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 19, 2024
Q1 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
906+ 1.27% |
$28.7K - $34.4K
|
72K
$3.37M
|
|
|
May 08, 2024
Q1 2024
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
BUY
|
- |
905+ 0.07% |
$28.7K - $34.3K
|
1.36M
$63.7M
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
903+ 7.03% |
$28.7K - $34.2K
|
13.7K
$644K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
898+ 0.34% |
$28.5K - $34.1K
|
268K
$12.6M
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
897+ 10.05% |
$28.5K - $34K
|
9.83K
$460K
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
895+ 0.36% |
$28.4K - $33.9K
|
251K
$11.8M
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
891+ 3.32% |
$28.3K - $33.8K
|
27.7K
$1.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
889+ 4.34% |
$28.2K - $33.7K
|
21.4K
$1M
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
888+ 10.4% |
$28.2K - $33.7K
|
9.42K
$441K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
883New |
$28K - $33.5K
|
883
$41.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
862+ 1.52% |
$27.4K - $32.7K
|
57.6K
$2.7M
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
860+ 6.0% |
$27.3K - $32.6K
|
15.2K
$711K
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
BUY
|
- |
856+ 5.21% |
$27.2K - $32.5K
|
17.3K
$809K
|
|
|
Apr 26, 2024
Q1 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
849+ 5.67% |
$26.9K - $32.2K
|
15.8K
$741K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
842+ 2.19% |
$26.7K - $31.9K
|
39.3K
$1.84M
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
834+ 1489.29% |
$26.5K - $31.6K
|
890
$41.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
832+ 2.08% |
$26.4K - $31.5K
|
40.8K
$1.91M
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
821+ 3.66% |
$26.1K - $31.1K
|
23.3K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
820+ 3.96% |
$26K - $31.1K
|
21.5K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
815+ 0.88% |
$25.9K - $30.9K
|
93K
$4.36M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
800+ 57.89% |
$25.4K - $30.3K
|
2.18K
$102K
|
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
BUY
|
- |
800+ 3.09% |
$25.4K - $30.3K
|
26.7K
$1.25M
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
773+ 0.99% |
$24.5K - $29.3K
|
78.6K
$3.68M
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
773+ 5.54% |
$24.5K - $29.3K
|
14.7K
$690K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
762+ 9.67% |
$24.2K - $28.9K
|
8.65K
$405K
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
760+ 1.07% |
$24.1K - $28.8K
|
71.6K
$3.35M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
754+ 0.23% |
$23.9K - $28.6K
|
334K
$15.6M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
733+ 4.62% |
$23.3K - $27.8K
|
16.6K
$777K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
733+ 0.81% |
$23.3K - $27.8K
|
91.1K
$4.27M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
731+ 0.79% |
$23.2K - $27.7K
|
93.8K
$4.39M
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
729+ 7.93% |
$23.1K - $27.6K
|
9.92K
$465K
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
728+ 2.39% |
$23.1K - $27.6K
|
31.1K
$1.46M
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
721+ 10.16% |
$22.9K - $27.3K
|
7.81K
$366K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
715+ 0.3% |
$22.7K - $27.1K
|
237K
$11.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
712+ 7.48% |
$22.6K - $27K
|
10.2K
$479K
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
711+ 7.22% |
$22.6K - $27K
|
10.6K
$494K
|
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
710+ 8.45% |
$22.5K - $26.9K
|
9.11K
$427K
|
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
BUY
|
- |
701+ 7.01% |
$22.2K - $26.6K
|
10.7K
$501K
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
690+ 3.54% |
$21.9K - $26.2K
|
20.2K
$945K
|
|
|
Apr 11, 2024
Q1 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
680+ 9.59% |
$21.6K - $25.8K
|
7.77K
$364K
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
679+ 2.66% |
$21.5K - $25.7K
|
26.2K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
676+ 10.34% |
$21.4K - $25.6K
|
7.21K
$338K
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
674+ 2.21% |
$21.4K - $25.6K
|
31.2K
$1.46M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
673+ 5.91% |
$21.4K - $25.5K
|
12.1K
$565K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
669+ 5.66% |
$21.2K - $25.4K
|
12.5K
$585K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
666+ 0.5% |
$21.1K - $25.3K
|
135K
$6.33M
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
664+ 5.0% |
$21.1K - $25.2K
|
14K
$654K
|
|
|
May 14, 2024
Q1 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
660+ 10.81% |
$20.9K - $25K
|
6.76K
$317K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
656+ 5.29% |
$20.8K - $24.9K
|
13.1K
$611K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
644+ 3.01% |
$20.4K - $24.4K
|
22K
$1.03M
|