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 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.61K+ 0.63% |
$51K - $60.9K
|
257K
$11.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.6K+ 1.91% |
$50.9K - $60.8K
|
85.5K
$3.95M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.6K+ 15.32% |
$50.9K - $60.8K
|
12.1K
$558K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1.58KNew |
$50K - $59.7K
|
1.58K
$72.8K
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.57K+ 10.25% |
$49.8K - $59.5K
|
16.9K
$781K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.57K+ 11.57% |
$49.7K - $59.3K
|
15.1K
$697K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.53K+ 10.78% |
$48.6K - $58.1K
|
15.8K
$728K
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.53K+ 0.05% |
$48.5K - $57.9K
|
3.31M
$153M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.51K+ 10.88% |
$47.9K - $57.2K
|
15.4K
$711K
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
1.47K+ 2.74% |
$46.7K - $55.9K
|
55.2K
$2.55M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.47K+ 17.61% |
$46.6K - $55.7K
|
9.82K
$454K
|
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.47K+ 6.05% |
$46.5K - $55.6K
|
25.7K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.46KNew |
$46.3K - $55.3K
|
1.46K
$67.4K
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
1.46K+ 19.38% |
$46.2K - $55.2K
|
8.98K
$415K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.45K+ 5.36% |
$46K - $55K
|
28.5K
$1.32M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
1.45K+ 22.16% |
$45.8K - $54.8K
|
7.97K
$368K
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
1.44K+ 6.36% |
$45.7K - $54.6K
|
24.1K
$1.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
1.43K+ 19.24% |
$45.2K - $54.1K
|
8.84K
$408K
|
|
|
Jun 07, 2024
Q1 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
1.43K+ 1.77% |
$45.2K - $54K
|
82K
$3.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.42K+ 2.53% |
$45K - $53.7K
|
57.4K
$2.65M
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.42K+ 29.45% |
$45K - $53.7K
|
6.23K
$288K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
1.41K+ 234.83% |
$44.7K - $53.4K
|
2.01K
$92.8K
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
1.4K+ 0.07% |
$44.4K - $53.1K
|
1.98M
$91.6M
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.4K+ 28.91% |
$44.4K - $53.1K
|
6.24K
$288K
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.38K+ 1.46% |
$43.8K - $52.3K
|
96K
$4.44M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.38K+ 5.97% |
$43.8K - $52.3K
|
24.5K
$1.13M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.37K+ 13.95% |
$43.5K - $52K
|
11.2K
$517K
|
|
|
Apr 29, 2024
Q1 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
1.37K+ 3.22% |
$43.3K - $51.8K
|
43.8K
$2.02M
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.36K+ 6.05% |
$43.2K - $51.6K
|
23.9K
$1.1M
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.36K+ 132.39% |
$43.2K - $51.6K
|
2.39K
$110K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.36K+ 5.58% |
$43K - $51.4K
|
25.7K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.35K+ 439.74% |
$42.8K - $51.2K
|
1.66K
$76.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.33K+ 13.92% |
$42K - $50.2K
|
10.8K
$501K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.32K+ 4.3% |
$42K - $50.2K
|
32.1K
$1.48M
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
1.32K+ 3.32% |
$41.8K - $49.9K
|
40.9K
$1.89M
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
BUY
|
- |
1.3K+ 4.73% |
$41.2K - $49.3K
|
28.8K
$1.33M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.3K+ 2.41% |
$41.2K - $49.2K
|
55.2K
$2.55M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.3K+ 46.32% |
$41.2K - $49.2K
|
4.1K
$189K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.3K+ 8.45% |
$41.1K - $49.1K
|
16.6K
$768K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.3K+ 2.5% |
$41.1K - $49.1K
|
53.2K
$2.46M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.29K+ 1.09% |
$40.8K - $48.8K
|
119K
$5.49M
|
|
|
Apr 16, 2024
Q1 2024
|
Asio Capital, LLC
|
BUY
|
- |
1.25K+ 0.74% |
$39.8K - $47.6K
|
170K
$7.85M
|
|
|
May 15, 2024
Q1 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.25K+ 12.82% |
$39.8K - $47.6K
|
11K
$510K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.25K+ 20.33% |
$39.8K - $47.5K
|
7.42K
$343K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.25K+ 8.52% |
$39.7K - $47.4K
|
15.9K
$736K
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.23K+ 2.59% |
$39.1K - $46.7K
|
48.7K
$2.25M
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
1.23K+ 2.09% |
$39K - $46.6K
|
60.1K
$2.78M
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.21K+ 30.1% |
$38.5K - $46K
|
5.24K
$242K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.21K+ 7.01% |
$38.5K - $46K
|
18.5K
$855K
|
|
|
Apr 04, 2024
Q1 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
1.21K+ 3.18% |
$38.4K - $45.9K
|
39.2K
$1.81M
|