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 02, 2024
Q1 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
2.75K+ 12.92% |
$87.3K - $104K
|
24K
$1.13M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
2.75K+ 6.85% |
$87.1K - $104K
|
42.8K
$2.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.73K+ 6.63% |
$86.5K - $103K
|
43.9K
$2.05M
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
2.71K+ 32.28% |
$86K - $103K
|
11.1K
$520K
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
2.69K+ 8.55% |
$85.3K - $102K
|
34.1K
$1.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.65K+ 10.87% |
$84.2K - $101K
|
27.1K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
2.65K+ 9.75% |
$84K - $100K
|
29.8K
$1.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.65K+ 11.35% |
$83.9K - $100K
|
26K
$1.22M
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
2.64K+ 13.01% |
$83.8K - $100K
|
22.9K
$1.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.6K+ 9.1% |
$82.5K - $98.6K
|
31.2K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.6K+ 10.46% |
$82.4K - $98.5K
|
27.4K
$1.29M
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
2.59K+ 43.53% |
$82.2K - $98.3K
|
8.55K
$400K
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.57K+ 5.17% |
$81.6K - $97.5K
|
52.3K
$2.45M
|
|
|
Feb 13, 2025
Q1 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
2.56K+ 15.74% |
$81.2K - $97K
|
18.8K
$882K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.55K+ 21.18% |
$80.8K - $96.6K
|
14.6K
$683K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.53K+ 10.31% |
$80.3K - $96K
|
27.1K
$1.27M
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.52K+ 2.31% |
$79.8K - $95.4K
|
112K
$5.22M
|
|
|
Apr 16, 2024
Q1 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
2.5K+ 4.78% |
$79.3K - $94.8K
|
54.8K
$2.56M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.49K+ 27.55% |
$79K - $94.4K
|
11.5K
$540K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.49K+ 2.17% |
$79K - $94.4K
|
117K
$5.49M
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.48K+ 3.3% |
$78.6K - $93.9K
|
77.5K
$3.63M
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
2.46K+ 3.25% |
$78K - $93.2K
|
78K
$3.66M
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
2.45K+ 1.14% |
$77.8K - $92.9K
|
218K
$10.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.44K+ 0.21% |
$77.4K - $92.5K
|
1.17M
$54.7M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.41K+ 10.59% |
$76.6K - $91.5K
|
25.2K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
2.41K+ 8.38% |
$76.4K - $91.3K
|
31.1K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2.4KNew |
$76.2K - $91.1K
|
2.4K
$113K
|
|
|
May 01, 2024
Q1 2024
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
2.4KNew |
$76.2K - $91K
|
2.4K
$112K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.38K+ 4.86% |
$75.5K - $90.2K
|
51.3K
$2.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.32K+ 6.32% |
$73.7K - $88.1K
|
39.1K
$1.83M
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.32K+ 5.84% |
$73.7K - $88.1K
|
42.1K
$1.97M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
2.32K+ 1.19% |
$73.6K - $88K
|
197K
$9.23M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2.32KNew |
$73.6K - $87.9K
|
2.32K
$109K
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2.32K+ 5.88% |
$73.5K - $87.8K
|
41.7K
$1.95M
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
2.31K+ 5.22% |
$73.3K - $87.6K
|
46.6K
$2.18M
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
2.31K+ 3.83% |
$73.3K - $87.6K
|
62.5K
$2.93M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.31K+ 1.23% |
$73.2K - $87.4K
|
190K
$8.91M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.3K+ 3.43% |
$73K - $87.3K
|
69.4K
$3.25M
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
2.3K+ 5.58% |
$73K - $87.2K
|
43.5K
$2.04M
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
2.29K+ 2.97% |
$72.6K - $86.8K
|
79.4K
$3.72M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.27K+ 5.71% |
$72.2K - $86.2K
|
42.1K
$1.97M
|
|
|
Apr 11, 2024
Q1 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
2.26K+ 1.16% |
$71.6K - $85.5K
|
197K
$9.23M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.24K+ 6.61% |
$71.1K - $85K
|
36.2K
$1.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
2.24K+ 7.73% |
$70.9K - $84.8K
|
31.2K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
2.23K+ 20.57% |
$70.9K - $84.7K
|
13.1K
$613K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
2.23K+ 0.05% |
$70.7K - $84.4K
|
4.32M
$202M
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
2.22K+ 14.35% |
$70.6K - $84.3K
|
17.7K
$830K
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
2.22K+ 18.69% |
$70.3K - $84K
|
14.1K
$659K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.2K+ 0.86% |
$69.9K - $83.5K
|
260K
$12.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Asset Planning Services Inc
|
BUY
|
- |
2.2K+ 1.69% |
$69.8K - $83.5K
|
132K
$6.2M
|