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 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
82+ 0.19% |
$2.6K - $3.11K
|
44.2K
$2.07M
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
82+ 0.36% |
$2.6K - $3.11K
|
22.8K
$1.07M
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
81+ 0.52% |
$2.57K - $3.07K
|
15.7K
$733K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
80+ 3.39% |
$2.54K - $3.03K
|
2.44K
$114K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
80+ 0.19% |
$2.54K - $3.03K
|
42.8K
$2.01M
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
80+ 0.5% |
$2.54K - $3.03K
|
16.1K
$755K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
80+ 0.99% |
$2.54K - $3.03K
|
8.17K
$383K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
78+ 1.78% |
$2.47K - $2.96K
|
4.47K
$209K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
77New |
$2.44K - $2.92K
|
77
$3.61K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
76+ 1.04% |
$2.41K - $2.88K
|
7.39K
$346K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
75+ 10.71% |
$2.38K - $2.84K
|
775
$36.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
72+ 0.56% |
$2.28K - $2.73K
|
12.9K
$604K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
72+ 9.29% |
$2.28K - $2.73K
|
847
$39.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
70+ 0.46% |
$2.22K - $2.65K
|
15.3K
$715K
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
68+ 0.63% |
$2.16K - $2.58K
|
10.9K
$509K
|
|
|
Apr 16, 2024
Q1 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
66+ 0.26% |
$2.09K - $2.5K
|
25.7K
$1.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
65+ 0.39% |
$2.06K - $2.46K
|
16.7K
$784K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
63+ 0.28% |
$2K - $2.39K
|
22.3K
$1.04M
|
|
|
Apr 18, 2024
Q1 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
57+ 0.05% |
$1.81K - $2.16K
|
110K
$5.16M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
57+ 0.53% |
$1.81K - $2.16K
|
10.9K
$509K
|
|
|
May 15, 2024
Q1 2024
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
57+ 0.03% |
$1.81K - $2.16K
|
195K
$9.14M
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
56+ 0.68% |
$1.78K - $2.12K
|
8.32K
$389K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
55+ 0.51% |
$1.75K - $2.09K
|
10.7K
$503K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
55+ 11.96% |
$1.75K - $2.09K
|
515
$24.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
54New |
$1.71K - $2.05K
|
54
$2.53K
|
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
53+ 0.21% |
$1.68K - $2.01K
|
24.8K
$1.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
53+ 1.23% |
$1.68K - $2.01K
|
4.37K
$205K
|
|
|
May 14, 2024
Q1 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
53+ 0.74% |
$1.68K - $2.01K
|
7.17K
$336K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
52+ 0.86% |
$1.65K - $1.97K
|
6.1K
$286K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
51+ 0.34% |
$1.62K - $1.93K
|
15.1K
$706K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
50+ 0.54% |
$1.59K - $1.9K
|
9.32K
$437K
|
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
BUY
|
- |
50+ 0.44% |
$1.59K - $1.9K
|
11.3K
$531K
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
50+ 0.01% |
$1.59K - $1.9K
|
604K
$28.3M
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
49+ 0.7% |
$1.55K - $1.86K
|
7.1K
$332K
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
49+ 0.77% |
$1.55K - $1.86K
|
6.43K
$301K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
BUY
|
- |
47+ 0.51% |
$1.49K - $1.78K
|
9.35K
$438K
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
46+ 0.29% |
$1.46K - $1.74K
|
15.8K
$740K
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
43+ 0.43% |
$1.36K - $1.63K
|
10K
$469K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
43+ 0.05% |
$1.36K - $1.63K
|
81.4K
$3.81M
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
42+ 3.11% |
$1.33K - $1.59K
|
1.39K
$65.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
41+ 0.57% |
$1.3K - $1.55K
|
7.22K
$338K
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
39+ 0.55% |
$1.24K - $1.48K
|
7.1K
$333K
|
|
|
May 10, 2024
Q1 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
39+ 0.71% |
$1.24K - $1.48K
|
5.5K
$257K
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
38+ 0.52% |
$1.21K - $1.44K
|
7.36K
$345K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
38New |
$1.21K - $1.44K
|
38
$1.78K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
38+ 0.24% |
$1.21K - $1.44K
|
16K
$751K
|
|
|
Apr 22, 2024
Q1 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
37+ 0.5% |
$1.17K - $1.4K
|
7.39K
$346K
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
36+ 0.37% |
$1.14K - $1.37K
|
9.87K
$462K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
36+ 0.43% |
$1.14K - $1.37K
|
8.46K
$396K
|
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
35+ 0.4% |
$1.11K - $1.33K
|
8.89K
$416K
|