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 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
1.5KNew |
$58.8K - $71.7K
|
1.5K
$70.3K
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
1.48K+ 11.81% |
$58.2K - $70.9K
|
14K
$658K
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.46K+ 9.19% |
$57.2K - $69.6K
|
17.3K
$812K
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
1.45K+ 11.01% |
$56.7K - $69K
|
14.6K
$683K
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.43K+ 9.11% |
$56.2K - $68.4K
|
17.2K
$803K
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.42K+ 1.48% |
$55.7K - $67.8K
|
97.5K
$4.57M
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.41K+ 12.33% |
$55.2K - $67.3K
|
12.8K
$601K
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.4K+ 3.41% |
$55.1K - $67.1K
|
42.6K
$2M
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.4K+ 3.29% |
$54.8K - $66.7K
|
43.8K
$2.05M
|
|
Jan 24, 2025
Q4 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
1.39K+ 3.19% |
$54.7K - $66.6K
|
45.1K
$2.11M
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.39K+ 2.82% |
$54.3K - $66.2K
|
50.5K
$2.36M
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
1.38K+ 9.44% |
$54.1K - $65.9K
|
16K
$749K
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
BUY
|
- |
1.37K+ 1.13% |
$53.7K - $65.4K
|
122K
$5.72M
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1.36K+ 23.98% |
$53.4K - $65.1K
|
7.04K
$330K
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.35K+ 2.59% |
$52.8K - $64.3K
|
53.3K
$2.5M
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.35K+ 0.31% |
$52.8K - $64.3K
|
441K
$20.7M
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
1.34K+ 15.28% |
$52.5K - $64K
|
10.1K
$473K
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1.34KNew |
$52.5K - $63.9K
|
1.34K
$62.7K
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1.33K+ 3.61% |
$52.3K - $63.7K
|
38.3K
$1.79M
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
1.32KNew |
$51.9K - $63.2K
|
1.32K
$62K
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
1.32K+ 3.78% |
$51.6K - $62.8K
|
36.1K
$1.69M
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.31K+ 12.76% |
$51.4K - $62.6K
|
11.6K
$543K
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.31KNew |
$51.3K - $62.5K
|
1.31K
$61.3K
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
1.3K+ 1.41% |
$51K - $62.1K
|
93.6K
$4.38M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.29K+ 5.49% |
$50.7K - $61.8K
|
24.8K
$1.16M
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.29K+ 3.98% |
$50.6K - $61.7K
|
33.8K
$1.58M
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.29K+ 5.27% |
$50.6K - $61.7K
|
25.8K
$1.21M
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.28K+ 1.59% |
$50.4K - $61.3K
|
82.1K
$3.85M
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.28K+ 3.89% |
$50K - $60.9K
|
34.1K
$1.6M
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
1.27K+ 3.47% |
$49.9K - $60.8K
|
38K
$1.78M
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.27KNew |
$49.7K - $60.5K
|
1.27K
$59.3K
|
|
Jan 15, 2025
Q4 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
1.26K+ 7.54% |
$49.5K - $60.3K
|
18K
$843K
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.26K+ 11.71% |
$49.3K - $60K
|
12K
$562K
|
|
Feb 14, 2025
Q4 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
1.25K+ 7.52% |
$49K - $59.7K
|
17.9K
$837K
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.24K+ 20.15% |
$48.5K - $59.1K
|
7.38K
$345K
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
BUY
|
- |
1.23K+ 1.09% |
$48.3K - $58.8K
|
114K
$5.35M
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.22K+ 9.43% |
$47.7K - $58.1K
|
14.1K
$661K
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
1.21K+ 16.15% |
$47.4K - $57.8K
|
8.7K
$407K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1.2KNew |
$47.2K - $57.5K
|
1.2K
$56.4K
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.2K+ 3.9% |
$47.1K - $57.4K
|
32K
$1.5M
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.2K+ 4.57% |
$47.1K - $57.3K
|
27.5K
$1.29M
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.2K+ 5.65% |
$47.1K - $57.3K
|
22.5K
$1.05M
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.19K+ 166.85% |
$46.6K - $56.8K
|
1.9K
$89K
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.17K+ 2.02% |
$45.8K - $55.7K
|
58.8K
$2.76M
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1.16K+ 7.12% |
$45.5K - $55.5K
|
17.5K
$818K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.14KNew |
$44.5K - $54.2K
|
1.14K
$53.2K
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
1.13K+ 17.85% |
$44.2K - $53.8K
|
7.43K
$348K
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
1.13KNew |
$44.1K - $53.7K
|
1.13K
$52.7K
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.12K+ 3.69% |
$44.1K - $53.7K
|
31.6K
$1.48M
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.12K+ 1.04% |
$44K - $53.6K
|
109K
$5.13M
|