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 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
7.03K+ 19.94% |
$223K - $267K
|
42.3K
$2.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
7.02K+ 271.74% |
$223K - $266K
|
9.6K
$456K
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
7.01KNew |
$222K - $266K
|
7.01K
$333K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
6.9K+ 2.23% |
$219K - $262K
|
317K
$15.1M
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
6.9K+ 1.53% |
$219K - $262K
|
460K
$21.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
6.9K+ 4.23% |
$219K - $262K
|
170K
$8.09M
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
6.9KNew |
$219K - $262K
|
6.9K
$328K
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
6.86KNew |
$218K - $260K
|
6.86K
$326K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.81K+ 24.52% |
$216K - $258K
|
34.6K
$1.64M
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
6.8K+ 57.9% |
$216K - $258K
|
18.5K
$881K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
6.75K+ 122.38% |
$214K - $256K
|
12.3K
$583K
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
6.75K+ 51.11% |
$214K - $256K
|
20K
$948K
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
6.75KNew |
$214K - $256K
|
6.75K
$321K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.75K+ 9.84% |
$214K - $256K
|
75.3K
$3.58M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6.75KNew |
$214K - $256K
|
6.75K
$320K
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
6.74KNew |
$214K - $256K
|
6.74K
$320K
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
6.73K+ 29.7% |
$214K - $255K
|
29.4K
$1.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
6.73KNew |
$213K - $255K
|
6.73K
$320K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6.73K+ 5.4% |
$213K - $255K
|
131K
$6.24M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
6.73K+ 3.51% |
$213K - $255K
|
198K
$9.42M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
6.7KNew |
$212K - $254K
|
6.7K
$318K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
6.7K+ 22.53% |
$212K - $254K
|
36.4K
$1.73M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
6.66K+ 4.39% |
$211K - $253K
|
158K
$7.53M
|
|
|
May 08, 2024
Q1 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
6.65KNew |
$211K - $252K
|
6.65K
$316K
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
6.64KNew |
$211K - $252K
|
6.64K
$315K
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
6.63KNew |
$210K - $251K
|
6.63K
$315K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
6.62K+ 34.85% |
$210K - $251K
|
25.6K
$1.22M
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
6.6K+ 65.84% |
$209K - $250K
|
16.6K
$790K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
6.57K+ 8.77% |
$208K - $249K
|
81.5K
$3.87M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
6.57K+ 53.71% |
$208K - $249K
|
18.8K
$893K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
6.5KNew |
$206K - $246K
|
6.5K
$309K
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
6.47K+ 3.71% |
$205K - $245K
|
181K
$8.58M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
6.47KNew |
$205K - $245K
|
6.47K
$307K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
6.44KNew |
$204K - $244K
|
6.44K
$306K
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
6.39KNew |
$203K - $242K
|
6.39K
$303K
|
|
|
May 14, 2024
Q1 2024
|
Granger Management LLC
|
BUY
|
- |
6.3K+ 21.42% |
$200K - $239K
|
35.7K
$1.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
6.28KNew |
$199K - $238K
|
6.28K
$298K
|
|
|
May 10, 2024
Q1 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
6.26KNew |
$199K - $238K
|
6.26K
$298K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.26KNew |
$199K - $237K
|
6.26K
$297K
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
6.25KNew |
$198K - $237K
|
6.25K
$297K
|
|
|
May 07, 2024
Q1 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
6.23K+ 1.0% |
$198K - $236K
|
627K
$29.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.22K+ 1.17% |
$197K - $236K
|
540K
$25.6M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.14K+ 21.92% |
$195K - $233K
|
34.2K
$1.62M
|
|
|
May 10, 2024
Q1 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
6.11KNew |
$194K - $232K
|
6.11K
$290K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.1K+ 17.36% |
$194K - $231K
|
41.3K
$1.96M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6.08KNew |
$193K - $231K
|
6.08K
$289K
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
BUY
|
- |
6.07KNew |
$192K - $230K
|
6.07K
$288K
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.04K+ 4.54% |
$192K - $229K
|
139K
$6.61M
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
6.02K+ 42.07% |
$191K - $228K
|
20.3K
$965K
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
6KNew |
$190K - $228K
|
6K
$285K
|