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 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-79- 0.81% |
$3.1K - $3.77K
|
9.72K
$455K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-80- 1.38% |
$3.14K - $3.82K
|
5.7K
$267K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-81- 0.4% |
$3.18K - $3.87K
|
20K
$937K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-84- 0.07% |
$3.29K - $4.01K
|
113K
$5.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-85- 1.27% |
$3.33K - $4.06K
|
6.63K
$311K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-85- 1.04% |
$3.33K - $4.06K
|
8.1K
$379K
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-85- 0.2% |
$3.33K - $4.06K
|
43.1K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-85- 1.3% |
$3.33K - $4.06K
|
6.46K
$302K
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-86- 0.71% |
$3.37K - $4.11K
|
12K
$561K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-87- 1.12% |
$3.41K - $4.16K
|
7.71K
$361K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-87- 1.45% |
$3.41K - $4.16K
|
5.89K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-87- 0.16% |
$3.41K - $4.16K
|
55.3K
$2.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-91- 0.62% |
$3.57K - $4.35K
|
14.6K
$683K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-91- 1.15% |
$3.57K - $4.35K
|
7.84K
$367K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-94- 0.11% |
$3.69K - $4.49K
|
84.9K
$3.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-95- 0.29% |
$3.73K - $4.54K
|
33.2K
$1.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-95- 0.04% |
$3.73K - $4.54K
|
255K
$11.9M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-96- 0.8% |
$3.77K - $4.59K
|
11.9K
$556K
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-100- 0.31% |
$3.92K - $4.78K
|
32.4K
$1.52M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-100- 1.61% |
$3.92K - $4.78K
|
6.12K
$286K
|
|
|
Jan 23, 2025
Q4 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-100- 0.38% |
$3.92K - $4.78K
|
26.1K
$1.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-100- 0.94% |
$3.92K - $4.78K
|
10.6K
$496K
|
|
|
Jan 29, 2025
Q4 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-100- 0.1% |
$3.92K - $4.78K
|
102K
$4.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-100- 0.12% |
$3.92K - $4.78K
|
83.4K
$3.9M
|
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-100- 1.22% |
$3.92K - $4.78K
|
8.1K
$379K
|
|
|
Feb 13, 2025
Q4 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-100- 1.43% |
$3.92K - $4.78K
|
6.89K
$322K
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-101- 2.0% |
$3.96K - $4.82K
|
4.94K
$232K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-101Closed |
$3.96K - $4.82K
|
0
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-102- 0.31% |
$4K - $4.87K
|
32.3K
$1.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-103- 0.62% |
$4.04K - $4.92K
|
16.5K
$772K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-104- 0.74% |
$4.08K - $4.97K
|
14K
$656K
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-107- 0.79% |
$4.2K - $5.11K
|
13.5K
$632K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-107- 6.03% |
$4.2K - $5.11K
|
1.67K
$78.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-108- 1.4% |
$4.24K - $5.16K
|
7.58K
$355K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-112- 0.34% |
$4.39K - $5.35K
|
32.4K
$1.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-117- 0.83% |
$4.59K - $5.59K
|
14K
$656K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-120- 0.17% |
$4.71K - $5.73K
|
72.4K
$3.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-120- 0.29% |
$4.71K - $5.73K
|
41.6K
$1.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-121- 0.38% |
$4.75K - $5.78K
|
31.6K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-123- 0.85% |
$4.82K - $5.88K
|
14.3K
$670K
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-123- 1.42% |
$4.82K - $5.88K
|
8.57K
$401K
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-124- 0.36% |
$4.86K - $5.92K
|
34.7K
$1.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-124- 1.01% |
$4.86K - $5.92K
|
12.1K
$569K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-128- 0.56% |
$5.02K - $6.11K
|
22.6K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-130- 0.92% |
$5.1K - $6.21K
|
14.1K
$658K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-131- 2.73% |
$5.14K - $6.26K
|
4.67K
$219K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-131- 0.97% |
$5.14K - $6.26K
|
13.4K
$630K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-132- 2.54% |
$5.18K - $6.31K
|
5.06K
$237K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-132- 0.47% |
$5.18K - $6.31K
|
27.7K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-132- 2.72% |
$5.18K - $6.31K
|
4.72K
$221K
|