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 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-350- 0.54% |
$11.1K - $13.3K
|
63.9K
$3.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-351- 0.49% |
$11.1K - $13.3K
|
71.5K
$3.36M
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
SELL
|
- |
-353- 3.82% |
$11.2K - $13.4K
|
8.88K
$418K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-354- 5.34% |
$11.2K - $13.4K
|
6.28K
$295K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-355- 1.7% |
$11.3K - $13.5K
|
20.6K
$966K
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-363- 5.85% |
$11.5K - $13.8K
|
5.85K
$275K
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-364- 5.17% |
$11.5K - $13.8K
|
6.68K
$314K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-368- 2.57% |
$11.7K - $14K
|
13.9K
$655K
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-369- 3.52% |
$11.7K - $14K
|
10.1K
$476K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-369- 2.19% |
$11.7K - $14K
|
16.5K
$776K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-379- 3.71% |
$12K - $14.4K
|
9.83K
$462K
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-385- 3.66% |
$12.2K - $14.6K
|
10.1K
$476K
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-388- 2.49% |
$12.3K - $14.7K
|
15.2K
$715K
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-398- 6.04% |
$12.6K - $15.1K
|
6.2K
$291K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-400- 40.0% |
$12.7K - $15.2K
|
600
$28.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-400- 0.95% |
$12.7K - $15.2K
|
41.6K
$1.96M
|
|
|
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
$276K
|
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
SELL
|
- |
-400- 4.64% |
$12.7K - $15.2K
|
8.22K
$386K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-400- 3.29% |
$12.7K - $15.2K
|
11.8K
$553K
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-400- 2.12% |
$12.7K - $15.2K
|
18.4K
$867K
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-400- 2.92% |
$12.7K - $15.2K
|
13.3K
$625K
|
|
|
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
$776K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-403- 2.62% |
$12.8K - $15.3K
|
15K
$704K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-405- 6.55% |
$12.9K - $15.4K
|
5.78K
$272K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-409- 1.82% |
$13K - $15.5K
|
22.1K
$1.04M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-410- 3.12% |
$13K - $15.5K
|
12.7K
$599K
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-419- 2.75% |
$13.3K - $15.9K
|
14.8K
$697K
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-421- 0.73% |
$13.4K - $16K
|
57.3K
$2.69M
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-421- 6.47% |
$13.4K - $16K
|
6.08K
$286K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
SELL
|
- |
-423- 2.89% |
$13.4K - $16K
|
14.2K
$668K
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-424- 0.14% |
$13.5K - $16.1K
|
293K
$13.8M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
SELL
|
- |
-424- 0.95% |
$13.5K - $16.1K
|
44.3K
$2.08M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-427- 6.98% |
$13.5K - $16.2K
|
5.69K
$267K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-428- 1.3% |
$13.6K - $16.2K
|
32.5K
$1.53M
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-440- 3.79% |
$14K - $16.7K
|
11.2K
$525K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-442- 0.69% |
$14K - $16.8K
|
63.5K
$2.98M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-450- 0.88% |
$14.3K - $17.1K
|
50.5K
$2.37M
|
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-450- 0.54% |
$14.3K - $17.1K
|
82.8K
$3.89M
|
|
|
May 14, 2024
Q1 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-450- 3.26% |
$14.3K - $17.1K
|
13.4K
$628K
|
|
|
Apr 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-451- 0.84% |
$14.3K - $17.1K
|
53K
$2.49M
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-454- 5.09% |
$14.4K - $17.2K
|
8.47K
$398K
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-457- 5.06% |
$14.5K - $17.3K
|
8.57K
$403K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-458- 2.26% |
$14.5K - $17.4K
|
19.8K
$930K
|
|
|
May 13, 2024
Q1 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-463- 1.5% |
$14.7K - $17.6K
|
30.5K
$1.43M
|
|
|
Apr 19, 2024
Q1 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-467- 0.36% |
$14.8K - $17.7K
|
128K
$6.01M
|
|
|
Apr 22, 2024
Q1 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-470- 0.18% |
$14.9K - $17.8K
|
259K
$12.2M
|
|
|
Nov 13, 2024
Q1 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-488- 2.68% |
$15.5K - $18.5K
|
17.7K
$833K
|