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 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-860- 34.02% |
$27.3K - $32.6K
|
1.67K
$78.1K
|
|
|
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
$279K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-882- 7.09% |
$28K - $33.4K
|
11.6K
$541K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-882- 8.83% |
$28K - $33.4K
|
9.1K
$426K
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-900- 2.59% |
$28.6K - $34.1K
|
33.8K
$1.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-902- 1.26% |
$28.6K - $34.2K
|
70.8K
$3.32M
|
|
|
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
$301K
|
|
|
May 03, 2024
Q1 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-910- 5.79% |
$28.9K - $34.5K
|
14.8K
$694K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-912- 1.85% |
$28.9K - $34.6K
|
48.4K
$2.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-914- 50.0% |
$29K - $34.7K
|
914
$42.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-915- 0.81% |
$29K - $34.7K
|
112K
$5.23M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-915- 0.99% |
$29K - $34.7K
|
91.6K
$4.29M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-922- 43.19% |
$29.3K - $35K
|
1.21K
$56.8K
|
|
|
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
$526K
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-939- 1.44% |
$29.8K - $35.6K
|
64.1K
$3M
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-952- 3.23% |
$30.2K - $36.1K
|
28.5K
$1.34M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-953- 1.59% |
$30.2K - $36.1K
|
58.9K
$2.76M
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-957- 5.13% |
$30.4K - $36.3K
|
17.7K
$830K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-959- 14.84% |
$30.4K - $36.4K
|
5.5K
$258K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-960- 2.82% |
$30.5K - $36.4K
|
33.1K
$1.55M
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
SELL
|
- |
-960- 2.08% |
$30.5K - $36.4K
|
45.3K
$2.12M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-962- 5.04% |
$30.5K - $36.5K
|
18.1K
$849K
|
|
|
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
$2.73M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-978- 6.0% |
$31K - $37.1K
|
15.3K
$717K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-981- 0.83% |
$31.1K - $37.2K
|
118K
$5.51M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-985- 1.51% |
$31.3K - $37.4K
|
64.4K
$3.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-990- 14.93% |
$31.4K - $37.5K
|
5.64K
$264K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-990- 5.94% |
$31.4K - $37.5K
|
15.7K
$734K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-993- 0.9% |
$31.5K - $37.7K
|
109K
$5.13M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-994- 12.81% |
$31.5K - $37.7K
|
6.76K
$317K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-994- 5.02% |
$31.5K - $37.7K
|
18.8K
$880K
|
|
|
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
$70.2K
|
|
|
May 15, 2024
Q1 2024
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-1K- 1.89% |
$31.7K - $37.9K
|
51.9K
$2.43M
|
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-1K- 15.37% |
$31.9K - $38.1K
|
5.53K
$259K
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.01K- 7.19% |
$32.1K - $38.3K
|
13.1K
$611K
|
|
|
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
$3.66M
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-1.03K- 0.35% |
$32.7K - $39.1K
|
293K
$13.7M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.03K- 4.93% |
$32.8K - $39.2K
|
19.9K
$934K
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
SELL
|
- |
-1.04K- 6.95% |
$32.8K - $39.2K
|
13.9K
$649K
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1.04K- 6.4% |
$33K - $39.4K
|
15.2K
$713K
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-1.04K- 15.42% |
$33K - $39.5K
|
5.71K
$267K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.04K- 11.44% |
$33.1K - $39.6K
|
8.09K
$379K
|