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
|
Elkhorn Partners Limited Partnership
Omaha, NE |
SELL
|
- |
-200- 50.0% |
$7.84K - $9.55K
|
200
$9.37K
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-201- 3.87% |
$7.88K - $9.6K
|
4.99K
$234K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-202- 9.67% |
$7.92K - $9.65K
|
1.89K
$88.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-203- 1.82% |
$7.96K - $9.7K
|
10.9K
$512K
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-204- 1.57% |
$8K - $9.75K
|
12.8K
$597K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-205- 0.95% |
$8.04K - $9.79K
|
21.4K
$1M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-207- 1.61% |
$8.12K - $9.89K
|
12.6K
$591K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-207- 2.2% |
$8.12K - $9.89K
|
9.21K
$431K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-207- 1.29% |
$8.12K - $9.89K
|
15.9K
$743K
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-208- 0.05% |
$8.16K - $9.94K
|
384K
$18M
|
|
|
Feb 12, 2025
Q4 2024
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-210- 2.85% |
$8.24K - $10K
|
7.15K
$335K
|
|
|
Feb 13, 2025
Q4 2024
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-216- 4.12% |
$8.47K - $10.3K
|
5.02K
$235K
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-217- 3.09% |
$8.51K - $10.4K
|
6.8K
$319K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-219- 4.31% |
$8.59K - $10.5K
|
4.86K
$228K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-219- 0.64% |
$8.59K - $10.5K
|
34.2K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-220- 2.96% |
$8.63K - $10.5K
|
7.22K
$338K
|
|
|
Feb 13, 2025
Q4 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-222- 0.57% |
$8.71K - $10.6K
|
38.5K
$1.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Albert D Mason Inc
|
SELL
|
- |
-225- 1.32% |
$8.82K - $10.7K
|
16.8K
$787K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-225- 0.45% |
$8.82K - $10.7K
|
50.2K
$2.35M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-226- 0.54% |
$8.86K - $10.8K
|
41.9K
$1.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-227- 1.23% |
$8.9K - $10.8K
|
18.3K
$856K
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-228- 4.45% |
$8.94K - $10.9K
|
4.9K
$229K
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-229- 1.66% |
$8.98K - $10.9K
|
13.6K
$636K
|
|
|
Jan 31, 2025
Q4 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-233- 0.28% |
$9.14K - $11.1K
|
82.5K
$3.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-235- 4.48% |
$9.22K - $11.2K
|
5.02K
$235K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-237- 0.54% |
$9.3K - $11.3K
|
43.3K
$2.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-237- 4.61% |
$9.3K - $11.3K
|
4.91K
$230K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-241- 1.34% |
$9.45K - $11.5K
|
17.7K
$831K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-242- 3.59% |
$9.49K - $11.6K
|
6.5K
$305K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-242- 0.62% |
$9.49K - $11.6K
|
38.6K
$1.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-243- 1.43% |
$9.53K - $11.6K
|
16.7K
$784K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-245- 3.61% |
$9.61K - $11.7K
|
6.53K
$306K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-245- 1.34% |
$9.61K - $11.7K
|
18K
$843K
|
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-250- 0.36% |
$9.81K - $11.9K
|
69.6K
$3.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-250- 1.21% |
$9.81K - $11.9K
|
20.4K
$955K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-250- 1.93% |
$9.81K - $11.9K
|
12.7K
$594K
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-250- 1.52% |
$9.81K - $11.9K
|
16.3K
$761K
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-250- 0.53% |
$9.81K - $11.9K
|
46.9K
$2.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-250- 5.26% |
$9.81K - $11.9K
|
4.5K
$211K
|
|
|
Jan 30, 2025
Q4 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-252- 1.64% |
$9.88K - $12K
|
15.1K
$708K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-259- 4.87% |
$10.2K - $12.4K
|
5.05K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-259- 1.06% |
$10.2K - $12.4K
|
24.1K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-261- 0.46% |
$10.2K - $12.5K
|
56.9K
$2.66M
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-262- 1.47% |
$10.3K - $12.5K
|
17.5K
$822K
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-263- 2.41% |
$10.3K - $12.6K
|
10.7K
$499K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-267- 0.64% |
$10.5K - $12.8K
|
41.7K
$1.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-267- 2.37% |
$10.5K - $12.8K
|
11K
$516K
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
SELL
|
- |
-267- 1.32% |
$10.5K - $12.8K
|
19.9K
$932K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-271- 0.87% |
$10.6K - $12.9K
|
30.9K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-273- 4.77% |
$10.7K - $13K
|
5.45K
$255K
|