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 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2.07K- 54.92% |
$75.9K - $91.3K
|
1.7K
$79.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.08K- 1.79% |
$76.1K - $91.6K
|
114K
$5.34M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-2.08K- 7.87% |
$76.2K - $91.8K
|
24.3K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-2.1K- 14.81% |
$76.9K - $92.5K
|
12.1K
$565K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-2.11K- 12.29% |
$77.3K - $93.1K
|
15.1K
$706K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-2.13K- 0.9% |
$78.2K - $94.1K
|
235K
$11M
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-2.14K- 25.83% |
$78.4K - $94.4K
|
6.14K
$288K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-2.15K- 16.62% |
$78.9K - $95K
|
10.8K
$506K
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-2.15K- 5.09% |
$78.9K - $95.1K
|
40.2K
$1.88M
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-2.17K- 87.36% |
$79.6K - $95.8K
|
314
$14.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-2.18K- 0.5% |
$79.7K - $96K
|
436K
$20.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-2.18K- 8.21% |
$79.9K - $96.2K
|
24.4K
$1.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-2.19K- 10.01% |
$80.4K - $96.8K
|
19.7K
$924K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-2.2K- 4.95% |
$80.6K - $97K
|
42.2K
$1.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.21K- 9.1% |
$80.8K - $97.3K
|
22K
$1.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-2.21K- 21.05% |
$80.9K - $97.4K
|
8.28K
$388K
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-2.21K- 20.64% |
$80.9K - $97.4K
|
8.49K
$398K
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-2.21K- 5.35% |
$81K - $97.5K
|
39.1K
$1.83M
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-2.22K- 16.62% |
$81.2K - $97.8K
|
11.1K
$521K
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-2.22K- 6.48% |
$81.5K - $98.1K
|
32.1K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-2.23K- 0.23% |
$81.8K - $98.5K
|
981K
$45.9M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.25K- 3.2% |
$82.6K - $99.4K
|
68.1K
$3.19M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-2.26K- 4.03% |
$82.7K - $99.6K
|
53.7K
$2.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-2.28K- 4.94% |
$83.4K - $100K
|
43.8K
$2.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-2.28K- 2.94% |
$83.5K - $100K
|
75.2K
$3.52M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-2.29K- 1.85% |
$83.7K - $101K
|
121K
$5.67M
|
|
|
Oct 22, 2024
Q3 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-2.29K- 1.74% |
$83.9K - $101K
|
129K
$6.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Pb Investment Partners, L.P.
Burlingame, CA |
SELL
|
- |
-2.3K- 0.68% |
$84.3K - $101K
|
334K
$15.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-2.31K- 18.2% |
$84.5K - $102K
|
10.4K
$485K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-2.31K- 5.41% |
$84.7K - $102K
|
40.4K
$1.89M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.31K- 6.91% |
$84.7K - $102K
|
31.2K
$1.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-2.32K- 5.31% |
$84.9K - $102K
|
41.3K
$1.94M
|
|
|
Oct 23, 2024
Q3 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-2.32K- 1.19% |
$85K - $102K
|
192K
$9.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-2.33K- 1.35% |
$85.2K - $103K
|
169K
$7.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-2.33K- 9.17% |
$85.4K - $103K
|
23.1K
$1.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-2.35K- 6.92% |
$85.9K - $103K
|
31.5K
$1.48M
|
|
|
Oct 23, 2024
Q3 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-2.36K- 8.41% |
$86.3K - $104K
|
25.6K
$1.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.36K- 24.26% |
$86.4K - $104K
|
7.36K
$345K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-2.36K- 0.84% |
$86.6K - $104K
|
278K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-2.36K- 6.17% |
$86.6K - $104K
|
36K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-2.38K- 12.33% |
$87.2K - $105K
|
16.9K
$792K
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-2.42K- 3.1% |
$88.7K - $107K
|
75.7K
$3.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-2.47K- 4.79% |
$90.4K - $109K
|
49.1K
$2.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.47K- 17.11% |
$90.6K - $109K
|
12K
$561K
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-2.49K- 2.57% |
$91.2K - $110K
|
94.4K
$4.42M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.49K- 2.15% |
$91.3K - $110K
|
113K
$5.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-2.5K- 14.47% |
$91.6K - $110K
|
14.8K
$692K
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-2.51K- 3.29% |
$91.9K - $111K
|
73.7K
$3.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Avenir Corp
Washington, DC |
SELL
|
- |
-2.51K- 7.49% |
$91.9K - $111K
|
31K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-2.53K- 4.96% |
$92.5K - $111K
|
48.4K
$2.27M
|