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 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-489- 0.53% |
$15.5K - $18.5K
|
92.4K
$4.34M
|
|
|
Apr 22, 2024
Q1 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-489- 3.76% |
$15.5K - $18.5K
|
12.5K
$588K
|
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-493- 7.71% |
$15.6K - $18.7K
|
5.9K
$277K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-493- 18.34% |
$15.6K - $18.7K
|
2.2K
$103K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-493- 0.31% |
$15.6K - $18.7K
|
160K
$7.54M
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-496- 7.61% |
$15.7K - $18.8K
|
6.02K
$283K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-497- 0.9% |
$15.8K - $18.8K
|
54.5K
$2.56M
|
|
|
Apr 10, 2024
Q1 2024
|
Grassi Investment Management
|
SELL
|
- |
-500- 0.11% |
$15.9K - $19K
|
446K
$20.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-500- 5.49% |
$15.9K - $19K
|
8.6K
$404K
|
|
|
Apr 15, 2024
Q1 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-500- 0.95% |
$15.9K - $19K
|
51.9K
$2.44M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-500- 21.76% |
$15.9K - $19K
|
1.8K
$84.5K
|
|
|
May 06, 2024
Q1 2024
|
Capital City Trust CO
|
SELL
|
- |
-500- 6.19% |
$15.9K - $19K
|
7.57K
$356K
|
|
|
May 10, 2024
Q1 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-500- 1.78% |
$15.9K - $19K
|
27.6K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-500- 16.13% |
$15.9K - $19K
|
2.6K
$122K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-500- 21.76% |
$15.9K - $19K
|
1.8K
$84.5K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-503- 1.57% |
$16K - $19.1K
|
31.5K
$1.48M
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-504- 6.09% |
$16K - $19.1K
|
7.77K
$365K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-504- 2.55% |
$16K - $19.1K
|
19.3K
$906K
|
|
|
May 08, 2024
Q1 2024
|
Humankind Investments LLC
|
SELL
|
- |
-506- 4.33% |
$16.1K - $19.2K
|
11.2K
$525K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-507- 2.59% |
$16.1K - $19.2K
|
19K
$895K
|
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-508- 2.22% |
$16.1K - $19.3K
|
22.3K
$1.05M
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-510- 4.62% |
$16.2K - $19.3K
|
10.5K
$495K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-510- 1.08% |
$16.2K - $19.3K
|
46.9K
$2.2M
|
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
SELL
|
- |
-520- 0.33% |
$16.5K - $19.7K
|
158K
$7.44M
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-522- 0.13% |
$16.6K - $19.8K
|
389K
$18.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-523- 0.71% |
$16.6K - $19.8K
|
73.4K
$3.45M
|
|
|
Apr 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-523- 0.27% |
$16.6K - $19.8K
|
196K
$9.21M
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-524- 6.88% |
$16.6K - $19.9K
|
7.09K
$333K
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-535- 6.05% |
$17K - $20.3K
|
8.31K
$391K
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-541- 4.6% |
$17.2K - $20.5K
|
11.2K
$527K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-544- 7.85% |
$17.3K - $20.6K
|
6.38K
$300K
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-544- 4.53% |
$17.3K - $20.6K
|
11.5K
$539K
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-550- 7.07% |
$17.5K - $20.9K
|
7.23K
$340K
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-550- 0.73% |
$17.5K - $20.9K
|
74.9K
$3.52M
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-552- 0.76% |
$17.5K - $20.9K
|
71.6K
$3.37M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-555- 2.1% |
$17.6K - $21K
|
25.9K
$1.22M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-556- 0.56% |
$17.6K - $21.1K
|
98.6K
$4.63M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-561- 1.91% |
$17.8K - $21.3K
|
28.8K
$1.36M
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-564- 6.26% |
$17.9K - $21.4K
|
8.44K
$397K
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
SELL
|
- |
-564- 6.66% |
$17.9K - $21.4K
|
7.91K
$372K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-565- 0.16% |
$17.9K - $21.4K
|
362K
$17M
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-565- 5.74% |
$17.9K - $21.4K
|
9.28K
$436K
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-566- 3.43% |
$18K - $21.5K
|
15.9K
$748K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-575- 3.85% |
$18.2K - $21.8K
|
14.4K
$676K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-575- 3.16% |
$18.2K - $21.8K
|
17.6K
$828K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-578- 0.43% |
$18.3K - $21.9K
|
134K
$6.31M
|
|
|
May 14, 2024
Q1 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-578- 6.8% |
$18.3K - $21.9K
|
7.92K
$372K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
SELL
|
- |
-582- 4.65% |
$18.5K - $22.1K
|
11.9K
$560K
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-585- 1.24% |
$18.6K - $22.2K
|
46.5K
$2.19M
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-591- 5.56% |
$18.8K - $22.4K
|
10K
$472K
|