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 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-192- 2.57% |
$6.09K - $7.28K
|
7.28K
$341K
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-192- 0.72% |
$6.09K - $7.28K
|
26.3K
$1.23M
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-193- 1.52% |
$6.12K - $7.32K
|
12.5K
$587K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-194- 1.89% |
$6.16K - $7.36K
|
10.1K
$473K
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-198- 1.63% |
$6.28K - $7.51K
|
11.9K
$559K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-200- 0.61% |
$6.35K - $7.58K
|
32.3K
$1.51M
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-200- 1.96% |
$6.35K - $7.58K
|
9.99K
$468K
|
|
|
Apr 25, 2024
Q1 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-200- 0.14% |
$6.35K - $7.58K
|
145K
$6.79M
|
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-200- 1.9% |
$6.35K - $7.58K
|
10.3K
$482K
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-200- 18.83% |
$6.35K - $7.58K
|
862
$40.4K
|
|
|
May 13, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-200- 1.56% |
$6.35K - $7.58K
|
12.6K
$591K
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-200- 1.42% |
$6.35K - $7.58K
|
13.9K
$649K
|
|
|
May 15, 2024
Q1 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-200- 0.52% |
$6.35K - $7.58K
|
38.4K
$1.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-203- 2.4% |
$6.44K - $7.7K
|
8.24K
$386K
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-208- 1.73% |
$6.6K - $7.89K
|
11.8K
$553K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-210- 2.61% |
$6.66K - $7.96K
|
7.85K
$368K
|
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-212- 3.16% |
$6.73K - $8.04K
|
6.49K
$304K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-215- 2.14% |
$6.82K - $8.15K
|
9.85K
$461K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-216- 1.52% |
$6.85K - $8.19K
|
14K
$656K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-222- 3.66% |
$7.04K - $8.42K
|
5.84K
$273K
|
|
|
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
$547K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-227- 1.62% |
$7.2K - $8.61K
|
13.8K
$645K
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-231- 1.06% |
$7.33K - $8.76K
|
21.6K
$1.01M
|
|
|
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
$998K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-240- 1.84% |
$7.62K - $9.1K
|
12.8K
$600K
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-246- 0.45% |
$7.81K - $9.33K
|
54.3K
$2.54M
|
|
|
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
$396K
|
|
|
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
$1.41M
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-250- 4.06% |
$7.93K - $9.48K
|
5.91K
$277K
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
SELL
|
- |
-250- 1.35% |
$7.93K - $9.48K
|
18.3K
$858K
|
|
|
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
$4.04M
|
|
|
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
$68.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-268- 2.15% |
$8.5K - $10.2K
|
12.2K
$570K
|
|
|
May 03, 2024
Q1 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-269- 0.32% |
$8.54K - $10.2K
|
84.7K
$3.97M
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-271- 0.78% |
$8.6K - $10.3K
|
34.4K
$1.61M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-273- 1.23% |
$8.66K - $10.4K
|
21.9K
$1.02M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-276- 1.01% |
$8.76K - $10.5K
|
27K
$1.26M
|
|
|
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
$580K
|
|
|
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
$820K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-284- 2.71% |
$9.01K - $10.8K
|
10.2K
$478K
|