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 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-625- 9.72% |
$24.5K - $29.9K
|
5.81K
$272K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-633- 4.45% |
$24.8K - $30.2K
|
13.6K
$637K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-634- 1.41% |
$24.9K - $30.3K
|
44.3K
$2.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-637- 0.71% |
$25K - $30.4K
|
88.7K
$4.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-638- 0.89% |
$25K - $30.5K
|
70.8K
$3.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-640- 8.92% |
$25.1K - $30.6K
|
6.54K
$306K
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-644- 2.28% |
$25.3K - $30.8K
|
27.7K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-645- 9.94% |
$25.3K - $30.8K
|
5.85K
$274K
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-650- 6.41% |
$25.5K - $31.1K
|
9.5K
$445K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-651- 0.52% |
$25.5K - $31.1K
|
124K
$5.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-651- 4.32% |
$25.5K - $31.1K
|
14.4K
$675K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-653- 0.81% |
$25.6K - $31.2K
|
79.7K
$3.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-665- 15.24% |
$26.1K - $31.8K
|
3.7K
$173K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-673- 5.43% |
$26.4K - $32.1K
|
11.7K
$549K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-674- 3.16% |
$26.4K - $32.2K
|
20.7K
$969K
|
|
|
Jan 17, 2025
Q4 2024
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-675- 8.01% |
$26.5K - $32.2K
|
7.76K
$363K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-681- 7.51% |
$26.7K - $32.5K
|
8.39K
$393K
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-683- 6.93% |
$26.8K - $32.6K
|
9.18K
$430K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-690- 4.13% |
$27.1K - $33K
|
16K
$750K
|
|
|
Feb 27, 2025
Q4 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-700- 3.38% |
$27.5K - $33.4K
|
20K
$937K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-702- 3.22% |
$27.5K - $33.5K
|
21.1K
$988K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-710- 10.6% |
$27.8K - $33.9K
|
5.99K
$281K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-710- 4.69% |
$27.8K - $33.9K
|
14.4K
$676K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-712- 0.62% |
$27.9K - $34K
|
115K
$5.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-717- 5.88% |
$28.1K - $34.3K
|
11.5K
$537K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-719- 0.84% |
$28.2K - $34.3K
|
85.3K
$4M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-720- 1.55% |
$28.2K - $34.4K
|
45.7K
$2.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-721- 8.49% |
$28.3K - $34.4K
|
7.78K
$364K
|
|
|
Feb 11, 2025
Q4 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-724- 2.06% |
$28.4K - $34.6K
|
34.5K
$1.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-728- 0.24% |
$28.6K - $34.8K
|
302K
$14.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-729- 13.22% |
$28.6K - $34.8K
|
4.79K
$224K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-730- 3.05% |
$28.6K - $34.9K
|
23.2K
$1.09M
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-735- 6.43% |
$28.8K - $35.1K
|
10.7K
$501K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
SELL
|
- |
-735- 2.43% |
$28.8K - $35.1K
|
29.5K
$1.38M
|
|
|
Feb 25, 2025
Q4 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-738- 0.79% |
$28.9K - $35.3K
|
92.2K
$4.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-739- 12.22% |
$29K - $35.3K
|
5.31K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-741- 10.32% |
$29.1K - $35.4K
|
6.44K
$302K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-750- 12.3% |
$29.4K - $35.8K
|
5.35K
$251K
|
|
|
Feb 12, 2025
Q4 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-750- 1.43% |
$29.4K - $35.8K
|
51.7K
$2.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-752- 6.23% |
$29.5K - $35.9K
|
11.3K
$530K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-756- 4.52% |
$29.7K - $36.1K
|
16K
$747K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-759- 2.68% |
$29.8K - $36.3K
|
27.5K
$1.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-760- 1.9% |
$29.8K - $36.3K
|
39.2K
$1.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-760- 2.64% |
$29.8K - $36.3K
|
28K
$1.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-779- 0.4% |
$30.6K - $37.2K
|
192K
$8.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-782- 6.58% |
$30.7K - $37.4K
|
11.1K
$520K
|
|
|
Feb 11, 2025
Q4 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-789- 2.66% |
$30.9K - $37.7K
|
28.9K
$1.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-792- 0.32% |
$31.1K - $37.8K
|
243K
$11.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-794- 2.09% |
$31.1K - $37.9K
|
37.3K
$1.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-794- 10.0% |
$31.1K - $37.9K
|
7.14K
$335K
|