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 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-274- 0.8% |
$10.7K - $13.1K
|
33.9K
$1.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-274- 1.48% |
$10.7K - $13.1K
|
18.3K
$855K
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-275- 2.53% |
$10.8K - $13.1K
|
10.6K
$496K
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-280- 1.46% |
$11K - $13.4K
|
18.9K
$887K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-281- 0.52% |
$11K - $13.4K
|
53.6K
$2.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-284- 2.25% |
$11.1K - $13.6K
|
12.3K
$577K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-287- 2.8% |
$11.3K - $13.7K
|
9.95K
$466K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-290- 1.86% |
$11.4K - $13.9K
|
15.3K
$718K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-292- 3.33% |
$11.5K - $13.9K
|
8.49K
$397K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-294- 0.14% |
$11.5K - $14K
|
208K
$9.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-295- 1.65% |
$11.6K - $14.1K
|
17.5K
$821K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-298- 1.42% |
$11.7K - $14.2K
|
20.7K
$968K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-299- 3.01% |
$11.7K - $14.3K
|
9.63K
$451K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-299- 5.44% |
$11.7K - $14.3K
|
5.2K
$244K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-300- 0.96% |
$11.8K - $14.3K
|
30.9K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-300- 13.04% |
$11.8K - $14.3K
|
2K
$93.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-303- 4.64% |
$11.9K - $14.5K
|
6.23K
$292K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-310- 1.93% |
$12.2K - $14.8K
|
15.8K
$738K
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-311- 3.52% |
$12.2K - $14.9K
|
8.52K
$399K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-314- 2.11% |
$12.3K - $15K
|
14.6K
$683K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-315- 16.54% |
$12.4K - $15K
|
1.59K
$74.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-316- 0.64% |
$12.4K - $15.1K
|
48.9K
$2.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-319- 11.66% |
$12.5K - $15.2K
|
2.42K
$113K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-319- 0.2% |
$12.5K - $15.2K
|
160K
$7.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-320- 2.35% |
$12.6K - $15.3K
|
13.3K
$622K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-322- 6.15% |
$12.6K - $15.4K
|
4.91K
$230K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-325- 0.61% |
$12.7K - $15.5K
|
53.3K
$2.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-325- 2.42% |
$12.7K - $15.5K
|
13.1K
$613K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-327- 0.53% |
$12.8K - $15.6K
|
61.5K
$2.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-330- 1.58% |
$12.9K - $15.8K
|
20.6K
$964K
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-339- 5.26% |
$13.3K - $16.2K
|
6.11K
$286K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-340- 0.3% |
$13.3K - $16.2K
|
115K
$5.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-349- 0.89% |
$13.7K - $16.7K
|
38.7K
$1.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-350- 0.52% |
$13.7K - $16.7K
|
66.9K
$3.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-352- 2.82% |
$13.8K - $16.8K
|
12.1K
$568K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-357- 2.03% |
$14K - $17.1K
|
17.3K
$809K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-358- 2.99% |
$14K - $17.1K
|
11.6K
$544K
|
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-358- 3.05% |
$14K - $17.1K
|
11.4K
$533K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-359- 3.05% |
$14.1K - $17.1K
|
11.4K
$534K
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-363- 0.04% |
$14.2K - $17.3K
|
952K
$44.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-364- 2.55% |
$14.3K - $17.4K
|
13.9K
$652K
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-365- 1.88% |
$14.3K - $17.4K
|
19K
$891K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-366- 0.17% |
$14.4K - $17.5K
|
217K
$10.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-370- 1.88% |
$14.5K - $17.7K
|
19.3K
$906K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-374- 0.73% |
$14.7K - $17.9K
|
51K
$2.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-375- 0.92% |
$14.7K - $17.9K
|
40.2K
$1.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-380- 2.31% |
$14.9K - $18.2K
|
16.1K
$752K
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-382- 6.83% |
$15K - $18.2K
|
5.21K
$244K
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-382- 3.41% |
$15K - $18.2K
|
10.8K
$507K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-383- 5.26% |
$15K - $18.3K
|
6.9K
$323K
|