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
|
First Pacific Financial
|
BUY
|
- |
312+ 6.1% |
$12.2K - $14.9K
|
5.43K
$256K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
310+ 2.69% |
$12.2K - $14.8K
|
11.8K
$557K
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
305+ 1.78% |
$12K - $14.6K
|
17.4K
$820K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
300+ 3.84% |
$11.8K - $14.3K
|
8.11K
$382K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
300New |
$11.8K - $14.3K
|
300
$14.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
297+ 16.62% |
$11.6K - $14.2K
|
2.08K
$98.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
294+ 1.27% |
$11.5K - $14K
|
23.4K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
287+ 2.73% |
$11.3K - $13.7K
|
10.8K
$508K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
285+ 0.33% |
$11.2K - $13.6K
|
87.5K
$4.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
283+ 2.95% |
$11.1K - $13.5K
|
9.89K
$466K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
282+ 783.33% |
$11.1K - $13.5K
|
318
$15K
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
280+ 0.72% |
$11K - $13.4K
|
39.2K
$1.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
280+ 0.37% |
$11K - $13.4K
|
76.3K
$3.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
277+ 1.21% |
$10.9K - $13.2K
|
23.2K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
270+ 2.89% |
$10.6K - $12.9K
|
9.62K
$453K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
266+ 1.85% |
$10.4K - $12.7K
|
14.7K
$691K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
266+ 3.21% |
$10.4K - $12.7K
|
8.55K
$403K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
262+ 2.59% |
$10.3K - $12.5K
|
10.4K
$488K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
260+ 14.61% |
$10.2K - $12.4K
|
2.04K
$96.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
258+ 0.34% |
$10.1K - $12.3K
|
76.7K
$3.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
256+ 0.63% |
$10K - $12.2K
|
40.9K
$1.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
249+ 0.19% |
$9.77K - $11.9K
|
131K
$6.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
248+ 0.77% |
$9.73K - $11.8K
|
32.4K
$1.52M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
240+ 0.41% |
$9.41K - $11.5K
|
59.2K
$2.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
237+ 3.89% |
$9.3K - $11.3K
|
6.33K
$298K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
236+ 3.11% |
$9.26K - $11.3K
|
7.84K
$369K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
235+ 1.81% |
$9.22K - $11.2K
|
13.2K
$621K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
231+ 2.63% |
$9.06K - $11K
|
9.02K
$425K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
230+ 3.76% |
$9.02K - $11K
|
6.34K
$299K
|
|
|
Jan 30, 2025
Q4 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
230+ 0.49% |
$9.02K - $11K
|
46.8K
$2.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
226+ 2.67% |
$8.86K - $10.8K
|
8.69K
$409K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
226+ 2.87% |
$8.86K - $10.8K
|
8.09K
$381K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
223+ 2.76% |
$8.75K - $10.7K
|
8.29K
$391K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
222+ 1.71% |
$8.71K - $10.6K
|
13.2K
$622K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
220+ 2.54% |
$8.63K - $10.5K
|
8.88K
$418K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
217+ 1.1% |
$8.51K - $10.4K
|
20K
$942K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
212+ 8.0% |
$8.31K - $10.1K
|
2.86K
$135K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
211+ 2.34% |
$8.28K - $10.1K
|
9.22K
$434K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
211+ 1.64% |
$8.28K - $10.1K
|
13.1K
$617K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
210+ 66.88% |
$8.24K - $10K
|
524
$24.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
207+ 2.4% |
$8.12K - $9.89K
|
8.82K
$415K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
206+ 0.37% |
$8.08K - $9.84K
|
56.2K
$2.65M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
205+ 0.65% |
$8.04K - $9.79K
|
31.5K
$1.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
204+ 19.69% |
$8K - $9.75K
|
1.24K
$58.4K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
198+ 1650.0% |
$7.77K - $9.46K
|
210
$9.89K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
198+ 2.02% |
$7.77K - $9.46K
|
9.99K
$470K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
198+ 2.61% |
$7.77K - $9.46K
|
7.79K
$367K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
196+ 3.41% |
$7.69K - $9.36K
|
5.95K
$280K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
195+ 2.46% |
$7.65K - $9.32K
|
8.12K
$382K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
195+ 35.58% |
$7.65K - $9.32K
|
743
$35K
|