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 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.08K- 2.74% |
$121K - $147K
|
109K
$5.15M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-3.09K- 81.51% |
$121K - $147K
|
700
$33K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.09K- 23.15% |
$121K - $148K
|
10.3K
$483K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-3.09K- 5.25% |
$121K - $148K
|
55.8K
$2.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.09K- 6.13% |
$121K - $148K
|
47.4K
$2.23M
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-3.1K- 3.76% |
$122K - $148K
|
79.2K
$3.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
SELL
|
- |
-3.1K- 11.52% |
$122K - $148K
|
23.8K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-3.11K- 7.09% |
$122K - $148K
|
40.7K
$1.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-3.18K- 4.2% |
$125K - $152K
|
72.5K
$3.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-3.18K- 5.67% |
$125K - $152K
|
53K
$2.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-3.19K- 1.1% |
$125K - $153K
|
287K
$13.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-3.2K- 19.03% |
$125K - $153K
|
13.6K
$641K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-3.21K- 7.98% |
$126K - $153K
|
37K
$1.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3.23K- 9.46% |
$127K - $154K
|
30.9K
$1.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-3.23K- 1.34% |
$127K - $154K
|
239K
$11.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-3.25K- 1.42% |
$127K - $155K
|
226K
$10.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-3.29K- 1.58% |
$129K - $157K
|
205K
$9.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-3.31K- 7.52% |
$130K - $158K
|
40.8K
$1.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-3.33K- 8.73% |
$130K - $159K
|
34.8K
$1.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.33K- 9.58% |
$131K - $159K
|
31.4K
$1.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-3.37K- 8.57% |
$132K - $161K
|
35.9K
$1.69M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-3.37K- 9.51% |
$132K - $161K
|
32.1K
$1.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.39K- 0.64% |
$133K - $162K
|
529K
$24.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-3.47K- 4.87% |
$136K - $166K
|
67.7K
$3.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-3.48K- 4.45% |
$137K - $166K
|
74.8K
$3.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-3.52K- 7.71% |
$138K - $168K
|
42.1K
$1.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-3.53K- 8.78% |
$138K - $168K
|
36.6K
$1.72M
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-3.54K- 9.81% |
$139K - $169K
|
32.5K
$1.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-3.58K- 40.66% |
$140K - $171K
|
5.23K
$246K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3.59K- 1.76% |
$141K - $171K
|
200K
$9.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.6K- 15.36% |
$141K - $172K
|
19.8K
$934K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.61K- 9.63% |
$142K - $172K
|
33.9K
$1.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-3.64K- 11.46% |
$143K - $174K
|
28.2K
$1.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-3.65K- 4.08% |
$143K - $175K
|
86K
$4.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-3.66K- 1.51% |
$143K - $175K
|
238K
$11.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-3.68K- 1.52% |
$144K - $176K
|
238K
$11.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-3.72K- 7.72% |
$146K - $178K
|
44.5K
$2.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-3.73K- 0.54% |
$146K - $178K
|
680K
$32M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.76K- 3.03% |
$147K - $180K
|
120K
$5.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-3.82K- 18.3% |
$150K - $182K
|
17K
$803K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-3.83K- 27.56% |
$150K - $183K
|
10.1K
$474K
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-3.89K- 19.81% |
$153K - $186K
|
15.7K
$742K
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-3.9K- 18.44% |
$153K - $186K
|
17.2K
$812K
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-3.9K- 5.79% |
$153K - $186K
|
63.4K
$2.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-4.04K- 4.21% |
$158K - $193K
|
92K
$4.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-4.06K- 14.9% |
$159K - $194K
|
23.2K
$1.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-4.06K- 5.94% |
$159K - $194K
|
64.3K
$3.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-4.14K- 1.64% |
$162K - $198K
|
248K
$11.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-4.21K- 1.51% |
$165K - $201K
|
275K
$13M
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-4.32K- 1.0% |
$169K - $206K
|
427K
$20.1M
|