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 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-836- 1.93% |
$32.8K - $39.9K
|
42.5K
$2M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-846- 0.59% |
$33.2K - $40.4K
|
143K
$6.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-846- 0.55% |
$33.2K - $40.4K
|
154K
$7.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-850- 2.36% |
$33.3K - $40.6K
|
35.2K
$1.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-853- 10.97% |
$33.5K - $40.7K
|
6.92K
$326K
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-855- 2.37% |
$33.5K - $40.8K
|
35.2K
$1.66M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-871- 13.27% |
$34.2K - $41.6K
|
5.69K
$268K
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-886- 12.2% |
$34.7K - $42.3K
|
6.38K
$300K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-890- 3.07% |
$34.9K - $42.5K
|
28.1K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-900- 0.98% |
$35.3K - $43K
|
91.3K
$4.3M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-906- 4.98% |
$35.5K - $43.3K
|
17.3K
$814K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-917- 2.37% |
$36K - $43.8K
|
37.8K
$1.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-921- 0.89% |
$36.1K - $44K
|
102K
$4.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-938- 0.14% |
$36.8K - $44.8K
|
646K
$30.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-945- 1.93% |
$37.1K - $45.1K
|
48.1K
$2.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-957- 0.34% |
$37.5K - $45.7K
|
283K
$13.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-966- 1.78% |
$37.9K - $46.1K
|
53.3K
$2.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-969- 2.51% |
$38K - $46.3K
|
37.7K
$1.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-970- 3.11% |
$38K - $46.3K
|
30.2K
$1.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-987- 1.0% |
$38.7K - $47.1K
|
97.7K
$4.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-995- 0.98% |
$39K - $47.5K
|
100K
$4.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-1K- 8.3% |
$39.2K - $47.8K
|
11.1K
$521K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1K- 5.0% |
$39.2K - $47.8K
|
19K
$895K
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-1K- 4.62% |
$39.2K - $47.8K
|
20.6K
$972K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.02K- 1.84% |
$40K - $48.7K
|
54.3K
$2.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-1.03K- 0.46% |
$40.3K - $49.1K
|
223K
$10.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-1.06K- 1.93% |
$41.5K - $50.6K
|
53.9K
$2.54M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.07K- 6.57% |
$42.1K - $51.3K
|
15.3K
$719K
|
|
|
Feb 04, 2025
Q4 2024
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-1.07K- 0.69% |
$42.1K - $51.3K
|
154K
$7.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.09K- 3.72% |
$42.6K - $51.9K
|
28.1K
$1.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.09K- 2.03% |
$42.7K - $52K
|
52.6K
$2.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.09K- 22.27% |
$42.8K - $52.1K
|
3.81K
$179K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-1.09K- 6.02% |
$42.9K - $52.2K
|
17.1K
$804K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.1K- 0.3% |
$43.1K - $52.5K
|
360K
$17M
|
|
|
Jan 23, 2025
Q4 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-1.1K- 4.29% |
$43.1K - $52.5K
|
24.6K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.11K- 7.42% |
$43.3K - $52.8K
|
13.8K
$650K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
SELL
|
- |
-1.11K- 4.56% |
$43.4K - $52.9K
|
23.2K
$1.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-1.11K- 5.11% |
$43.4K - $52.9K
|
20.6K
$968K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.11K- 1.13% |
$43.5K - $52.9K
|
96.6K
$4.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-1.12K- 0.94% |
$43.9K - $53.5K
|
119K
$5.58M
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-1.12K- 1.03% |
$44K - $53.6K
|
108K
$5.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-1.13K- 50.0% |
$44.1K - $53.7K
|
1.13K
$53K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-1.13K- 0.94% |
$44.2K - $53.8K
|
119K
$5.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.13K- 18.9% |
$44.2K - $53.8K
|
4.83K
$228K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.13K- 4.74% |
$44.2K - $53.8K
|
22.6K
$1.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.13K- 2.22% |
$44.4K - $54.1K
|
49.9K
$2.35M
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-1.14K- 1.05% |
$44.9K - $54.6K
|
108K
$5.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.15K- 6.61% |
$45.1K - $54.9K
|
16.2K
$765K
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-1.15K- 2.04% |
$45.1K - $55K
|
55.4K
$2.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-1.17K- 1.31% |
$45.9K - $55.9K
|
87.9K
$4.14M
|