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
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-680- 7.79% |
$21.6K - $25.8K
|
8.05K
$377K
|
|
|
Apr 24, 2024
Q1 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-681- 5.69% |
$21.6K - $25.8K
|
11.3K
$529K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-681- 3.97% |
$21.6K - $25.8K
|
16.5K
$772K
|
|
|
Apr 10, 2024
Q1 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-685- 1.66% |
$21.7K - $26K
|
40.5K
$1.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-686- 8.42% |
$21.8K - $26K
|
7.46K
$349K
|
|
|
May 15, 2024
Q1 2024
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-686- 9.44% |
$21.8K - $26K
|
6.58K
$308K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-688- 9.19% |
$21.8K - $26.1K
|
6.8K
$318K
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-689- 3.97% |
$21.9K - $26.1K
|
16.7K
$780K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-691- 0.97% |
$21.9K - $26.2K
|
70.6K
$3.31M
|
|
|
Apr 10, 2024
Q1 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-692- 1.93% |
$22K - $26.2K
|
35.2K
$1.65M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-695- 1.78% |
$22.1K - $26.4K
|
38.4K
$1.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-696- 7.11% |
$22.1K - $26.4K
|
9.1K
$426K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-699- 1.34% |
$22.2K - $26.5K
|
51.3K
$2.4M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-701- 3.8% |
$22.2K - $26.6K
|
17.8K
$832K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-711- 2.33% |
$22.6K - $27K
|
29.9K
$1.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-723- 5.6% |
$22.9K - $27.4K
|
12.2K
$571K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-726- 7.08% |
$23K - $27.5K
|
9.52K
$446K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-728- 37.64% |
$23.1K - $27.6K
|
1.21K
$56.5K
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-730- 3.86% |
$23.2K - $27.7K
|
18.2K
$852K
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-733- 5.96% |
$23.3K - $27.8K
|
11.6K
$541K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-740- 1.83% |
$23.5K - $28.1K
|
39.8K
$1.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-742- 3.75% |
$23.5K - $28.1K
|
19.1K
$893K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-743- 65.18% |
$23.6K - $28.2K
|
397
$18.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-743- 4.36% |
$23.6K - $28.2K
|
16.3K
$764K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-747- 0.92% |
$23.7K - $28.3K
|
80.3K
$3.76M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-748- 2.65% |
$23.7K - $28.4K
|
27.5K
$1.29M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-750- 4.52% |
$23.8K - $28.4K
|
15.8K
$742K
|
|
|
Dec 12, 2024
Q1 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-750- 0.9% |
$23.8K - $28.4K
|
82.3K
$3.86M
|
|
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-750- 6.03% |
$23.8K - $28.4K
|
11.7K
$547K
|
|
|
May 03, 2024
Q1 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-754- 1.96% |
$23.9K - $28.6K
|
37.7K
$1.77M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-755- 10.68% |
$24K - $28.6K
|
6.31K
$296K
|
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-758- 9.74% |
$24.1K - $28.7K
|
7.02K
$329K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-760- 1.34% |
$24.1K - $28.8K
|
56K
$2.62M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-760- 5.51% |
$24.1K - $28.8K
|
13K
$610K
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
SELL
|
- |
-765- 12.21% |
$24.3K - $29K
|
5.5K
$258K
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-777- 5.03% |
$24.7K - $29.5K
|
14.7K
$687K
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-780- 3.56% |
$24.7K - $29.6K
|
21.1K
$990K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-798- 21.92% |
$25.3K - $30.3K
|
2.84K
$133K
|
|
|
Apr 25, 2024
Q1 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-800- 2.23% |
$25.4K - $30.3K
|
35.1K
$1.64M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-800- 2.3% |
$25.4K - $30.3K
|
33.9K
$1.59M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-805- 12.4% |
$25.5K - $30.5K
|
5.69K
$266K
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-807- 2.23% |
$25.6K - $30.6K
|
35.3K
$1.66M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-807- 1.13% |
$25.6K - $30.6K
|
70.7K
$3.31M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-815- 1.12% |
$25.9K - $30.9K
|
71.6K
$3.36M
|
|
|
May 29, 2024
Q1 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-825- 0.98% |
$26.2K - $31.3K
|
83.1K
$3.89M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-830- 1.99% |
$26.3K - $31.5K
|
40.8K
$1.91M
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
SELL
|
- |
-835- 9.73% |
$26.5K - $31.7K
|
7.75K
$363K
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-838- 10.07% |
$26.6K - $31.8K
|
7.48K
$351K
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-847- 4.28% |
$26.9K - $32.1K
|
18.9K
$887K
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-855- 3.09% |
$27.1K - $32.4K
|
26.8K
$1.25M
|