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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
195+ 1.18% |
$7.65K - $9.32K
|
16.8K
$790K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
193+ 3.56% |
$7.57K - $9.22K
|
5.61K
$264K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
190+ 1.56% |
$7.45K - $9.08K
|
12.4K
$584K
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
187+ 0.07% |
$7.33K - $8.93K
|
257K
$12.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
186+ 1.43% |
$7.29K - $8.89K
|
13.2K
$622K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
185+ 1.07% |
$7.26K - $8.84K
|
17.4K
$820K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
184+ 1.22% |
$7.22K - $8.79K
|
15.2K
$717K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
184+ 3.66% |
$7.22K - $8.79K
|
5.21K
$246K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
180+ 620.69% |
$7.06K - $8.6K
|
209
$9.85K
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
175+ 3.12% |
$6.86K - $8.36K
|
5.79K
$273K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
167+ 10.87% |
$6.55K - $7.98K
|
1.7K
$80.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
165+ 3.13% |
$6.47K - $7.88K
|
5.44K
$256K
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
165+ 0.78% |
$6.47K - $7.88K
|
21.4K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
162+ 2.6% |
$6.35K - $7.74K
|
6.4K
$302K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
162+ 0.9% |
$6.35K - $7.74K
|
18.2K
$856K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
161+ 0.19% |
$6.31K - $7.69K
|
85K
$4M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
160+ 1.65% |
$6.28K - $7.64K
|
9.84K
$464K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
155+ 2.29% |
$6.08K - $7.4K
|
6.93K
$326K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
151+ 0.55% |
$5.92K - $7.21K
|
27.4K
$1.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
147+ 0.12% |
$5.77K - $7.02K
|
123K
$5.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
146+ 2.01% |
$5.73K - $6.97K
|
7.39K
$348K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
141+ 1.2% |
$5.53K - $6.74K
|
11.9K
$559K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
140+ 1.87% |
$5.49K - $6.69K
|
7.63K
$359K
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
140+ 1.22% |
$5.49K - $6.69K
|
11.6K
$548K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
138+ 2.04% |
$5.41K - $6.59K
|
6.9K
$325K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
136+ 5.77% |
$5.33K - $6.5K
|
2.49K
$117K
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
136+ 2.19% |
$5.33K - $6.5K
|
6.36K
$299K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
135New |
$5.29K - $6.45K
|
135
$6.36K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
132+ 1.62% |
$5.18K - $6.31K
|
8.26K
$389K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
129+ 0.91% |
$5.06K - $6.16K
|
14.4K
$676K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
129+ 1.46% |
$5.06K - $6.16K
|
8.97K
$423K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
129+ 0.64% |
$5.06K - $6.16K
|
20.4K
$960K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
129+ 1.11% |
$5.06K - $6.16K
|
11.7K
$552K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
127+ 1.18% |
$4.98K - $6.07K
|
10.9K
$513K
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
126+ 2.4% |
$4.94K - $6.02K
|
5.39K
$254K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
124+ 0.89% |
$4.86K - $5.92K
|
14.1K
$663K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
124+ 2.0% |
$4.86K - $5.92K
|
6.31K
$297K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
123+ 1.24% |
$4.82K - $5.88K
|
10.1K
$475K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
119+ 1.23% |
$4.67K - $5.68K
|
9.77K
$460K
|
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
119+ 0.02% |
$4.67K - $5.68K
|
658K
$31M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
114+ 1.4% |
$4.47K - $5.45K
|
8.24K
$388K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
109+ 1.11% |
$4.27K - $5.21K
|
9.95K
$469K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
107+ 28.23% |
$4.2K - $5.11K
|
486
$22.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
105+ 2.01% |
$4.12K - $5.02K
|
5.34K
$252K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
104+ 0.02% |
$4.08K - $4.97K
|
499K
$23.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
103+ 1.27% |
$4.04K - $4.92K
|
8.22K
$387K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
102+ 6.0% |
$4K - $4.87K
|
1.8K
$84.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
102+ 0.55% |
$4K - $4.87K
|
18.7K
$883K
|
|
|
Jan 14, 2025
Q4 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
100+ 0.12% |
$3.92K - $4.78K
|
84.3K
$3.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
100+ 1.21% |
$3.92K - $4.78K
|
8.4K
$395K
|