$899K
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
SELL
|
- |
-892- 6.36% |
$32.7K - $39.4K
|
13.1K
$615K
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-896- 1.6% |
$32.8K - $39.5K
|
55K
$2.57M
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-902- 4.82% |
$33.1K - $39.8K
|
17.8K
$835K
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-904- 3.4% |
$33.1K - $39.9K
|
25.7K
$1.2M
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-919- 1.27% |
$33.7K - $40.6K
|
71.4K
$3.34M
|
|
Nov 13, 2024
Q3 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-925- 7.03% |
$33.9K - $40.8K
|
12.2K
$573K
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-937- 2.42% |
$34.3K - $41.3K
|
37.7K
$1.77M
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-942- 1.28% |
$34.5K - $41.6K
|
72.6K
$3.4M
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
SELL
|
- |
-953- 0.54% |
$34.9K - $42.1K
|
177K
$8.27M
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-959- 0.74% |
$35.1K - $42.3K
|
128K
$6.02M
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-959- 2.46% |
$35.1K - $42.3K
|
38K
$1.78M
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-974- 9.56% |
$35.7K - $43K
|
9.21K
$431K
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-978- 5.73% |
$35.8K - $43.2K
|
16.1K
$753K
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-981- 2.59% |
$36K - $43.3K
|
36.9K
$1.73M
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
SELL
|
- |
-987- 32.71% |
$36.2K - $43.6K
|
2.03K
$95.1K
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-990- 5.24% |
$36.3K - $43.7K
|
17.9K
$838K
|
|
Nov 13, 2024
Q3 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-993- 2.69% |
$36.4K - $43.8K
|
35.9K
$1.68M
|