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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
884New |
$34.7K - $42.2K
|
884
$41.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
880+ 0.34% |
$34.5K - $42K
|
261K
$12.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
872+ 6.56% |
$34.2K - $41.7K
|
14.2K
$663K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
870+ 11.1% |
$34.1K - $41.6K
|
8.71K
$408K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
865+ 5.0% |
$33.9K - $41.3K
|
18.2K
$850K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
865+ 9.32% |
$33.9K - $41.3K
|
10.1K
$475K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
862+ 0.95% |
$33.8K - $41.2K
|
91.8K
$4.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
859+ 0.71% |
$33.7K - $41K
|
121K
$5.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
858+ 11.18% |
$33.7K - $41K
|
8.53K
$400K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
830+ 46.76% |
$32.6K - $39.6K
|
2.61K
$122K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
829+ 10.38% |
$32.5K - $39.6K
|
8.82K
$413K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
819+ 1.49% |
$32.1K - $39.1K
|
55.8K
$2.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
807+ 5.88% |
$31.7K - $38.6K
|
14.5K
$681K
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
806+ 5.28% |
$31.6K - $38.5K
|
16.1K
$752K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
805+ 7.59% |
$31.6K - $38.5K
|
11.4K
$534K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
804+ 4.54% |
$31.5K - $38.4K
|
18.5K
$867K
|
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
800+ 0.62% |
$31.4K - $38.2K
|
129K
$6.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
796+ 10.43% |
$31.2K - $38K
|
8.43K
$395K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
794+ 11.7% |
$31.1K - $37.9K
|
7.58K
$355K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
783+ 0.82% |
$30.7K - $37.4K
|
96.4K
$4.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
781+ 0.5% |
$30.6K - $37.3K
|
158K
$7.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
780+ 7.09% |
$30.6K - $37.3K
|
11.8K
$552K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
780New |
$30.6K - $37.3K
|
780
$36.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
776+ 3.36% |
$30.4K - $37.1K
|
23.9K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
757+ 1.12% |
$29.7K - $36.2K
|
68.2K
$3.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
753+ 4.11% |
$29.5K - $36K
|
19.1K
$894K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
753+ 4.83% |
$29.5K - $36K
|
16.3K
$766K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
751+ 1.7% |
$29.5K - $35.9K
|
44.8K
$2.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
750+ 7.63% |
$29.4K - $35.8K
|
10.6K
$495K
|
|
|
Feb 07, 2025
Q4 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
748+ 0.06% |
$29.3K - $35.7K
|
1.17M
$54.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
747+ 11.2% |
$29.3K - $35.7K
|
7.42K
$347K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
743+ 2.83% |
$29.1K - $35.5K
|
27K
$1.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
725+ 9.41% |
$28.4K - $34.6K
|
8.43K
$395K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
715+ 0.96% |
$28K - $34.2K
|
75.4K
$3.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
712+ 0.81% |
$27.9K - $34K
|
88.1K
$4.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
711+ 1.36% |
$27.9K - $34K
|
53K
$2.48M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
709+ 3.33% |
$27.8K - $33.9K
|
22K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
707New |
$27.7K - $33.8K
|
707
$33.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
706+ 8.94% |
$27.7K - $33.7K
|
8.61K
$403K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
700+ 4.33% |
$27.5K - $33.4K
|
16.9K
$790K
|
|
|
Feb 06, 2025
Q4 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
700+ 1.34% |
$27.5K - $33.4K
|
52.8K
$2.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
698+ 2.51% |
$27.4K - $33.3K
|
28.5K
$1.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
694+ 6.44% |
$27.2K - $33.2K
|
11.5K
$537K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
685+ 6.84% |
$26.9K - $32.7K
|
10.7K
$501K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
684+ 3.0% |
$26.8K - $32.7K
|
23.5K
$1.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
683+ 3.36% |
$26.8K - $32.6K
|
21K
$984K
|
|
|
Feb 18, 2025
Q4 2024
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
683New |
$26.8K - $32.6K
|
683
$32K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
682+ 9.44% |
$26.7K - $32.6K
|
7.91K
$370K
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
677+ 1.25% |
$26.6K - $32.3K
|
54.9K
$2.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
666+ 9.59% |
$26.1K - $31.8K
|
7.61K
$356K
|