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 14, 2024
Q3 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
3.34K+ 1.78% |
$122K - $147K
|
190K
$8.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.33K+ 52.99% |
$122K - $147K
|
9.6K
$447K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
3.23K+ 37.88% |
$118K - $142K
|
11.8K
$547K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.22K+ 15.67% |
$118K - $142K
|
23.8K
$1.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
3.22K+ 42.84% |
$118K - $142K
|
10.7K
$499K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
3.2K+ 15.24% |
$117K - $141K
|
24.2K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
3.2K+ 7.07% |
$117K - $141K
|
48.5K
$2.26M
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
3.19K+ 17.19% |
$117K - $141K
|
21.7K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
3.18K+ 5.68% |
$117K - $140K
|
59.2K
$2.75M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.16K+ 40.66% |
$116K - $140K
|
10.9K
$509K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.16K+ 1.67% |
$116K - $139K
|
192K
$8.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
3.13K+ 3.98% |
$115K - $138K
|
81.9K
$3.81M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
3.11KNew |
$114K - $137K
|
3.11K
$145K
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
3.11K+ 44.29% |
$114K - $137K
|
10.1K
$471K
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
3.08K+ 5.49% |
$113K - $136K
|
59.2K
$2.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
3.01K+ 13.54% |
$110K - $133K
|
25.3K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3K+ 47.78% |
$110K - $132K
|
9.28K
$432K
|
|
|
Nov 15, 2024
Q3 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
3K+ 85.69% |
$110K - $132K
|
6.5K
$302K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.99K+ 0.55% |
$110K - $132K
|
544K
$25.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.96K+ 1.17% |
$108K - $130K
|
255K
$11.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
2.9K+ 3.57% |
$106K - $128K
|
84.2K
$3.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
2.85K+ 4.02% |
$105K - $126K
|
73.8K
$3.43M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
2.84K+ 6.32% |
$104K - $126K
|
47.8K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
2.8K+ 15.95% |
$103K - $124K
|
20.4K
$948K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
2.78K+ 41.75% |
$102K - $123K
|
9.44K
$439K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
2.75K+ 42.31% |
$101K - $121K
|
9.25K
$430K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
2.74K+ 0.74% |
$100K - $121K
|
376K
$17.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.74K+ 56.02% |
$100K - $121K
|
7.63K
$355K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.71K+ 2.91% |
$99.4K - $120K
|
96K
$4.47M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.69K+ 667.91% |
$98.4K - $118K
|
3.09K
$144K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.68K+ 20.2% |
$98.2K - $118K
|
15.9K
$742K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2.65K+ 2.44% |
$97K - $117K
|
111K
$5.18M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.63K+ 1.18% |
$96.3K - $116K
|
225K
$10.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wesleyan Assurance Society
Birmingham, X0 |
BUY
|
- |
2.6K+ 0.64% |
$95.3K - $115K
|
410K
$19.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
2.6K+ 51.14% |
$95.1K - $115K
|
7.67K
$357K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
2.6K+ 0.98% |
$95.1K - $115K
|
268K
$12.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.59K+ 16.19% |
$95.1K - $114K
|
18.6K
$866K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.58K+ 23.08% |
$94.7K - $114K
|
13.8K
$641K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
2.58K+ 28.65% |
$94.6K - $114K
|
11.6K
$539K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.56K+ 4.77% |
$93.8K - $113K
|
56.2K
$2.61M
|
|
|
Oct 29, 2024
Q3 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
2.55K+ 8.39% |
$93.5K - $113K
|
32.9K
$1.53M
|
|
|
Oct 04, 2024
Q3 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
2.54K+ 0.87% |
$93.2K - $112K
|
296K
$13.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.52K+ 6.33% |
$92.3K - $111K
|
42.3K
$1.97M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
2.5KNew |
$91.7K - $110K
|
2.5K
$116K
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2.5K+ 5.89% |
$91.6K - $110K
|
45K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.5K+ 1.49% |
$91.6K - $110K
|
170K
$7.92M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.47K+ 1.93% |
$90.4K - $109K
|
130K
$6.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
2.46KNew |
$90.2K - $109K
|
2.46K
$115K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.44K+ 9.83% |
$89.3K - $108K
|
27.2K
$1.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.44K+ 9.47% |
$89.3K - $108K
|
28.2K
$1.31M
|