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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-962- 5.04% |
$30.5K - $36.5K
|
18.1K
$851K
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-974- 3.3% |
$30.9K - $36.9K
|
28.5K
$1.34M
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-975- 1.65% |
$30.9K - $37K
|
58.2K
$2.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-978- 6.0% |
$31K - $37.1K
|
15.3K
$720K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-981- 0.83% |
$31.1K - $37.2K
|
118K
$5.53M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-985- 1.51% |
$31.3K - $37.4K
|
64.4K
$3.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-990- 14.93% |
$31.4K - $37.5K
|
5.64K
$265K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-990- 5.94% |
$31.4K - $37.5K
|
15.7K
$737K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-993- 0.9% |
$31.5K - $37.7K
|
109K
$5.15M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-994- 12.81% |
$31.5K - $37.7K
|
6.76K
$318K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-994- 5.02% |
$31.5K - $37.7K
|
18.8K
$883K
|
|
|
Apr 24, 2024
Q1 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-995- 0.39% |
$31.6K - $37.7K
|
252K
$11.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1K- 2.54% |
$31.7K - $37.9K
|
38.4K
$1.8M
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-1K- 40.03% |
$31.7K - $37.9K
|
1.5K
$70.4K
|
|
|
May 15, 2024
Q1 2024
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-1K- 1.89% |
$31.7K - $37.9K
|
51.9K
$2.44M
|
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-1K- 15.37% |
$31.9K - $38.1K
|
5.53K
$260K
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.01K- 7.19% |
$32.1K - $38.3K
|
13.1K
$613K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.02K- 2.19% |
$32.2K - $38.5K
|
45.4K
$2.13M
|
|
|
Apr 24, 2024
Q1 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-1.02K- 3.99% |
$32.2K - $38.5K
|
24.5K
$1.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.03K- 1.3% |
$32.7K - $39.1K
|
78.1K
$3.67M
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-1.03K- 0.35% |
$32.7K - $39.1K
|
293K
$13.8M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.03K- 4.93% |
$32.8K - $39.2K
|
19.9K
$937K
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
SELL
|
- |
-1.04K- 6.95% |
$32.8K - $39.2K
|
13.9K
$651K
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1.04K- 6.4% |
$33K - $39.4K
|
15.2K
$715K
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-1.04K- 15.42% |
$33K - $39.5K
|
5.71K
$268K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.04K- 11.44% |
$33.1K - $39.6K
|
8.09K
$380K
|
|
|
May 03, 2024
Q1 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-1.05K- 1.15% |
$33.3K - $39.8K
|
90.3K
$4.24M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.05K- 2.26% |
$33.3K - $39.9K
|
45.5K
$2.14M
|
|
|
Apr 17, 2024
Q1 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-1.06K- 4.45% |
$33.5K - $40K
|
22.7K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.06K- 0.07% |
$33.5K - $40K
|
1.51M
$71M
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-1.06K- 7.23% |
$33.5K - $40K
|
13.5K
$637K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.06K- 1.61% |
$33.6K - $40.1K
|
64.9K
$3.05M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.06K- 7.13% |
$33.6K - $40.2K
|
13.8K
$648K
|
|
|
Apr 25, 2024
Q1 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-1.07K- 13.1% |
$34K - $40.6K
|
7.1K
$334K
|
|
|
May 10, 2024
Q1 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-1.08K- 5.33% |
$34.1K - $40.8K
|
19.1K
$897K
|
|
|
May 23, 2024
Q1 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-1.08K- 3.18% |
$34.1K - $40.8K
|
32.8K
$1.54M
|
|
|
May 07, 2024
Q1 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-1.08K- 0.49% |
$34.2K - $40.9K
|
220K
$10.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.08K- 0.77% |
$34.3K - $41K
|
140K
$6.57M
|
|
|
May 13, 2024
Q1 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.08K- 2.33% |
$34.4K - $41.1K
|
45.3K
$2.13M
|
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-1.08K- 4.32% |
$34.4K - $41.1K
|
24K
$1.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-1.09K- 0.76% |
$34.5K - $41.2K
|
142K
$6.67M
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1.09K- 1.14% |
$34.6K - $41.4K
|
94.7K
$4.45M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.1K- 0.13% |
$34.8K - $41.6K
|
868K
$40.8M
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.1K- 6.88% |
$34.9K - $41.7K
|
14.9K
$700K
|
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.1K- 7.78% |
$35K - $41.8K
|
13.1K
$614K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.11K- 6.06% |
$35.1K - $41.9K
|
17.1K
$805K
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.11K- 2.14% |
$35.1K - $42K
|
50.7K
$2.38M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.11K- 14.42% |
$35.1K - $42K
|
6.57K
$309K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.11K- 0.8% |
$35.2K - $42K
|
137K
$6.46M
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-1.13K- 6.91% |
$36K - $43K
|
15.3K
$718K
|