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 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
72+ 0.57% |
$2.82K - $3.44K
|
12.6K
$591K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
72+ 0.4% |
$2.82K - $3.44K
|
17.9K
$836K
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
72+ 0.15% |
$2.82K - $3.44K
|
48.9K
$2.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
71+ 25.63% |
$2.78K - $3.39K
|
348
$16.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
69+ 0.3% |
$2.71K - $3.3K
|
23.1K
$1.08M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
69+ 0.9% |
$2.71K - $3.3K
|
7.74K
$363K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
67+ 6.37% |
$2.63K - $3.2K
|
1.12K
$52.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
67+ 0.4% |
$2.63K - $3.2K
|
16.8K
$787K
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
67+ 0.7% |
$2.63K - $3.2K
|
9.66K
$452K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
67+ 1.25% |
$2.63K - $3.2K
|
5.43K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
67+ 0.76% |
$2.63K - $3.2K
|
8.85K
$414K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
66+ 0.52% |
$2.59K - $3.15K
|
12.8K
$601K
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
65+ 0.55% |
$2.55K - $3.11K
|
11.8K
$553K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
64+ 7.9% |
$2.51K - $3.06K
|
874
$40.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
64+ 1.08% |
$2.51K - $3.06K
|
5.98K
$280K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
62+ 0.82% |
$2.43K - $2.96K
|
7.62K
$357K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
62+ 0.69% |
$2.43K - $2.96K
|
9.03K
$423K
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
61+ 0.26% |
$2.39K - $2.91K
|
23.1K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
60+ 0.38% |
$2.35K - $2.87K
|
16K
$748K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
59+ 0.06% |
$2.31K - $2.82K
|
97.9K
$4.58M
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
59New |
$2.31K - $2.82K
|
59
$2.76K
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
58+ 0.58% |
$2.27K - $2.77K
|
10K
$469K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
57+ 0.94% |
$2.24K - $2.72K
|
6.11K
$286K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
57+ 0.41% |
$2.24K - $2.72K
|
13.8K
$647K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
57+ 0.21% |
$2.24K - $2.72K
|
27.8K
$1.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
56+ 0.07% |
$2.2K - $2.68K
|
79.3K
$3.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
56+ 0.55% |
$2.2K - $2.68K
|
10.2K
$477K
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
55+ 0.59% |
$2.16K - $2.63K
|
9.42K
$441K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
53+ 20.23% |
$2.08K - $2.53K
|
315
$14.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
52+ 0.64% |
$2.04K - $2.48K
|
8.16K
$382K
|
|
|
Feb 13, 2025
Q4 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
52+ 0.51% |
$2.04K - $2.48K
|
10.2K
$478K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
51+ 0.18% |
$2K - $2.44K
|
28.1K
$1.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
51+ 0.9% |
$2K - $2.44K
|
5.72K
$268K
|
|
|
May 28, 2025
Q4 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
50+ 0.59% |
$1.96K - $2.39K
|
8.51K
$399K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
49+ 0.14% |
$1.92K - $2.34K
|
36K
$1.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
48+ 0.57% |
$1.88K - $2.29K
|
8.52K
$399K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
48+ 0.04% |
$1.88K - $2.29K
|
116K
$5.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
45New |
$1.76K - $2.15K
|
45
$2.11K
|
|
|
Feb 10, 2025
Q4 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
44+ 0.17% |
$1.73K - $2.1K
|
25.6K
$1.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
44+ 0.65% |
$1.73K - $2.1K
|
6.84K
$320K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
43+ 1.2% |
$1.69K - $2.05K
|
3.62K
$170K
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
43+ 0.28% |
$1.69K - $2.05K
|
15.2K
$712K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
42+ 0.32% |
$1.65K - $2.01K
|
13.3K
$622K
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
41+ 0.27% |
$1.61K - $1.96K
|
15.1K
$708K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
40+ 0.24% |
$1.57K - $1.91K
|
16.9K
$794K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
36+ 0.26% |
$1.41K - $1.72K
|
14.1K
$659K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
36+ 0.12% |
$1.41K - $1.72K
|
29.3K
$1.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
36+ 0.21% |
$1.41K - $1.72K
|
17.3K
$812K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
35+ 0.11% |
$1.37K - $1.67K
|
32.9K
$1.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
35+ 1.07% |
$1.37K - $1.67K
|
3.32K
$156K
|