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 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
129+ 0.64% |
$5.06K - $6.16K
|
20.4K
$954K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
129+ 1.11% |
$5.06K - $6.16K
|
11.7K
$549K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
127+ 1.18% |
$4.98K - $6.07K
|
10.9K
$510K
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
126+ 2.4% |
$4.94K - $6.02K
|
5.39K
$252K
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
126+ 2.01% |
$4.94K - $6.02K
|
6.4K
$300K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
124+ 0.89% |
$4.86K - $5.92K
|
14.1K
$659K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
124+ 2.0% |
$4.86K - $5.92K
|
6.31K
$296K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
123+ 1.24% |
$4.82K - $5.88K
|
10.1K
$472K
|
|
|
Feb 14, 2025
Q4 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
123+ 0.08% |
$4.82K - $5.88K
|
162K
$7.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
119+ 1.23% |
$4.67K - $5.68K
|
9.77K
$458K
|
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
119+ 0.02% |
$4.67K - $5.68K
|
658K
$30.8M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
117+ 4.74% |
$4.59K - $5.59K
|
2.58K
$121K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
115+ 1.38% |
$4.51K - $5.49K
|
8.45K
$396K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
114+ 1.4% |
$4.47K - $5.45K
|
8.24K
$386K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
114+ 3.08% |
$4.47K - $5.45K
|
3.82K
$179K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
112+ 1.04% |
$4.39K - $5.35K
|
10.8K
$507K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
109+ 1.11% |
$4.27K - $5.21K
|
9.95K
$466K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
107+ 28.23% |
$4.2K - $5.11K
|
486
$22.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
105+ 2.01% |
$4.12K - $5.02K
|
5.34K
$250K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
104+ 0.02% |
$4.08K - $4.97K
|
499K
$23.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
103+ 1.27% |
$4.04K - $4.92K
|
8.22K
$385K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
102+ 6.0% |
$4K - $4.87K
|
1.8K
$84.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
102+ 0.55% |
$4K - $4.87K
|
18.7K
$878K
|
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
101+ 0.61% |
$3.96K - $4.82K
|
16.7K
$783K
|
|
|
Jan 14, 2025
Q4 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
100+ 0.12% |
$3.92K - $4.78K
|
84.3K
$3.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
100+ 1.21% |
$3.92K - $4.78K
|
8.4K
$393K
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
BUY
|
- |
100+ 4.37% |
$3.92K - $4.78K
|
2.39K
$112K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
100+ 0.16% |
$3.92K - $4.78K
|
61.1K
$2.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
100New |
$3.92K - $4.78K
|
100
$4.68K
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
100New |
$3.92K - $4.78K
|
100
$4.68K
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
98+ 0.23% |
$3.84K - $4.68K
|
43.2K
$2.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
98+ 1.46% |
$3.84K - $4.68K
|
6.8K
$318K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
98+ 2.06% |
$3.84K - $4.68K
|
4.85K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
97+ 0.71% |
$3.8K - $4.63K
|
13.7K
$643K
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
96+ 1.62% |
$3.77K - $4.59K
|
6.02K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
95+ 0.11% |
$3.73K - $4.54K
|
83.8K
$3.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
94+ 1.83% |
$3.69K - $4.49K
|
5.23K
$245K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
93+ 1.13% |
$3.65K - $4.44K
|
8.35K
$391K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
92+ 0.73% |
$3.61K - $4.39K
|
12.8K
$598K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
88New |
$3.45K - $4.2K
|
88
$4.12K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
85+ 1.31% |
$3.33K - $4.06K
|
6.58K
$308K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
85+ 0.35% |
$3.33K - $4.06K
|
24.5K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
85+ 0.71% |
$3.33K - $4.06K
|
12.1K
$566K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
82+ 0.61% |
$3.22K - $3.92K
|
13.6K
$639K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
81+ 0.94% |
$3.18K - $3.87K
|
8.67K
$406K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
81+ 1.1% |
$3.18K - $3.87K
|
7.48K
$350K
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
77+ 0.28% |
$3.02K - $3.68K
|
27.3K
$1.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
76+ 0.28% |
$2.98K - $3.63K
|
27.3K
$1.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
BUY
|
- |
73+ 1.44% |
$2.86K - $3.49K
|
5.14K
$241K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
72+ 0.19% |
$2.82K - $3.44K
|
37.2K
$1.74M
|