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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
3.15KNew |
$124K - $151K
|
3.15K
$148K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.1K+ 16.67% |
$122K - $148K
|
21.7K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.09K+ 8.7% |
$121K - $148K
|
38.7K
$1.81M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
3.09K+ 440.71% |
$121K - $147K
|
3.79K
$177K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
3.05KNew |
$120K - $146K
|
3.05K
$143K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
3.03K+ 1.13% |
$119K - $145K
|
271K
$12.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
3.03KNew |
$119K - $145K
|
3.03K
$142K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.01K+ 10.57% |
$118K - $144K
|
31.4K
$1.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3KNew |
$118K - $143K
|
3K
$141K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.99K+ 10.23% |
$117K - $143K
|
32.2K
$1.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
2.99KNew |
$117K - $143K
|
2.99K
$140K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.98K+ 30.06% |
$117K - $142K
|
12.9K
$604K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.98K+ 9.66% |
$117K - $142K
|
33.8K
$1.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
2.97K+ 12.48% |
$116K - $142K
|
26.7K
$1.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.94K+ 37.16% |
$115K - $140K
|
10.8K
$508K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
2.91KNew |
$114K - $139K
|
2.91K
$136K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.9K+ 7250.0% |
$114K - $139K
|
2.94K
$138K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.9K+ 2.36% |
$114K - $138K
|
126K
$5.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.87K+ 2.71% |
$113K - $137K
|
109K
$5.11M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.83K+ 2.63% |
$111K - $135K
|
110K
$5.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.8K+ 1.21% |
$110K - $134K
|
233K
$10.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.77K+ 6.24% |
$109K - $132K
|
47.2K
$2.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.75K+ 6.77% |
$108K - $131K
|
43.4K
$2.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.74K+ 9.42% |
$107K - $131K
|
31.8K
$1.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
2.7K+ 9.98% |
$106K - $129K
|
29.8K
$1.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
2.67KNew |
$105K - $127K
|
2.67K
$125K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
2.66KNew |
$104K - $127K
|
2.66K
$124K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
2.63KNew |
$103K - $126K
|
2.63K
$123K
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2.62K+ 64.33% |
$103K - $125K
|
6.69K
$314K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.61K+ 5.81% |
$102K - $125K
|
47.5K
$2.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
2.59K+ 34.12% |
$102K - $124K
|
10.2K
$477K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.58K+ 2.09% |
$101K - $123K
|
126K
$5.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
2.57KNew |
$101K - $123K
|
2.57K
$120K
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
2.55K+ 30.85% |
$100K - $122K
|
10.8K
$507K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.55K+ 8.33% |
$100K - $122K
|
33.2K
$1.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.55K+ 7.55% |
$100K - $122K
|
36.3K
$1.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.55K+ 46.4% |
$100K - $122K
|
8.04K
$377K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.55K+ 1.71% |
$99.9K - $122K
|
152K
$7.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.54K+ 3.85% |
$99.7K - $121K
|
68.5K
$3.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.54K+ 49.75% |
$99.5K - $121K
|
7.64K
$358K
|
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.48K+ 15.91% |
$97.4K - $119K
|
18.1K
$847K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2.48K+ 1.05% |
$97.1K - $118K
|
238K
$11.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
2.47K+ 3.65% |
$96.9K - $118K
|
70.1K
$3.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.47K+ 3.93% |
$96.7K - $118K
|
65.1K
$3.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.46K+ 4.32% |
$96.6K - $118K
|
59.4K
$2.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
2.45K+ 20.29% |
$96.2K - $117K
|
14.5K
$681K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.44K+ 8.33% |
$95.9K - $117K
|
31.8K
$1.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.44K+ 3.47% |
$95.8K - $117K
|
72.9K
$3.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2.42KNew |
$94.8K - $116K
|
2.42K
$113K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.41K+ 1.47% |
$94.6K - $115K
|
167K
$7.81M
|