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
|
Lvm Capital Management LTD
|
SELL
|
- |
-742- 3.75% |
$23.5K - $28.1K
|
19.1K
$896K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-743- 65.18% |
$23.6K - $28.2K
|
397
$18.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-743- 4.36% |
$23.6K - $28.2K
|
16.3K
$767K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-747- 0.92% |
$23.7K - $28.3K
|
80.3K
$3.78M
|
|
|
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
$745K
|
|
|
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
$297K
|
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-758- 9.74% |
$24.1K - $28.7K
|
7.02K
$330K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-760- 1.34% |
$24.1K - $28.8K
|
56K
$2.63M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-760- 5.51% |
$24.1K - $28.8K
|
13K
$612K
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
SELL
|
- |
-765- 12.21% |
$24.3K - $29K
|
5.5K
$259K
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-777- 5.03% |
$24.7K - $29.5K
|
14.7K
$689K
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-780- 3.56% |
$24.7K - $29.6K
|
21.1K
$993K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-798- 21.92% |
$25.3K - $30.3K
|
2.84K
$134K
|
|
|
Apr 25, 2024
Q1 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-800- 2.23% |
$25.4K - $30.3K
|
35.1K
$1.65M
|
|
|
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
$267K
|
|
|
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
$3.32M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-815- 1.12% |
$25.9K - $30.9K
|
71.6K
$3.37M
|
|
|
May 29, 2024
Q1 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-825- 0.98% |
$26.2K - $31.3K
|
83.1K
$3.9M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-830- 1.99% |
$26.3K - $31.5K
|
40.8K
$1.92M
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
SELL
|
- |
-835- 9.73% |
$26.5K - $31.7K
|
7.75K
$364K
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-838- 10.07% |
$26.6K - $31.8K
|
7.48K
$352K
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-847- 4.28% |
$26.9K - $32.1K
|
18.9K
$890K
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-855- 3.09% |
$27.1K - $32.4K
|
26.8K
$1.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-860- 34.02% |
$27.3K - $32.6K
|
1.67K
$78.4K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-866- 2.31% |
$27.5K - $32.8K
|
36.7K
$1.72M
|
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-879- 12.85% |
$27.9K - $33.3K
|
5.96K
$280K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-882- 7.09% |
$28K - $33.4K
|
11.6K
$543K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-882- 8.83% |
$28K - $33.4K
|
9.1K
$428K
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-900- 2.59% |
$28.6K - $34.1K
|
33.8K
$1.59M
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-902- 1.26% |
$28.6K - $34.2K
|
70.8K
$3.33M
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-905- 3.66% |
$28.7K - $34.3K
|
23.8K
$1.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-908- 12.37% |
$28.8K - $34.4K
|
6.44K
$302K
|
|
|
May 03, 2024
Q1 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-910- 5.79% |
$28.9K - $34.5K
|
14.8K
$697K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-912- 1.85% |
$28.9K - $34.6K
|
48.4K
$2.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-914- 50.0% |
$29K - $34.7K
|
914
$43K
|
|
|
Apr 30, 2024
Q1 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-915- 0.81% |
$29K - $34.7K
|
112K
$5.25M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-915- 0.99% |
$29K - $34.7K
|
91.6K
$4.3M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-922- 43.19% |
$29.3K - $35K
|
1.21K
$57K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-936- 2.28% |
$29.7K - $35.5K
|
40K
$1.88M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-937- 7.69% |
$29.7K - $35.5K
|
11.2K
$528K
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-939- 1.44% |
$29.8K - $35.6K
|
64.1K
$3.01M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-953- 1.59% |
$30.2K - $36.1K
|
58.9K
$2.77M
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-957- 5.13% |
$30.4K - $36.3K
|
17.7K
$833K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-959- 14.84% |
$30.4K - $36.4K
|
5.5K
$259K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-960- 2.82% |
$30.5K - $36.4K
|
33.1K
$1.56M
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
SELL
|
- |
-960- 2.08% |
$30.5K - $36.4K
|
45.3K
$2.13M
|