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 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-14.5K- 4.7% |
$533K - $641K
|
295K
$13.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-14.6K- 13.88% |
$535K - $645K
|
90.6K
$4.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-15K- 36.26% |
$548K - $660K
|
26.3K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-15K- 28.71% |
$550K - $662K
|
37.2K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-15.3K- 73.89% |
$560K - $674K
|
5.4K
$253K
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-15.4K- 1.31% |
$564K - $679K
|
1.16M
$54.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Socorro Asset Management LP
Dallas, TX |
SELL
|
- |
-15.4K- 7.8% |
$565K - $680K
|
182K
$8.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-15.4K- 20.33% |
$566K - $681K
|
60.5K
$2.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-15.5K- 27.09% |
$568K - $684K
|
41.7K
$1.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-15.5K- 5.76% |
$569K - $685K
|
254K
$11.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-15.8K- 14.28% |
$578K - $696K
|
94.7K
$4.43M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-16K- 8.67% |
$585K - $704K
|
168K
$7.88M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-16.1K- 8.46% |
$590K - $710K
|
174K
$8.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-16.2K- 34.11% |
$595K - $716K
|
31.3K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-16.4K- 6.69% |
$602K - $724K
|
229K
$10.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-16.5K- 5.34% |
$604K - $727K
|
292K
$13.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-16.6K- 1.21% |
$607K - $730K
|
1.35M
$63.2M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-17.1K- 2.37% |
$626K - $754K
|
703K
$32.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-17.2K- 7.4% |
$629K - $757K
|
215K
$10.1M
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
SELL
|
- |
-17.3K- 16.96% |
$635K - $764K
|
84.8K
$3.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-17.6K- 27.22% |
$644K - $776K
|
47K
$2.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-17.6K- 14.91% |
$645K - $777K
|
101K
$4.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-17.6K- 40.86% |
$647K - $779K
|
25.5K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-17.8K- 4.56% |
$654K - $787K
|
373K
$17.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-17.9K- 53.81% |
$656K - $790K
|
15.4K
$720K
|
|
|
Nov 05, 2024
Q3 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-18K- 1.62% |
$658K - $792K
|
1.09M
$50.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-18.8K- 52.94% |
$690K - $831K
|
16.7K
$784K
|
|
|
Nov 13, 2024
Q3 2024
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-19.1K- 11.86% |
$699K - $842K
|
142K
$6.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-19.1K- 0.19% |
$700K - $843K
|
10.2M
$479M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-19.1K- 0.26% |
$702K - $845K
|
7.41M
$347M
|
|
|
Feb 18, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-19.2K- 65.03% |
$704K - $848K
|
10.3K
$484K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-19.3K- 5.6% |
$706K - $850K
|
325K
$15.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-19.3K- 6.6% |
$709K - $854K
|
274K
$12.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-19.6K- 8.92% |
$717K - $864K
|
200K
$9.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-19.9K- 31.27% |
$729K - $878K
|
43.7K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-19.9K- 8.87% |
$731K - $880K
|
205K
$9.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Eulav Asset Management
|
SELL
|
- |
-20K- 18.18% |
$733K - $883K
|
90K
$4.22M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-20.1K- 69.65% |
$736K - $886K
|
8.75K
$410K
|
|
|
Nov 14, 2024
Q3 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-20.2K- 5.6% |
$742K - $893K
|
341K
$16M
|
|
|
Nov 07, 2024
Q3 2024
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-20.6K- 55.39% |
$756K - $911K
|
16.6K
$779K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-20.7K- 4.98% |
$758K - $913K
|
394K
$18.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-20.8K- 2.8% |
$761K - $916K
|
721K
$33.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-20.8K- 78.55% |
$761K - $917K
|
5.67K
$266K
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-20.8K- 6.77% |
$762K - $918K
|
287K
$13.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-20.9K- 13.94% |
$765K - $921K
|
129K
$6.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-21.1K- 3.83% |
$773K - $931K
|
530K
$24.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-21.2K- 23.93% |
$776K - $935K
|
67.3K
$3.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-21.2K- 1.78% |
$776K - $935K
|
1.17M
$54.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-21.2K- 3.06% |
$777K - $935K
|
672K
$31.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-21.3K- 7.89% |
$780K - $939K
|
248K
$11.6M
|