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 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
4.31K+ 3.78% |
$169K - $206K
|
118K
$5.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
4.27K+ 8.04% |
$168K - $204K
|
57.4K
$2.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
4.27K+ 9.88% |
$167K - $204K
|
47.4K
$2.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Unison Asset Management LLC
|
BUY
|
- |
4.24K+ 2.54% |
$166K - $203K
|
171K
$8.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
4.17KNew |
$164K - $199K
|
4.17K
$195K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4.17K+ 15.11% |
$163K - $199K
|
31.7K
$1.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4.16K+ 16.76% |
$163K - $199K
|
29K
$1.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
4.16K+ 14.56% |
$163K - $199K
|
32.7K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.15K+ 3.91% |
$163K - $198K
|
110K
$5.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.07K+ 3.28% |
$160K - $194K
|
128K
$6M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
4.05KNew |
$159K - $193K
|
4.05K
$189K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
4.03K+ 37.13% |
$158K - $193K
|
14.9K
$698K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
3.98K+ 24.48% |
$156K - $190K
|
20.2K
$948K
|
|
|
Feb 13, 2025
Q4 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
3.95K+ 16.12% |
$155K - $188K
|
28.4K
$1.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
3.92K+ 34.27% |
$154K - $187K
|
15.4K
$720K
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
3.92K+ 2.16% |
$154K - $187K
|
185K
$8.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.87K+ 1.69% |
$152K - $185K
|
233K
$10.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
3.87K+ 32.64% |
$152K - $185K
|
15.7K
$736K
|
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
3.86K+ 21.19% |
$151K - $184K
|
22.1K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
3.84K+ 2.38% |
$151K - $183K
|
165K
$7.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
3.83K+ 50.22% |
$150K - $183K
|
11.5K
$537K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
3.78K+ 43.69% |
$148K - $181K
|
12.4K
$583K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
3.75KNew |
$147K - $179K
|
3.75K
$176K
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
3.75K+ 8.55% |
$147K - $179K
|
47.5K
$2.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.73K+ 13.79% |
$146K - $178K
|
30.8K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3.71K+ 7.76% |
$145K - $177K
|
51.5K
$2.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
3.7K+ 3.85% |
$145K - $177K
|
99.8K
$4.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
3.67K+ 13.4% |
$144K - $175K
|
31K
$1.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.64K+ 4.42% |
$143K - $174K
|
85.9K
$4.02M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3.61K+ 2.47% |
$142K - $172K
|
150K
$7.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.54K+ 18.76% |
$139K - $169K
|
22.4K
$1.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
3.53K+ 8.4% |
$138K - $169K
|
45.6K
$2.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
3.5KNew |
$137K - $167K
|
3.5K
$164K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.5K+ 6.3% |
$137K - $167K
|
59K
$2.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
3.48K+ 6.25% |
$137K - $166K
|
59.2K
$2.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
3.47K+ 112.66% |
$136K - $166K
|
6.55K
$307K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.42K+ 2.39% |
$134K - $163K
|
146K
$6.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
3.36K+ 21.77% |
$132K - $161K
|
18.8K
$881K
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
3.35K+ 6.64% |
$131K - $160K
|
53.7K
$2.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3.34K+ 17.2% |
$131K - $159K
|
22.7K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
3.33K+ 2.92% |
$131K - $159K
|
117K
$5.5M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.33K+ 13.05% |
$130K - $159K
|
28.8K
$1.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.32K+ 61.19% |
$130K - $159K
|
8.74K
$410K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.31K+ 3.83% |
$130K - $158K
|
89.7K
$4.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
3.29K+ 45.03% |
$129K - $157K
|
10.6K
$496K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
3.28K+ 1.53% |
$129K - $157K
|
217K
$10.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.27K+ 21.11% |
$128K - $156K
|
18.8K
$879K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
3.22K+ 0.95% |
$126K - $154K
|
341K
$16M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
3.17K+ 1.86% |
$124K - $151K
|
173K
$8.11M
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
3.17K+ 45.3% |
$124K - $151K
|
10.2K
$476K
|