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 11, 2024
Q1 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.57KNew |
$177K - $211K
|
5.57K
$266K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.56K+ 50.79% |
$176K - $211K
|
16.5K
$788K
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
5.52K+ 2.42% |
$175K - $209K
|
234K
$11.2M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
5.52K+ 46.67% |
$175K - $209K
|
17.3K
$828K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
5.51KNew |
$175K - $209K
|
5.51K
$263K
|
|
|
May 14, 2024
Q1 2024
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
5.5KNew |
$175K - $209K
|
5.5K
$263K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.5K+ 6.43% |
$174K - $208K
|
91K
$4.35M
|
|
|
May 01, 2024
Q1 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
5.49KNew |
$174K - $208K
|
5.49K
$262K
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
5.47KNew |
$173K - $207K
|
5.47K
$261K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
5.45KNew |
$173K - $207K
|
5.45K
$260K
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
5.45KNew |
$173K - $207K
|
5.45K
$260K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
5.45K+ 159.36% |
$173K - $207K
|
8.87K
$423K
|
|
|
May 02, 2024
Q1 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
5.45KNew |
$173K - $206K
|
5.45K
$260K
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
5.44K+ 2.03% |
$173K - $206K
|
273K
$13.1M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.44K+ 6.03% |
$172K - $206K
|
95.6K
$4.57M
|
|
|
May 06, 2024
Q1 2024
|
Concentrum Wealth Management
|
BUY
|
- |
5.43KNew |
$172K - $206K
|
5.43K
$260K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
5.43KNew |
$172K - $206K
|
5.43K
$259K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5.43K+ 3.27% |
$172K - $206K
|
171K
$8.18M
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
5.42KNew |
$172K - $206K
|
5.42K
$259K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
5.42KNew |
$172K - $205K
|
5.42K
$259K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
5.42K+ 4.82% |
$172K - $205K
|
118K
$5.63M
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
5.41KNew |
$172K - $205K
|
5.41K
$259K
|
|
|
May 03, 2024
Q1 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
5.41K+ 15.18% |
$172K - $205K
|
41K
$1.96M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5.4K+ 42.99% |
$171K - $205K
|
18K
$858K
|
|
|
Apr 15, 2024
Q1 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
5.39KNew |
$171K - $205K
|
5.39K
$258K
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
BUY
|
- |
5.39KNew |
$171K - $204K
|
5.39K
$258K
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
5.39KNew |
$171K - $204K
|
5.39K
$258K
|
|
|
May 02, 2024
Q1 2024
|
Poplar Forest Capital LLC
|
BUY
|
- |
5.38KNew |
$171K - $204K
|
5.38K
$257K
|
|
|
Apr 29, 2024
Q1 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
5.36KNew |
$170K - $203K
|
5.36K
$256K
|
|
|
Apr 26, 2024
Q1 2024
|
James Hambro & Partners
|
BUY
|
- |
5.36KNew |
$170K - $203K
|
5.36K
$256K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
5.35KNew |
$170K - $203K
|
5.35K
$256K
|
|
|
Apr 10, 2024
Q1 2024
|
Nexus Investment Management Ulc
|
BUY
|
- |
5.35KNew |
$170K - $203K
|
5.35K
$256K
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
5.34KNew |
$170K - $203K
|
5.34K
$255K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.34K+ 3.79% |
$169K - $202K
|
146K
$6.98M
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
5.33KNew |
$169K - $202K
|
5.33K
$255K
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
5.33KNew |
$169K - $202K
|
5.33K
$254K
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5.32K+ 7.96% |
$169K - $202K
|
72.1K
$3.45M
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
BUY
|
- |
5.31KNew |
$168K - $201K
|
5.31K
$254K
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
5.3K+ 0.44% |
$168K - $201K
|
1.21M
$57.9M
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
5.29KNew |
$168K - $201K
|
5.29K
$253K
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.29KNew |
$168K - $201K
|
5.29K
$253K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
5.28KNew |
$168K - $200K
|
5.28K
$252K
|
|
|
May 14, 2024
Q1 2024
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
5.28K+ 1.91% |
$167K - $200K
|
281K
$13.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
5.27K+ 3.57% |
$167K - $200K
|
153K
$7.31M
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.26K+ 26.12% |
$167K - $200K
|
25.4K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
5.18K+ 2756.38% |
$164K - $197K
|
5.37K
$257K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
5.16K+ 15.07% |
$164K - $196K
|
39.4K
$1.88M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.14K+ 23.36% |
$163K - $195K
|
27.1K
$1.3M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.11K+ 24.6% |
$162K - $194K
|
25.9K
$1.24M
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
5.09K+ 15.27% |
$162K - $193K
|
38.5K
$1.84M
|