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 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-223- 0.84% |
$7.08K - $8.46K
|
26.2K
$1.23M
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-223- 0.76% |
$7.08K - $8.46K
|
29K
$1.36M
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-225- 47.07% |
$7.14K - $8.53K
|
253
$11.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-227- 1.91% |
$7.2K - $8.61K
|
11.7K
$549K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-227- 1.62% |
$7.2K - $8.61K
|
13.8K
$648K
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-231- 1.06% |
$7.33K - $8.76K
|
21.6K
$1.02M
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-231- 0.1% |
$7.33K - $8.76K
|
221K
$10.4M
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-235- 1.09% |
$7.46K - $8.91K
|
21.3K
$1M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-240- 1.84% |
$7.62K - $9.1K
|
12.8K
$602K
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-246- 0.45% |
$7.81K - $9.33K
|
54.3K
$2.55M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-248- 5.18% |
$7.87K - $9.4K
|
4.54K
$213K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-250- 2.87% |
$7.93K - $9.48K
|
8.45K
$397K
|
|
|
Apr 26, 2024
Q1 2024
|
Independent Investors Inc
|
SELL
|
- |
-250- 0.99% |
$7.93K - $9.48K
|
24.9K
$1.17M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-250- 0.82% |
$7.93K - $9.48K
|
30.2K
$1.42M
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-250- 4.06% |
$7.93K - $9.48K
|
5.91K
$278K
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
SELL
|
- |
-250- 1.35% |
$7.93K - $9.48K
|
18.3K
$861K
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-255- 1.0% |
$8.09K - $9.67K
|
25.1K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-257- 0.3% |
$8.15K - $9.75K
|
86.3K
$4.06M
|
|
|
May 09, 2024
Q1 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-259- 0.74% |
$8.22K - $9.82K
|
34.8K
$1.63M
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-260- 15.03% |
$8.25K - $9.86K
|
1.47K
$69.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-268- 2.15% |
$8.5K - $10.2K
|
12.2K
$572K
|
|
|
May 03, 2024
Q1 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-269- 0.32% |
$8.54K - $10.2K
|
84.7K
$3.98M
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-271- 0.78% |
$8.6K - $10.3K
|
34.4K
$1.62M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-273- 1.23% |
$8.66K - $10.4K
|
21.9K
$1.03M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-276- 1.01% |
$8.76K - $10.5K
|
27K
$1.27M
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-278- 0.97% |
$8.82K - $10.5K
|
28.3K
$1.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-278- 2.2% |
$8.82K - $10.5K
|
12.4K
$582K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-280- 1.15% |
$8.88K - $10.6K
|
24K
$1.13M
|
|
|
Apr 24, 2024
Q1 2024
|
Albert D Mason Inc
|
SELL
|
- |
-284- 1.6% |
$9.01K - $10.8K
|
17.5K
$823K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-284- 2.71% |
$9.01K - $10.8K
|
10.2K
$479K
|
|
|
Apr 15, 2024
Q1 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-290- 3.92% |
$9.2K - $11K
|
7.11K
$334K
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-297- 3.73% |
$9.42K - $11.3K
|
7.66K
$360K
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-299- 0.81% |
$9.49K - $11.3K
|
36.7K
$1.72M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-300- 13.93% |
$9.52K - $11.4K
|
1.85K
$87.1K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-300- 1.83% |
$9.52K - $11.4K
|
16.1K
$755K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-304- 2.74% |
$9.65K - $11.5K
|
10.8K
$507K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-307- 1.1% |
$9.74K - $11.6K
|
27.5K
$1.29M
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-310- 1.49% |
$9.84K - $11.8K
|
20.5K
$962K
|
|
|
Apr 22, 2024
Q1 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-310- 0.92% |
$9.84K - $11.8K
|
33.5K
$1.57M
|
|
|
May 13, 2024
Q1 2024
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-314- 1.02% |
$9.96K - $11.9K
|
30.4K
$1.43M
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
SELL
|
- |
-320- 2.73% |
$10.2K - $12.1K
|
11.4K
$535K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-324- 2.82% |
$10.3K - $12.3K
|
11.2K
$525K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-324- 0.11% |
$10.3K - $12.3K
|
298K
$14M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-325- 25.37% |
$10.3K - $12.3K
|
956
$44.9K
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-329- 3.86% |
$10.4K - $12.5K
|
8.19K
$385K
|
|
|
May 15, 2024
Q1 2024
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-330- 0.4% |
$10.5K - $12.5K
|
82.5K
$3.88M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-340- 2.86% |
$10.8K - $12.9K
|
11.5K
$542K
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-340- 2.11% |
$10.8K - $12.9K
|
15.8K
$743K
|
|
|
May 13, 2024
Q1 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-347- 4.84% |
$11K - $13.2K
|
6.83K
$321K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-349- 2.11% |
$11.1K - $13.2K
|
16.2K
$760K
|