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 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-3.17K- 3.41% |
$116K - $140K
|
90K
$4.22M
|
|
Nov 14, 2024
Q3 2024
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-3.19K- 9.2% |
$117K - $141K
|
31.4K
$1.47M
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-3.19K- 2.39% |
$117K - $141K
|
130K
$6.11M
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-3.24K- 3.27% |
$119K - $143K
|
96.1K
$4.5M
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-3.25K- 33.61% |
$119K - $143K
|
6.42K
$301K
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-3.27K- 9.25% |
$120K - $144K
|
32.1K
$1.5M
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-3.27K- 1.14% |
$120K - $144K
|
284K
$13.3M
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-3.3K- 37.44% |
$121K - $146K
|
5.51K
$258K
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-3.33K- 99.11% |
$122K - $147K
|
30
$1.41K
|
|
Oct 07, 2024
Q3 2024
|
Sara Bay Financial
|
SELL
|
- |
-3.35K- 23.17% |
$123K - $148K
|
11.1K
$520K
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-3.36K- 1.9% |
$123K - $148K
|
173K
$8.12M
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-3.37K- 2.38% |
$124K - $149K
|
138K
$6.48M
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.4K- 7.16% |
$125K - $150K
|
44.1K
$2.06M
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-3.44K- 37.06% |
$126K - $152K
|
5.84K
$273K
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-3.44K- 22.29% |
$126K - $152K
|
12K
$561K
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-3.44K- 3.05% |
$126K - $152K
|
109K
$5.11M
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-3.56K- 3.62% |
$130K - $157K
|
94.6K
$4.43M
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-3.56K- 3.79% |
$131K - $157K
|
90.5K
$4.24M
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-3.59K- 6.8% |
$132K - $159K
|
49.2K
$2.31M
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-3.63K- 1.1% |
$133K - $160K
|
326K
$15.3M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.63K- 3.2% |
$133K - $160K
|
110K
$5.15M
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-3.63K- 3.84% |
$133K - $160K
|
91.1K
$4.27M
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-3.66K- 5.77% |
$134K - $161K
|
59.8K
$2.8M
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-3.69K- 5.17% |
$135K - $163K
|
67.7K
$3.17M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.7K- 3.35% |
$136K - $163K
|
107K
$5M
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-3.76K- 26.77% |
$138K - $166K
|
10.3K
$481K
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.76K- 2.21% |
$138K - $166K
|
166K
$7.78M
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-3.76K- 6.77% |
$138K - $166K
|
51.8K
$2.43M
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3.77K- 2.33% |
$138K - $166K
|
158K
$7.4M
|
|
Oct 15, 2024
Q3 2024
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-3.79K- 1.11% |
$139K - $167K
|
338K
$15.8M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.82K- 3.47% |
$140K - $169K
|
106K
$4.97M
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.84K- 6.09% |
$141K - $169K
|
59.2K
$2.77M
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-3.84K- 4.22% |
$141K - $170K
|
87.2K
$4.09M
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-3.9K- 2.54% |
$143K - $172K
|
149K
$7M
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-3.93K- 16.75% |
$144K - $173K
|
19.5K
$913K
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-3.93K- 2.38% |
$144K - $173K
|
161K
$7.53M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.94K- 2.62% |
$144K - $174K
|
146K
$6.85M
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-3.98K- 1.83% |
$146K - $176K
|
213K
$9.99M
|
|
Oct 25, 2024
Q3 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-3.99K- 35.76% |
$146K - $176K
|
7.17K
$336K
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-4K- 12.71% |
$147K - $177K
|
27.5K
$1.29M
|
|
Oct 24, 2024
Q3 2024
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-4K- 2.51% |
$147K - $177K
|
155K
$7.28M
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-4.05K- 21.37% |
$148K - $179K
|
14.9K
$698K
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-4.09K- 1.96% |
$150K - $180K
|
205K
$9.59M
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-4.09K- 5.09% |
$150K - $180K
|
76.2K
$3.57M
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-4.09K- 19.94% |
$150K - $181K
|
16.4K
$770K
|
|
Nov 15, 2024
Q3 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-4.1K- 7.56% |
$150K - $181K
|
50.1K
$2.35M
|
|
Nov 01, 2024
Q3 2024
|
Homestead Advisers Corp
|
SELL
|
- |
-4.1K- 0.24% |
$150K - $181K
|
1.71M
$80.3M
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-4.1K- 8.68% |
$150K - $181K
|
43.2K
$2.02M
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-4.12K- 11.5% |
$151K - $182K
|
31.7K
$1.49M
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-4.19K- 1.51% |
$154K - $185K
|
274K
$12.8M
|