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
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
238+ 2.18% |
$7.55K - $9.02K
|
11.1K
$522K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
238+ 0.34% |
$7.55K - $9.02K
|
69.9K
$3.27M
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
237+ 30.42% |
$7.52K - $8.99K
|
1.02K
$47.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
234+ 2.26% |
$7.42K - $8.87K
|
10.6K
$496K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
233+ 0.18% |
$7.39K - $8.84K
|
129K
$6.03M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
232+ 0.81% |
$7.36K - $8.8K
|
28.8K
$1.35M
|
|
|
Apr 26, 2024
Q1 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
227+ 0.36% |
$7.2K - $8.61K
|
63K
$2.95M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
225+ 3.45% |
$7.14K - $8.53K
|
6.74K
$316K
|
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
224+ 3.33% |
$7.11K - $8.49K
|
6.95K
$326K
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
223+ 3.66% |
$7.08K - $8.46K
|
6.31K
$296K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
223+ 1.94% |
$7.08K - $8.46K
|
11.7K
$550K
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
223+ 1.32% |
$7.08K - $8.46K
|
17.1K
$802K
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
218+ 0.87% |
$6.92K - $8.27K
|
25.3K
$1.18M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
217+ 17.15% |
$6.89K - $8.23K
|
1.48K
$69.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
216New |
$6.85K - $8.19K
|
216
$10.1K
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
BUY
|
- |
211+ 0.52% |
$6.7K - $8K
|
40.9K
$1.91M
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
207+ 2.36% |
$6.57K - $7.85K
|
8.99K
$421K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
205+ 1.9% |
$6.5K - $7.77K
|
11K
$516K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
205New |
$6.5K - $7.77K
|
205
$9.6K
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
203+ 1.64% |
$6.44K - $7.7K
|
12.6K
$589K
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
202+ 1.86% |
$6.41K - $7.66K
|
11.1K
$519K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
202+ 0.28% |
$6.41K - $7.66K
|
73.2K
$3.43M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
200+ 1.18% |
$6.35K - $7.58K
|
17.2K
$807K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
200+ 12.03% |
$6.35K - $7.58K
|
1.86K
$87.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
200+ 1.7% |
$6.35K - $7.58K
|
12K
$561K
|
|
|
May 02, 2024
Q1 2024
|
Mathes Company, Inc.
|
BUY
|
- |
200+ 0.5% |
$6.35K - $7.58K
|
39.9K
$1.87M
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
200+ 1.22% |
$6.35K - $7.58K
|
16.6K
$777K
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
200+ 2.06% |
$6.35K - $7.58K
|
9.91K
$464K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
198+ 2.71% |
$6.28K - $7.51K
|
7.5K
$351K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
196+ 1.56% |
$6.22K - $7.43K
|
12.8K
$599K
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
194+ 0.47% |
$6.16K - $7.36K
|
41.5K
$1.94M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
193+ 6.1% |
$6.12K - $7.32K
|
3.36K
$157K
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
BUY
|
- |
190+ 2.94% |
$6.03K - $7.2K
|
6.66K
$312K
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
183+ 1.31% |
$5.81K - $6.94K
|
14.2K
$664K
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
181+ 1.02% |
$5.74K - $6.86K
|
17.9K
$839K
|
|
|
Apr 22, 2024
Q1 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
178+ 2.95% |
$5.65K - $6.75K
|
6.2K
$291K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
176+ 5.56% |
$5.58K - $6.67K
|
3.34K
$157K
|
|
|
Apr 15, 2024
Q1 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
172+ 1.18% |
$5.46K - $6.52K
|
14.7K
$690K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
170+ 7.6% |
$5.39K - $6.45K
|
2.41K
$113K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
169+ 0.6% |
$5.36K - $6.41K
|
28.2K
$1.32M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
167+ 1.69% |
$5.3K - $6.33K
|
10K
$470K
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
166+ 0.24% |
$5.27K - $6.29K
|
70.2K
$3.29M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
166+ 1.66% |
$5.27K - $6.29K
|
10.1K
$475K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
162+ 0.18% |
$5.14K - $6.14K
|
90.3K
$4.23M
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
162+ 0.49% |
$5.14K - $6.14K
|
33.3K
$1.56M
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
162New |
$5.14K - $6.14K
|
162
$7.59K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
156+ 1.05% |
$4.95K - $5.92K
|
15.1K
$706K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
154+ 0.74% |
$4.89K - $5.84K
|
21K
$983K
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
154+ 1.95% |
$4.89K - $5.84K
|
8.04K
$377K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
151+ 0.14% |
$4.79K - $5.73K
|
108K
$5.06M
|