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 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
3+ 0.66% |
$95.2 - $114
|
461
$22K
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
3+ 0.05% |
$95.2 - $114
|
6.08K
$290K
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
3+ 0.01% |
$95.2 - $114
|
46.9K
$2.24M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2+ 0.39% |
$63.5 - $75.8
|
519
$24.8K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 0.08% |
$63.5 - $75.8
|
2.41K
$115K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2+ 0.02% |
$63.5 - $75.8
|
9.2K
$439K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2+ 0.02% |
$63.5 - $75.8
|
12.6K
$603K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.98% |
$31.7 - $37.9
|
103
$4.92K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 1.03% |
$31.7 - $37.9
|
98
$4.68K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.1% |
$31.7 - $37.9
|
965
$46.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
1+ 0.01% |
$31.7 - $37.9
|
6.67K
$319K
|
|
|
Apr 25, 2024
Q1 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
1+ 0.01% |
$31.7 - $37.9
|
9.72K
$464K
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
1+ 0.01% |
$31.7 - $37.9
|
16.1K
$768K
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
1+ 0.81% |
$31.7 - $37.9
|
124
$5.92K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 0.2% |
$31.7 - $37.9
|
501
$23.9K
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1+ 0.0% |
$31.7 - $37.9
|
43.9K
$2.09M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 0.36% |
$31.7 - $37.9
|
276
$13.2K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 0.02% |
$31.7 - $37.9
|
4.52K
$216K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1+ 0.1% |
$31.7 - $37.9
|
994
$47.5K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.08% |
$31.7 - $37.9
|
1.23K
$58.9K
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-1- 0.01% |
$31.7 - $37.9
|
19.4K
$926K
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1- 0.01% |
$31.7 - $37.9
|
9.99K
$477K
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-1- 0.01% |
$31.7 - $37.9
|
8.08K
$386K
|
|
|
Apr 15, 2024
Q1 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-2- 0.03% |
$63.5 - $75.8
|
5.95K
$284K
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-2- 0.03% |
$63.5 - $75.8
|
5.95K
$284K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-3- 0.01% |
$95.2 - $114
|
35.2K
$1.68M
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-3- 0.04% |
$95.2 - $114
|
7.13K
$340K
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-3- 0.01% |
$95.2 - $114
|
42.4K
$2.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-5- 0.07% |
$159 - $190
|
7.1K
$339K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-5- 0.06% |
$159 - $190
|
7.73K
$369K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5- 0.03% |
$159 - $190
|
14.4K
$689K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6- -0.0% |
$190 - $228
|
150K
$7.17M
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-9- 0.05% |
$286 - $341
|
16.9K
$806K
|
|
|
Apr 11, 2024
Q1 2024
|
Bennett Selby Investments LP
|
SELL
|
- |
-10- 0.05% |
$317 - $379
|
18.4K
$879K
|
|
|
Apr 11, 2024
Q1 2024
|
Kempner Capital Management Inc.
|
SELL
|
- |
-10- 0.01% |
$317 - $379
|
158K
$7.55M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-10- 0.06% |
$317 - $379
|
15.7K
$752K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-12- 0.08% |
$381 - $455
|
15.2K
$726K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-13- 3.81% |
$412 - $493
|
328
$15.7K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-14- 0.06% |
$444 - $531
|
22.8K
$1.09M
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-17- 16.5% |
$539 - $645
|
86
$4.11K
|
|
|
May 13, 2024
Q1 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-17- 0.02% |
$539 - $645
|
68.5K
$3.27M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-18- 0.09% |
$571 - $683
|
20K
$953K
|
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
SELL
|
- |
-18- 0.3% |
$571 - $683
|
5.99K
$286K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-18- 0.1% |
$571 - $683
|
17.4K
$829K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-21- 0.26% |
$666 - $796
|
8.05K
$385K
|
|
|
Apr 03, 2024
Q1 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-23- 1.41% |
$730 - $872
|
1.61K
$76.6K
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-23- 0.04% |
$730 - $872
|
57.9K
$2.76M
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-24- 0.08% |
$762 - $910
|
31.8K
$1.52M
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-25- 0.32% |
$793 - $948
|
7.77K
$371K
|