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 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
14K+ 17.08% |
$513K - $618K
|
96K
$4.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
14KNew |
$513K - $618K
|
14K
$656K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
13.9KNew |
$508K - $612K
|
13.9K
$649K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
13.8KNew |
$507K - $611K
|
13.8K
$648K
|
|
|
Nov 15, 2024
Q3 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
13.8K+ 2.14% |
$504K - $607K
|
658K
$30.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
13.7KNew |
$503K - $605K
|
13.7K
$642K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
13.6K+ 12.15% |
$500K - $601K
|
126K
$5.89M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
13.6KNew |
$498K - $600K
|
13.6K
$637K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
13.3KNew |
$488K - $587K
|
13.3K
$623K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.3K+ 6.55% |
$487K - $587K
|
216K
$10.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13.1K+ 15.63% |
$480K - $578K
|
96.9K
$4.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
13K+ 2.67% |
$478K - $575K
|
501K
$23.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
12.9K+ 51.79% |
$474K - $571K
|
37.9K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
12.7K+ 4.52% |
$467K - $563K
|
295K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
12.6KNew |
$460K - $554K
|
12.6K
$588K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
12.4K+ 63.69% |
$455K - $547K
|
31.9K
$1.49M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12.4K+ 202.05% |
$454K - $547K
|
18.5K
$868K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
12.3K+ 24.94% |
$452K - $545K
|
61.8K
$2.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
12.3K+ 3.27% |
$451K - $544K
|
389K
$18.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
12.3K+ 11.42% |
$451K - $544K
|
120K
$5.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
12.3K+ 11.54% |
$451K - $543K
|
119K
$5.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
12.3K+ 4.99% |
$451K - $543K
|
259K
$12.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
12.2K+ 174.41% |
$448K - $539K
|
19.2K
$900K
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.1K+ 11.42% |
$445K - $536K
|
118K
$5.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
12.1KNew |
$444K - $534K
|
12.1K
$567K
|
|
|
Nov 08, 2024
Q3 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
12.1KNew |
$443K - $533K
|
12.1K
$566K
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
12.1KNew |
$443K - $533K
|
12.1K
$566K
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
12.1KNew |
$442K - $533K
|
12.1K
$565K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
11.9K+ 14.46% |
$436K - $526K
|
94.3K
$4.42M
|
|
|
Nov 06, 2024
Q3 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
11.9K+ 42.98% |
$435K - $524K
|
39.5K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
11.8K+ 0.07% |
$432K - $520K
|
15.9M
$744M
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
BUY
|
- |
11.8K+ 0.41% |
$432K - $520K
|
2.91M
$136M
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
11.8K+ 6.47% |
$431K - $519K
|
194K
$9.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
11.6K+ 96.12% |
$427K - $514K
|
23.8K
$1.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
11.6K+ 7.6% |
$426K - $512K
|
164K
$7.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
BUY
|
- |
11.4K+ 20.38% |
$418K - $503K
|
67.3K
$3.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
11.2K+ 10.4% |
$412K - $496K
|
119K
$5.58M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
11.1K+ 10.84% |
$406K - $489K
|
113K
$5.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
11K+ 70.29% |
$403K - $485K
|
26.6K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
11K+ 5.22% |
$402K - $484K
|
221K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
10.9KNew |
$401K - $483K
|
10.9K
$512K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
10.9K+ 7.18% |
$400K - $482K
|
163K
$7.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
10.9K+ 154.79% |
$400K - $481K
|
18K
$841K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.9K+ 10.76% |
$400K - $481K
|
112K
$5.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
10.9KNew |
$398K - $479K
|
10.9K
$509K
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
10.8K+ 49.11% |
$397K - $478K
|
32.9K
$1.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
10.8K+ 2.98% |
$394K - $475K
|
372K
$17.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
10.8KNew |
$394K - $475K
|
10.8K
$504K
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
10.7K+ 14.03% |
$394K - $474K
|
87.3K
$4.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
10.7KNew |
$392K - $472K
|
10.7K
$501K
|