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 04, 2025
Q4 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
663+ 0.39% |
$26K - $31.7K
|
172K
$8.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
660+ 0.13% |
$25.9K - $31.5K
|
499K
$23.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
653+ 7.99% |
$25.6K - $31.2K
|
8.83K
$414K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
653New |
$25.6K - $31.2K
|
653
$30.6K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
652+ 10.0% |
$25.6K - $31.1K
|
7.17K
$336K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
652+ 2.42% |
$25.6K - $31.1K
|
27.6K
$1.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
647+ 2.82% |
$25.4K - $30.9K
|
23.6K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
639+ 10.41% |
$25.1K - $30.5K
|
6.78K
$317K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
638+ 0.95% |
$25K - $30.5K
|
68K
$3.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
634+ 8.48% |
$24.9K - $30.3K
|
8.11K
$380K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
619+ 6.7% |
$24.3K - $29.6K
|
9.85K
$462K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
615+ 1.75% |
$24.1K - $29.4K
|
35.8K
$1.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
611+ 5.52% |
$24K - $29.2K
|
11.7K
$547K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
608+ 5.45% |
$23.8K - $29K
|
11.8K
$551K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
607+ 4.72% |
$23.8K - $29K
|
13.5K
$631K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
604+ 3.38% |
$23.7K - $28.9K
|
18.5K
$866K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
604+ 5.04% |
$23.7K - $28.9K
|
12.6K
$590K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
604+ 5.69% |
$23.7K - $28.9K
|
11.2K
$526K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
602+ 2.59% |
$23.6K - $28.8K
|
23.9K
$1.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
600+ 1.36% |
$23.5K - $28.7K
|
44.7K
$2.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
600+ 4.67% |
$23.5K - $28.7K
|
13.5K
$630K
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
591+ 4.27% |
$23.2K - $28.2K
|
14.4K
$676K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
591+ 0.7% |
$23.2K - $28.2K
|
85.3K
$4M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
591+ 24.74% |
$23.2K - $28.2K
|
2.98K
$140K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
589+ 10.93% |
$23.1K - $28.1K
|
5.98K
$280K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
588+ 0.23% |
$23.1K - $28.1K
|
261K
$12.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
583+ 2.11% |
$22.9K - $27.8K
|
28.2K
$1.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
578New |
$22.7K - $27.6K
|
578
$27.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
578+ 6.69% |
$22.7K - $27.6K
|
9.22K
$432K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
573+ 2.07% |
$22.5K - $27.4K
|
28.3K
$1.32M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
572+ 3.17% |
$22.4K - $27.3K
|
18.6K
$872K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
572+ 0.43% |
$22.4K - $27.3K
|
133K
$6.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
567New |
$22.2K - $27.1K
|
567
$26.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
565+ 5.32% |
$22.2K - $27K
|
11.2K
$524K
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
BUY
|
- |
564+ 0.66% |
$22.1K - $26.9K
|
86.4K
$4.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
548+ 9.02% |
$21.5K - $26.2K
|
6.62K
$310K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
548+ 0.34% |
$21.5K - $26.2K
|
162K
$7.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
544+ 1.49% |
$21.3K - $26K
|
37.1K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
538New |
$21.1K - $25.7K
|
538
$25.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
537+ 4.84% |
$21.1K - $25.7K
|
11.6K
$545K
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
534+ 3.43% |
$20.9K - $25.5K
|
16.1K
$754K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
523+ 0.53% |
$20.5K - $25K
|
99K
$4.64M
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
523New |
$20.5K - $25K
|
523
$24.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
521+ 1.11% |
$20.4K - $24.9K
|
47.5K
$2.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
520+ 6.62% |
$20.4K - $24.8K
|
8.38K
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
518+ 2.05% |
$20.3K - $24.7K
|
25.8K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
513+ 0.56% |
$20.1K - $24.5K
|
91.9K
$4.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
511+ 6.73% |
$20K - $24.4K
|
8.1K
$379K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
510+ 152.69% |
$20K - $24.4K
|
844
$39.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
BUY
|
- |
509+ 2.72% |
$20K - $24.3K
|
19.2K
$900K
|