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 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
500New |
$19.6K - $23.9K
|
500
$23.6K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
497New |
$19.5K - $23.7K
|
497
$23.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
480+ 4.67% |
$18.8K - $22.9K
|
10.8K
$507K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
479+ 5.47% |
$18.8K - $22.9K
|
9.23K
$435K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
476+ 2.56% |
$18.7K - $22.7K
|
19.1K
$899K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
476+ 4.84% |
$18.7K - $22.7K
|
10.3K
$485K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
471+ 6.55% |
$18.5K - $22.5K
|
7.66K
$361K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
470+ 3.88% |
$18.4K - $22.5K
|
12.6K
$593K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
468+ 3.06% |
$18.4K - $22.4K
|
15.8K
$742K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
466+ 5.84% |
$18.3K - $22.3K
|
8.44K
$398K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
463+ 4.26% |
$18.2K - $22.1K
|
11.3K
$534K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
459+ 1.23% |
$18K - $21.9K
|
37.7K
$1.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
BUY
|
- |
458+ 0.26% |
$18K - $21.9K
|
177K
$8.34M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
458+ 6.47% |
$18K - $21.9K
|
7.53K
$355K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
452+ 0.16% |
$17.7K - $21.6K
|
279K
$13.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
451+ 1.02% |
$17.7K - $21.5K
|
44.6K
$2.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
450+ 1.53% |
$17.6K - $21.5K
|
29.9K
$1.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
438+ 4.65% |
$17.2K - $20.9K
|
9.87K
$465K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
437+ 7.62% |
$17.1K - $20.9K
|
6.17K
$291K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
433New |
$17K - $20.7K
|
433
$20.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
431+ 6.07% |
$16.9K - $20.6K
|
7.54K
$355K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
428+ 1.42% |
$16.8K - $20.4K
|
30.6K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
420+ 0.49% |
$16.5K - $20.1K
|
85.7K
$4.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
408+ 6.58% |
$16K - $19.5K
|
6.61K
$311K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
405+ 6.12% |
$15.9K - $19.3K
|
7.02K
$331K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
404+ 6.18% |
$15.8K - $19.3K
|
6.95K
$327K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
404+ 1.65% |
$15.8K - $19.3K
|
24.8K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
400+ 1.18% |
$15.7K - $19.1K
|
34.3K
$1.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
400+ 0.22% |
$15.7K - $19.1K
|
186K
$8.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
399+ 4.14% |
$15.6K - $19.1K
|
10K
$472K
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
397+ 1.7% |
$15.6K - $19K
|
23.7K
$1.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
395+ 3.67% |
$15.5K - $18.9K
|
11.2K
$526K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
395+ 1.14% |
$15.5K - $18.9K
|
35.1K
$1.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
394+ 0.53% |
$15.5K - $18.8K
|
74.1K
$3.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
393+ 0.92% |
$15.4K - $18.8K
|
43.2K
$2.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
388+ 5.6% |
$15.2K - $18.5K
|
7.31K
$345K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
383+ 0.28% |
$15K - $18.3K
|
138K
$6.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
378+ 4.43% |
$14.8K - $18.1K
|
8.91K
$420K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
372+ 4.71% |
$14.6K - $17.8K
|
8.27K
$389K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
371+ 1.94% |
$14.6K - $17.7K
|
19.5K
$921K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
365+ 0.58% |
$14.3K - $17.4K
|
62.9K
$2.96M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
359+ 4.61% |
$14.1K - $17.1K
|
8.15K
$384K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
359+ 3.7% |
$14.1K - $17.1K
|
10.1K
$474K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
356+ 3.24% |
$14K - $17K
|
11.3K
$534K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
333+ 0.16% |
$13.1K - $15.9K
|
205K
$9.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
330+ 2.41% |
$12.9K - $15.8K
|
14K
$662K
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
323+ 4.35% |
$12.7K - $15.4K
|
7.75K
$365K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
319+ 5.27% |
$12.5K - $15.2K
|
6.37K
$300K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
318+ 0.39% |
$12.5K - $15.2K
|
81.1K
$3.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
313+ 0.79% |
$12.3K - $15K
|
39.9K
$1.88M
|