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 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
22+ 0.01% |
$698 - $834
|
195K
$9.02M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
21+ 0.25% |
$666 - $796
|
8.28K
$383K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
20+ 0.78% |
$635 - $758
|
2.59K
$120K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
19+ 0.04% |
$603 - $720
|
50K
$2.31M
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
18+ 0.29% |
$571 - $683
|
6.13K
$283K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
17+ 0.27% |
$539 - $645
|
6.31K
$292K
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
17+ 0.22% |
$539 - $645
|
7.85K
$363K
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
17+ 0.13% |
$539 - $645
|
13.4K
$618K
|
|
|
Apr 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
16+ 0.05% |
$508 - $607
|
31.2K
$1.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
16+ 0.24% |
$508 - $607
|
6.58K
$304K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
15+ 0.22% |
$476 - $569
|
6.86K
$317K
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
BUY
|
- |
15+ 0.2% |
$476 - $569
|
7.49K
$346K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
15+ 0.17% |
$476 - $569
|
8.73K
$404K
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
15+ 0.2% |
$476 - $569
|
7.6K
$351K
|
|
|
May 15, 2024
Q1 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
15+ 0.2% |
$476 - $569
|
7.46K
$345K
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
13+ 0.05% |
$412 - $493
|
25.5K
$1.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
12+ 0.07% |
$381 - $455
|
18.3K
$847K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
12+ 0.56% |
$381 - $455
|
2.14K
$98.8K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
12+ 1.06% |
$381 - $455
|
1.15K
$53K
|
|
|
Apr 19, 2024
Q1 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
10+ 0.03% |
$317 - $379
|
32.1K
$1.48M
|
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
10+ 0.05% |
$317 - $379
|
18.9K
$875K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
10+ 0.04% |
$317 - $379
|
23.6K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
10+ 0.12% |
$317 - $379
|
8.28K
$383K
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
10+ 0.07% |
$317 - $379
|
15.4K
$710K
|
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
9+ 0.14% |
$286 - $341
|
6.52K
$301K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
9+ 0.1% |
$286 - $341
|
9.03K
$417K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
8+ 0.05% |
$254 - $303
|
16.8K
$775K
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
8+ 0.13% |
$254 - $303
|
6.33K
$293K
|
|
|
May 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
8+ 0.63% |
$254 - $303
|
1.28K
$59.3K
|
|
|
May 15, 2024
Q1 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
8+ 0.13% |
$254 - $303
|
6.28K
$290K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
7+ 0.11% |
$222 - $265
|
6.67K
$308K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
7+ 0.09% |
$222 - $265
|
7.51K
$347K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
7+ 0.08% |
$222 - $265
|
8.54K
$395K
|
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
6+ 0.08% |
$190 - $228
|
7.51K
$347K
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
6+ 0.06% |
$190 - $228
|
10.2K
$470K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
6+ 0.11% |
$190 - $228
|
5.59K
$258K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
6+ 0.04% |
$190 - $228
|
14.4K
$667K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
6+ 0.06% |
$190 - $228
|
9.72K
$449K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
6+ 0.21% |
$190 - $228
|
2.84K
$131K
|
|
|
May 21, 2024
Q1 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
6+ 0.71% |
$190 - $228
|
847
$39.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
5+ 0.02% |
$159 - $190
|
21.5K
$994K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
5+ 0.06% |
$159 - $190
|
8.3K
$384K
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
5+ 0.05% |
$159 - $190
|
10.4K
$482K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
5+ 0.12% |
$159 - $190
|
4.19K
$194K
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
4+ 0.12% |
$127 - $152
|
3.41K
$158K
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
BUY
|
- |
4+ 0.06% |
$127 - $152
|
6.45K
$298K
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
4+ 0.04% |
$127 - $152
|
10.1K
$467K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
4+ 0.81% |
$127 - $152
|
495
$22.9K
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
BUY
|
- |
4+ 0.04% |
$127 - $152
|
9.44K
$436K
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
3+ 0.04% |
$95.2 - $114
|
7.42K
$343K
|