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 24, 2025
Q4 2024
|
Welch Group, LLC
|
SELL
|
- |
-7.78K- 18.32% |
$305K - $372K
|
34.7K
$1.63M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-7.84K- 4.66% |
$308K - $375K
|
160K
$7.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-7.86K- 7.64% |
$308K - $376K
|
95K
$4.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-7.98K- 5.05% |
$313K - $381K
|
150K
$7.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-8.09K- 1.18% |
$317K - $387K
|
675K
$31.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-8.11K- 46.11% |
$318K - $387K
|
9.47K
$446K
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-8.11K- 6.32% |
$318K - $388K
|
120K
$5.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-8.22K- 21.05% |
$322K - $392K
|
30.8K
$1.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-8.36K- 10.17% |
$328K - $399K
|
73.8K
$3.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-8.37K- 15.15% |
$328K - $400K
|
46.9K
$2.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.4K- 1.62% |
$329K - $401K
|
511K
$24.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-8.58K- 6.14% |
$337K - $410K
|
131K
$6.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-8.67K- 3.17% |
$340K - $414K
|
265K
$12.5M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-8.69K- 63.78% |
$341K - $415K
|
4.94K
$233K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-8.81K- 3.59% |
$345K - $421K
|
236K
$11.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-8.82K- 14.32% |
$346K - $421K
|
52.8K
$2.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-8.87K- 17.63% |
$348K - $424K
|
41.5K
$1.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9K- 15.83% |
$353K - $430K
|
47.8K
$2.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-9.01K- 1.28% |
$354K - $431K
|
694K
$32.7M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-9.05K- 34.48% |
$355K - $432K
|
17.2K
$810K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-9.11K- 3.33% |
$357K - $435K
|
265K
$12.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-9.19K- 2.4% |
$361K - $439K
|
374K
$17.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.2K- 8.04% |
$361K - $439K
|
105K
$4.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-9.24K- 14.94% |
$362K - $441K
|
52.6K
$2.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-9.49K- 26.78% |
$372K - $453K
|
25.9K
$1.22M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-9.68K- 10.77% |
$380K - $462K
|
80.2K
$3.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-9.75K- 41.83% |
$382K - $466K
|
13.6K
$639K
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-9.88K- 2.56% |
$387K - $472K
|
376K
$17.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-10K- 6.94% |
$392K - $478K
|
134K
$6.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-10.1K- 66.06% |
$394K - $480K
|
5.16K
$243K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-10.3K- 1.03% |
$405K - $493K
|
993K
$46.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-10.3K- 9.96% |
$405K - $494K
|
93.5K
$4.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-10.4K- 20.53% |
$408K - $496K
|
40.2K
$1.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-10.5K- 35.91% |
$411K - $500K
|
18.7K
$881K
|
|
|
Jan 13, 2025
Q4 2024
|
Shorepath Capital Management LLC
Evanston, IL |
SELL
|
- |
-10.5K- 3.7% |
$411K - $501K
|
273K
$12.9M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-10.7K- 5.13% |
$419K - $510K
|
198K
$9.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-10.7K- 3.73% |
$422K - $513K
|
278K
$13.1M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-10.8K- 3.25% |
$424K - $516K
|
322K
$15.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-10.8K- 40.19% |
$425K - $517K
|
16.1K
$759K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-11K- 11.63% |
$432K - $526K
|
83.7K
$3.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-11.1K- 14.51% |
$435K - $530K
|
65.4K
$3.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-11.1K- 21.32% |
$437K - $533K
|
41.1K
$1.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-11.3K- 25.69% |
$443K - $539K
|
32.7K
$1.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-11.5K- 9.07% |
$451K - $549K
|
115K
$5.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-11.6K- 93.88% |
$456K - $556K
|
758
$35.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-11.7K- 5.49% |
$458K - $558K
|
201K
$9.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-12K- 15.48% |
$471K - $573K
|
65.5K
$3.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-12.4K- 2.93% |
$488K - $594K
|
412K
$19.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-12.5K- 5.04% |
$491K - $598K
|
236K
$11.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-12.6K- 1.65% |
$494K - $602K
|
749K
$35.3M
|