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 15, 2024
Q1 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-290- 3.92% |
$9.2K - $11K
|
7.11K
$333K
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-297- 3.73% |
$9.42K - $11.3K
|
7.66K
$359K
|
|
|
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
$86.8K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-300- 1.83% |
$9.52K - $11.4K
|
16.1K
$752K
|
|
|
Apr 15, 2025
Q1 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-300- 1.82% |
$9.52K - $11.4K
|
16.2K
$758K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-304- 2.74% |
$9.65K - $11.5K
|
10.8K
$505K
|
|
|
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
$959K
|
|
|
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
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
SELL
|
- |
-320- 2.73% |
$10.2K - $12.1K
|
11.4K
$533K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-324- 2.82% |
$10.3K - $12.3K
|
11.2K
$523K
|
|
|
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
$44.8K
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-329- 3.86% |
$10.4K - $12.5K
|
8.19K
$383K
|
|
|
May 15, 2024
Q1 2024
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-330- 0.4% |
$10.5K - $12.5K
|
82.5K
$3.86M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-340- 2.86% |
$10.8K - $12.9K
|
11.5K
$540K
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-340- 2.11% |
$10.8K - $12.9K
|
15.8K
$740K
|
|
|
May 13, 2024
Q1 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-347- 4.84% |
$11K - $13.2K
|
6.83K
$320K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-349- 2.11% |
$11.1K - $13.2K
|
16.2K
$758K
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-350- 0.54% |
$11.1K - $13.3K
|
63.9K
$3M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-351- 0.49% |
$11.1K - $13.3K
|
71.5K
$3.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
SELL
|
- |
-353- 3.82% |
$11.2K - $13.4K
|
8.88K
$416K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-354- 5.34% |
$11.2K - $13.4K
|
6.28K
$294K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-355- 1.7% |
$11.3K - $13.5K
|
20.6K
$963K
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-363- 5.85% |
$11.5K - $13.8K
|
5.85K
$274K
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-364- 5.17% |
$11.5K - $13.8K
|
6.68K
$313K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-368- 2.57% |
$11.7K - $14K
|
13.9K
$653K
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-369- 3.52% |
$11.7K - $14K
|
10.1K
$474K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-369- 2.19% |
$11.7K - $14K
|
16.5K
$773K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-379- 3.71% |
$12K - $14.4K
|
9.83K
$460K
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-385- 3.66% |
$12.2K - $14.6K
|
10.1K
$474K
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-388- 2.49% |
$12.3K - $14.7K
|
15.2K
$713K
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-398- 6.04% |
$12.6K - $15.1K
|
6.2K
$290K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-400- 40.0% |
$12.7K - $15.2K
|
600
$28.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-400- 0.95% |
$12.7K - $15.2K
|
41.6K
$1.95M
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-400- 1.11% |
$12.7K - $15.2K
|
35.6K
$1.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-400- 15.28% |
$12.7K - $15.2K
|
2.22K
$104K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-400- 6.37% |
$12.7K - $15.2K
|
5.88K
$275K
|
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
SELL
|
- |
-400- 4.64% |
$12.7K - $15.2K
|
8.22K
$385K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-400- 3.29% |
$12.7K - $15.2K
|
11.8K
$551K
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-400- 2.12% |
$12.7K - $15.2K
|
18.4K
$864K
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-400- 2.92% |
$12.7K - $15.2K
|
13.3K
$623K
|
|
|
May 14, 2024
Q1 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-400- 1.45% |
$12.7K - $15.2K
|
27.3K
$1.28M
|
|
|
May 02, 2024
Q1 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-401- 2.37% |
$12.7K - $15.2K
|
16.5K
$773K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-403- 2.62% |
$12.8K - $15.3K
|
15K
$702K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-405- 6.55% |
$12.9K - $15.4K
|
5.78K
$271K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-409- 1.82% |
$13K - $15.5K
|
22.1K
$1.03M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-410- 3.12% |
$13K - $15.5K
|
12.7K
$597K
|