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 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
3.47KNew |
$110K - $131K
|
3.47K
$166K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
3.46K+ 20.92% |
$110K - $131K
|
20K
$955K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.43K+ 9.2% |
$109K - $130K
|
40.7K
$1.95M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.43K+ 33.17% |
$109K - $130K
|
13.8K
$658K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.4K+ 4.1% |
$108K - $129K
|
86.4K
$4.13M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.4K+ 14.31% |
$108K - $129K
|
27.2K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Davidson Investment Advisors
|
BUY
|
- |
3.4K+ 0.61% |
$108K - $129K
|
563K
$26.9M
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3.39KNew |
$107K - $128K
|
3.39K
$162K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
3.32K+ 9.48% |
$105K - $126K
|
38.4K
$1.83M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
3.32K+ 2.84% |
$105K - $126K
|
120K
$5.73M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
3.26K+ 3.47% |
$103K - $123K
|
97.1K
$4.64M
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.24K+ 29.01% |
$103K - $123K
|
14.4K
$688K
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
3.23K+ 4.37% |
$103K - $123K
|
77.3K
$3.69M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.22K+ 2.69% |
$102K - $122K
|
123K
$5.87M
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
3.21K+ 25.84% |
$102K - $122K
|
15.6K
$748K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.18K+ 1.25% |
$101K - $120K
|
256K
$12.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
3.17KNew |
$100K - $120K
|
3.17K
$151K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3.16K+ 4856.92% |
$100K - $120K
|
3.22K
$154K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.15K+ 12.59% |
$99.9K - $119K
|
28.1K
$1.34M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
3.13K+ 12.63% |
$99.4K - $119K
|
27.9K
$1.33M
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
3.13K+ 0.52% |
$99.3K - $119K
|
606K
$28.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.13K+ 15.49% |
$99.2K - $119K
|
23.3K
$1.11M
|
|
|
May 06, 2024
Q1 2024
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
BUY
|
- |
3.13K+ 0.6% |
$99.2K - $119K
|
521K
$24.9M
|
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
3.12K+ 39.56% |
$99K - $118K
|
11K
$526K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.09K+ 20.32% |
$98.2K - $117K
|
18.3K
$875K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.08K+ 2.01% |
$97.7K - $117K
|
157K
$7.48M
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
3.04K+ 21.97% |
$96.5K - $115K
|
16.9K
$807K
|
|
|
May 14, 2024
Q1 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
3.02KNew |
$95.8K - $114K
|
3.02K
$144K
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
3.02K+ 17.75% |
$95.7K - $114K
|
20K
$955K
|
|
|
Apr 24, 2024
Q1 2024
|
Hedges Asset Management LLC
|
BUY
|
- |
3K+ 11.86% |
$95.2K - $114K
|
28.3K
$1.35M
|
|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.97K+ 17.3% |
$94.1K - $112K
|
20.1K
$961K
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
2.96K+ 6.11% |
$93.8K - $112K
|
51.4K
$2.45M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.94K+ 26.53% |
$93.3K - $111K
|
14K
$670K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.91K+ 5.94% |
$92.3K - $110K
|
51.9K
$2.48M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.86K+ 5.61% |
$90.6K - $108K
|
53.8K
$2.57M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
2.8K+ 38.53% |
$88.8K - $106K
|
10.1K
$481K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.79K+ 5.11% |
$88.6K - $106K
|
57.4K
$2.74M
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.79K+ 18.18% |
$88.6K - $106K
|
18.1K
$867K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
2.78K+ 10.06% |
$88.3K - $106K
|
30.5K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.77K+ 2.94% |
$87.8K - $105K
|
97K
$4.63M
|
|
|
May 02, 2024
Q1 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
2.75K+ 12.92% |
$87.3K - $104K
|
24K
$1.15M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
2.75K+ 6.85% |
$87.1K - $104K
|
42.8K
$2.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.73K+ 6.63% |
$86.5K - $103K
|
43.9K
$2.09M
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
2.71K+ 32.28% |
$86K - $103K
|
11.1K
$530K
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
2.69K+ 8.55% |
$85.3K - $102K
|
34.1K
$1.63M
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.65K+ 10.87% |
$84.2K - $101K
|
27.1K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
2.65K+ 9.75% |
$84K - $100K
|
29.8K
$1.42M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.65K+ 11.35% |
$83.9K - $100K
|
26K
$1.24M
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
2.64K+ 13.01% |
$83.8K - $100K
|
22.9K
$1.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.6K+ 9.1% |
$82.5K - $98.6K
|
31.2K
$1.49M
|