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 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.83K+ 8.29% |
$71.7K - $87.3K
|
23.9K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.82K+ 6.43% |
$71.4K - $87K
|
30.1K
$1.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.81KNew |
$71K - $86.5K
|
1.81K
$84.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.81K+ 0.06% |
$71K - $86.5K
|
2.82M
$132M
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
1.81KNew |
$70.8K - $86.2K
|
1.81K
$84.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.8K+ 4.9% |
$70.8K - $86.2K
|
38.6K
$1.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.8K+ 6.63% |
$70.7K - $86.1K
|
29K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.79K+ 9.59% |
$70.2K - $85.6K
|
20.5K
$958K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.78K+ 18.86% |
$69.9K - $85.1K
|
11.2K
$526K
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.78K+ 22.1% |
$69.7K - $84.9K
|
9.82K
$460K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.77K+ 1.04% |
$69.4K - $84.5K
|
172K
$8.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.77K+ 4.7% |
$69.2K - $84.3K
|
39.3K
$1.84M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.75K+ 6.08% |
$68.7K - $83.7K
|
30.6K
$1.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1.74KNew |
$68.4K - $83.3K
|
1.74K
$81.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.74K+ 6.34% |
$68.4K - $83.3K
|
29.2K
$1.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.72K+ 1.57% |
$67.6K - $82.4K
|
111K
$5.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.72KNew |
$67.5K - $82.3K
|
1.72K
$80.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.72K+ 1.53% |
$67.4K - $82.1K
|
114K
$5.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
1.72K+ 5.34% |
$67.3K - $81.9K
|
33.9K
$1.59M
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.72K+ 2.9% |
$67.3K - $81.9K
|
60.9K
$2.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1.69K+ 20.67% |
$66.3K - $80.7K
|
9.87K
$462K
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
1.67K+ 0.38% |
$65.6K - $79.9K
|
438K
$20.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1.67KNew |
$65.5K - $79.7K
|
1.67K
$78.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.66K+ 8.53% |
$65.2K - $79.4K
|
21.2K
$991K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.66K+ 2.68% |
$65.2K - $79.4K
|
63.6K
$2.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.66K+ 2.78% |
$65K - $79.2K
|
61.3K
$2.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.66K+ 22.4% |
$64.9K - $79.1K
|
9.05K
$424K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.65K+ 9.14% |
$64.5K - $78.6K
|
19.7K
$920K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.64K+ 8.96% |
$64.4K - $78.5K
|
20K
$936K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
1.62K+ 6.57% |
$63.5K - $77.4K
|
26.3K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.62K+ 8.79% |
$63.3K - $77.1K
|
20K
$937K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.61K+ 5.16% |
$63.2K - $77K
|
32.9K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.6KNew |
$62.8K - $76.5K
|
1.6K
$75K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.6K+ 3.26% |
$62.7K - $76.4K
|
50.7K
$2.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.6K+ 5.67% |
$62.6K - $76.2K
|
29.8K
$1.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.59K+ 2.31% |
$62.5K - $76.1K
|
70.4K
$3.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.59K+ 34.36% |
$62.5K - $76.1K
|
6.23K
$292K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
1.59KNew |
$62.4K - $76K
|
1.59K
$74.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
1.59K+ 15.86% |
$62.3K - $75.9K
|
11.6K
$544K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.59K+ 4.58% |
$62.3K - $75.9K
|
36.3K
$1.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
1.59K+ 11.39% |
$62.2K - $75.8K
|
15.5K
$726K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
1.58K+ 4.28% |
$62.1K - $75.7K
|
38.6K
$1.81M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.58K+ 19.13% |
$62K - $75.5K
|
9.85K
$461K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
1.58KNew |
$62K - $75.5K
|
1.58K
$74K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.57KNew |
$61.6K - $75K
|
1.57K
$73.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.56K+ 10.04% |
$61.1K - $74.5K
|
17.1K
$801K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.54K+ 4.15% |
$60.3K - $73.5K
|
38.6K
$1.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.53KNew |
$59.9K - $73K
|
1.53K
$71.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.5K+ 12.78% |
$58.8K - $71.7K
|
13.2K
$620K
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
1.5K+ 2.73% |
$58.8K - $71.7K
|
56.5K
$2.65M
|