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 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-24- 0.08% |
$762 - $910
|
31.8K
$1.47M
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-25- 0.32% |
$793 - $948
|
7.77K
$359K
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-28- 0.13% |
$888 - $1.06K
|
21.4K
$991K
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-30- 0.5% |
$952 - $1.14K
|
5.96K
$276K
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-30- 0.62% |
$952 - $1.14K
|
4.81K
$222K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-33- 0.11% |
$1.05K - $1.25K
|
30.2K
$1.39M
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-33- 0.42% |
$1.05K - $1.25K
|
7.77K
$359K
|
|
|
May 10, 2024
Q1 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-33- 0.38% |
$1.05K - $1.25K
|
8.69K
$401K
|
|
|
May 13, 2024
Q1 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-34- 0.05% |
$1.08K - $1.29K
|
71.3K
$3.3M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-35- 1.31% |
$1.11K - $1.33K
|
2.63K
$121K
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-35- 0.35% |
$1.11K - $1.33K
|
9.92K
$458K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
SELL
|
- |
-38- 0.2% |
$1.21K - $1.44K
|
19.1K
$884K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-39- 2.32% |
$1.24K - $1.48K
|
1.64K
$76K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-40- 0.36% |
$1.27K - $1.52K
|
11K
$507K
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-45- 3.14% |
$1.43K - $1.71K
|
1.39K
$64K
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-45- 0.14% |
$1.43K - $1.71K
|
32.6K
$1.51M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-45- 0.42% |
$1.43K - $1.71K
|
10.7K
$496K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-46- 0.15% |
$1.46K - $1.74K
|
30.6K
$1.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-48- 0.63% |
$1.52K - $1.82K
|
7.56K
$349K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-48- 16.38% |
$1.52K - $1.82K
|
245
$11.3K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-49- 5.74% |
$1.55K - $1.86K
|
805
$37.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-50- 1.16% |
$1.59K - $1.9K
|
4.26K
$197K
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-50- 14.29% |
$1.59K - $1.9K
|
300
$13.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-50- 0.06% |
$1.59K - $1.9K
|
81.7K
$3.78M
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-50- 0.68% |
$1.59K - $1.9K
|
7.34K
$339K
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-51- 0.53% |
$1.62K - $1.93K
|
9.55K
$441K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-51- 1.05% |
$1.62K - $1.93K
|
4.8K
$222K
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-53- 0.6% |
$1.68K - $2.01K
|
8.72K
$403K
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-55- 0.05% |
$1.75K - $2.09K
|
107K
$4.95M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-56- 0.26% |
$1.78K - $2.12K
|
21.5K
$995K
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-56- 0.45% |
$1.78K - $2.12K
|
12.5K
$577K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-59- 5.92% |
$1.87K - $2.24K
|
937
$43.3K
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-59- 0.16% |
$1.87K - $2.24K
|
36K
$1.66M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-61- 0.67% |
$1.94K - $2.31K
|
9.11K
$421K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-63- 0.43% |
$2K - $2.39K
|
14.5K
$672K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-63- 0.19% |
$2K - $2.39K
|
33.5K
$1.55M
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-63- 0.78% |
$2K - $2.39K
|
8.05K
$372K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-68- 0.76% |
$2.16K - $2.58K
|
8.93K
$413K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-73- 0.71% |
$2.32K - $2.77K
|
10.3K
$475K
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-79- 0.61% |
$2.51K - $3K
|
12.9K
$598K
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-81- 0.27% |
$2.57K - $3.07K
|
29.8K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-82- 11.16% |
$2.6K - $3.11K
|
653
$30.2K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-83- 2.6% |
$2.63K - $3.15K
|
3.11K
$144K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-85- 1.24% |
$2.7K - $3.22K
|
6.78K
$313K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-85- 1.34% |
$2.7K - $3.22K
|
6.24K
$288K
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-89- 1.34% |
$2.82K - $3.37K
|
6.55K
$303K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-90- 0.36% |
$2.86K - $3.41K
|
25.1K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-91- 0.08% |
$2.89K - $3.45K
|
112K
$5.16M
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-96- 2.02% |
$3.05K - $3.64K
|
4.66K
$215K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-97- 0.53% |
$3.08K - $3.68K
|
18.2K
$842K
|