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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
6KNew |
$190K - $228K
|
6K
$277K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
5.99K+ 0.92% |
$190K - $227K
|
659K
$30.5M
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
5.98KNew |
$190K - $227K
|
5.98K
$276K
|
|
|
May 06, 2024
Q1 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
5.97K+ 3.79% |
$190K - $226K
|
163K
$7.55M
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
5.97KNew |
$189K - $226K
|
5.97K
$276K
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
5.95KNew |
$189K - $226K
|
5.95K
$275K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
5.94K+ 56.42% |
$189K - $225K
|
16.5K
$761K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
5.94K+ 9.95% |
$189K - $225K
|
65.7K
$3.03M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
5.93KNew |
$188K - $225K
|
5.93K
$274K
|
|
|
Apr 23, 2024
Q1 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
5.93KNew |
$188K - $225K
|
5.93K
$274K
|
|
|
Apr 24, 2024
Q1 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
5.92KNew |
$188K - $225K
|
5.92K
$274K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
5.92K+ 8.02% |
$188K - $224K
|
79.8K
$3.69M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
5.91K+ 7.86% |
$188K - $224K
|
81.1K
$3.75M
|
|
|
Apr 12, 2024
Q1 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
5.9KNew |
$187K - $224K
|
5.9K
$273K
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
5.9KNew |
$187K - $224K
|
5.9K
$272K
|
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
5.89KNew |
$187K - $223K
|
5.89K
$272K
|
|
|
Apr 10, 2024
Q1 2024
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
5.88KNew |
$187K - $223K
|
5.88K
$272K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
5.87K+ 64.36% |
$186K - $223K
|
15K
$693K
|
|
|
Apr 29, 2024
Q1 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
5.85KNew |
$186K - $222K
|
5.85K
$270K
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
5.81K+ 2.61% |
$184K - $220K
|
228K
$10.6M
|
|
|
Sep 25, 2024
Q1 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
5.81KNew |
$184K - $220K
|
5.81K
$268K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.81K+ 2.85% |
$184K - $220K
|
210K
$9.69M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.81K+ 32.78% |
$184K - $220K
|
23.5K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
5.81KNew |
$184K - $220K
|
5.81K
$268K
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
5.8KNew |
$184K - $220K
|
5.8K
$268K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.79K+ 3.03% |
$184K - $220K
|
197K
$9.1M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5.76KNew |
$183K - $218K
|
5.76K
$266K
|
|
|
Apr 22, 2024
Q1 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
5.74K+ 7.28% |
$182K - $218K
|
84.5K
$3.91M
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
5.73KNew |
$182K - $217K
|
5.73K
$265K
|
|
|
May 10, 2024
Q1 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
5.73K+ 6.57% |
$182K - $217K
|
92.9K
$4.29M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.72K+ 56.01% |
$181K - $217K
|
15.9K
$736K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
5.68KNew |
$180K - $215K
|
5.68K
$263K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
5.67K+ 2.44% |
$180K - $215K
|
238K
$11M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
5.65KNew |
$179K - $214K
|
5.65K
$261K
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
5.64KNew |
$179K - $214K
|
5.64K
$261K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.64KNew |
$179K - $214K
|
5.64K
$261K
|
|
|
May 01, 2024
Q1 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
5.64KNew |
$179K - $214K
|
5.64K
$260K
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
5.64KNew |
$179K - $214K
|
5.64K
$260K
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
5.62KNew |
$178K - $213K
|
5.62K
$260K
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
5.62KNew |
$178K - $213K
|
5.62K
$260K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
5.61KNew |
$178K - $213K
|
5.61K
$259K
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
5.6KNew |
$178K - $212K
|
5.6K
$259K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
5.6KNew |
$178K - $212K
|
5.6K
$259K
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
5.59KNew |
$177K - $212K
|
5.59K
$258K
|
|
|
May 15, 2024
Q1 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
5.59KNew |
$177K - $212K
|
5.59K
$258K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
5.59K+ 0.85% |
$177K - $212K
|
663K
$30.6M
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
5.59K+ 20.44% |
$177K - $212K
|
32.9K
$1.52M
|
|
|
May 06, 2024
Q1 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
5.58KNew |
$177K - $212K
|
5.58K
$258K
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
5.58K+ 12.44% |
$177K - $212K
|
50.4K
$2.33M
|
|
|
May 15, 2024
Q1 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
5.57KNew |
$177K - $211K
|
5.57K
$258K
|