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 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-5.78K- 8.99% |
$184K - $219K
|
58.5K
$2.68M
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-5.83K- 6.68% |
$185K - $221K
|
81.4K
$3.73M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-5.83K- 0.55% |
$185K - $221K
|
1.05M
$48M
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-5.87K- 3.87% |
$186K - $223K
|
146K
$6.68M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-5.9K- 11.4% |
$187K - $224K
|
45.8K
$2.1M
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-5.9K- 41.46% |
$187K - $224K
|
8.32K
$381K
|
|
|
May 13, 2024
Q1 2024
|
Credit Capital Investments LLC
Short Hills, NJ |
SELL
|
- |
-6K- 6.25% |
$190K - $228K
|
90K
$4.12M
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-6.07K- 11.03% |
$192K - $230K
|
48.9K
$2.24M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-6.08K- 48.15% |
$193K - $230K
|
6.54K
$300K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-6.1K- 38.25% |
$194K - $231K
|
9.85K
$451K
|
|
|
May 10, 2024
Q1 2024
|
Homestead Advisers Corp
|
SELL
|
- |
-6.2K- 0.35% |
$197K - $235K
|
1.75M
$80.2M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-6.25K- 8.97% |
$198K - $237K
|
63.4K
$2.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-6.26K- 11.32% |
$199K - $237K
|
49K
$2.24M
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-6.26K- 1.3% |
$199K - $237K
|
474K
$21.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-6.27K- 1.43% |
$199K - $238K
|
432K
$19.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-6.33K- 4.76% |
$201K - $240K
|
127K
$5.8M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-6.38K- 24.02% |
$203K - $242K
|
20.2K
$925K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-6.41K- 9.16% |
$203K - $243K
|
63.6K
$2.91M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-6.42K- 0.51% |
$204K - $243K
|
1.24M
$56.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-6.45K- 9.9% |
$205K - $244K
|
58.6K
$2.69M
|
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-6.56K- 11.93% |
$208K - $249K
|
48.4K
$2.22M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-6.6K- 25.68% |
$210K - $250K
|
19.1K
$875K
|
|
|
Sep 16, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-6.67K- 31.1% |
$211K - $253K
|
14.8K
$676K
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-6.67K- 0.56% |
$212K - $253K
|
1.18M
$54.1M
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-6.84K- 0.68% |
$217K - $259K
|
1M
$45.8M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.12K- 1.1% |
$226K - $270K
|
642K
$29.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-7.12K- 5.45% |
$226K - $270K
|
123K
$5.65M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-7.17K- 50.0% |
$227K - $272K
|
7.17K
$328K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-7.21K- 1.53% |
$229K - $274K
|
464K
$21.2M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-7.22K- 1.18% |
$229K - $274K
|
607K
$27.8M
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-7.24K- 33.17% |
$230K - $275K
|
14.6K
$668K
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-7.33K- 2.52% |
$233K - $278K
|
284K
$13M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-7.39K- 8.04% |
$235K - $280K
|
84.6K
$3.87M
|
|
|
May 09, 2024
Q1 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-7.57K- 6.53% |
$240K - $287K
|
108K
$4.96M
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-7.6K- 15.5% |
$241K - $288K
|
41.4K
$1.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-7.64K- 6.09% |
$242K - $290K
|
118K
$5.39M
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-7.64K- 1.13% |
$242K - $290K
|
671K
$30.7M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-7.76K- 2.14% |
$246K - $294K
|
356K
$16.3M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-7.77K- 2.83% |
$247K - $295K
|
267K
$12.2M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-7.8K- 15.11% |
$248K - $296K
|
43.8K
$2.01M
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-7.88K- 5.34% |
$250K - $299K
|
140K
$6.39M
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-7.89K- 16.14% |
$250K - $299K
|
41K
$1.88M
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-7.9K- 4.51% |
$251K - $300K
|
167K
$7.66M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-7.92K- 22.9% |
$251K - $300K
|
26.7K
$1.22M
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-7.96K- 35.29% |
$253K - $302K
|
14.6K
$669K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-7.99K- 2.86% |
$254K - $303K
|
271K
$12.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.04K- 1.23% |
$255K - $305K
|
645K
$29.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-8.16K- 47.27% |
$259K - $309K
|
9.1K
$417K
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-8.19K- 50.32% |
$260K - $310K
|
8.08K
$370K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-8.29K- 2.46% |
$263K - $314K
|
328K
$15M
|