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 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
1.12K+ 1.53% |
$43.9K - $53.5K
|
74.2K
$3.47M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1.12K+ 10.28% |
$43.8K - $53.3K
|
12K
$561K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.12K+ 1.04% |
$43.8K - $53.3K
|
108K
$5.07M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
1.11K+ 10.36% |
$43.4K - $52.8K
|
11.8K
$552K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.1K+ 4.96% |
$43.2K - $52.6K
|
23.3K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.1K+ 8.21% |
$43.1K - $52.5K
|
14.5K
$679K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.1K+ 6.76% |
$43K - $52.4K
|
17.3K
$811K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.08K+ 8.01% |
$42.2K - $51.4K
|
14.5K
$679K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.07K+ 8.06% |
$42K - $51.2K
|
14.4K
$672K
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
1.07K+ 13.81% |
$41.9K - $51K
|
8.8K
$412K
|
|
|
Feb 14, 2025
Q4 2024
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
1.06K+ 0.31% |
$41.5K - $50.6K
|
342K
$16M
|
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
1.04K+ 10.71% |
$40.9K - $49.8K
|
10.8K
$505K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.04K+ 5.98% |
$40.9K - $49.8K
|
18.5K
$866K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.04K+ 13.24% |
$40.8K - $49.7K
|
8.91K
$417K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.04K+ 5.72% |
$40.6K - $49.4K
|
19.1K
$895K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.02KNew |
$39.9K - $48.6K
|
1.02K
$47.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.01K+ 6.3% |
$39.7K - $48.3K
|
17.1K
$800K
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
1.01K+ 2.81% |
$39.6K - $48.2K
|
36.9K
$1.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.01K+ 1306.49% |
$39.5K - $48.1K
|
1.08K
$50.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.01K+ 2.85% |
$39.5K - $48.1K
|
36.3K
$1.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1K+ 3.05% |
$39.2K - $47.8K
|
33.8K
$1.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
996+ 14.24% |
$39.1K - $47.6K
|
7.99K
$374K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
996+ 9.85% |
$39.1K - $47.6K
|
11.1K
$520K
|
|
|
Feb 04, 2025
Q4 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
990+ 18.92% |
$38.8K - $47.3K
|
6.22K
$291K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
983+ 5.68% |
$38.6K - $47K
|
18.3K
$856K
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
BUY
|
- |
981+ 0.62% |
$38.5K - $46.9K
|
160K
$7.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
979+ 1.31% |
$38.4K - $46.8K
|
75.7K
$3.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
973+ 12.67% |
$38.2K - $46.5K
|
8.65K
$405K
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
965+ 6.1% |
$37.8K - $46.1K
|
16.8K
$786K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
964+ 2.54% |
$37.8K - $46.1K
|
38.9K
$1.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
950+ 0.73% |
$37.3K - $45.4K
|
131K
$6.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
949+ 3.11% |
$37.2K - $45.3K
|
31.5K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
945+ 7.12% |
$37.1K - $45.1K
|
14.2K
$666K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
945+ 1.35% |
$37.1K - $45.1K
|
71.1K
$3.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
941New |
$36.9K - $45K
|
941
$44.1K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
940+ 9.24% |
$36.9K - $44.9K
|
11.1K
$521K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
940+ 6.12% |
$36.9K - $44.9K
|
16.3K
$763K
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
932+ 16.82% |
$36.6K - $44.5K
|
6.47K
$303K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
925+ 5.93% |
$36.3K - $44.2K
|
16.5K
$774K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
912+ 14.11% |
$35.8K - $43.6K
|
7.37K
$345K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
911New |
$35.7K - $43.5K
|
911
$42.7K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
908+ 5.41% |
$35.6K - $43.4K
|
17.7K
$828K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
903+ 3.14% |
$35.4K - $43.1K
|
29.6K
$1.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
894+ 0.3% |
$35.1K - $42.7K
|
301K
$14.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
894+ 23.45% |
$35.1K - $42.7K
|
4.71K
$220K
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
890+ 3.94% |
$34.9K - $42.5K
|
23.5K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
886+ 1.26% |
$34.7K - $42.3K
|
71.1K
$3.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
886+ 0.76% |
$34.7K - $42.3K
|
117K
$5.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
885+ 13.35% |
$34.7K - $42.3K
|
7.52K
$352K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
884+ 11.33% |
$34.7K - $42.2K
|
8.69K
$407K
|