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 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-4.23K- 42.91% |
$155K - $186K
|
5.62K
$263K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-4.24K- 5.52% |
$155K - $187K
|
72.6K
$3.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-4.26K- 2.77% |
$156K - $188K
|
150K
$7.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-4.3K- 2.58% |
$157K - $190K
|
162K
$7.58M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-4.31K- 12.65% |
$158K - $190K
|
29.7K
$1.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.31K- 6.52% |
$158K - $190K
|
61.9K
$2.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-4.35K- 11.29% |
$160K - $192K
|
34.2K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-4.37K- 18.4% |
$160K - $193K
|
19.4K
$908K
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-4.39K- 7.27% |
$161K - $194K
|
56K
$2.62M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-4.39K- 17.01% |
$161K - $194K
|
21.4K
$1M
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-4.45K- 4.21% |
$163K - $196K
|
101K
$4.74M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-4.47K- 9.61% |
$164K - $197K
|
42.1K
$1.97M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-4.5K- 44.68% |
$165K - $199K
|
5.57K
$261K
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-4.5K- 4.05% |
$165K - $199K
|
107K
$5M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-4.51K- 1.75% |
$165K - $199K
|
254K
$11.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-4.52K- 24.59% |
$166K - $200K
|
13.9K
$650K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-4.55K- 10.07% |
$167K - $201K
|
40.6K
$1.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-4.57K- 27.17% |
$168K - $202K
|
12.3K
$574K
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-4.58K- 32.93% |
$168K - $202K
|
9.33K
$437K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.59K- 1.95% |
$168K - $203K
|
230K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.61K- 10.46% |
$169K - $203K
|
39.4K
$1.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-4.62K- 3.81% |
$169K - $204K
|
117K
$5.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-4.71K- 2.11% |
$173K - $208K
|
219K
$10.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-4.72K- 6.52% |
$173K - $208K
|
67.6K
$3.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.76K- 4.0% |
$175K - $210K
|
114K
$5.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-4.76K- 2.19% |
$175K - $210K
|
213K
$9.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-4.77K- 6.62% |
$175K - $211K
|
67.3K
$3.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-4.8K- 1.25% |
$176K - $212K
|
380K
$17.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.81K- 36.37% |
$176K - $212K
|
8.41K
$394K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
SELL
|
- |
-4.86K- 45.66% |
$178K - $214K
|
5.78K
$271K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-4.95K- 7.31% |
$181K - $218K
|
62.7K
$2.94M
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-4.96K- 4.04% |
$182K - $219K
|
118K
$5.51M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-4.99K- 45.0% |
$183K - $220K
|
6.1K
$286K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-5K- 17.43% |
$183K - $221K
|
23.7K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-5K- 9.64% |
$183K - $221K
|
46.9K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-5K- 5.79% |
$183K - $221K
|
81.4K
$3.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-5.13K- 2.99% |
$188K - $226K
|
166K
$7.79M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-5.18K- 2.43% |
$190K - $228K
|
208K
$9.74M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.18K- 14.65% |
$190K - $229K
|
30.2K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-5.2K- 4.31% |
$191K - $229K
|
115K
$5.41M
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-5.27K- 39.16% |
$193K - $232K
|
8.18K
$383K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-5.27K- 40.13% |
$193K - $233K
|
7.87K
$368K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-5.31K- 4.13% |
$194K - $234K
|
123K
$5.77M
|
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-5.32K- 22.47% |
$195K - $235K
|
18.4K
$860K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-5.33K- 1.93% |
$195K - $235K
|
270K
$12.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
SELL
|
- |
-5.34K- 16.12% |
$196K - $235K
|
27.8K
$1.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-5.35K- 2.08% |
$196K - $236K
|
252K
$11.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-5.43K- 32.54% |
$199K - $239K
|
11.3K
$527K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-5.43K- 3.4% |
$199K - $240K
|
154K
$7.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-5.44K- 29.84% |
$200K - $240K
|
12.8K
$600K
|