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 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
34+ 0.08% |
$1.33K - $1.62K
|
42.6K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
34+ 0.12% |
$1.33K - $1.62K
|
29.4K
$1.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
33+ 0.59% |
$1.29K - $1.58K
|
5.63K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
33+ 0.31% |
$1.29K - $1.58K
|
10.6K
$495K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
33+ 0.24% |
$1.29K - $1.58K
|
13.8K
$647K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
32+ 0.58% |
$1.26K - $1.53K
|
5.55K
$260K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
BUY
|
- |
32+ 0.26% |
$1.26K - $1.53K
|
12.5K
$587K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
32+ 0.47% |
$1.26K - $1.53K
|
6.88K
$322K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
31+ 0.42% |
$1.22K - $1.48K
|
7.35K
$344K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
30+ 0.21% |
$1.18K - $1.43K
|
14.2K
$666K
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
29+ 0.57% |
$1.14K - $1.39K
|
5.1K
$239K
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
28+ 0.45% |
$1.1K - $1.34K
|
6.24K
$292K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
28+ 0.41% |
$1.1K - $1.34K
|
6.83K
$320K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
28+ 0.18% |
$1.1K - $1.34K
|
16K
$748K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
28+ 0.21% |
$1.1K - $1.34K
|
13.4K
$630K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
28+ 1.14% |
$1.1K - $1.34K
|
2.48K
$116K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
28+ 0.07% |
$1.1K - $1.34K
|
37.5K
$1.75M
|
|
|
Apr 30, 2025
Q4 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
28+ 0.45% |
$1.1K - $1.34K
|
6.3K
$295K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
27+ 0.37% |
$1.06K - $1.29K
|
7.33K
$343K
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
26+ 0.09% |
$1.02K - $1.24K
|
30.2K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
24+ 0.21% |
$941 - $1.15K
|
11.3K
$529K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
24+ 0.2% |
$941 - $1.15K
|
11.9K
$560K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
23+ 0.4% |
$902 - $1.1K
|
5.79K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
23+ 0.06% |
$902 - $1.1K
|
35.8K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
22New |
$863 - $1.05K
|
22
$1.03K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
21+ 0.19% |
$824 - $1K
|
11K
$514K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
20+ 0.3% |
$784 - $955
|
6.77K
$317K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.11% |
$784 - $955
|
18.6K
$872K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
20+ 0.11% |
$784 - $955
|
18.3K
$857K
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
20+ 0.21% |
$784 - $955
|
9.32K
$437K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
20+ 0.13% |
$784 - $955
|
15.8K
$738K
|
|
|
Feb 10, 2025
Q4 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
20+ 0.04% |
$784 - $955
|
47.7K
$2.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
18+ 0.02% |
$706 - $860
|
76.3K
$3.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
18+ 0.24% |
$706 - $860
|
7.51K
$352K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
18+ 13.14% |
$706 - $860
|
155
$7.26K
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
17+ 0.21% |
$667 - $812
|
8.05K
$377K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.05% |
$667 - $812
|
32K
$1.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
17+ 0.27% |
$667 - $812
|
6.26K
$293K
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
16+ 0.31% |
$628 - $764
|
5.2K
$244K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
16+ 0.06% |
$628 - $764
|
27.3K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
16+ 0.29% |
$628 - $764
|
5.59K
$262K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
15+ 0.2% |
$588 - $717
|
7.69K
$360K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
15+ 28.85% |
$588 - $717
|
67
$3.14K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
13+ 3.4% |
$510 - $621
|
395
$18.5K
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
13+ 0.37% |
$510 - $621
|
3.52K
$165K
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
12+ 0.21% |
$471 - $573
|
5.83K
$273K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
11+ 0.13% |
$431 - $525
|
8.69K
$407K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
10+ 0.08% |
$392 - $478
|
12.4K
$581K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
10+ 0.19% |
$392 - $478
|
5.38K
$252K
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
10+ 0.05% |
$392 - $478
|
19K
$888K
|