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 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
195+ 2.25% |
$7.65K - $9.32K
|
8.85K
$415K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
193+ 3.56% |
$7.57K - $9.22K
|
5.61K
$263K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
191+ 1.72% |
$7.49K - $9.12K
|
11.3K
$528K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
190+ 1.56% |
$7.45K - $9.08K
|
12.4K
$580K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
190New |
$7.45K - $9.08K
|
190
$8.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
187+ 0.07% |
$7.33K - $8.93K
|
257K
$12M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
186+ 1.43% |
$7.29K - $8.89K
|
13.2K
$618K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
185+ 1.07% |
$7.26K - $8.84K
|
17.4K
$815K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
184+ 1.22% |
$7.22K - $8.79K
|
15.2K
$713K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
184+ 3.66% |
$7.22K - $8.79K
|
5.21K
$244K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
184New |
$7.22K - $8.79K
|
184
$8.62K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
180+ 620.69% |
$7.06K - $8.6K
|
209
$9.79K
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
176+ 3.1% |
$6.9K - $8.41K
|
5.85K
$274K
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
175+ 3.12% |
$6.86K - $8.36K
|
5.79K
$271K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
173New |
$6.79K - $8.26K
|
173
$8.1K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
173New |
$6.79K - $8.26K
|
173
$8.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
172+ 1.53% |
$6.75K - $8.22K
|
11.4K
$535K
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
169+ 1.18% |
$6.63K - $8.07K
|
14.5K
$680K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
167+ 10.87% |
$6.55K - $7.98K
|
1.7K
$79.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
165+ 3.13% |
$6.47K - $7.88K
|
5.44K
$255K
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
165+ 0.78% |
$6.47K - $7.88K
|
21.4K
$1M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
162+ 2.6% |
$6.35K - $7.74K
|
6.4K
$300K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
162+ 0.9% |
$6.35K - $7.74K
|
18.2K
$851K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
161+ 0.19% |
$6.31K - $7.69K
|
85K
$3.98M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
160+ 1.65% |
$6.28K - $7.64K
|
9.84K
$461K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
155+ 2.29% |
$6.08K - $7.4K
|
6.93K
$324K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
155+ 0.77% |
$6.08K - $7.4K
|
20.3K
$951K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
151+ 0.55% |
$5.92K - $7.21K
|
27.4K
$1.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
147+ 0.12% |
$5.77K - $7.02K
|
123K
$5.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
147+ 1.23% |
$5.77K - $7.02K
|
12.1K
$565K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
146+ 2.01% |
$5.73K - $6.97K
|
7.39K
$346K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
142+ 1.5% |
$5.57K - $6.78K
|
9.64K
$451K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
141+ 1.2% |
$5.53K - $6.74K
|
11.9K
$556K
|
|
|
Feb 10, 2025
Q4 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
141+ 0.69% |
$5.53K - $6.74K
|
20.5K
$959K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
140+ 1.87% |
$5.49K - $6.69K
|
7.63K
$357K
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
140+ 1.22% |
$5.49K - $6.69K
|
11.6K
$544K
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
140+ 0.85% |
$5.49K - $6.69K
|
16.7K
$781K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
140+ 229.51% |
$5.49K - $6.69K
|
201
$9.41K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
138+ 2.04% |
$5.41K - $6.59K
|
6.9K
$323K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
138+ 1.33% |
$5.41K - $6.59K
|
10.5K
$492K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
137+ 0.82% |
$5.37K - $6.54K
|
16.8K
$787K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
136+ 5.77% |
$5.33K - $6.5K
|
2.49K
$117K
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
136+ 2.19% |
$5.33K - $6.5K
|
6.36K
$298K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
135New |
$5.29K - $6.45K
|
135
$6.32K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
134New |
$5.26K - $6.4K
|
134
$6.28K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
133New |
$5.22K - $6.35K
|
133
$6.23K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
132+ 1.62% |
$5.18K - $6.31K
|
8.26K
$387K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
130New |
$5.1K - $6.21K
|
130
$6.09K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
129+ 0.91% |
$5.06K - $6.16K
|
14.4K
$672K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
129+ 1.46% |
$5.06K - $6.16K
|
8.97K
$420K
|