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 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
842+ 2.19% |
$26.7K - $31.9K
|
39.3K
$1.88M
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
834+ 1489.29% |
$26.5K - $31.6K
|
890
$42.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
832+ 2.08% |
$26.4K - $31.5K
|
40.8K
$1.95M
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
821+ 3.66% |
$26.1K - $31.1K
|
23.3K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
820+ 3.96% |
$26K - $31.1K
|
21.5K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
815+ 0.88% |
$25.9K - $30.9K
|
93K
$4.44M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
800+ 57.89% |
$25.4K - $30.3K
|
2.18K
$104K
|
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
BUY
|
- |
800+ 3.09% |
$25.4K - $30.3K
|
26.7K
$1.28M
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
773+ 0.99% |
$24.5K - $29.3K
|
78.6K
$3.76M
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
773+ 5.54% |
$24.5K - $29.3K
|
14.7K
$704K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
762+ 9.67% |
$24.2K - $28.9K
|
8.65K
$413K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
754+ 0.23% |
$23.9K - $28.6K
|
334K
$15.9M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
733+ 4.62% |
$23.3K - $27.8K
|
16.6K
$792K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
733+ 0.81% |
$23.3K - $27.8K
|
91.1K
$4.35M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
731+ 0.79% |
$23.2K - $27.7K
|
93.8K
$4.48M
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
729+ 7.93% |
$23.1K - $27.6K
|
9.92K
$474K
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
728+ 2.39% |
$23.1K - $27.6K
|
31.1K
$1.49M
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
721+ 10.16% |
$22.9K - $27.3K
|
7.81K
$373K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
715+ 0.3% |
$22.7K - $27.1K
|
237K
$11.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
712+ 7.48% |
$22.6K - $27K
|
10.2K
$489K
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
711+ 7.22% |
$22.6K - $27K
|
10.6K
$504K
|
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
710+ 8.45% |
$22.5K - $26.9K
|
9.11K
$435K
|
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
BUY
|
- |
701+ 7.01% |
$22.2K - $26.6K
|
10.7K
$511K
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
690+ 3.54% |
$21.9K - $26.2K
|
20.2K
$964K
|
|
|
Apr 11, 2024
Q1 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
680+ 9.59% |
$21.6K - $25.8K
|
7.77K
$371K
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
679+ 2.66% |
$21.5K - $25.7K
|
26.2K
$1.25M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
676+ 10.34% |
$21.4K - $25.6K
|
7.21K
$345K
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
674+ 2.21% |
$21.4K - $25.6K
|
31.2K
$1.49M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
673+ 5.91% |
$21.4K - $25.5K
|
12.1K
$576K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
669+ 5.66% |
$21.2K - $25.4K
|
12.5K
$596K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
666+ 0.5% |
$21.1K - $25.3K
|
135K
$6.45M
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
664+ 5.0% |
$21.1K - $25.2K
|
14K
$667K
|
|
|
May 14, 2024
Q1 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
660+ 10.81% |
$20.9K - $25K
|
6.76K
$323K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
656+ 5.29% |
$20.8K - $24.9K
|
13.1K
$623K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
644+ 3.01% |
$20.4K - $24.4K
|
22K
$1.05M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
619+ 2.82% |
$19.6K - $23.5K
|
22.6K
$1.08M
|
|
|
Apr 09, 2024
Q1 2024
|
Stolper CO
|
BUY
|
- |
618+ 0.35% |
$19.6K - $23.4K
|
175K
$8.37M
|
|
|
May 15, 2024
Q1 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
603+ 4.59% |
$19.1K - $22.9K
|
13.8K
$657K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
602+ 0.65% |
$19.1K - $22.8K
|
92.9K
$4.44M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
BUY
|
- |
600+ 4.96% |
$19K - $22.8K
|
12.7K
$606K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
600+ 0.05% |
$19K - $22.8K
|
1.2M
$57.1M
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
589+ 8.2% |
$18.7K - $22.3K
|
7.77K
$371K
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
578+ 2.82% |
$18.3K - $21.9K
|
21.1K
$1.01M
|
|
|
May 06, 2024
Q1 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
570+ 9.8% |
$18.1K - $21.6K
|
6.39K
$305K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
563+ 3.92% |
$17.9K - $21.3K
|
14.9K
$712K
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
563+ 11.33% |
$17.9K - $21.3K
|
5.53K
$264K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
560+ 3.01% |
$17.8K - $21.2K
|
19.2K
$915K
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
554+ 1.4% |
$17.6K - $21K
|
40.2K
$1.92M
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
552+ 1.05% |
$17.5K - $20.9K
|
53K
$2.53M
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
547+ 402.21% |
$17.4K - $20.7K
|
683
$32.6K
|