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 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-9.26K- 5.57% |
$363K - $442K
|
157K
$7.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-9.49K- 26.78% |
$372K - $453K
|
25.9K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-9.6K- 2.18% |
$376K - $459K
|
431K
$20.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-9.68K- 10.77% |
$380K - $462K
|
80.2K
$3.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-9.75K- 41.83% |
$382K - $466K
|
13.6K
$635K
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-9.88K- 2.56% |
$387K - $472K
|
376K
$17.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-9.93K- 35.48% |
$390K - $475K
|
18.1K
$846K
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-9.97K- 2.72% |
$391K - $476K
|
356K
$16.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-10K- 6.94% |
$392K - $478K
|
134K
$6.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-10.1K- 66.06% |
$394K - $480K
|
5.16K
$242K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-10.3K- 1.03% |
$405K - $493K
|
993K
$46.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-10.3K- 9.96% |
$405K - $494K
|
93.5K
$4.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-10.4K- 20.53% |
$408K - $496K
|
40.2K
$1.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-10.5K- 35.91% |
$411K - $500K
|
18.7K
$876K
|
|
|
Jan 13, 2025
Q4 2024
|
Shorepath Capital Management LLC
Evanston, IL |
SELL
|
- |
-10.5K- 3.7% |
$411K - $501K
|
273K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-10.5K- 5.48% |
$413K - $503K
|
182K
$8.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-10.5K- 2.25% |
$413K - $503K
|
457K
$21.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-10.5K- 7.03% |
$413K - $503K
|
139K
$6.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-10.7K- 36.36% |
$418K - $510K
|
18.7K
$875K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-10.7K- 5.13% |
$419K - $510K
|
198K
$9.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-10.7K- 11.57% |
$420K - $511K
|
81.8K
$3.83M
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-10.7K- 3.73% |
$422K - $513K
|
278K
$13M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-10.8K- 3.25% |
$424K - $516K
|
322K
$15.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-10.8K- 40.19% |
$425K - $517K
|
16.1K
$755K
|
|
|
Feb 13, 2025
Q4 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
SELL
|
- |
-11K- 81.15% |
$432K - $526K
|
2.56K
$120K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-11K- 11.63% |
$432K - $526K
|
83.7K
$3.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-11.1K- 14.51% |
$435K - $530K
|
65.4K
$3.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-11.1K- 21.32% |
$437K - $533K
|
41.1K
$1.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-11.3K- 25.69% |
$443K - $539K
|
32.7K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Wesleyan Assurance Society
Birmingham, X0 |
SELL
|
- |
-11.4K- 2.78% |
$446K - $543K
|
398K
$18.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-11.5K- 9.07% |
$451K - $549K
|
115K
$5.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-11.6K- 48.9% |
$456K - $555K
|
12.1K
$569K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-11.6K- 93.88% |
$456K - $556K
|
758
$35.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-11.7K- 5.49% |
$458K - $558K
|
201K
$9.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-11.7K- 59.48% |
$458K - $558K
|
7.96K
$373K
|
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-11.9K- 6.03% |
$467K - $568K
|
186K
$8.69M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-11.9K- 16.45% |
$468K - $569K
|
60.5K
$2.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-12K- 15.48% |
$471K - $573K
|
65.5K
$3.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.2K- 9.06% |
$479K - $584K
|
123K
$5.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-12.3K- 10.43% |
$481K - $586K
|
105K
$4.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-12.4K- 25.34% |
$485K - $590K
|
36.4K
$1.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-12.4K- 2.93% |
$488K - $594K
|
412K
$19.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-12.5K- 1.59% |
$489K - $595K
|
773K
$36.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-12.5K- 5.04% |
$491K - $598K
|
236K
$11M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-12.6K- 1.65% |
$494K - $602K
|
749K
$35.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-12.7K- 21.09% |
$499K - $608K
|
47.6K
$2.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-12.9K- 5.62% |
$505K - $615K
|
216K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-13K- 49.44% |
$510K - $621K
|
13.3K
$623K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-13.3K- 1.57% |
$522K - $636K
|
837K
$39.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-13.3K- 5.26% |
$523K - $637K
|
240K
$11.3M
|