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 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.64K- 2.97% |
$60.2K - $72.5K
|
53.6K
$2.51M
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.65K- 2.36% |
$60.5K - $72.9K
|
68.4K
$3.2M
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.65K- 7.54% |
$60.6K - $72.9K
|
20.3K
$949K
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.67K- 4.5% |
$61.1K - $73.6K
|
35.4K
$1.66M
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1.67K- 5.37% |
$61.2K - $73.7K
|
29.4K
$1.38M
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.67K- 0.7% |
$61.3K - $73.8K
|
236K
$11.1M
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.68K- 2.65% |
$61.5K - $74K
|
61.6K
$2.88M
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-1.68K- 4.06% |
$61.5K - $74.1K
|
39.6K
$1.86M
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.68K- 2.9% |
$61.7K - $74.3K
|
56.3K
$2.64M
|
|
Nov 14, 2024
Q3 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-1.7K- 10.84% |
$62.3K - $75K
|
14K
$655K
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-1.72K- 1.72% |
$62.9K - $75.8K
|
98.3K
$4.6M
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-1.74K- 2.28% |
$63.8K - $76.8K
|
74.8K
$3.5M
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
SELL
|
- |
-1.75K- 2.34% |
$64.1K - $77.1K
|
73K
$3.42M
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.77K- 0.15% |
$64.7K - $77.9K
|
1.15M
$53.8M
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.79K- 12.88% |
$65.7K - $79.1K
|
12.1K
$568K
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.8K- 7.12% |
$65.9K - $79.3K
|
23.4K
$1.1M
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.81K- 6.64% |
$66.4K - $80K
|
25.5K
$1.19M
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.82K- 1.3% |
$66.6K - $80.2K
|
138K
$6.44M
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.83K- 14.71% |
$67K - $80.7K
|
10.6K
$497K
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.83K- 19.26% |
$67.1K - $80.8K
|
7.68K
$359K
|
|
Nov 12, 2024
Q3 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-1.85K- 1.17% |
$67.8K - $81.7K
|
157K
$7.34M
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-1.86K- 10.2% |
$68K - $81.9K
|
16.3K
$766K
|
|
Oct 30, 2024
Q3 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-1.86K- 7.74% |
$68.1K - $82K
|
22.1K
$1.04M
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-1.87K- 20.36% |
$68.4K - $82.3K
|
7.29K
$342K
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1.87K- 13.17% |
$68.5K - $82.4K
|
12.3K
$577K
|
|
Nov 22, 2024
Q3 2024
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-1.89K- 1.16% |
$69.2K - $83.4K
|
161K
$7.56M
|
|
Oct 11, 2024
Q3 2024
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-1.9K- 22.09% |
$69.6K - $83.8K
|
6.7K
$314K
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
SELL
|
- |
-1.9K- 1.21% |
$69.8K - $84K
|
155K
$7.26M
|
|
Nov 07, 2024
Q3 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-1.92K- 1.95% |
$70.4K - $84.7K
|
96.4K
$4.52M
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.94K- 12.07% |
$71.1K - $85.6K
|
14.1K
$662K
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-1.94K- 5.23% |
$71.1K - $85.7K
|
35.2K
$1.65M
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1.95K- 17.81% |
$71.5K - $86.1K
|
9.01K
$422K
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.96K- 3.83% |
$71.7K - $86.3K
|
49.1K
$2.3M
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-1.96K- 2.74% |
$71.8K - $86.5K
|
69.7K
$3.26M
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-1.97K- 14.22% |
$72K - $86.7K
|
11.9K
$555K
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-1.97K- 0.89% |
$72.1K - $86.8K
|
219K
$10.3M
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.97K- 10.17% |
$72.2K - $86.9K
|
17.4K
$815K
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-2K- 22.13% |
$73.2K - $88.1K
|
7.03K
$329K
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-2K- 13.92% |
$73.2K - $88.1K
|
12.4K
$579K
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2K- 0.96% |
$73.2K - $88.1K
|
205K
$9.6M
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-2K- 6.19% |
$73.3K - $88.3K
|
30.3K
$1.42M
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-2K- 1.64% |
$73.3K - $88.3K
|
120K
$5.61M
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-2K- 10.02% |
$73.3K - $88.3K
|
18K
$841K
|
|
Nov 04, 2024
Q3 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-2K- 35.9% |
$73.3K - $88.3K
|
3.57K
$167K
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-2.02K- 16.68% |
$74.1K - $89.2K
|
10.1K
$473K
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-2.03K- 1.57% |
$74.3K - $89.5K
|
127K
$5.94M
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2.04K- 8.49% |
$74.9K - $90.2K
|
22K
$1.03M
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-2.05K- 11.05% |
$75.1K - $90.5K
|
16.5K
$773K
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
SELL
|
- |
-2.06K- 5.16% |
$75.5K - $91K
|
37.9K
$1.78M
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-2.07K- 2.99% |
$75.9K - $91.3K
|
67.2K
$3.15M
|