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 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.65K- 21.67% |
$84.1K - $100K
|
9.57K
$442K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.66K- 6.39% |
$84.4K - $101K
|
39K
$1.8M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-2.68K- 24.98% |
$85.1K - $102K
|
8.06K
$372K
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-2.7K- 10.21% |
$85.7K - $102K
|
23.7K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-2.7K- 2.34% |
$85.7K - $102K
|
113K
$5.2M
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-2.71K- 24.12% |
$85.9K - $103K
|
8.52K
$394K
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-2.73K- 22.93% |
$86.6K - $103K
|
9.17K
$424K
|
|
|
May 15, 2024
Q1 2024
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-2.74K- 9.22% |
$87.1K - $104K
|
27K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.75K- 32.51% |
$87.2K - $104K
|
5.71K
$264K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.76K- 2.36% |
$87.6K - $105K
|
114K
$5.27M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-2.77K- 19.4% |
$87.7K - $105K
|
11.5K
$531K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-2.78K- 11.09% |
$88.1K - $105K
|
22.2K
$1.03M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.78K- 20.4% |
$88.2K - $105K
|
10.8K
$501K
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-2.78K- 6.56% |
$88.3K - $106K
|
39.7K
$1.83M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.8K- 7.68% |
$88.8K - $106K
|
33.7K
$1.56M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.8K- 1.42% |
$88.9K - $106K
|
195K
$9.02M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.81K- 1.64% |
$89.2K - $107K
|
169K
$7.79M
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2.81K- 4.77% |
$89.3K - $107K
|
56.1K
$2.59M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.82K- 1.41% |
$89.6K - $107K
|
197K
$9.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-2.84K- 9.77% |
$90K - $108K
|
26.2K
$1.21M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.85K- 2.54% |
$90.5K - $108K
|
109K
$5.05M
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-2.86K- 2.83% |
$90.7K - $108K
|
98.3K
$4.54M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-2.89K- 13.27% |
$91.6K - $110K
|
18.9K
$872K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.91K- 2.53% |
$92.4K - $110K
|
112K
$5.18M
|
|
|
May 15, 2024
Q1 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-2.93K- 5.48% |
$92.9K - $111K
|
50.5K
$2.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-2.93K- 29.14% |
$93.1K - $111K
|
7.13K
$330K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.95K- 3.05% |
$93.6K - $112K
|
93.8K
$4.34M
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-2.95K- 21.98% |
$93.7K - $112K
|
10.5K
$484K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-2.96K- 4.26% |
$93.9K - $112K
|
66.5K
$3.07M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-2.97K- 17.96% |
$94.3K - $113K
|
13.6K
$627K
|
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-2.97K- 3.98% |
$94.3K - $113K
|
71.7K
$3.32M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-2.99K- 9.54% |
$94.8K - $113K
|
28.3K
$1.31M
|
|
|
May 08, 2024
Q1 2024
|
Private Management Group Inc
|
SELL
|
- |
-3K- 28.61% |
$95.2K - $114K
|
7.49K
$346K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-3.01K- 27.31% |
$95.3K - $114K
|
8K
$370K
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-3.01K- 35.45% |
$95.4K - $114K
|
5.47K
$253K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-3.03K- 15.0% |
$96.2K - $115K
|
17.2K
$794K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3.04K- 48.62% |
$96.5K - $115K
|
3.21K
$148K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.05K- 21.62% |
$96.7K - $116K
|
11.1K
$511K
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-3.07K- 12.93% |
$97.3K - $116K
|
20.7K
$955K
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
SELL
|
- |
-3.09K- 2.15% |
$98.1K - $117K
|
141K
$6.51M
|
|
|
May 01, 2024
Q1 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-3.1K- 2.88% |
$98.4K - $118K
|
105K
$4.84M
|
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-3.12K- 2.43% |
$99K - $118K
|
125K
$5.78M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3.15K- 6.74% |
$99.9K - $119K
|
43.6K
$2.01M
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-3.18K- 0.93% |
$101K - $121K
|
339K
$15.7M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.25K- 1.02% |
$103K - $123K
|
317K
$14.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-3.29K- 11.33% |
$104K - $125K
|
25.8K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-3.29K- 1.36% |
$104K - $125K
|
239K
$11M
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3.3K- 94.07% |
$105K - $125K
|
208
$9.61K
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-3.32K- 0.43% |
$105K - $126K
|
769K
$35.5M
|
|
|
Apr 11, 2024
Q1 2024
|
David J Yvars Group
|
SELL
|
- |
-3.36K- 3.18% |
$106K - $127K
|
102K
$4.71M
|