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 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
65+ 0.39% |
$2.06K - $2.46K
|
16.7K
$799K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
63+ 0.28% |
$2K - $2.39K
|
22.3K
$1.06M
|
|
|
Apr 18, 2024
Q1 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
57+ 0.05% |
$1.81K - $2.16K
|
110K
$5.26M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
57+ 0.53% |
$1.81K - $2.16K
|
10.9K
$519K
|
|
|
May 15, 2024
Q1 2024
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
57+ 0.03% |
$1.81K - $2.16K
|
195K
$9.32M
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
56+ 0.68% |
$1.78K - $2.12K
|
8.32K
$397K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
55+ 0.51% |
$1.75K - $2.09K
|
10.7K
$513K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
55+ 11.96% |
$1.75K - $2.09K
|
515
$24.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
54New |
$1.71K - $2.05K
|
54
$2.58K
|
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
53+ 0.21% |
$1.68K - $2.01K
|
24.8K
$1.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
53+ 1.23% |
$1.68K - $2.01K
|
4.37K
$209K
|
|
|
May 14, 2024
Q1 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
53+ 0.74% |
$1.68K - $2.01K
|
7.17K
$342K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
52+ 0.86% |
$1.65K - $1.97K
|
6.1K
$291K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
51+ 0.34% |
$1.62K - $1.93K
|
15.1K
$720K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
50+ 0.54% |
$1.59K - $1.9K
|
9.32K
$445K
|
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
BUY
|
- |
50+ 0.44% |
$1.59K - $1.9K
|
11.3K
$541K
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
50+ 0.01% |
$1.59K - $1.9K
|
604K
$28.8M
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
49+ 0.7% |
$1.55K - $1.86K
|
7.1K
$339K
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
49+ 0.77% |
$1.55K - $1.86K
|
6.43K
$307K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
BUY
|
- |
47+ 0.51% |
$1.49K - $1.78K
|
9.35K
$446K
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
46+ 0.29% |
$1.46K - $1.74K
|
15.8K
$755K
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
43+ 0.43% |
$1.36K - $1.63K
|
10K
$478K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
43+ 0.05% |
$1.36K - $1.63K
|
81.4K
$3.89M
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
42+ 3.11% |
$1.33K - $1.59K
|
1.39K
$66.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
41+ 0.57% |
$1.3K - $1.55K
|
7.22K
$345K
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
39+ 0.55% |
$1.24K - $1.48K
|
7.1K
$339K
|
|
|
May 10, 2024
Q1 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
39+ 0.71% |
$1.24K - $1.48K
|
5.5K
$262K
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
38+ 0.52% |
$1.21K - $1.44K
|
7.36K
$351K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
38New |
$1.21K - $1.44K
|
38
$1.81K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
38+ 0.24% |
$1.21K - $1.44K
|
16K
$765K
|
|
|
Apr 22, 2024
Q1 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
37+ 0.5% |
$1.17K - $1.4K
|
7.39K
$353K
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
36+ 0.37% |
$1.14K - $1.37K
|
9.87K
$471K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
36+ 0.43% |
$1.14K - $1.37K
|
8.46K
$404K
|
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
35+ 0.4% |
$1.11K - $1.33K
|
8.89K
$424K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
35+ 0.59% |
$1.11K - $1.33K
|
5.96K
$285K
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
34+ 0.56% |
$1.08K - $1.29K
|
6.12K
$292K
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
BUY
|
- |
34+ 0.53% |
$1.08K - $1.29K
|
6.44K
$308K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
31+ 0.5% |
$984 - $1.18K
|
6.22K
$297K
|
|
|
Apr 16, 2024
Q1 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
30+ 0.39% |
$952 - $1.14K
|
7.72K
$369K
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
30+ 0.25% |
$952 - $1.14K
|
11.8K
$563K
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
30+ 0.37% |
$952 - $1.14K
|
8.05K
$385K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
30+ 0.06% |
$952 - $1.14K
|
47K
$2.24M
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
26New |
$825 - $986
|
26
$1.24K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
25+ 0.38% |
$793 - $948
|
6.67K
$319K
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
25+ 0.16% |
$793 - $948
|
15.9K
$759K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
23+ 0.13% |
$730 - $872
|
17.6K
$842K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
22+ 0.4% |
$698 - $834
|
5.53K
$264K
|
|
|
Apr 22, 2024
Q1 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
22+ 0.03% |
$698 - $834
|
84.1K
$4.02M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
22+ 0.01% |
$698 - $834
|
195K
$9.32M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
21+ 0.25% |
$666 - $796
|
8.28K
$395K
|