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 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.8K+ 4.9% |
$70.8K - $86.2K
|
38.6K
$1.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.8K+ 6.63% |
$70.7K - $86.1K
|
29K
$1.37M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.75K+ 6.08% |
$68.7K - $83.7K
|
30.6K
$1.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.72K+ 1.53% |
$67.4K - $82.1K
|
114K
$5.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
1.72K+ 5.34% |
$67.3K - $81.9K
|
33.9K
$1.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1.69K+ 20.67% |
$66.3K - $80.7K
|
9.87K
$465K
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
1.67K+ 0.38% |
$65.6K - $79.9K
|
438K
$20.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.66K+ 8.53% |
$65.2K - $79.4K
|
21.2K
$997K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.66K+ 2.68% |
$65.2K - $79.4K
|
63.6K
$3M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.66K+ 2.78% |
$65K - $79.2K
|
61.3K
$2.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.66K+ 22.4% |
$64.9K - $79.1K
|
9.05K
$426K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.65K+ 9.14% |
$64.5K - $78.6K
|
19.7K
$926K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.61K+ 5.16% |
$63.2K - $77K
|
32.9K
$1.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.6K+ 3.26% |
$62.7K - $76.4K
|
50.7K
$2.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.6K+ 5.67% |
$62.6K - $76.2K
|
29.8K
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.59K+ 2.31% |
$62.5K - $76.1K
|
70.4K
$3.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.59K+ 34.36% |
$62.5K - $76.1K
|
6.23K
$293K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
1.59KNew |
$62.4K - $76K
|
1.59K
$75K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.59K+ 4.58% |
$62.3K - $75.9K
|
36.3K
$1.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
1.59K+ 11.39% |
$62.2K - $75.8K
|
15.5K
$731K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
1.58K+ 4.28% |
$62.1K - $75.7K
|
38.6K
$1.82M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.58K+ 19.13% |
$62K - $75.5K
|
9.85K
$464K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.57KNew |
$61.6K - $75K
|
1.57K
$74K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.56K+ 10.04% |
$61.1K - $74.5K
|
17.1K
$805K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.54K+ 4.15% |
$60.3K - $73.5K
|
38.6K
$1.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.5K+ 12.78% |
$58.8K - $71.7K
|
13.2K
$624K
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
1.5K+ 2.73% |
$58.8K - $71.7K
|
56.5K
$2.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.46K+ 9.19% |
$57.2K - $69.6K
|
17.3K
$816K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
1.45K+ 11.01% |
$56.7K - $69K
|
14.6K
$686K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.43K+ 9.11% |
$56.2K - $68.4K
|
17.2K
$808K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.42K+ 1.48% |
$55.7K - $67.8K
|
97.5K
$4.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.41K+ 12.33% |
$55.2K - $67.3K
|
12.8K
$604K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.4K+ 3.41% |
$55.1K - $67.1K
|
42.6K
$2.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
1.39K+ 3.19% |
$54.7K - $66.6K
|
45.1K
$2.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.39K+ 2.82% |
$54.3K - $66.2K
|
50.5K
$2.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
1.38K+ 9.44% |
$54.1K - $65.9K
|
16K
$753K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.35K+ 2.59% |
$52.8K - $64.3K
|
53.3K
$2.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.35K+ 0.31% |
$52.8K - $64.3K
|
441K
$20.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
1.34K+ 15.28% |
$52.5K - $64K
|
10.1K
$476K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1.33K+ 3.61% |
$52.3K - $63.7K
|
38.3K
$1.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
1.32K+ 3.78% |
$51.6K - $62.8K
|
36.1K
$1.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.31KNew |
$51.3K - $62.5K
|
1.31K
$61.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
1.3K+ 1.41% |
$51K - $62.1K
|
93.6K
$4.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.29K+ 5.49% |
$50.7K - $61.8K
|
24.8K
$1.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.29K+ 3.98% |
$50.6K - $61.7K
|
33.8K
$1.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.29K+ 5.27% |
$50.6K - $61.7K
|
25.8K
$1.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
1.27K+ 3.47% |
$49.9K - $60.8K
|
38K
$1.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
1.26K+ 7.54% |
$49.5K - $60.3K
|
18K
$848K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.26K+ 11.71% |
$49.3K - $60K
|
12K
$565K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.24K+ 20.15% |
$48.5K - $59.1K
|
7.38K
$347K
|