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
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-12.3K- 56.43% |
$390K - $466K
|
9.5K
$439K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-12.3K- 1.91% |
$391K - $468K
|
632K
$29.2M
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
SELL
|
- |
-12.5K- 10.3% |
$396K - $474K
|
109K
$5.03M
|
|
|
Aug 07, 2024
Q1 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-12.5K- 10.83% |
$397K - $475K
|
103K
$4.77M
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-12.6K- 17.87% |
$399K - $477K
|
57.8K
$2.67M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-12.6K- 17.5% |
$400K - $477K
|
59.3K
$2.74M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-12.6K- 4.61% |
$400K - $478K
|
261K
$12.1M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-12.7K- 0.4% |
$404K - $482K
|
3.17M
$146M
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-12.9K- 1.14% |
$408K - $487K
|
1.12M
$51.7M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-13K- 4.08% |
$411K - $491K
|
305K
$14.1M
|
|
|
Apr 09, 2024
Q1 2024
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-13.5K- 3.8% |
$427K - $511K
|
342K
$15.8M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-13.5K- 22.27% |
$429K - $513K
|
47.2K
$2.18M
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-13.6K- 41.94% |
$431K - $515K
|
18.8K
$869K
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-13.8K- 7.65% |
$438K - $523K
|
167K
$7.7M
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-13.9K- 2.71% |
$442K - $528K
|
499K
$23.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-14.1K- 3.16% |
$448K - $536K
|
433K
$20M
|
|
|
May 06, 2024
Q1 2024
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-14.1K- 8.33% |
$449K - $536K
|
156K
$7.19M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-14.2K- 4.71% |
$451K - $539K
|
287K
$13.3M
|
|
|
May 01, 2024
Q1 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-14.2K- 35.83% |
$451K - $539K
|
25.5K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-14.3K- 2.75% |
$454K - $542K
|
506K
$23.4M
|
|
|
Apr 10, 2024
Q1 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-14.4K- 22.68% |
$456K - $545K
|
49K
$2.27M
|
|
|
Apr 12, 2024
Q1 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-14.4K- 1.27% |
$458K - $547K
|
1.12M
$51.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-14.5K- 1.01% |
$461K - $551K
|
1.42M
$65.8M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-14.6K- 31.1% |
$463K - $553K
|
32.3K
$1.49M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-14.8K- 13.37% |
$469K - $561K
|
95.8K
$4.43M
|
|
|
May 10, 2024
Q1 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-14.9K- 35.94% |
$473K - $565K
|
26.6K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-15.1K- 4.53% |
$480K - $573K
|
318K
$14.7M
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
SELL
|
- |
-15.4K- 18.21% |
$488K - $583K
|
69K
$3.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-15.5K- 3.72% |
$492K - $588K
|
401K
$18.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-15.5K- 24.49% |
$493K - $589K
|
47.9K
$2.21M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-15.5K- 22.69% |
$493K - $589K
|
52.9K
$2.44M
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-15.6K- 30.68% |
$494K - $591K
|
35.2K
$1.63M
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-15.8K- 3.32% |
$501K - $599K
|
460K
$21.2M
|
|
|
May 09, 2024
Q1 2024
|
Tcw Group Inc
|
SELL
|
- |
-16.2K- 10.82% |
$514K - $615K
|
134K
$6.17M
|
|
|
May 16, 2024
Q1 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-16.7K- 55.15% |
$531K - $634K
|
13.6K
$628K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-16.7K- 2.06% |
$531K - $635K
|
797K
$36.8M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-16.9K- 6.05% |
$537K - $642K
|
263K
$12.2M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-17.2K- 13.74% |
$545K - $652K
|
108K
$4.99M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-17.2K- 21.53% |
$547K - $653K
|
62.8K
$2.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-17.3K- 1.61% |
$548K - $655K
|
1.06M
$48.9M
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
SELL
|
- |
-17.3K- 30.16% |
$549K - $656K
|
40.1K
$1.85M
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-17.4K- 14.05% |
$552K - $660K
|
106K
$4.92M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-17.7K- 26.34% |
$562K - $672K
|
49.6K
$2.29M
|
|
|
May 13, 2024
Q1 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-18K- 1.48% |
$570K - $681K
|
1.2M
$55.3M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-18.1K- 7.37% |
$573K - $685K
|
227K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-18.2K- 30.41% |
$577K - $689K
|
41.6K
$1.92M
|
|
|
May 15, 2024
Q1 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-18.3K- 7.45% |
$580K - $693K
|
227K
$10.5M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-18.3K- 22.12% |
$582K - $696K
|
64.6K
$2.98M
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-18.5K- 3.99% |
$587K - $702K
|
445K
$20.6M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-18.5K- 6.38% |
$587K - $702K
|
272K
$12.6M
|