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 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-63- 0.43% |
$2K - $2.39K
|
14.5K
$681K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-63- 0.19% |
$2K - $2.39K
|
33.5K
$1.57M
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-63- 0.78% |
$2K - $2.39K
|
8.05K
$377K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-68- 0.76% |
$2.16K - $2.58K
|
8.93K
$418K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-73- 0.71% |
$2.32K - $2.77K
|
10.3K
$481K
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-79- 0.61% |
$2.51K - $3K
|
12.9K
$606K
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-81- 0.27% |
$2.57K - $3.07K
|
29.8K
$1.4M
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-82- 11.16% |
$2.6K - $3.11K
|
653
$30.6K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-83- 2.6% |
$2.63K - $3.15K
|
3.11K
$146K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-85- 1.24% |
$2.7K - $3.22K
|
6.78K
$318K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-85- 1.34% |
$2.7K - $3.22K
|
6.24K
$292K
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-89- 1.34% |
$2.82K - $3.37K
|
6.55K
$307K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-90- 0.36% |
$2.86K - $3.41K
|
25.1K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-91- 0.08% |
$2.89K - $3.45K
|
112K
$5.23M
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-96- 2.02% |
$3.05K - $3.64K
|
4.66K
$218K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-97- 0.53% |
$3.08K - $3.68K
|
18.2K
$853K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-98- 6.06% |
$3.11K - $3.72K
|
1.52K
$71.1K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-98- 0.79% |
$3.11K - $3.72K
|
12.3K
$577K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-99- 1.26% |
$3.14K - $3.75K
|
7.75K
$363K
|
|
|
Apr 12, 2024
Q1 2024
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-100- 1.03% |
$3.17K - $3.79K
|
9.58K
$449K
|
|
|
Apr 18, 2024
Q1 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-100- 0.49% |
$3.17K - $3.79K
|
20.2K
$946K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-100- 66.67% |
$3.17K - $3.79K
|
50
$2.34K
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-100- 0.22% |
$3.17K - $3.79K
|
45.7K
$2.14M
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-100- 0.15% |
$3.17K - $3.79K
|
64.5K
$3.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-102- 1.11% |
$3.24K - $3.87K
|
9.12K
$427K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-102- 0.25% |
$3.24K - $3.87K
|
41.5K
$1.95M
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-103- 0.43% |
$3.27K - $3.91K
|
24K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-104- 1.4% |
$3.3K - $3.94K
|
7.35K
$344K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-105- 1.4% |
$3.33K - $3.98K
|
7.41K
$347K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-105- 1.42% |
$3.33K - $3.98K
|
7.3K
$342K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-106- 8.45% |
$3.36K - $4.02K
|
1.15K
$53.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-106- 4.27% |
$3.36K - $4.02K
|
2.38K
$111K
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-109- 0.19% |
$3.46K - $4.13K
|
57.9K
$2.71M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-109- 1.29% |
$3.46K - $4.13K
|
8.34K
$391K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-110- 1.13% |
$3.49K - $4.17K
|
9.6K
$449K
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-110- 0.19% |
$3.49K - $4.17K
|
57.5K
$2.69M
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-110- 51.16% |
$3.49K - $4.17K
|
105
$4.92K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-111- 0.9% |
$3.52K - $4.21K
|
12.2K
$570K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-111- 25.28% |
$3.52K - $4.21K
|
328
$15.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Terril Brothers, Inc.
|
SELL
|
- |
-111- 0.61% |
$3.52K - $4.21K
|
18K
$842K
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-111- 0.04% |
$3.52K - $4.21K
|
271K
$12.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-113- 0.19% |
$3.59K - $4.28K
|
58.2K
$2.73M
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-114- 0.95% |
$3.62K - $4.32K
|
11.9K
$557K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-114- 1.35% |
$3.62K - $4.32K
|
8.34K
$391K
|
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-118- 1.57% |
$3.74K - $4.47K
|
7.4K
$347K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-119- 0.4% |
$3.78K - $4.51K
|
29.8K
$1.4M
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-120- 0.49% |
$3.81K - $4.55K
|
24.2K
$1.13M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-120- 1.12% |
$3.81K - $4.55K
|
10.6K
$497K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-120- 4.22% |
$3.81K - $4.55K
|
2.72K
$128K
|
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-120- 0.72% |
$3.81K - $4.55K
|
16.6K
$779K
|