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 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-541- 4.6% |
$17.2K - $20.5K
|
11.2K
$525K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-544- 7.85% |
$17.3K - $20.6K
|
6.38K
$299K
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-544- 4.53% |
$17.3K - $20.6K
|
11.5K
$538K
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-550- 7.07% |
$17.5K - $20.9K
|
7.23K
$338K
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-550- 0.73% |
$17.5K - $20.9K
|
74.9K
$3.51M
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-552- 0.76% |
$17.5K - $20.9K
|
71.6K
$3.35M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-555- 2.1% |
$17.6K - $21K
|
25.9K
$1.21M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-556- 0.56% |
$17.6K - $21.1K
|
98.6K
$4.62M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-561- 1.91% |
$17.8K - $21.3K
|
28.8K
$1.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-564- 6.26% |
$17.9K - $21.4K
|
8.44K
$395K
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
SELL
|
- |
-564- 6.66% |
$17.9K - $21.4K
|
7.91K
$371K
|
|
|
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
$434K
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-566- 3.43% |
$18K - $21.5K
|
15.9K
$746K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-575- 3.85% |
$18.2K - $21.8K
|
14.4K
$673K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-575- 3.16% |
$18.2K - $21.8K
|
17.6K
$825K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-578- 0.43% |
$18.3K - $21.9K
|
134K
$6.28M
|
|
|
May 14, 2024
Q1 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-578- 6.8% |
$18.3K - $21.9K
|
7.92K
$371K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
SELL
|
- |
-582- 4.65% |
$18.5K - $22.1K
|
11.9K
$558K
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-585- 1.24% |
$18.6K - $22.2K
|
46.5K
$2.18M
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-591- 5.56% |
$18.8K - $22.4K
|
10K
$470K
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-593- 9.16% |
$18.8K - $22.5K
|
5.88K
$275K
|
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-596- 1.59% |
$18.9K - $22.6K
|
36.9K
$1.73M
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-596- 5.58% |
$18.9K - $22.6K
|
10.1K
$472K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-596- 0.18% |
$18.9K - $22.6K
|
338K
$15.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-597- 11.6% |
$18.9K - $22.6K
|
4.55K
$213K
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-600- 2.52% |
$19K - $22.8K
|
23.2K
$1.09M
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-600- 5.57% |
$19K - $22.8K
|
10.2K
$476K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-600- 12.18% |
$19K - $22.8K
|
4.33K
$203K
|
|
|
Apr 26, 2024
Q1 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-600- 3.26% |
$19K - $22.8K
|
17.8K
$834K
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-600- 6.08% |
$19K - $22.8K
|
9.27K
$434K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-600- 2.13% |
$19K - $22.8K
|
27.6K
$1.29M
|
|
|
May 03, 2024
Q1 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-601- 2.86% |
$19.1K - $22.8K
|
20.4K
$955K
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-606- 1.23% |
$19.2K - $23K
|
48.5K
$2.27M
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-609- 0.57% |
$19.3K - $23.1K
|
107K
$5.01M
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-610- 5.77% |
$19.4K - $23.1K
|
9.95K
$466K
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-616- 2.93% |
$19.5K - $23.4K
|
20.4K
$955K
|
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-621- 0.73% |
$19.7K - $23.5K
|
85K
$3.98M
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-623- 1.89% |
$19.8K - $23.6K
|
32.4K
$1.52M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-629- 8.34% |
$20K - $23.9K
|
6.92K
$324K
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-632- 2.11% |
$20.1K - $24K
|
29.3K
$1.37M
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-638- 0.64% |
$20.2K - $24.2K
|
99.3K
$4.65M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-640- 0.78% |
$20.3K - $24.3K
|
81.2K
$3.8M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-640- 2.44% |
$20.3K - $24.3K
|
25.6K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-650- 2.08% |
$20.6K - $24.6K
|
30.6K
$1.43M
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-652- 3.95% |
$20.7K - $24.7K
|
15.8K
$742K
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
SELL
|
- |
-653- 5.15% |
$20.7K - $24.8K
|
12K
$563K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-659- 1.39% |
$20.9K - $25K
|
46.8K
$2.19M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-670- 3.87% |
$21.3K - $25.4K
|
16.7K
$780K
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-671- 8.33% |
$21.3K - $25.4K
|
7.39K
$346K
|