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
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.17K+ 13.31% |
$37K - $44.2K
|
9.92K
$474K
|
|
|
May 01, 2024
Q1 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
1.14K+ 3.04% |
$36.3K - $43.3K
|
38.7K
$1.85M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.14K+ 4.96% |
$36.2K - $43.3K
|
24.1K
$1.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
1.14K+ 4.07% |
$36.2K - $43.2K
|
29.1K
$1.39M
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1.13K+ 5.79% |
$35.9K - $42.8K
|
20.7K
$987K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.12K+ 10.42% |
$35.6K - $42.5K
|
11.9K
$568K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
BUY
|
- |
1.12K+ 0.45% |
$35.4K - $42.3K
|
247K
$11.8M
|
|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.11K+ 3.7% |
$35.1K - $41.9K
|
31K
$1.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
1.1K+ 7.03% |
$34.9K - $41.7K
|
16.8K
$801K
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
BUY
|
- |
1.09K+ 2.54% |
$34.7K - $41.4K
|
44.2K
$2.11M
|
|
|
May 06, 2024
Q1 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
1.08K+ 4.55% |
$34.3K - $41K
|
24.9K
$1.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.08K+ 0.33% |
$34.3K - $41K
|
325K
$15.5M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.07K+ 1.35% |
$33.8K - $40.4K
|
80.2K
$3.83M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.07K+ 5.51% |
$33.8K - $40.4K
|
20.4K
$975K
|
|
|
Apr 22, 2024
Q1 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
1.06K+ 13.04% |
$33.8K - $40.3K
|
9.23K
$441K
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.06K+ 6.17% |
$33.6K - $40.2K
|
18.2K
$870K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1.04K+ 9.41% |
$33.1K - $39.6K
|
12.1K
$580K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
1.04K+ 3.61% |
$32.9K - $39.3K
|
29.8K
$1.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.04K+ 10.08% |
$32.9K - $39.3K
|
11.3K
$541K
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.03K+ 348.65% |
$32.7K - $39.1K
|
1.33K
$63.4K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.03K+ 6.78% |
$32.7K - $39.1K
|
16.2K
$775K
|
|
|
May 15, 2024
Q1 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.03K+ 2.96% |
$32.7K - $39.1K
|
35.8K
$1.71M
|
|
|
May 09, 2024
Q1 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
1.03K+ 15.22% |
$32.5K - $38.9K
|
7.76K
$371K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.01K+ 2652.63% |
$32K - $38.2K
|
1.05K
$50K
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
1K+ 11.2% |
$31.7K - $37.9K
|
9.93K
$474K
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
988+ 1.01% |
$31.3K - $37.5K
|
98.7K
$4.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
978+ 15.17% |
$31K - $37.1K
|
7.43K
$355K
|
|
|
May 14, 2024
Q1 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
978+ 2.11% |
$31K - $37.1K
|
47.2K
$2.26M
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
977+ 33.16% |
$31K - $37K
|
3.92K
$187K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
965+ 5.28% |
$30.6K - $36.6K
|
19.2K
$919K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
956+ 0.95% |
$30.3K - $36.3K
|
102K
$4.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
949+ 3.72% |
$30.1K - $36K
|
26.5K
$1.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
947+ 14.37% |
$30K - $35.9K
|
7.54K
$360K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
944+ 1.4% |
$30K - $35.8K
|
68.3K
$3.26M
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
939+ 3.36% |
$29.8K - $35.6K
|
28.9K
$1.38M
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
930+ 9.1% |
$29.5K - $35.3K
|
11.1K
$532K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
917+ 11.67% |
$29.1K - $34.8K
|
8.78K
$419K
|
|
|
Apr 19, 2024
Q1 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
906+ 1.27% |
$28.7K - $34.4K
|
72K
$3.44M
|
|
|
May 08, 2024
Q1 2024
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
BUY
|
- |
905+ 0.07% |
$28.7K - $34.3K
|
1.36M
$64.9M
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
903+ 7.03% |
$28.7K - $34.2K
|
13.7K
$657K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
898+ 0.34% |
$28.5K - $34.1K
|
268K
$12.8M
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
897+ 10.05% |
$28.5K - $34K
|
9.83K
$469K
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
895+ 0.36% |
$28.4K - $33.9K
|
251K
$12M
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
891+ 3.32% |
$28.3K - $33.8K
|
27.7K
$1.32M
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
889+ 4.34% |
$28.2K - $33.7K
|
21.4K
$1.02M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
883New |
$28K - $33.5K
|
883
$42.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
862+ 1.52% |
$27.4K - $32.7K
|
57.6K
$2.75M
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
860+ 6.0% |
$27.3K - $32.6K
|
15.2K
$725K
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
BUY
|
- |
856+ 5.21% |
$27.2K - $32.5K
|
17.3K
$825K
|
|
|
Apr 26, 2024
Q1 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
849+ 5.67% |
$26.9K - $32.2K
|
15.8K
$756K
|