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 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
5.07K+ 25.6% |
$161K - $192K
|
24.9K
$1.19M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.04K+ 5.73% |
$160K - $191K
|
93.1K
$4.45M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
4.99K+ 25.17% |
$158K - $189K
|
24.8K
$1.19M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.98K+ 16.41% |
$158K - $189K
|
35.3K
$1.69M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Investment Management
|
BUY
|
- |
4.96K+ 6.15% |
$157K - $188K
|
85.5K
$4.09M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.95K+ 7.65% |
$157K - $188K
|
69.7K
$3.33M
|
|
|
May 15, 2024
Q1 2024
|
Todd Asset Management LLC
|
BUY
|
- |
4.9K+ 0.7% |
$155K - $186K
|
705K
$33.7M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
4.9K+ 52.77% |
$155K - $186K
|
14.2K
$678K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
4.88K+ 19.95% |
$155K - $185K
|
29.3K
$1.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
4.76K+ 8.61% |
$151K - $180K
|
60K
$2.87M
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
4.6K+ 5.44% |
$146K - $174K
|
89.1K
$4.26M
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
4.57K+ 39.86% |
$145K - $173K
|
16K
$765K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4.55K+ 3.6% |
$144K - $173K
|
131K
$6.27M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.39K+ 3.12% |
$139K - $167K
|
145K
$6.93M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.32K+ 3.22% |
$137K - $164K
|
138K
$6.62M
|
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
4.26K+ 6.88% |
$135K - $162K
|
66.2K
$3.16M
|
|
|
May 08, 2024
Q1 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
4.23K+ 21.31% |
$134K - $160K
|
24.1K
$1.15M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
4.22K+ 18.18% |
$134K - $160K
|
27.4K
$1.31M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
4.21K+ 2.33% |
$133K - $159K
|
185K
$8.83M
|
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
BUY
|
- |
4.19K+ 3.77% |
$133K - $159K
|
115K
$5.5M
|
|
|
May 10, 2024
Q1 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
4.17K+ 1.9% |
$132K - $158K
|
224K
$10.7M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.05K+ 40.82% |
$129K - $154K
|
14K
$668K
|
|
|
May 15, 2024
Q1 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
4K+ 399.6% |
$127K - $152K
|
5K
$239K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4K+ 7.1% |
$127K - $152K
|
60.3K
$2.88M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.93K+ 57.84% |
$125K - $149K
|
10.7K
$512K
|
|
|
May 08, 2024
Q1 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
3.92K+ 54.34% |
$124K - $148K
|
11.1K
$531K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.9K+ 13.41% |
$124K - $148K
|
33K
$1.57M
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.88K+ 18.48% |
$123K - $147K
|
24.9K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
3.87K+ 0.32% |
$123K - $147K
|
1.2M
$57.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.82K+ 5.68% |
$121K - $145K
|
71K
$3.39M
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
3.82K+ 10.0% |
$121K - $145K
|
42K
$2.01M
|
|
|
May 15, 2024
Q1 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
3.8K+ 3.31% |
$121K - $144K
|
119K
$5.68M
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
3.8K+ 52.02% |
$121K - $144K
|
11.1K
$530K
|
|
|
Apr 19, 2024
Q1 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
3.79K+ 5.07% |
$120K - $144K
|
78.5K
$3.75M
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
3.73K+ 0.25% |
$118K - $142K
|
1.51M
$72.2M
|
|
|
May 13, 2024
Q1 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
3.71K+ 2.37% |
$118K - $141K
|
160K
$7.65M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3.7K+ 22.95% |
$117K - $140K
|
19.8K
$948K
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
3.69K+ 5.62% |
$117K - $140K
|
69.4K
$3.32M
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
3.69K+ 2.05% |
$117K - $140K
|
183K
$8.76M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3.63K+ 1.74% |
$115K - $138K
|
213K
$10.2M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.61K+ 1.45% |
$115K - $137K
|
254K
$12.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.6KNew |
$114K - $136K
|
3.6K
$172K
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.59K+ 7.73% |
$114K - $136K
|
50K
$2.39M
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
BUY
|
- |
3.56K+ 18.71% |
$113K - $135K
|
22.6K
$1.08M
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
3.56K+ 0.66% |
$113K - $135K
|
540K
$25.8M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.55K+ 3.42% |
$113K - $135K
|
108K
$5.14M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.55K+ 59.09% |
$113K - $135K
|
9.57K
$457K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
3.53K+ 7.12% |
$112K - $134K
|
53.1K
$2.54M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
3.52K+ 1.85% |
$112K - $133K
|
194K
$9.26M
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
3.5K+ 3.23% |
$111K - $133K
|
112K
$5.35M
|