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 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
7.49K+ 23.66% |
$294K - $358K
|
39.1K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
7.44K+ 24.88% |
$292K - $355K
|
37.3K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
7.4KNew |
$290K - $353K
|
7.4K
$347K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7.38KNew |
$290K - $353K
|
7.38K
$346K
|
|
|
May 28, 2025
Q4 2024
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
7.38KNew |
$289K - $352K
|
7.38K
$345K
|
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
7.37KNew |
$289K - $352K
|
7.37K
$345K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.35K+ 38.12% |
$288K - $351K
|
26.6K
$1.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.35K+ 55.76% |
$288K - $351K
|
20.5K
$961K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
7.32K+ 4.82% |
$287K - $349K
|
159K
$7.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
7.31KNew |
$287K - $349K
|
7.31K
$342K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
7.3KNew |
$286K - $348K
|
7.3K
$342K
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
7.28KNew |
$286K - $348K
|
7.28K
$341K
|
|
|
Feb 21, 2025
Q4 2024
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
7.24KNew |
$284K - $346K
|
7.24K
$339K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
7.23KNew |
$283K - $345K
|
7.23K
$338K
|
|
|
Feb 13, 2025
Q4 2024
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
7.2KNew |
$282K - $344K
|
7.2K
$337K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
7.2K+ 0.41% |
$282K - $344K
|
1.74M
$81.7M
|
|
|
Apr 29, 2025
Q4 2024
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
7.18KNew |
$282K - $343K
|
7.18K
$336K
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
7.16KNew |
$281K - $342K
|
7.16K
$335K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
7.14K+ 1785.0% |
$280K - $341K
|
7.54K
$353K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
7.13K+ 11.54% |
$280K - $341K
|
69K
$3.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7.12K+ 3.23% |
$279K - $340K
|
228K
$10.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
7.07K+ 6.01% |
$277K - $337K
|
125K
$5.84M
|
|
|
Jun 23, 2025
Q4 2024
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
7.05KNew |
$277K - $337K
|
7.05K
$330K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.97K+ 10.86% |
$273K - $333K
|
71.1K
$3.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
6.94K+ 1.75% |
$272K - $331K
|
404K
$18.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
6.92K+ 22.24% |
$271K - $330K
|
38K
$1.78M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
6.91KNew |
$271K - $330K
|
6.91K
$323K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
6.87KNew |
$270K - $328K
|
6.87K
$322K
|
|
|
Jun 27, 2025
Q4 2024
|
Advice One Advisory Services, LLC
Glastonbury, CT |
BUY
|
- |
6.86KNew |
$269K - $328K
|
6.86K
$321K
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
6.83K+ 13.04% |
$268K - $326K
|
59.2K
$2.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
6.8KNew |
$267K - $325K
|
6.8K
$319K
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
6.79K+ 80.24% |
$266K - $324K
|
15.3K
$715K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
6.78KNew |
$266K - $324K
|
6.78K
$317K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
6.77K+ 1.45% |
$265K - $323K
|
474K
$22.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
6.56K+ 34.43% |
$257K - $313K
|
25.6K
$1.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
6.5KNew |
$255K - $311K
|
6.5K
$304K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
6.49KNew |
$254K - $310K
|
6.49K
$304K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
6.46K+ 530.02% |
$253K - $309K
|
7.68K
$360K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.46K+ 3.2% |
$253K - $308K
|
208K
$9.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
6.43K+ 4.19% |
$252K - $307K
|
160K
$7.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
6.43K+ 14.47% |
$252K - $307K
|
50.8K
$2.38M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
6.4KNew |
$251K - $306K
|
6.4K
$300K
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
6.39KNew |
$250K - $305K
|
6.39K
$299K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
6.36K+ 26.34% |
$250K - $304K
|
30.5K
$1.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
6.36K+ 3.65% |
$249K - $304K
|
181K
$8.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
6.36K+ 40.94% |
$249K - $304K
|
21.9K
$1.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6.31K+ 6.67% |
$248K - $302K
|
101K
$4.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
6.3KNew |
$247K - $301K
|
6.3K
$295K
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
6.27K+ 98.0% |
$246K - $299K
|
12.7K
$593K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6.23K+ 3.0% |
$244K - $298K
|
214K
$10M
|