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 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
2.07K+ 6.75% |
$65.5K - $78.3K
|
32.6K
$1.56M
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.05K+ 3.61% |
$65K - $77.7K
|
58.8K
$2.81M
|
|
|
Apr 15, 2024
Q1 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
2.05K+ 1.76% |
$65K - $77.7K
|
118K
$5.65M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.04K+ 10.47% |
$64.7K - $77.3K
|
21.5K
$1.03M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
2.04K+ 28.11% |
$64.7K - $77.3K
|
9.29K
$444K
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
2.04K+ 16.16% |
$64.6K - $77.2K
|
14.6K
$699K
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.03K+ 18.02% |
$64.3K - $76.8K
|
13.3K
$633K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2K+ 132.63% |
$63.5K - $75.8K
|
3.51K
$168K
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
2K+ 29.67% |
$63.5K - $75.8K
|
8.74K
$418K
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2K+ 5.09% |
$63.4K - $75.8K
|
41.3K
$1.97M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2K+ 1.08% |
$63.4K - $75.8K
|
187K
$8.93M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.99K+ 0.68% |
$63.1K - $75.5K
|
295K
$14.1M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.95K+ 2.39% |
$61.9K - $74K
|
83.8K
$4M
|
|
|
Apr 30, 2024
Q1 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
1.95K+ 5.24% |
$61.9K - $73.9K
|
39.2K
$1.87M
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
1.93K+ 2.19% |
$61.4K - $73.3K
|
90.2K
$4.31M
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1.92K+ 21.18% |
$60.9K - $72.8K
|
11K
$525K
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.91K+ 2.39% |
$60.7K - $72.6K
|
82.1K
$3.92M
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.89K+ 23.82% |
$60K - $71.7K
|
9.82K
$469K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
1.88KNew |
$59.5K - $71.1K
|
1.88K
$89.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
1.87K+ 5.69% |
$59.4K - $70.9K
|
34.8K
$1.66M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.87K+ 4.73% |
$59.4K - $70.9K
|
41.4K
$1.98M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.85KNew |
$58.7K - $70.2K
|
1.85K
$88.4K
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.84K+ 4.83% |
$58.4K - $69.8K
|
40K
$1.91M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.83K+ 17.08% |
$58K - $69.4K
|
12.5K
$599K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.81K+ 6.02% |
$57.3K - $68.4K
|
31.8K
$1.52M
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
1.8K+ 4.02% |
$57.1K - $68.3K
|
46.6K
$2.23M
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.77K+ 18.75% |
$56.3K - $67.2K
|
11.2K
$536K
|
|
|
Apr 16, 2024
Q1 2024
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
1.77K+ 2.29% |
$56.1K - $67.1K
|
78.9K
$3.77M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.77K+ 10.88% |
$56.1K - $67.1K
|
18K
$861K
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.76K+ 16.84% |
$55.9K - $66.8K
|
12.2K
$584K
|
|
|
Apr 01, 2024
Q1 2024
|
A.P. Gilfoyle & Co., L.P.
San Francisco, CA |
BUY
|
- |
1.75K+ 388.89% |
$55.5K - $66.4K
|
2.2K
$105K
|
|
|
May 15, 2024
Q1 2024
|
Uss Investment Management LTD
|
BUY
|
- |
1.75K+ 0.16% |
$55.4K - $66.2K
|
1.09M
$52.1M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.73K+ 2.89% |
$54.8K - $65.4K
|
61.4K
$2.93M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
1.72K+ 8.48% |
$54.7K - $65.4K
|
22.1K
$1.05M
|
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.72K+ 0.59% |
$54.7K - $65.3K
|
294K
$14M
|
|
|
May 01, 2024
Q1 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
1.7K+ 18.87% |
$54K - $64.6K
|
10.7K
$513K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.7K+ 3.16% |
$53.8K - $64.3K
|
55.3K
$2.64M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.69K+ 22.92% |
$53.5K - $63.9K
|
9.04K
$432K
|
|
|
Apr 25, 2024
Q1 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.68K+ 1.86% |
$53.3K - $63.7K
|
92.1K
$4.4M
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.68K+ 3.64% |
$53.2K - $63.6K
|
47.8K
$2.28M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.65K+ 0.12% |
$52.4K - $62.6K
|
1.42M
$67.9M
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.65K+ 8.52% |
$52.4K - $62.6K
|
21K
$1M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.65K+ 5.88% |
$52.2K - $62.4K
|
29.6K
$1.42M
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
BUY
|
- |
1.64K+ 2.93% |
$51.9K - $62.1K
|
57.5K
$2.75M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.64K+ 1.65% |
$51.9K - $62K
|
100K
$4.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.63K+ 23.57% |
$51.8K - $61.9K
|
8.56K
$409K
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1.63K+ 11.61% |
$51.8K - $61.9K
|
15.7K
$750K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.62K+ 1.19% |
$51.5K - $61.6K
|
139K
$6.62M
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
BUY
|
- |
1.62K+ 10.3% |
$51.5K - $61.5K
|
17.4K
$830K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.61K+ 0.63% |
$51K - $60.9K
|
257K
$12.3M
|