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 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-12.7K- 21.09% |
$499K - $608K
|
47.6K
$2.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-13.3K- 5.26% |
$523K - $637K
|
240K
$11.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-13.4K- 30.7% |
$527K - $642K
|
30.3K
$1.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-13.9K- 1.28% |
$545K - $664K
|
1.07M
$50.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-13.9K- 1.21% |
$545K - $664K
|
1.13M
$53.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-14.7K- 7.46% |
$576K - $701K
|
182K
$8.57M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-14.7K- 0.57% |
$577K - $703K
|
2.58M
$122M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-14.7K- 35.85% |
$578K - $704K
|
26.4K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-15K- 55.56% |
$588K - $717K
|
12K
$565K
|
|
|
Feb 04, 2025
Q4 2024
|
Access Investment Management LLC
Atlanta, GA |
SELL
|
- |
-15K- 6.67% |
$588K - $717K
|
210K
$9.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-15K- 2.76% |
$588K - $717K
|
529K
$24.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-15.2K- 15.07% |
$598K - $728K
|
85.9K
$4.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-15.5K- 14.22% |
$609K - $742K
|
93.7K
$4.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-15.6K- 7.29% |
$610K - $743K
|
198K
$9.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-15.9K- 75.24% |
$622K - $757K
|
5.22K
$246K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-16.4K- 5.57% |
$644K - $785K
|
279K
$13.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-16.8K- 29.88% |
$660K - $804K
|
39.5K
$1.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-16.9K- 51.24% |
$661K - $806K
|
16K
$756K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-16.9K- 35.97% |
$662K - $806K
|
30K
$1.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-16.9K- 10.79% |
$663K - $807K
|
140K
$6.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17.2K- 5.61% |
$673K - $820K
|
289K
$13.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-17.7K- 67.01% |
$694K - $845K
|
8.71K
$410K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-17.8K- 18.0% |
$697K - $849K
|
81K
$3.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-18.5K- 4.4% |
$725K - $883K
|
401K
$18.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-20.8K- 63.4% |
$817K - $995K
|
12K
$566K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-21K- 5.52% |
$824K - $1M
|
359K
$16.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-21.5K- 99.92% |
$842K - $1.03M
|
18
$848
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-22.3K- 18.63% |
$875K - $1.07M
|
97.4K
$4.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-23.4K- 66.35% |
$918K - $1.12M
|
11.9K
$559K
|
|
|
Jan 23, 2025
Q4 2024
|
Kempner Capital Management Inc.
|
SELL
|
- |
-23.8K- 15.03% |
$932K - $1.13M
|
134K
$6.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-25.2K- 22.95% |
$990K - $1.21M
|
84.8K
$3.99M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-26.5K- 12.96% |
$1.04M - $1.27M
|
178K
$8.38M
|
|
|
Feb 04, 2025
Q4 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-26.8K- 12.0% |
$1.05M - $1.28M
|
197K
$9.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-26.8K- 9.61% |
$1.05M - $1.28M
|
252K
$11.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-27K- 1.41% |
$1.06M - $1.29M
|
1.88M
$88.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-27K- 30.56% |
$1.06M - $1.29M
|
61.3K
$2.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-27.1K- 0.71% |
$1.06M - $1.29M
|
3.76M
$177M
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-27.1K- 7.28% |
$1.06M - $1.29M
|
345K
$16.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-28.3K- 40.99% |
$1.11M - $1.35M
|
40.7K
$1.92M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-29.5K- 16.9% |
$1.16M - $1.41M
|
145K
$6.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-30.1K- 17.78% |
$1.18M - $1.44M
|
139K
$6.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-30.7K- 9.08% |
$1.2M - $1.47M
|
307K
$14.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-30.8K- 55.48% |
$1.21M - $1.47M
|
24.7K
$1.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-30.9K- 4.61% |
$1.21M - $1.48M
|
641K
$30.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Davis Rea Ltd.
|
SELL
|
- |
-31.4K- 14.25% |
$1.23M - $1.5M
|
189K
$8.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-31.6K- 3.8% |
$1.24M - $1.51M
|
800K
$37.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-33K- 54.54% |
$1.3M - $1.58M
|
27.5K
$1.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-34.4K- 20.63% |
$1.35M - $1.64M
|
132K
$6.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Quilter PLC
|
SELL
|
- |
-35.5K- 2.27% |
$1.39M - $1.7M
|
1.53M
$72.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-35.5K- 3.58% |
$1.39M - $1.7M
|
958K
$45.1M
|