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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
11.8K+ 60.42% |
$376K - $449K
|
31.4K
$1.45M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
11.8K+ 11.92% |
$374K - $446K
|
111K
$5.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
11.7K+ 62.07% |
$373K - $445K
|
30.7K
$1.41M
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
11.4K+ 41.79% |
$362K - $433K
|
38.7K
$1.78M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
11.4K+ 95.5% |
$362K - $432K
|
23.3K
$1.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
BUY
|
- |
11.3K+ 83.04% |
$360K - $430K
|
25K
$1.15M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
11.3K+ 13.79% |
$360K - $430K
|
93.6K
$4.31M
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
11.3KNew |
$358K - $428K
|
11.3K
$520K
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
11.3KNew |
$358K - $428K
|
11.3K
$520K
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
11.3KNew |
$357K - $427K
|
11.3K
$519K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.2K+ 3.23% |
$357K - $426K
|
359K
$16.5M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
11.1K+ 26.11% |
$353K - $422K
|
53.8K
$2.48M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
11.1K+ 24.66% |
$353K - $422K
|
56.3K
$2.59M
|
|
|
Apr 16, 2024
Q1 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
11.1K+ 15.16% |
$352K - $420K
|
84.2K
$3.88M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11K+ 4.13% |
$350K - $418K
|
278K
$12.8M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11K+ 5.65% |
$350K - $418K
|
206K
$9.5M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11K+ 15.39% |
$349K - $417K
|
82.6K
$3.8M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
10.9K+ 7.17% |
$346K - $413K
|
163K
$7.51M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
10.9K+ 69.22% |
$346K - $413K
|
26.6K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
10.9K+ 5.26% |
$345K - $413K
|
218K
$10M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
10.9KNew |
$345K - $412K
|
10.9K
$501K
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
10.7KNew |
$340K - $407K
|
10.7K
$494K
|
|
|
May 07, 2024
Q1 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
10.6K+ 3.61% |
$338K - $403K
|
305K
$14M
|
|
|
May 14, 2024
Q1 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
10.6KNew |
$336K - $402K
|
10.6K
$488K
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
10.6K+ 5.31% |
$335K - $400K
|
209K
$9.64M
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
10.5K+ 1.52% |
$334K - $399K
|
705K
$32.5M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
10.4K+ 4.15% |
$329K - $394K
|
260K
$12M
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
10.4KNew |
$328K - $393K
|
10.4K
$477K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
10.2KNew |
$325K - $388K
|
10.2K
$472K
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
10.2K+ 2.18% |
$323K - $386K
|
477K
$22M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
10.1K+ 6.47% |
$321K - $383K
|
166K
$7.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
10KNew |
$318K - $380K
|
10K
$461K
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
10K+ 29.5% |
$317K - $379K
|
43.9K
$2.02M
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
9.96KNew |
$316K - $378K
|
9.96K
$459K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
9.93KNew |
$315K - $377K
|
9.93K
$458K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
9.78K+ 10.86% |
$310K - $371K
|
99.9K
$4.6M
|
|
|
May 15, 2024
Q1 2024
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
9.76KNew |
$310K - $370K
|
9.76K
$450K
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
9.71K+ 38.2% |
$308K - $368K
|
35.1K
$1.62M
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
9.71K+ 23.43% |
$308K - $368K
|
51.1K
$2.36M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
9.68KNew |
$307K - $367K
|
9.68K
$446K
|
|
|
Apr 11, 2024
Q1 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
9.61K+ 3.42% |
$305K - $365K
|
290K
$13.4M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
9.57K+ 0.25% |
$304K - $363K
|
3.91M
$180M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.55K+ 11.39% |
$303K - $362K
|
93.4K
$4.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
9.53K+ 11.84% |
$302K - $361K
|
90K
$4.15M
|
|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
9.52K+ 1.64% |
$302K - $361K
|
590K
$27.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
9.44KNew |
$300K - $358K
|
9.44K
$435K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
9.26K+ 54.38% |
$294K - $351K
|
26.3K
$1.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.19K+ 16.83% |
$292K - $349K
|
63.8K
$2.94M
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
9.15KNew |
$290K - $347K
|
9.15K
$422K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
9.1K+ 44.96% |
$289K - $345K
|
29.3K
$1.35M
|