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 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-794- 0.37% |
$31.1K - $37.9K
|
216K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-798- 1.42% |
$31.3K - $38.1K
|
55.3K
$2.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-800- 1.65% |
$31.4K - $38.2K
|
47.6K
$2.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-800- 5.78% |
$31.4K - $38.2K
|
13K
$610K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-805- 1.11% |
$31.6K - $38.5K
|
71.8K
$3.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Nbw Capital LLC
|
SELL
|
- |
-810- 2.04% |
$31.8K - $38.7K
|
38.9K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-810- 1.68% |
$31.8K - $38.7K
|
47.4K
$2.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-813- 24.28% |
$31.9K - $38.8K
|
2.54K
$119K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-816- 10.62% |
$32K - $39K
|
6.87K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-816- 2.2% |
$32K - $39K
|
36.2K
$1.7M
|
|
|
Feb 07, 2025
Q4 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-820- 0.88% |
$32.2K - $39.2K
|
92.8K
$4.35M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-821- 8.61% |
$32.2K - $39.2K
|
8.72K
$408K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-833- 1.75% |
$32.7K - $39.8K
|
46.9K
$2.19M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-833- 5.38% |
$32.7K - $39.8K
|
14.7K
$686K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-836- 1.93% |
$32.8K - $39.9K
|
42.5K
$1.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-837- 3.44% |
$32.8K - $40K
|
23.5K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-840- 3.58% |
$32.9K - $40.1K
|
22.6K
$1.06M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-840- 8.81% |
$32.9K - $40.1K
|
8.69K
$407K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-846- 0.59% |
$33.2K - $40.4K
|
143K
$6.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-846- 0.55% |
$33.2K - $40.4K
|
154K
$7.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-850- 2.36% |
$33.3K - $40.6K
|
35.2K
$1.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-853- 10.97% |
$33.5K - $40.7K
|
6.92K
$324K
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-855- 2.37% |
$33.5K - $40.8K
|
35.2K
$1.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-869- 2.91% |
$34.1K - $41.5K
|
29K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-871- 13.27% |
$34.2K - $41.6K
|
5.69K
$267K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-882- 5.7% |
$34.6K - $42.1K
|
14.6K
$684K
|
|
|
Feb 12, 2025
Q4 2024
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-884- 0.64% |
$34.7K - $42.2K
|
137K
$6.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-886- 12.2% |
$34.7K - $42.3K
|
6.38K
$299K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-890- 3.07% |
$34.9K - $42.5K
|
28.1K
$1.32M
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-896- 1.32% |
$35.1K - $42.8K
|
66.8K
$3.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-897- 10.78% |
$35.2K - $42.8K
|
7.42K
$348K
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-899- 2.11% |
$35.3K - $42.9K
|
41.7K
$1.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-900- 0.98% |
$35.3K - $43K
|
91.3K
$4.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-901- 7.17% |
$35.3K - $43K
|
11.7K
$547K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-906- 4.98% |
$35.5K - $43.3K
|
17.3K
$809K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-917- 2.37% |
$36K - $43.8K
|
37.8K
$1.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-921- 0.89% |
$36.1K - $44K
|
102K
$4.78M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-925- 7.92% |
$36.3K - $44.2K
|
10.8K
$504K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-929- 1.05% |
$36.4K - $44.4K
|
87.5K
$4.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-934- 2.58% |
$36.6K - $44.6K
|
35.3K
$1.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-938- 0.14% |
$36.8K - $44.8K
|
646K
$30.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-945- 1.93% |
$37.1K - $45.1K
|
48.1K
$2.25M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-945- 1.82% |
$37.1K - $45.1K
|
50.9K
$2.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-957- 0.34% |
$37.5K - $45.7K
|
283K
$13.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-960- 7.9% |
$37.7K - $45.9K
|
11.2K
$524K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-963- 4.93% |
$37.8K - $46K
|
18.6K
$869K
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-964- 2.64% |
$37.8K - $46.1K
|
35.6K
$1.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-966- 1.78% |
$37.9K - $46.1K
|
53.3K
$2.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-966- 13.58% |
$37.9K - $46.1K
|
6.15K
$288K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-969- 2.51% |
$38K - $46.3K
|
37.7K
$1.77M
|