Purchases and Sales Made in Q4 2024 in Bank Of America Corp (BAC)
This table provides information about the institutional ownership of Bank Of America Corp (BAC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
794+ 11.7% |
$31.1K - $37.9K
|
7.58K
$357K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
781+ 0.5% |
$30.6K - $37.3K
|
158K
$7.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
780+ 7.09% |
$30.6K - $37.3K
|
11.8K
$555K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
776+ 3.36% |
$30.4K - $37.1K
|
23.9K
$1.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
753+ 4.11% |
$29.5K - $36K
|
19.1K
$899K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
753+ 4.83% |
$29.5K - $36K
|
16.3K
$770K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
747+ 11.2% |
$29.3K - $35.7K
|
7.42K
$349K
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
725+ 9.41% |
$28.4K - $34.6K
|
8.43K
$397K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
715+ 0.96% |
$28K - $34.2K
|
75.4K
$3.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
711+ 1.36% |
$27.9K - $34K
|
53K
$2.5M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
709+ 3.33% |
$27.8K - $33.9K
|
22K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
706+ 8.94% |
$27.7K - $33.7K
|
8.61K
$405K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
700+ 4.33% |
$27.5K - $33.4K
|
16.9K
$795K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
698+ 2.51% |
$27.4K - $33.3K
|
28.5K
$1.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
684+ 3.0% |
$26.8K - $32.7K
|
23.5K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
682+ 9.44% |
$26.7K - $32.6K
|
7.91K
$372K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
666+ 9.59% |
$26.1K - $31.8K
|
7.61K
$359K
|
|
|
Feb 04, 2025
Q4 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
663+ 0.39% |
$26K - $31.7K
|
172K
$8.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
660+ 0.13% |
$25.9K - $31.5K
|
499K
$23.5M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
652+ 10.0% |
$25.6K - $31.1K
|
7.17K
$338K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
652+ 2.42% |
$25.6K - $31.1K
|
27.6K
$1.3M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
639+ 10.41% |
$25.1K - $30.5K
|
6.78K
$319K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
638+ 0.95% |
$25K - $30.5K
|
68K
$3.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
619+ 6.7% |
$24.3K - $29.6K
|
9.85K
$464K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
615+ 1.75% |
$24.1K - $29.4K
|
35.8K
$1.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
611+ 5.52% |
$24K - $29.2K
|
11.7K
$550K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
608+ 5.45% |
$23.8K - $29K
|
11.8K
$554K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
607+ 4.72% |
$23.8K - $29K
|
13.5K
$635K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
604+ 3.38% |
$23.7K - $28.9K
|
18.5K
$871K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
604+ 5.04% |
$23.7K - $28.9K
|
12.6K
$594K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
600+ 1.36% |
$23.5K - $28.7K
|
44.7K
$2.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
591+ 4.27% |
$23.2K - $28.2K
|
14.4K
$680K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
589+ 10.93% |
$23.1K - $28.1K
|
5.98K
$282K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
588+ 0.23% |
$23.1K - $28.1K
|
261K
$12.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
583+ 2.11% |
$22.9K - $27.8K
|
28.2K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
578New |
$22.7K - $27.6K
|
578
$27.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
573+ 2.07% |
$22.5K - $27.4K
|
28.3K
$1.33M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
572+ 3.17% |
$22.4K - $27.3K
|
18.6K
$877K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
572+ 0.43% |
$22.4K - $27.3K
|
133K
$6.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
BUY
|
- |
564+ 0.66% |
$22.1K - $26.9K
|
86.4K
$4.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
548+ 9.02% |
$21.5K - $26.2K
|
6.62K
$312K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
548+ 0.34% |
$21.5K - $26.2K
|
162K
$7.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
534+ 3.43% |
$20.9K - $25.5K
|
16.1K
$759K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
523+ 0.53% |
$20.5K - $25K
|
99K
$4.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
520+ 6.62% |
$20.4K - $24.8K
|
8.38K
$395K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
511+ 6.73% |
$20K - $24.4K
|
8.1K
$382K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
510+ 152.69% |
$20K - $24.4K
|
844
$39.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
BUY
|
- |
509+ 2.72% |
$20K - $24.3K
|
19.2K
$905K
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
505+ 2.85% |
$19.8K - $24.1K
|
18.2K
$859K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
500+ 4.18% |
$19.6K - $23.9K
|
12.5K
$587K
|