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 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
5.28KNew |
$207K - $252K
|
5.28K
$247K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
5.23KNew |
$205K - $250K
|
5.23K
$245K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5.23KNew |
$205K - $250K
|
5.23K
$245K
|
|
|
Jan 10, 2025
Q4 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
5.22KNew |
$205K - $250K
|
5.22K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
BUY
|
- |
5.2KNew |
$204K - $248K
|
5.2K
$243K
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
5.19KNew |
$204K - $248K
|
5.19K
$243K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
5.19K+ 11.66% |
$204K - $248K
|
49.7K
$2.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
5.18KNew |
$203K - $248K
|
5.18K
$243K
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
5.17KNew |
$203K - $247K
|
5.17K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.16K+ 0.57% |
$202K - $246K
|
908K
$42.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
5.09KNew |
$200K - $243K
|
5.09K
$238K
|
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
5.08K+ 0.17% |
$199K - $243K
|
3.07M
$144M
|
|
|
Jan 21, 2025
Q4 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
5.06KNew |
$198K - $242K
|
5.06K
$237K
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
5.05KNew |
$198K - $241K
|
5.05K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
5.05KNew |
$198K - $241K
|
5.05K
$236K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
5.04K+ 39.41% |
$198K - $241K
|
17.8K
$836K
|
|
|
Feb 14, 2025
Q4 2024
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
5.04KNew |
$198K - $241K
|
5.04K
$236K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
5.04KNew |
$198K - $241K
|
5.04K
$236K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
5.01K+ 35.75% |
$197K - $239K
|
19K
$892K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.01KNew |
$196K - $239K
|
5.01K
$235K
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
5KNew |
$196K - $239K
|
5K
$234K
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
5K+ 30.49% |
$196K - $239K
|
21.4K
$1M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
5KNew |
$196K - $239K
|
5K
$234K
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
4.99KNew |
$196K - $238K
|
4.99K
$234K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
4.99K+ 78.67% |
$196K - $238K
|
11.3K
$531K
|
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
4.98KNew |
$195K - $238K
|
4.98K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.98K+ 12.33% |
$195K - $238K
|
45.4K
$2.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.97KNew |
$195K - $238K
|
4.97K
$233K
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
4.95KNew |
$194K - $237K
|
4.95K
$232K
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
4.95KNew |
$194K - $236K
|
4.95K
$232K
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
4.95KNew |
$194K - $236K
|
4.95K
$232K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
4.93K+ 44.62% |
$193K - $236K
|
16K
$749K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.92K+ 32.03% |
$193K - $235K
|
20.3K
$950K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
4.91KNew |
$192K - $234K
|
4.91K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
4.9K+ 0.08% |
$192K - $234K
|
6.14M
$288M
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
4.9KNew |
$192K - $234K
|
4.9K
$229K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
4.89KNew |
$192K - $233K
|
4.89K
$229K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
4.88KNew |
$191K - $233K
|
4.88K
$229K
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
4.88KNew |
$191K - $233K
|
4.88K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
4.87KNew |
$191K - $233K
|
4.87K
$228K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
4.87KNew |
$191K - $233K
|
4.87K
$228K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
4.87KNew |
$191K - $233K
|
4.87K
$228K
|
|
|
Feb 10, 2025
Q4 2024
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
4.86KNew |
$191K - $232K
|
4.86K
$228K
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
4.84KNew |
$190K - $231K
|
4.84K
$227K
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
4.83KNew |
$190K - $231K
|
4.83K
$226K
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
4.83KNew |
$189K - $231K
|
4.83K
$226K
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
4.82KNew |
$189K - $230K
|
4.82K
$226K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
4.81KNew |
$189K - $230K
|
4.81K
$225K
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
4.8K+ 1.82% |
$188K - $229K
|
268K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
4.79KNew |
$188K - $229K
|
4.79K
$225K
|