Schneider Downs Wealth Management Advisors, LP Bank Of America Corp Transaction History

Schneider Downs Wealth Management Advisors, LP

$478 Million
Q3 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 13, 2022	BUY	$31.13 - $40.9 $27,083 - $35,583	870 Added 15.41%	6,517 $203,000
Q4 2021 Jan 31, 2022	SELL	$43.08 - $48.37 $104,339 - $117,152	-2,422 Reduced 30.02%	5,647 $251,000
Q3 2021 Oct 14, 2021	BUY	$36.93 - $43.26 $95,611 - $112,000	2,589 Added 47.24%	8,069 $343,000
Q2 2021 Jul 20, 2021	BUY	$38.08 - $43.27 $5,864 - $6,663	154 Added 2.89%	5,480 $226,000
Q1 2021 Apr 26, 2021	BUY	$29.65 - $38.99 $157,915 - $207,660	5,326 New	5,326 $206,000
Q4 2020 Jan 21, 2021	SELL	$23.47 - $30.31 $269,083 - $347,504	-11,465 Closed	0 $0
Q1 2020 Apr 21, 2020	BUY	$18.08 - $35.64 $207,287 - $408,612	11,465 New	11,465 $243,000

Others Institutions Holding BAC

# of Institutions

3,298

Shares Held

5.23B

Call Options Held

85.8M

Put Options Held

100M

Warren Buffett Berkshire Hathaway Inc | Omaha, Ne

798M
Shares

$37.9 Billion
12.05% of portfolio
Vanguard Group Inc Valley Forge, PA

660M
Shares

$31.4 Billion
0.48% of portfolio
Black Rock Inc. New York, NY

473M
Shares

$22.5 Billion
0.43% of portfolio
State Street Corp Boston, MA

289M
Shares

$13.7 Billion
0.48% of portfolio
Jpmorgan Chase & CO New York, NY

149M
Shares

$7.1 Billion
0.49% of portfolio

View Full List

About Bank of America Corp

Ticker BAC
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 8,024,450,048
Market Cap $381B
Description
Bank of America Corporation, through its subsidiaries, provides banking and financial products and services for individual consumers, small and middle-market businesses, institutional investors, large corporations, and governments worldwide. Its Consumer Banking segment offers traditional and money market savings accounts, certificates of deposi...

More about BAC

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