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 02, 2024
Q1 2024
|
Diversified, LLC
|
SELL
|
- |
-582- 4.65% |
$18.5K - $22.1K
|
11.9K
$551K
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-585- 1.24% |
$18.6K - $22.2K
|
46.5K
$2.15M
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-591- 5.56% |
$18.8K - $22.4K
|
10K
$464K
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-593- 9.16% |
$18.8K - $22.5K
|
5.88K
$272K
|
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-596- 1.59% |
$18.9K - $22.6K
|
36.9K
$1.71M
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-596- 5.58% |
$18.9K - $22.6K
|
10.1K
$466K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-596- 0.18% |
$18.9K - $22.6K
|
338K
$15.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-597- 11.6% |
$18.9K - $22.6K
|
4.55K
$210K
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-600- 2.52% |
$19K - $22.8K
|
23.2K
$1.07M
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-600- 5.57% |
$19K - $22.8K
|
10.2K
$470K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-600- 12.18% |
$19K - $22.8K
|
4.33K
$200K
|
|
|
Apr 26, 2024
Q1 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-600- 3.26% |
$19K - $22.8K
|
17.8K
$823K
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-600- 6.08% |
$19K - $22.8K
|
9.27K
$428K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-600- 2.13% |
$19K - $22.8K
|
27.6K
$1.28M
|
|
|
May 03, 2024
Q1 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-601- 2.86% |
$19.1K - $22.8K
|
20.4K
$942K
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-606- 1.23% |
$19.2K - $23K
|
48.5K
$2.24M
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-609- 0.57% |
$19.3K - $23.1K
|
107K
$4.94M
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-610- 5.77% |
$19.4K - $23.1K
|
9.95K
$460K
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-616- 2.93% |
$19.5K - $23.4K
|
20.4K
$942K
|
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-621- 0.73% |
$19.7K - $23.5K
|
85K
$3.93M
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-623- 1.89% |
$19.8K - $23.6K
|
32.4K
$1.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-629- 8.34% |
$20K - $23.9K
|
6.92K
$320K
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-632- 2.11% |
$20.1K - $24K
|
29.3K
$1.35M
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-638- 0.64% |
$20.2K - $24.2K
|
99.3K
$4.59M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-640- 0.78% |
$20.3K - $24.3K
|
81.2K
$3.75M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-640- 2.44% |
$20.3K - $24.3K
|
25.6K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-650- 2.08% |
$20.6K - $24.6K
|
30.6K
$1.41M
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-652- 3.95% |
$20.7K - $24.7K
|
15.8K
$732K
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
SELL
|
- |
-653- 5.15% |
$20.7K - $24.8K
|
12K
$555K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-659- 1.39% |
$20.9K - $25K
|
46.8K
$2.16M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-670- 3.87% |
$21.3K - $25.4K
|
16.7K
$770K
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-671- 8.33% |
$21.3K - $25.4K
|
7.39K
$341K
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-680- 7.79% |
$21.6K - $25.8K
|
8.05K
$372K
|
|
|
Apr 24, 2024
Q1 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-681- 5.69% |
$21.6K - $25.8K
|
11.3K
$522K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-681- 3.97% |
$21.6K - $25.8K
|
16.5K
$762K
|
|
|
Apr 10, 2024
Q1 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-685- 1.66% |
$21.7K - $26K
|
40.5K
$1.87M
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-686- 8.42% |
$21.8K - $26K
|
7.46K
$345K
|
|
|
May 15, 2024
Q1 2024
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-686- 9.44% |
$21.8K - $26K
|
6.58K
$304K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-688- 9.19% |
$21.8K - $26.1K
|
6.8K
$314K
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-689- 3.97% |
$21.9K - $26.1K
|
16.7K
$770K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-691- 0.97% |
$21.9K - $26.2K
|
70.6K
$3.26M
|
|
|
Apr 10, 2024
Q1 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-692- 1.93% |
$22K - $26.2K
|
35.2K
$1.63M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-695- 1.78% |
$22.1K - $26.4K
|
38.4K
$1.78M
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-696- 7.11% |
$22.1K - $26.4K
|
9.1K
$420K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-699- 1.34% |
$22.2K - $26.5K
|
51.3K
$2.37M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-701- 3.8% |
$22.2K - $26.6K
|
17.8K
$821K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-711- 2.33% |
$22.6K - $27K
|
29.9K
$1.38M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-723- 5.6% |
$22.9K - $27.4K
|
12.2K
$563K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-726- 7.08% |
$23K - $27.5K
|
9.52K
$440K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-728- 37.64% |
$23.1K - $27.6K
|
1.21K
$55.7K
|