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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
6+ 0.11% |
$190 - $228
|
5.59K
$262K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
6+ 0.04% |
$190 - $228
|
14.4K
$676K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
6+ 0.06% |
$190 - $228
|
9.72K
$455K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
6+ 0.21% |
$190 - $228
|
2.84K
$133K
|
|
|
May 21, 2024
Q1 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
6+ 0.71% |
$190 - $228
|
847
$39.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
5+ 0.02% |
$159 - $190
|
21.5K
$1.01M
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
5+ 0.06% |
$159 - $190
|
8.3K
$389K
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
5+ 0.05% |
$159 - $190
|
10.4K
$488K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
5+ 0.12% |
$159 - $190
|
4.19K
$196K
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
4+ 0.12% |
$127 - $152
|
3.41K
$160K
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
BUY
|
- |
4+ 0.06% |
$127 - $152
|
6.45K
$302K
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
4+ 0.04% |
$127 - $152
|
10.1K
$473K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
4+ 0.81% |
$127 - $152
|
495
$23.2K
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
BUY
|
- |
4+ 0.04% |
$127 - $152
|
9.44K
$442K
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
3+ 0.04% |
$95.2 - $114
|
7.42K
$347K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
3+ 0.05% |
$95.2 - $114
|
6.54K
$306K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
3+ 0.04% |
$95.2 - $114
|
6.95K
$326K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
3+ 0.66% |
$95.2 - $114
|
461
$21.6K
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
3+ 0.05% |
$95.2 - $114
|
6.08K
$285K
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
3+ 0.01% |
$95.2 - $114
|
46.9K
$2.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2+ 0.39% |
$63.5 - $75.8
|
519
$24.3K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 0.08% |
$63.5 - $75.8
|
2.41K
$113K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2+ 0.02% |
$63.5 - $75.8
|
9.2K
$431K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2+ 0.02% |
$63.5 - $75.8
|
12.6K
$591K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.98% |
$31.7 - $37.9
|
103
$4.82K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 1.03% |
$31.7 - $37.9
|
98
$4.59K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.1% |
$31.7 - $37.9
|
965
$45.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
1+ 0.01% |
$31.7 - $37.9
|
6.67K
$312K
|
|
|
Apr 25, 2024
Q1 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
1+ 0.01% |
$31.7 - $37.9
|
9.72K
$455K
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
1+ 0.01% |
$31.7 - $37.9
|
16.1K
$753K
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
1+ 0.81% |
$31.7 - $37.9
|
124
$5.81K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 0.2% |
$31.7 - $37.9
|
501
$23.5K
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1+ 0.0% |
$31.7 - $37.9
|
43.9K
$2.05M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 0.36% |
$31.7 - $37.9
|
276
$12.9K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 0.02% |
$31.7 - $37.9
|
4.52K
$212K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1+ 0.1% |
$31.7 - $37.9
|
994
$46.6K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.08% |
$31.7 - $37.9
|
1.23K
$57.8K
|
|
|
Jun 10, 2025
Q1 2024
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
1+ 0.07% |
$31.7 - $37.9
|
1.44K
$67.3K
|
|
|
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
$909K
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1- 0.01% |
$31.7 - $37.9
|
9.99K
$468K
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-1- 0.01% |
$31.7 - $37.9
|
8.08K
$378K
|
|
|
Apr 15, 2024
Q1 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-2- 0.03% |
$63.5 - $75.8
|
5.95K
$279K
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-2- 0.03% |
$63.5 - $75.8
|
5.95K
$279K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-3- 0.01% |
$95.2 - $114
|
35.2K
$1.65M
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-3- 0.04% |
$95.2 - $114
|
7.13K
$334K
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-3- 0.01% |
$95.2 - $114
|
42.4K
$1.99M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-5- 0.07% |
$159 - $190
|
7.1K
$333K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-5- 0.06% |
$159 - $190
|
7.73K
$362K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5- 0.03% |
$159 - $190
|
14.4K
$676K
|