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 11, 2024
Q1 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-150- 1.46% |
$4.76K - $5.69K
|
10.1K
$468K
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-150- 2.03% |
$4.76K - $5.69K
|
7.25K
$335K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-150- 4.83% |
$4.76K - $5.69K
|
2.96K
$137K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-150- 1.12% |
$4.76K - $5.69K
|
13.2K
$611K
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-151- 0.16% |
$4.79K - $5.73K
|
95.3K
$4.41M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-151- 1.33% |
$4.79K - $5.73K
|
11.2K
$517K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-152- 0.84% |
$4.82K - $5.76K
|
18K
$830K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-154- 0.32% |
$4.89K - $5.84K
|
48.1K
$2.22M
|
|
|
May 08, 2024
Q1 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-155- 0.09% |
$4.92K - $5.88K
|
170K
$7.85M
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-157- 1.49% |
$4.98K - $5.95K
|
10.4K
$480K
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-158- 1.7% |
$5.01K - $5.99K
|
9.12K
$421K
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-158- 2.35% |
$5.01K - $5.99K
|
6.58K
$304K
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
SELL
|
- |
-160- 1.95% |
$5.08K - $6.07K
|
8.05K
$372K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-162- 2.43% |
$5.14K - $6.14K
|
6.51K
$301K
|
|
|
May 03, 2024
Q1 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-162- 1.93% |
$5.14K - $6.14K
|
8.24K
$381K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-162- 48.5% |
$5.14K - $6.14K
|
172
$7.95K
|
|
|
May 14, 2024
Q1 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-163- 15.57% |
$5.17K - $6.18K
|
884
$40.8K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-164- 0.2% |
$5.2K - $6.22K
|
82.4K
$3.81M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-167- 0.66% |
$5.3K - $6.33K
|
25.3K
$1.17M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-167- 0.94% |
$5.3K - $6.33K
|
17.7K
$816K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-167- 0.94% |
$5.3K - $6.33K
|
17.7K
$816K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-168- 1.42% |
$5.33K - $6.37K
|
11.7K
$541K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-169- 1.76% |
$5.36K - $6.41K
|
9.43K
$436K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-169- 1.43% |
$5.36K - $6.41K
|
11.7K
$538K
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-173- 1.53% |
$5.49K - $6.56K
|
11.2K
$515K
|
|
|
Apr 15, 2024
Q1 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-176- 0.12% |
$5.58K - $6.67K
|
150K
$6.95M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-179- 0.37% |
$5.68K - $6.79K
|
47.8K
$2.21M
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-183- 2.34% |
$5.81K - $6.94K
|
7.63K
$352K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-183- 1.03% |
$5.81K - $6.94K
|
17.6K
$812K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-184- 0.96% |
$5.84K - $6.98K
|
19K
$880K
|
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-184- 2.68% |
$5.84K - $6.98K
|
6.67K
$308K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-187- 0.35% |
$5.93K - $7.09K
|
53.7K
$2.48M
|
|
|
Apr 15, 2024
Q1 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-192- 0.28% |
$6.09K - $7.28K
|
68.6K
$3.17M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-192- 2.57% |
$6.09K - $7.28K
|
7.28K
$336K
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-192- 0.72% |
$6.09K - $7.28K
|
26.3K
$1.22M
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-193- 1.52% |
$6.12K - $7.32K
|
12.5K
$579K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-194- 1.89% |
$6.16K - $7.36K
|
10.1K
$466K
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-198- 1.63% |
$6.28K - $7.51K
|
11.9K
$552K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-200- 0.61% |
$6.35K - $7.58K
|
32.3K
$1.49M
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-200- 1.96% |
$6.35K - $7.58K
|
9.99K
$461K
|
|
|
Apr 25, 2024
Q1 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-200- 0.14% |
$6.35K - $7.58K
|
145K
$6.7M
|
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-200- 1.9% |
$6.35K - $7.58K
|
10.3K
$476K
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-200- 18.83% |
$6.35K - $7.58K
|
862
$39.8K
|
|
|
May 13, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-200- 1.56% |
$6.35K - $7.58K
|
12.6K
$583K
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-200- 1.42% |
$6.35K - $7.58K
|
13.9K
$640K
|
|
|
May 15, 2024
Q1 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-200- 0.52% |
$6.35K - $7.58K
|
38.4K
$1.77M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-203- 2.4% |
$6.44K - $7.7K
|
8.24K
$381K
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-208- 1.73% |
$6.6K - $7.89K
|
11.8K
$545K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-210- 2.61% |
$6.66K - $7.96K
|
7.85K
$363K
|
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-212- 3.16% |
$6.73K - $8.04K
|
6.49K
$300K
|