Purchases and Sales Made in Q3 2024 in Bank Of America Corp (BAC)
This table provides information about the institutional ownership of Bank Of America Corp (BAC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
5.73K+ 5.58% |
$210K - $253K
|
108K
$4.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
5.73KNew |
$210K - $253K
|
5.73K
$259K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
5.72KNew |
$210K - $252K
|
5.72K
$258K
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
5.65K+ 4.8% |
$207K - $249K
|
123K
$5.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
5.55K+ 3.98% |
$204K - $245K
|
145K
$6.55M
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
5.51KNew |
$202K - $243K
|
5.51K
$248K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.49K+ 16.71% |
$201K - $242K
|
38.3K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
5.49KNew |
$201K - $242K
|
5.49K
$248K
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
5.47KNew |
$201K - $242K
|
5.47K
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5.37KNew |
$197K - $237K
|
5.37K
$242K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
5.36K+ 13.73% |
$196K - $237K
|
44.4K
$2M
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.33KNew |
$195K - $235K
|
5.33K
$241K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
5.27K+ 31.73% |
$193K - $233K
|
21.9K
$987K
|
|
|
Nov 07, 2024
Q3 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
5.26KNew |
$193K - $232K
|
5.26K
$237K
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
5.24KNew |
$192K - $231K
|
5.24K
$236K
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
5.23KNew |
$192K - $231K
|
5.23K
$236K
|
|
|
Nov 05, 2024
Q3 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
5.23KNew |
$192K - $231K
|
5.23K
$236K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5.22KNew |
$191K - $231K
|
5.22K
$236K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.22K+ 18.23% |
$191K - $230K
|
33.9K
$1.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.21K+ 21.78% |
$191K - $230K
|
29.1K
$1.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.19K+ 5.82% |
$190K - $229K
|
94.5K
$4.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
5.19K+ 39.44% |
$190K - $229K
|
18.3K
$827K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.15K+ 10.23% |
$189K - $227K
|
55.5K
$2.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
5.15K+ 75.13% |
$189K - $227K
|
12K
$542K
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
5.15K+ 1.35% |
$189K - $227K
|
386K
$17.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
5.12K+ 7.86% |
$187K - $226K
|
70.2K
$3.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
5.1KNew |
$187K - $225K
|
5.1K
$230K
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
5.09KNew |
$187K - $225K
|
5.09K
$230K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
5.08KNew |
$186K - $224K
|
5.08K
$229K
|
|
|
Dec 06, 2024
Q3 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
5.08KNew |
$186K - $224K
|
5.08K
$229K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
5.06K+ 10.53% |
$186K - $223K
|
53.2K
$2.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5K+ 7.1% |
$183K - $221K
|
75.4K
$3.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
4.99K+ 56.19% |
$183K - $220K
|
13.9K
$626K
|
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
4.99KNew |
$183K - $220K
|
4.99K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
4.9K+ 0.44% |
$180K - $216K
|
1.12M
$50.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.88K+ 22.06% |
$179K - $215K
|
27K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
4.85KNew |
$178K - $214K
|
4.85K
$219K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.84K+ 16.22% |
$177K - $214K
|
34.7K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
4.84K+ 48.45% |
$177K - $213K
|
14.8K
$669K
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
4.83K+ 21.51% |
$177K - $213K
|
27.3K
$1.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
4.82K+ 7.83% |
$177K - $213K
|
66.4K
$3M
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
4.81K+ 29.74% |
$176K - $212K
|
21K
$946K
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
4.8K+ 7.66% |
$176K - $212K
|
67.4K
$3.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
4.79K+ 2.02% |
$176K - $212K
|
242K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
4.79K+ 20.48% |
$175K - $211K
|
28.2K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.72K+ 10.83% |
$173K - $208K
|
48.2K
$2.18M
|
|
|
Nov 04, 2024
Q3 2024
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
4.7K+ 4.47% |
$172K - $208K
|
110K
$4.95M
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
4.63K+ 2.43% |
$170K - $204K
|
195K
$8.81M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
4.61K+ 3.86% |
$169K - $204K
|
124K
$5.6M
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
4.6K+ 8.08% |
$169K - $203K
|
61.6K
$2.78M
|