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
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-400- 27.21% |
$15.7K - $19.1K
|
1.07K
$50.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-400- 0.51% |
$15.7K - $19.1K
|
78.2K
$3.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-402- 4.31% |
$15.8K - $19.2K
|
8.93K
$421K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-405- 0.23% |
$15.9K - $19.3K
|
173K
$8.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-409- 5.85% |
$16K - $19.5K
|
6.59K
$310K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-421- 0.21% |
$16.5K - $20.1K
|
196K
$9.22M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-430- 2.25% |
$16.9K - $20.5K
|
18.7K
$881K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-437- 1.26% |
$17.1K - $20.9K
|
34.3K
$1.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-440- 8.2% |
$17.3K - $21K
|
4.93K
$232K
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-441- 5.46% |
$17.3K - $21.1K
|
7.63K
$360K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-442- 1.15% |
$17.3K - $21.1K
|
37.9K
$1.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-443- 11.12% |
$17.4K - $21.2K
|
3.54K
$167K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-444- 4.63% |
$17.4K - $21.2K
|
9.14K
$431K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-453- 0.17% |
$17.8K - $21.6K
|
265K
$12.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-454- 1.2% |
$17.8K - $21.7K
|
37.5K
$1.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-459- 2.24% |
$18K - $21.9K
|
20.1K
$946K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-465- 0.12% |
$18.2K - $22.2K
|
394K
$18.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-467- 0.46% |
$18.3K - $22.3K
|
101K
$4.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-470- 1.48% |
$18.4K - $22.5K
|
31.4K
$1.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-475- 5.58% |
$18.6K - $22.7K
|
8.03K
$378K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
SELL
|
- |
-480- 2.48% |
$18.8K - $22.9K
|
18.9K
$890K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-492- 7.02% |
$19.3K - $23.5K
|
6.52K
$307K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
SELL
|
- |
-492- 3.53% |
$19.3K - $23.5K
|
13.5K
$634K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-493- 7.84% |
$19.3K - $23.6K
|
5.8K
$273K
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-496- 2.04% |
$19.5K - $23.7K
|
23.8K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-500- 4.22% |
$19.6K - $23.9K
|
11.4K
$535K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-500- 0.6% |
$19.6K - $23.9K
|
82.2K
$3.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-500- 1.18% |
$19.6K - $23.9K
|
42K
$1.98M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-500- 1.22% |
$19.6K - $23.9K
|
40.6K
$1.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-500- 4.81% |
$19.6K - $23.9K
|
9.9K
$466K
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-500- 0.94% |
$19.6K - $23.9K
|
52.8K
$2.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
SELL
|
- |
-500- 0.97% |
$19.6K - $23.9K
|
51.3K
$2.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-506- 1.33% |
$19.8K - $24.2K
|
37.4K
$1.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-507- 1.11% |
$19.9K - $24.2K
|
45.3K
$2.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-509- 3.92% |
$20K - $24.3K
|
12.5K
$588K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-513- 1.11% |
$20.1K - $24.5K
|
45.6K
$2.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-516- 0.97% |
$20.2K - $24.6K
|
52.6K
$2.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-518- 3.79% |
$20.3K - $24.7K
|
13.2K
$619K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-518- 8.88% |
$20.3K - $24.7K
|
5.32K
$250K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
SELL
|
- |
-521- 2.52% |
$20.4K - $24.9K
|
20.1K
$949K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-524- 0.55% |
$20.6K - $25K
|
95.5K
$4.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-541- 0.31% |
$21.2K - $25.8K
|
177K
$8.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-547- 2.13% |
$21.5K - $26.1K
|
25.2K
$1.19M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-548- 2.31% |
$21.5K - $26.2K
|
23.1K
$1.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-552- 0.36% |
$21.6K - $26.4K
|
155K
$7.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
SELL
|
- |
-556- 1.09% |
$21.8K - $26.6K
|
50.6K
$2.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-557- 0.77% |
$21.8K - $26.6K
|
71.9K
$3.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-577- 4.99% |
$22.6K - $27.6K
|
11K
$517K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-577- 54.8% |
$22.6K - $27.6K
|
476
$22.4K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-579- 5.53% |
$22.7K - $27.7K
|
9.9K
$466K
|