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 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
130+ 1.54% |
$4.12K - $4.93K
|
8.58K
$410K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
130+ 0.28% |
$4.12K - $4.93K
|
46.4K
$2.22M
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
129+ 0.5% |
$4.09K - $4.89K
|
25.7K
$1.23M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
128+ 0.71% |
$4.06K - $4.85K
|
18.1K
$863K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
128+ 2.04% |
$4.06K - $4.85K
|
6.41K
$306K
|
|
|
Apr 23, 2024
Q1 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
125+ 1.09% |
$3.97K - $4.74K
|
11.6K
$552K
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
119+ 0.38% |
$3.78K - $4.51K
|
31.8K
$1.52M
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
117+ 25.32% |
$3.71K - $4.44K
|
579
$27.6K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
116+ 0.12% |
$3.68K - $4.4K
|
93.8K
$4.48M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
114+ 1.23% |
$3.62K - $4.32K
|
9.35K
$446K
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
112+ 1.54% |
$3.55K - $4.25K
|
7.39K
$353K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
111+ 2.4% |
$3.52K - $4.21K
|
4.75K
$227K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
109+ 5.63% |
$3.46K - $4.13K
|
2.05K
$97.7K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
109New |
$3.46K - $4.13K
|
109
$5.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
108+ 1.79% |
$3.43K - $4.1K
|
6.14K
$293K
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
106+ 0.91% |
$3.36K - $4.02K
|
11.8K
$562K
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
105+ 0.55% |
$3.33K - $3.98K
|
19.1K
$910K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
103+ 0.54% |
$3.27K - $3.91K
|
19.2K
$916K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
102+ 0.5% |
$3.24K - $3.87K
|
20.4K
$974K
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
101+ 0.5% |
$3.2K - $3.83K
|
20.1K
$960K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
100+ 1.46% |
$3.17K - $3.79K
|
6.95K
$332K
|
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
BUY
|
- |
100+ 100.0% |
$3.17K - $3.79K
|
200
$9.55K
|
|
|
May 14, 2024
Q1 2024
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
BUY
|
- |
100+ 0.09% |
$3.17K - $3.79K
|
108K
$5.17M
|
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
100+ 0.18% |
$3.17K - $3.79K
|
54.7K
$2.61M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
98+ 1.06% |
$3.11K - $3.72K
|
9.33K
$446K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
98+ 0.91% |
$3.11K - $3.72K
|
10.9K
$521K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
95New |
$3.01K - $3.6K
|
95
$4.54K
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
93+ 0.25% |
$2.95K - $3.53K
|
37K
$1.77M
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
92+ 0.66% |
$2.92K - $3.49K
|
14K
$669K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
91+ 16.79% |
$2.89K - $3.45K
|
633
$30.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
86+ 0.7% |
$2.73K - $3.26K
|
12.3K
$588K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
86+ 10.17% |
$2.73K - $3.26K
|
932
$44.5K
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
84+ 1.22% |
$2.67K - $3.19K
|
6.98K
$333K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
83+ 1.65% |
$2.63K - $3.15K
|
5.11K
$244K
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
82+ 0.19% |
$2.6K - $3.11K
|
44.2K
$2.11M
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
82+ 0.36% |
$2.6K - $3.11K
|
22.8K
$1.09M
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
81+ 0.52% |
$2.57K - $3.07K
|
15.7K
$747K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
80+ 3.39% |
$2.54K - $3.03K
|
2.44K
$116K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
80+ 0.19% |
$2.54K - $3.03K
|
42.8K
$2.05M
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
80+ 0.5% |
$2.54K - $3.03K
|
16.1K
$769K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
80+ 0.99% |
$2.54K - $3.03K
|
8.17K
$390K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
78+ 1.78% |
$2.47K - $2.96K
|
4.47K
$213K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
77New |
$2.44K - $2.92K
|
77
$3.68K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
76+ 1.04% |
$2.41K - $2.88K
|
7.39K
$353K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
75+ 10.71% |
$2.38K - $2.84K
|
775
$37K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
72+ 0.56% |
$2.28K - $2.73K
|
12.9K
$616K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
72+ 9.29% |
$2.28K - $2.73K
|
847
$40.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
70+ 0.46% |
$2.22K - $2.65K
|
15.3K
$729K
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
68+ 0.63% |
$2.16K - $2.58K
|
10.9K
$519K
|
|
|
Apr 16, 2024
Q1 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
66+ 0.26% |
$2.09K - $2.5K
|
25.7K
$1.23M
|