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 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
15.1K+ 14.71% |
$478K - $571K
|
118K
$5.38M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
15KNew |
$476K - $569K
|
15K
$687K
|
|
|
May 15, 2024
Q1 2024
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
15KNew |
$476K - $569K
|
15K
$687K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
15K+ 26.2% |
$475K - $568K
|
72.2K
$3.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
15K+ 10.68% |
$474K - $567K
|
155K
$7.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
14.7K+ 14.9% |
$466K - $557K
|
113K
$5.19M
|
|
|
May 10, 2024
Q1 2024
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
14.7K+ 6.83% |
$466K - $556K
|
230K
$10.5M
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
14.7K+ 229.46% |
$465K - $556K
|
21K
$964K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
14.6K+ 9.07% |
$464K - $555K
|
176K
$8.05M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
14.6K+ 45.79% |
$464K - $554K
|
46.5K
$2.13M
|
|
|
Apr 19, 2024
Q1 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
14.4K+ 7.5% |
$458K - $548K
|
207K
$9.48M
|
|
|
May 15, 2024
Q1 2024
|
Manatuck Hill Partners, LLC
Westport, CT |
BUY
|
- |
14.4K+ 11.91% |
$458K - $548K
|
136K
$6.21M
|
|
|
Apr 29, 2024
Q1 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
14.3KNew |
$454K - $542K
|
14.3K
$655K
|
|
|
May 29, 2024
Q1 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
14.2KNew |
$449K - $537K
|
14.2K
$648K
|
|
|
May 13, 2024
Q1 2024
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
14.1K+ 17.81% |
$448K - $536K
|
93.5K
$4.28M
|
|
|
May 15, 2024
Q1 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
14KNew |
$445K - $532K
|
14K
$642K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
14K+ 8.38% |
$444K - $531K
|
181K
$8.29M
|
|
|
May 15, 2024
Q1 2024
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
14K+ 139.73% |
$443K - $530K
|
24K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14K+ 6.04% |
$443K - $529K
|
245K
$11.2M
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
13.9K+ 8.23% |
$441K - $527K
|
183K
$8.37M
|
|
|
May 15, 2024
Q1 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
13.9K+ 3.48% |
$440K - $526K
|
412K
$18.9M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
13.9K+ 132.91% |
$440K - $525K
|
24.3K
$1.11M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
13.8K+ 11.73% |
$439K - $524K
|
132K
$6.03M
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
13.7K+ 4.59% |
$435K - $520K
|
313K
$14.3M
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
13.7KNew |
$434K - $518K
|
13.7K
$626K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
13.5K+ 27.97% |
$428K - $511K
|
61.7K
$2.83M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
13.5K+ 7.05% |
$427K - $510K
|
204K
$9.36M
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
13.3K+ 6.28% |
$423K - $505K
|
225K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Qvr LLC
|
BUY
|
- |
13.2KNew |
$418K - $500K
|
13.2K
$604K
|
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
13.2KNew |
$418K - $500K
|
13.2K
$603K
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
13.2K+ 28.76% |
$418K - $499K
|
58.9K
$2.7M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
13.1KNew |
$414K - $495K
|
13.1K
$598K
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
BUY
|
- |
13K+ 47.78% |
$413K - $494K
|
40.3K
$1.85M
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
13K+ 124.56% |
$413K - $494K
|
23.5K
$1.08M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
12.9K+ 0.32% |
$410K - $489K
|
4.02M
$184M
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
12.9K+ 16523.08% |
$409K - $489K
|
13K
$594K
|
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
12.8KNew |
$405K - $484K
|
12.8K
$585K
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
12.6K+ 21.31% |
$400K - $479K
|
71.8K
$3.29M
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
12.6K+ 4.44% |
$399K - $477K
|
296K
$13.6M
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
12.6KNew |
$399K - $476K
|
12.6K
$575K
|
|
|
May 14, 2024
Q1 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
12.5K+ 4.07% |
$396K - $473K
|
318K
$14.6M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
12.5K+ 3.07% |
$395K - $472K
|
418K
$19.2M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
12.4KNew |
$394K - $471K
|
12.4K
$568K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
12.4K+ 34.09% |
$392K - $468K
|
48.6K
$2.22M
|
|
|
May 15, 2024
Q1 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
12.3K+ 5.62% |
$391K - $468K
|
232K
$10.6M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.3K+ 4.8% |
$391K - $467K
|
269K
$12.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
12.1KNew |
$383K - $458K
|
12.1K
$552K
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
12K+ 100.64% |
$379K - $453K
|
23.8K
$1.09M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
12K+ 63.82% |
$379K - $453K
|
30.7K
$1.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.9K+ 17.7% |
$379K - $453K
|
79.5K
$3.64M
|