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 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-500- 1.18% |
$19.6K - $23.9K
|
42K
$1.97M
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-500- 1.22% |
$19.6K - $23.9K
|
40.6K
$1.9M
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-500- 4.81% |
$19.6K - $23.9K
|
9.9K
$464K
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-500- 0.94% |
$19.6K - $23.9K
|
52.8K
$2.47M
|
|
Feb 05, 2025
Q4 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
SELL
|
- |
-500- 0.97% |
$19.6K - $23.9K
|
51.3K
$2.4M
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-500- 4.01% |
$19.6K - $23.9K
|
12K
$560K
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-500- 53.36% |
$19.6K - $23.9K
|
437
$20.5K
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-506- 1.33% |
$19.8K - $24.2K
|
37.4K
$1.75M
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-507- 1.11% |
$19.9K - $24.2K
|
45.3K
$2.12M
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-509- 3.92% |
$20K - $24.3K
|
12.5K
$585K
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-511- 3.93% |
$20K - $24.4K
|
12.5K
$586K
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-513- 1.11% |
$20.1K - $24.5K
|
45.6K
$2.14M
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-515- 0.52% |
$20.2K - $24.6K
|
97.8K
$4.58M
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-516- 0.97% |
$20.2K - $24.6K
|
52.6K
$2.46M
|
|
Feb 14, 2025
Q4 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-516- 2.74% |
$20.2K - $24.6K
|
18.3K
$857K
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-518- 3.79% |
$20.3K - $24.7K
|
13.2K
$616K
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-518- 8.88% |
$20.3K - $24.7K
|
5.32K
$249K
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
SELL
|
- |
-521- 2.52% |
$20.4K - $24.9K
|
20.1K
$944K
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-524- 0.55% |
$20.6K - $25K
|
95.5K
$4.47M
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-526- 4.55% |
$20.6K - $25.1K
|
11K
$517K
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-538- 2.21% |
$21.1K - $25.7K
|
23.8K
$1.11M
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-541- 0.31% |
$21.2K - $25.8K
|
177K
$8.27M
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-547- 2.13% |
$21.5K - $26.1K
|
25.2K
$1.18M
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-548- 2.31% |
$21.5K - $26.2K
|
23.1K
$1.08M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-551- 1.45% |
$21.6K - $26.3K
|
37.5K
$1.75M
|
|
Feb 04, 2025
Q4 2024
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-552- 0.36% |
$21.6K - $26.4K
|
155K
$7.25M
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-552- 0.05% |
$21.6K - $26.4K
|
1.1M
$51.5M
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
SELL
|
- |
-556- 1.09% |
$21.8K - $26.6K
|
50.6K
$2.37M
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-557- 0.77% |
$21.8K - $26.6K
|
71.9K
$3.37M
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-577- 4.99% |
$22.6K - $27.6K
|
11K
$514K
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-577- 54.8% |
$22.6K - $27.6K
|
476
$22.3K
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-579- 5.53% |
$22.7K - $27.7K
|
9.9K
$464K
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-580- 2.22% |
$22.7K - $27.7K
|
25.5K
$1.19M
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
SELL
|
- |
-581- 1.89% |
$22.8K - $27.8K
|
30.2K
$1.41M
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-583- 6.68% |
$22.9K - $27.8K
|
8.15K
$382K
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-584- 2.19% |
$22.9K - $27.9K
|
26.1K
$1.22M
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-588- 5.24% |
$23.1K - $28.1K
|
10.6K
$498K
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
SELL
|
- |
-593- 5.94% |
$23.3K - $28.3K
|
9.4K
$440K
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-595- 19.64% |
$23.3K - $28.4K
|
2.44K
$114K
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-595- 2.78% |
$23.3K - $28.4K
|
20.8K
$976K
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-600- 0.53% |
$23.5K - $28.7K
|
113K
$5.28M
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-600- 3.63% |
$23.5K - $28.7K
|
15.9K
$746K
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-600- 6.45% |
$23.5K - $28.7K
|
8.7K
$408K
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-600- 3.52% |
$23.5K - $28.7K
|
16.5K
$771K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-604- 7.98% |
$23.7K - $28.9K
|
6.97K
$326K
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-608- 0.61% |
$23.8K - $29K
|
98.6K
$4.62M
|
|
Jan 27, 2025
Q4 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-616- 0.47% |
$24.2K - $29.4K
|
132K
$6.17M
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
SELL
|
- |
-623- 1.41% |
$24.4K - $29.8K
|
43.7K
$2.05M
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-625- 8.41% |
$24.5K - $29.9K
|
6.81K
$319K
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-625- 0.52% |
$24.5K - $29.9K
|
120K
$5.63M
|