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
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-970- 3.11% |
$38K - $46.3K
|
30.2K
$1.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-972- 9.38% |
$38.1K - $46.4K
|
9.39K
$440K
|
|
|
Feb 11, 2025
Q4 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-981- 0.49% |
$38.5K - $46.9K
|
198K
$9.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-982- 26.94% |
$38.5K - $46.9K
|
2.66K
$125K
|
|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-986- 2.76% |
$38.7K - $47.1K
|
34.7K
$1.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-987- 1.0% |
$38.7K - $47.1K
|
97.7K
$4.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-995- 0.98% |
$39K - $47.5K
|
100K
$4.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-1K- 8.3% |
$39.2K - $47.8K
|
11.1K
$518K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1K- 5.0% |
$39.2K - $47.8K
|
19K
$889K
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-1K- 4.62% |
$39.2K - $47.8K
|
20.6K
$967K
|
|
|
Feb 14, 2025
Q4 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-1K- 4.44% |
$39.2K - $47.8K
|
21.5K
$1.01M
|
|
|
Feb 12, 2025
Q4 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-1.01K- 6.35% |
$39.7K - $48.4K
|
14.9K
$700K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.02K- 1.84% |
$40K - $48.7K
|
54.3K
$2.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-1.03K- 0.46% |
$40.3K - $49.1K
|
223K
$10.4M
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.03K- 9.25% |
$40.4K - $49.2K
|
10.1K
$473K
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
SELL
|
- |
-1.03K- 2.12% |
$40.4K - $49.3K
|
47.5K
$2.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.04K- 14.64% |
$40.8K - $49.7K
|
6.06K
$284K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.04K- 2.42% |
$40.9K - $49.8K
|
42.1K
$1.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-1.06K- 1.93% |
$41.5K - $50.6K
|
53.9K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.07K- 5.03% |
$41.8K - $50.9K
|
20.1K
$943K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.07K- 6.57% |
$42.1K - $51.3K
|
15.3K
$715K
|
|
|
Feb 04, 2025
Q4 2024
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-1.07K- 0.69% |
$42.1K - $51.3K
|
154K
$7.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.08K- 1.23% |
$42.4K - $51.6K
|
86.8K
$4.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.09K- 3.72% |
$42.6K - $51.9K
|
28.1K
$1.32M
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.09K- 3.72% |
$42.6K - $51.9K
|
28.1K
$1.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.09K- 2.03% |
$42.7K - $52K
|
52.6K
$2.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.09K- 22.27% |
$42.8K - $52.1K
|
3.81K
$178K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-1.09K- 6.02% |
$42.9K - $52.2K
|
17.1K
$799K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.1K- 0.3% |
$43.1K - $52.5K
|
360K
$16.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-1.1K- 4.29% |
$43.1K - $52.5K
|
24.6K
$1.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.11K- 7.42% |
$43.3K - $52.8K
|
13.8K
$646K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
SELL
|
- |
-1.11K- 4.56% |
$43.4K - $52.9K
|
23.2K
$1.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-1.11K- 5.11% |
$43.4K - $52.9K
|
20.6K
$963K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.11K- 1.13% |
$43.5K - $52.9K
|
96.6K
$4.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.12K- 0.91% |
$43.8K - $53.3K
|
122K
$5.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-1.12K- 3.18% |
$43.8K - $53.4K
|
34K
$1.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-1.12K- 0.94% |
$43.9K - $53.5K
|
119K
$5.55M
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-1.12K- 1.03% |
$44K - $53.6K
|
108K
$5.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-1.13K- 50.0% |
$44.1K - $53.7K
|
1.13K
$52.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-1.13K- 0.94% |
$44.2K - $53.8K
|
119K
$5.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.13K- 18.9% |
$44.2K - $53.8K
|
4.83K
$226K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.13K- 4.74% |
$44.2K - $53.8K
|
22.6K
$1.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.13K- 2.22% |
$44.4K - $54.1K
|
49.9K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-1.14K- 14.01% |
$44.6K - $54.4K
|
6.99K
$327K
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.14K- 8.41% |
$44.8K - $54.6K
|
12.4K
$582K
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-1.14K- 1.05% |
$44.9K - $54.6K
|
108K
$5.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.15K- 6.61% |
$45.1K - $54.9K
|
16.2K
$761K
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-1.15K- 95.99% |
$45.1K - $54.9K
|
48
$2.25K
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-1.15K- 2.04% |
$45.1K - $55K
|
55.4K
$2.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
SELL
|
- |
-1.15K- 5.27% |
$45.2K - $55.1K
|
20.7K
$970K
|