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 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
619+ 2.82% |
$19.6K - $23.5K
|
22.6K
$1.06M
|
|
|
Apr 09, 2024
Q1 2024
|
Stolper CO
|
BUY
|
- |
618+ 0.35% |
$19.6K - $23.4K
|
175K
$8.2M
|
|
|
May 15, 2024
Q1 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
603+ 4.59% |
$19.1K - $22.9K
|
13.8K
$644K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
602+ 0.65% |
$19.1K - $22.8K
|
92.9K
$4.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
BUY
|
- |
600+ 4.96% |
$19K - $22.8K
|
12.7K
$595K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
600+ 0.05% |
$19K - $22.8K
|
1.2M
$56M
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
589+ 8.2% |
$18.7K - $22.3K
|
7.77K
$364K
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
578+ 2.82% |
$18.3K - $21.9K
|
21.1K
$987K
|
|
|
May 06, 2024
Q1 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
570+ 9.8% |
$18.1K - $21.6K
|
6.39K
$299K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
563+ 3.92% |
$17.9K - $21.3K
|
14.9K
$698K
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
563+ 11.33% |
$17.9K - $21.3K
|
5.53K
$259K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
560+ 3.01% |
$17.8K - $21.2K
|
19.2K
$897K
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
554+ 1.4% |
$17.6K - $21K
|
40.2K
$1.88M
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
552+ 1.05% |
$17.5K - $20.9K
|
53K
$2.48M
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
547+ 402.21% |
$17.4K - $20.7K
|
683
$32K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
543+ 0.25% |
$17.2K - $20.6K
|
218K
$10.2M
|
|
|
May 15, 2024
Q1 2024
|
Channing Global Advisors, LLC
|
BUY
|
- |
526+ 1.27% |
$16.7K - $19.9K
|
42K
$1.97M
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
525+ 6.6% |
$16.7K - $19.9K
|
8.48K
$397K
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
522+ 1.12% |
$16.6K - $19.8K
|
47.2K
$2.21M
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
522+ 3.27% |
$16.6K - $19.8K
|
16.5K
$773K
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
513+ 1.08% |
$16.3K - $19.5K
|
48.1K
$2.25M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
509+ 7.07% |
$16.2K - $19.3K
|
7.71K
$361K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
505+ 4.24% |
$16K - $19.1K
|
12.4K
$581K
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
503+ 2.01% |
$16K - $19.1K
|
25.5K
$1.19M
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
500+ 5.42% |
$15.9K - $19K
|
9.73K
$456K
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
500+ 2.3% |
$15.9K - $19K
|
22.2K
$1.04M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
500+ 27.81% |
$15.9K - $19K
|
2.3K
$108K
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
490+ 1.03% |
$15.5K - $18.6K
|
48.1K
$2.25M
|
|
|
Apr 26, 2024
Q1 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
480+ 4.01% |
$15.2K - $18.2K
|
12.5K
$583K
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
479+ 1.17% |
$15.2K - $18.2K
|
41.3K
$1.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
479+ 7.71% |
$15.2K - $18.2K
|
6.69K
$314K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
476+ 3.97% |
$15.1K - $18K
|
12.5K
$584K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
474+ 10.66% |
$15K - $18K
|
4.92K
$230K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
473+ 5.26% |
$15K - $17.9K
|
9.47K
$444K
|
|
|
Apr 18, 2024
Q1 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
466+ 0.23% |
$14.8K - $17.7K
|
202K
$9.46M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
450New |
$14.3K - $17.1K
|
450
$21.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
441+ 4.51% |
$14K - $16.7K
|
10.2K
$478K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
439+ 2.69% |
$13.9K - $16.6K
|
16.7K
$784K
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
437+ 2.4% |
$13.9K - $16.6K
|
18.7K
$875K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
426+ 3.47% |
$13.5K - $16.2K
|
12.7K
$596K
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
421+ 0.19% |
$13.4K - $16K
|
222K
$10.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
418+ 3.04% |
$13.3K - $15.9K
|
14.2K
$664K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
416+ 1.57% |
$13.2K - $15.8K
|
27K
$1.26M
|
|
|
Apr 17, 2024
Q1 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
415+ 0.42% |
$13.2K - $15.7K
|
99.5K
$4.66M
|
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
409+ 7.95% |
$13K - $15.5K
|
5.55K
$260K
|
|
|
Oct 29, 2024
Q1 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
409+ 5.29% |
$13K - $15.5K
|
8.14K
$381K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
407+ 0.53% |
$12.9K - $15.4K
|
77.8K
$3.64M
|
|
|
Apr 11, 2024
Q1 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
403+ 0.57% |
$12.8K - $15.3K
|
71.1K
$3.33M
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
403New |
$12.8K - $15.3K
|
403
$18.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
402+ 2.23% |
$12.8K - $15.2K
|
18.4K
$864K
|