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 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-7.18K- 15.94% |
$263K - $317K
|
37.9K
$1.77M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-7.23K- 16.34% |
$265K - $319K
|
37K
$1.73M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-7.25K- 15.37% |
$266K - $320K
|
39.9K
$1.87M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-7.3K- 17.87% |
$267K - $322K
|
33.5K
$1.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-7.31K- 25.71% |
$268K - $323K
|
21.1K
$989K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-7.41K- 3.43% |
$271K - $327K
|
208K
$9.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-7.41K- 30.94% |
$272K - $327K
|
16.5K
$775K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-7.45K- 15.46% |
$273K - $329K
|
40.7K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-7.48K- 41.9% |
$274K - $330K
|
10.4K
$486K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-7.49K- 36.65% |
$275K - $331K
|
12.9K
$606K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
SELL
|
- |
-7.53K- 3.68% |
$276K - $332K
|
197K
$9.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-7.56K- 33.52% |
$277K - $334K
|
15K
$703K
|
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-7.67K- 40.5% |
$281K - $338K
|
11.3K
$528K
|
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-7.67K- 25.43% |
$281K - $339K
|
22.5K
$1.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-7.69K- 3.91% |
$282K - $339K
|
189K
$8.85M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7.74K- 4.5% |
$283K - $341K
|
164K
$7.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-7.77K- 5.17% |
$285K - $343K
|
143K
$6.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-7.92K- 14.98% |
$290K - $350K
|
45K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.99K- 0.3% |
$293K - $353K
|
2.62M
$123M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-8.01K- 12.15% |
$294K - $354K
|
58K
$2.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-8.02K- 8.24% |
$294K - $354K
|
89.3K
$4.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-8.1K- 46.25% |
$297K - $357K
|
9.41K
$441K
|
|
|
Nov 13, 2024
Q3 2024
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-8.21K- 1.59% |
$301K - $362K
|
506K
$23.7M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-8.24K- 3.37% |
$302K - $364K
|
236K
$11.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-8.26K- 9.75% |
$303K - $365K
|
76.4K
$3.58M
|
|
|
Oct 25, 2024
Q3 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-8.28K- 8.36% |
$304K - $366K
|
90.8K
$4.25M
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-8.4K- 1.91% |
$308K - $371K
|
431K
$20.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-8.47K- 7.73% |
$310K - $374K
|
101K
$4.74M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-8.52K- 0.59% |
$312K - $376K
|
1.43M
$66.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-8.54K- 10.1% |
$313K - $377K
|
76K
$3.56M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-8.57K- 19.79% |
$314K - $378K
|
34.7K
$1.63M
|
|
|
Nov 15, 2024
Q3 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-8.59K- 1.05% |
$315K - $379K
|
808K
$37.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-8.64K- 8.31% |
$316K - $381K
|
95.3K
$4.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-8.64K- 4.23% |
$317K - $381K
|
196K
$9.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-8.68K- 46.67% |
$318K - $383K
|
9.92K
$465K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.69K- 2.57% |
$319K - $384K
|
329K
$15.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-8.81K- 17.95% |
$323K - $389K
|
40.2K
$1.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-8.85K- 8.23% |
$324K - $391K
|
98.8K
$4.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-8.86K- 4.96% |
$325K - $391K
|
170K
$7.95M
|
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
SELL
|
- |
-8.88K- 3.48% |
$326K - $392K
|
246K
$11.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8.93K- 8.75% |
$327K - $394K
|
93.1K
$4.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-8.94K- 6.01% |
$328K - $394K
|
140K
$6.54M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-8.99K- 10.82% |
$330K - $397K
|
74.1K
$3.47M
|
|
|
Oct 09, 2024
Q3 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-9.02K- 3.13% |
$331K - $398K
|
280K
$13.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-9.1K- 25.98% |
$333K - $401K
|
25.9K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-9.21K- 8.06% |
$338K - $406K
|
105K
$4.92M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-9.32K- 1.24% |
$341K - $411K
|
744K
$34.9M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-9.39K- 1.48% |
$344K - $414K
|
623K
$29.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-9.49K- 23.75% |
$348K - $419K
|
30.5K
$1.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-9.56K- 3.06% |
$351K - $422K
|
303K
$14.2M
|