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 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
15.1KNew |
$592K - $721K
|
15.1K
$707K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.1K+ 10.3% |
$591K - $720K
|
161K
$7.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
14.8KNew |
$579K - $705K
|
14.8K
$691K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
14.7KNew |
$578K - $704K
|
14.7K
$691K
|
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
14.7K+ 5.46% |
$576K - $702K
|
284K
$13.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
BUY
|
- |
14.7KNew |
$575K - $700K
|
14.7K
$686K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
14.6K+ 191.63% |
$574K - $699K
|
22.3K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
14.6K+ 47.76% |
$572K - $696K
|
45.1K
$2.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
14.5KNew |
$571K - $695K
|
14.5K
$681K
|
|
|
Feb 04, 2025
Q4 2024
|
Todd Asset Management LLC
|
BUY
|
- |
14.4K+ 1.57% |
$566K - $689K
|
932K
$43.6M
|
|
|
May 13, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
14.4KNew |
$565K - $689K
|
14.4K
$675K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
14.4K+ 1.97% |
$564K - $687K
|
744K
$34.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
14.4KNew |
$563K - $686K
|
14.4K
$672K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
14.1K+ 2.4% |
$555K - $675K
|
603K
$28.2M
|
|
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
14KNew |
$550K - $670K
|
14K
$657K
|
|
|
May 05, 2025
Q4 2024
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
14KNew |
$547K - $667K
|
14K
$654K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
14KNew |
$547K - $666K
|
14K
$653K
|
|
|
Feb 14, 2025
Q4 2024
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
13.9K+ 7.47% |
$547K - $666K
|
201K
$9.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
13.9K+ 32.91% |
$546K - $665K
|
56.2K
$2.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
13.9K+ 54.38% |
$544K - $662K
|
39.4K
$1.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
13.9K+ 114.72% |
$543K - $662K
|
25.9K
$1.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13.6K+ 14.05% |
$534K - $650K
|
111K
$5.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
13.6K+ 19.64% |
$533K - $650K
|
82.8K
$3.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
13.6KNew |
$532K - $648K
|
13.6K
$635K
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
13.5KNew |
$529K - $645K
|
13.5K
$632K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
13.3KNew |
$521K - $635K
|
13.3K
$622K
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
13.2KNew |
$519K - $633K
|
13.2K
$620K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13.2K+ 2.57% |
$519K - $632K
|
527K
$24.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
13.2K+ 10.5% |
$518K - $631K
|
139K
$6.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
13.2K+ 150.98% |
$517K - $630K
|
21.9K
$1.03M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
13.1KNew |
$514K - $626K
|
13.1K
$614K
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
13.1K+ 0.85% |
$514K - $626K
|
1.56M
$72.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
13.1KNew |
$512K - $623K
|
13.1K
$611K
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
13K+ 87.34% |
$509K - $620K
|
27.8K
$1.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
13K+ 5.19% |
$508K - $619K
|
263K
$12.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
12.7KNew |
$500K - $608K
|
12.7K
$597K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
12.6K+ 2.91% |
$494K - $602K
|
445K
$20.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
12.6KNew |
$493K - $601K
|
12.6K
$589K
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
12.5K+ 2.44% |
$491K - $597K
|
525K
$24.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
12.4KNew |
$487K - $594K
|
12.4K
$582K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
12.4KNew |
$487K - $593K
|
12.4K
$582K
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
12.2KNew |
$480K - $584K
|
12.2K
$573K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
12.1K+ 16.08% |
$476K - $579K
|
87.5K
$4.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
12.1KNew |
$474K - $577K
|
12.1K
$566K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
12.1KNew |
$473K - $577K
|
12.1K
$565K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
11.9KNew |
$465K - $566K
|
11.9K
$555K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
11.8KNew |
$463K - $564K
|
11.8K
$553K
|
|
|
Feb 10, 2025
Q4 2024
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
11.7KNew |
$460K - $560K
|
11.7K
$549K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
11.7K+ 5.09% |
$459K - $559K
|
242K
$11.3M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
11.7KNew |
$458K - $558K
|
11.7K
$547K
|