Purchases and Sales Made in Q1 2024 in Bank Of America Corp (BAC)
This table provides information about the institutional ownership of Bank Of America Corp (BAC) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
9.1K+ 145.86% |
$289K - $345K
|
15.3K
$711K
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
9.1K+ 145.86% |
$289K - $345K
|
15.3K
$711K
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
9.07K+ 62.5% |
$288K - $344K
|
23.6K
$1.09M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
9.05K+ 14.89% |
$287K - $343K
|
69.8K
$3.24M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
8.9K+ 3.32% |
$282K - $337K
|
277K
$12.9M
|
|
|
May 08, 2024
Q1 2024
|
Shayne & Co., LLC
|
BUY
|
- |
8.88K+ 51.89% |
$282K - $337K
|
26K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8.84K+ 10.98% |
$281K - $335K
|
89.4K
$4.15M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
8.82K+ 541.83% |
$280K - $334K
|
10.4K
$485K
|
|
|
May 13, 2024
Q1 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
8.77K+ 7.64% |
$278K - $333K
|
124K
$5.73M
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
8.72K+ 0.27% |
$277K - $331K
|
3.18M
$148M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
8.7K+ 28.04% |
$276K - $330K
|
39.7K
$1.84M
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
8.7KNew |
$276K - $330K
|
8.7K
$403K
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
BUY
|
- |
8.65KNew |
$274K - $328K
|
8.65K
$401K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
8.59K+ 15.98% |
$273K - $326K
|
62.4K
$2.89M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
8.52K+ 19.71% |
$270K - $323K
|
51.7K
$2.4M
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
8.39K+ 20.97% |
$266K - $318K
|
48.4K
$2.25M
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
8.37K+ 8.38% |
$266K - $317K
|
108K
$5.02M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.36K+ 2.65% |
$265K - $317K
|
323K
$15M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
8.35K+ 5.53% |
$265K - $317K
|
159K
$7.39M
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
8.29K+ 8.55% |
$263K - $314K
|
105K
$4.88M
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
8.22KNew |
$261K - $312K
|
8.22K
$381K
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
8.21KNew |
$261K - $311K
|
8.21K
$381K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
8.2KNew |
$260K - $311K
|
8.2K
$381K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
8.13K+ 3.29% |
$258K - $308K
|
255K
$11.9M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
8.13K+ 30.77% |
$258K - $308K
|
34.6K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
8.11K+ 0.36% |
$257K - $307K
|
2.24M
$104M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8.09K+ 13.65% |
$257K - $307K
|
67.4K
$3.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
8.08K+ 54.96% |
$256K - $306K
|
22.8K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
8.04KNew |
$255K - $305K
|
8.04K
$373K
|
|
|
Apr 18, 2024
Q1 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
7.95K+ 24.66% |
$252K - $302K
|
40.2K
$1.87M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
7.94K+ 5.78% |
$252K - $301K
|
145K
$6.73M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.91K+ 3.1% |
$251K - $300K
|
263K
$12.2M
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
7.85KNew |
$249K - $298K
|
7.85K
$364K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
7.83K+ 5.65% |
$248K - $297K
|
146K
$6.79M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
7.79K+ 7.45% |
$247K - $295K
|
112K
$5.21M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
7.75KNew |
$246K - $294K
|
7.75K
$360K
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
BUY
|
- |
7.67K+ 4.43% |
$243K - $291K
|
181K
$8.39M
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
7.63KNew |
$242K - $289K
|
7.63K
$354K
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
7.55KNew |
$239K - $286K
|
7.55K
$350K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.54K+ 2.21% |
$239K - $286K
|
349K
$16.2M
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
7.49K+ 12.51% |
$238K - $284K
|
67.3K
$3.12M
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
7.47KNew |
$237K - $283K
|
7.47K
$347K
|
|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
7.36KNew |
$234K - $279K
|
7.36K
$341K
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
7.31KNew |
$232K - $277K
|
7.31K
$339K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7.28KNew |
$231K - $276K
|
7.28K
$338K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7.27K+ 1.96% |
$231K - $276K
|
378K
$17.5M
|
|
|
May 14, 2024
Q1 2024
|
Game Creek Capital, LP
Boston, MA |
BUY
|
- |
7.25K+ 6.56% |
$230K - $275K
|
118K
$5.46M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.17K+ 48.19% |
$228K - $272K
|
22.1K
$1.02M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
7.12K+ 9.69% |
$226K - $270K
|
80.6K
$3.74M
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
7.1KNew |
$225K - $269K
|
7.1K
$329K
|