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 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
263+ 0.93% |
$10.3K - $12.6K
|
28.4K
$1.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
262+ 2.59% |
$10.3K - $12.5K
|
10.4K
$485K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
260+ 14.61% |
$10.2K - $12.4K
|
2.04K
$95.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
260+ 0.29% |
$10.2K - $12.4K
|
89.2K
$4.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
258+ 0.34% |
$10.1K - $12.3K
|
76.7K
$3.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
256+ 0.63% |
$10K - $12.2K
|
40.9K
$1.91M
|
|
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
250+ 1.4% |
$9.81K - $11.9K
|
18.1K
$847K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
249+ 0.19% |
$9.77K - $11.9K
|
131K
$6.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
248+ 0.77% |
$9.73K - $11.8K
|
32.4K
$1.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
247+ 0.49% |
$9.69K - $11.8K
|
50.5K
$2.37M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
240+ 0.41% |
$9.41K - $11.5K
|
59.2K
$2.77M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
240+ 1.18% |
$9.41K - $11.5K
|
20.6K
$966K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
237+ 3.89% |
$9.3K - $11.3K
|
6.33K
$296K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
237+ 1.44% |
$9.3K - $11.3K
|
16.7K
$783K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
236+ 3.11% |
$9.26K - $11.3K
|
7.84K
$367K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
235+ 1.81% |
$9.22K - $11.2K
|
13.2K
$617K
|
|
|
Feb 14, 2025
Q4 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
233+ 1.98% |
$9.14K - $11.1K
|
12K
$563K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
231+ 2.63% |
$9.06K - $11K
|
9.02K
$422K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
230+ 3.76% |
$9.02K - $11K
|
6.34K
$297K
|
|
|
Jan 30, 2025
Q4 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
230+ 0.49% |
$9.02K - $11K
|
46.8K
$2.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
227+ 1.16% |
$8.9K - $10.8K
|
19.8K
$928K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
226+ 2.67% |
$8.86K - $10.8K
|
8.69K
$407K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
226+ 2.87% |
$8.86K - $10.8K
|
8.09K
$379K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
223+ 2.76% |
$8.75K - $10.7K
|
8.29K
$388K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
222+ 1.71% |
$8.71K - $10.6K
|
13.2K
$618K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
220+ 2.54% |
$8.63K - $10.5K
|
8.88K
$416K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
219+ 14.6% |
$8.59K - $10.5K
|
1.72K
$80.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
217+ 1.1% |
$8.51K - $10.4K
|
20K
$937K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
217New |
$8.51K - $10.4K
|
217
$10.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
212+ 8.0% |
$8.31K - $10.1K
|
2.86K
$134K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
212New |
$8.31K - $10.1K
|
212
$9.93K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
211+ 2.34% |
$8.28K - $10.1K
|
9.22K
$432K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
211+ 1.64% |
$8.28K - $10.1K
|
13.1K
$614K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
210+ 66.88% |
$8.24K - $10K
|
524
$24.5K
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
210+ 0.42% |
$8.24K - $10K
|
50.4K
$2.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
207+ 2.4% |
$8.12K - $9.89K
|
8.82K
$413K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
207+ 0.66% |
$8.12K - $9.89K
|
31.7K
$1.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
206+ 0.37% |
$8.08K - $9.84K
|
56.2K
$2.63M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
205+ 0.65% |
$8.04K - $9.79K
|
31.5K
$1.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
204+ 19.69% |
$8K - $9.75K
|
1.24K
$58.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
204+ 0.82% |
$8K - $9.75K
|
25K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
203New |
$7.96K - $9.7K
|
203
$9.51K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
199+ 0.82% |
$7.8K - $9.51K
|
24.4K
$1.14M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
198+ 1650.0% |
$7.77K - $9.46K
|
210
$9.84K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
198+ 2.02% |
$7.77K - $9.46K
|
9.99K
$468K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
198+ 2.61% |
$7.77K - $9.46K
|
7.79K
$365K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
196+ 3.41% |
$7.69K - $9.36K
|
5.95K
$279K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
195+ 2.46% |
$7.65K - $9.32K
|
8.12K
$380K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
195+ 35.58% |
$7.65K - $9.32K
|
743
$34.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
195+ 1.18% |
$7.65K - $9.32K
|
16.8K
$786K
|