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 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
370+ 74.9% |
$11.7K - $14K
|
864
$39.9K
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
370New |
$11.7K - $14K
|
370
$17.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
357+ 0.28% |
$11.3K - $13.5K
|
126K
$5.84M
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
354+ 0.35% |
$11.2K - $13.4K
|
101K
$4.66M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
350New |
$11.1K - $13.3K
|
350
$16.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
339+ 0.16% |
$10.8K - $12.9K
|
212K
$9.79M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
338+ 6.73% |
$10.7K - $12.8K
|
5.36K
$248K
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
334+ 3.66% |
$10.6K - $12.7K
|
9.45K
$437K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
334+ 130.47% |
$10.6K - $12.7K
|
590
$27.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
328+ 5.35% |
$10.4K - $12.4K
|
6.46K
$299K
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
319+ 0.85% |
$10.1K - $12.1K
|
38K
$1.75M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
318+ 0.35% |
$10.1K - $12.1K
|
91.2K
$4.22M
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
317+ 4.4% |
$10.1K - $12K
|
7.52K
$348K
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
316+ 0.13% |
$10K - $12K
|
250K
$11.5M
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
315+ 4.12% |
$9.99K - $11.9K
|
7.96K
$368K
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
310+ 0.28% |
$9.84K - $11.8K
|
110K
$5.06M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
310+ 2.73% |
$9.84K - $11.8K
|
11.7K
$539K
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
BUY
|
- |
300+ 1.52% |
$9.52K - $11.4K
|
20.1K
$927K
|
|
|
May 13, 2024
Q1 2024
|
Round Hill Asset Management
Pasadena, CA |
BUY
|
- |
297+ 2.16% |
$9.42K - $11.3K
|
14.1K
$650K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
294+ 0.27% |
$9.33K - $11.1K
|
109K
$5.02M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
290+ 2.42% |
$9.2K - $11K
|
12.3K
$567K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
286+ 0.27% |
$9.07K - $10.8K
|
107K
$4.93M
|
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
BUY
|
- |
280+ 0.59% |
$8.88K - $10.6K
|
47.9K
$2.21M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
276+ 0.24% |
$8.76K - $10.5K
|
117K
$5.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
268+ 2.02% |
$8.5K - $10.2K
|
13.6K
$626K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
267+ 2.89% |
$8.47K - $10.1K
|
9.5K
$439K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
266+ 3.31% |
$8.44K - $10.1K
|
8.3K
$383K
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
265+ 2.24% |
$8.41K - $10K
|
12.1K
$559K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
261+ 0.23% |
$8.28K - $9.9K
|
113K
$5.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
260+ 3.01% |
$8.25K - $9.86K
|
8.9K
$411K
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
258+ 1.66% |
$8.19K - $9.78K
|
15.8K
$730K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
257+ 0.71% |
$8.15K - $9.75K
|
36.6K
$1.69M
|
|
|
May 13, 2024
Q1 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
253+ 0.72% |
$8.03K - $9.59K
|
35.3K
$1.63M
|
|
|
Apr 19, 2024
Q1 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
252+ 0.09% |
$8K - $9.56K
|
283K
$13.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
250New |
$7.93K - $9.48K
|
250
$11.6K
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
242+ 0.66% |
$7.68K - $9.18K
|
37K
$1.71M
|
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
241+ 3.94% |
$7.65K - $9.14K
|
6.35K
$294K
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
238+ 2.18% |
$7.55K - $9.02K
|
11.1K
$515K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
238+ 0.34% |
$7.55K - $9.02K
|
69.9K
$3.23M
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
237+ 30.42% |
$7.52K - $8.99K
|
1.02K
$46.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
234+ 2.26% |
$7.42K - $8.87K
|
10.6K
$489K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
233+ 0.18% |
$7.39K - $8.84K
|
129K
$5.95M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
232+ 0.81% |
$7.36K - $8.8K
|
28.8K
$1.33M
|
|
|
Apr 26, 2024
Q1 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
227+ 0.36% |
$7.2K - $8.61K
|
63K
$2.91M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
225+ 3.45% |
$7.14K - $8.53K
|
6.74K
$311K
|
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
224+ 3.33% |
$7.11K - $8.49K
|
6.95K
$321K
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
223+ 3.66% |
$7.08K - $8.46K
|
6.31K
$292K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
223+ 1.94% |
$7.08K - $8.46K
|
11.7K
$543K
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
223+ 1.32% |
$7.08K - $8.46K
|
17.1K
$791K
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
218+ 0.87% |
$6.92K - $8.27K
|
25.3K
$1.17M
|