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 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.14K- 15.84% |
$36.3K - $43.4K
|
6.08K
$286K
|
|
|
May 03, 2024
Q1 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-1.15K- 11.16% |
$36.4K - $43.5K
|
9.12K
$429K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.15K- 0.45% |
$36.4K - $43.5K
|
256K
$12M
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-1.15K- 11.26% |
$36.5K - $43.6K
|
9.06K
$426K
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-1.15K- 6.85% |
$36.6K - $43.7K
|
15.7K
$737K
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-1.16K- 16.34% |
$36.9K - $44.1K
|
5.96K
$280K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.16K- 20.91% |
$36.9K - $44.1K
|
4.4K
$207K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-1.17K- 6.31% |
$37K - $44.2K
|
17.3K
$813K
|
|
|
Apr 12, 2024
Q1 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-1.18K- 1.41% |
$37.3K - $44.6K
|
82.3K
$3.87M
|
|
|
Apr 26, 2024
Q1 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-1.18K- 6.42% |
$37.3K - $44.6K
|
17.1K
$805K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.18K- 0.1% |
$37.3K - $44.6K
|
1.2M
$56.3M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.18K- 1.34% |
$37.4K - $44.7K
|
86.7K
$4.07M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-1.19K- 1.72% |
$37.8K - $45.2K
|
68.2K
$3.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.2K- 5.38% |
$38.1K - $45.5K
|
21.1K
$992K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-1.2K- 6.29% |
$38.1K - $45.5K
|
17.9K
$840K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.2K- 8.97% |
$38.1K - $45.5K
|
12.2K
$573K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.21K- 1.18% |
$38.2K - $45.7K
|
101K
$4.75M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.21K- 2.09% |
$38.5K - $46K
|
56.8K
$2.67M
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-1.22K- 1.54% |
$38.8K - $46.4K
|
78.1K
$3.67M
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-1.23K- 8.0% |
$38.9K - $46.5K
|
14.1K
$662K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-1.23K- 15.21% |
$39.2K - $46.8K
|
6.88K
$323K
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
SELL
|
- |
-1.25K- 5.55% |
$39.7K - $47.4K
|
21.3K
$999K
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.26K- 2.72% |
$40K - $47.8K
|
45K
$2.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.26K- 6.14% |
$40K - $47.8K
|
19.3K
$906K
|
|
|
May 07, 2024
Q1 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-1.27K- 1.17% |
$40.1K - $48K
|
107K
$5.02M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-1.27K- 1.07% |
$40.4K - $48.3K
|
117K
$5.51M
|
|
|
May 03, 2024
Q1 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-1.28K- 9.66% |
$40.5K - $48.3K
|
11.9K
$560K
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-1.29K- 3.92% |
$40.8K - $48.7K
|
31.5K
$1.48M
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.3K- 3.06% |
$41.2K - $49.3K
|
41.1K
$1.93M
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-1.3K- 1.28% |
$41.2K - $49.3K
|
100K
$4.71M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.31K- 0.98% |
$41.6K - $49.7K
|
132K
$6.19M
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-1.31K- 5.97% |
$41.7K - $49.8K
|
20.7K
$972K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.32K- 7.82% |
$41.7K - $49.9K
|
15.5K
$729K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-1.32K- 85.99% |
$41.9K - $50.1K
|
215
$10.1K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-1.32K- 9.5% |
$41.9K - $50.1K
|
12.6K
$591K
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-1.32K- 0.16% |
$41.9K - $50.1K
|
835K
$39.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.33K- 3.74% |
$42.3K - $50.6K
|
34.3K
$1.61M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.34K- 4.61% |
$42.5K - $50.7K
|
27.7K
$1.3M
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
SELL
|
- |
-1.35K- 7.6% |
$42.7K - $51.1K
|
16.4K
$770K
|
|
|
May 10, 2024
Q1 2024
|
Unison Asset Management LLC
|
SELL
|
- |
-1.35K- 0.81% |
$42.8K - $51.2K
|
166K
$7.79M
|
|
|
Apr 16, 2024
Q1 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-1.35K- 0.84% |
$42.8K - $51.2K
|
159K
$7.48M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.36K- 18.17% |
$43.3K - $51.7K
|
6.14K
$289K
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
SELL
|
- |
-1.37K- 3.07% |
$43.5K - $52K
|
43.3K
$2.03M
|
|
|
May 14, 2024
Q1 2024
|
X Square Capital, LLC
|
SELL
|
- |
-1.38K- 6.37% |
$43.7K - $52.3K
|
20.3K
$952K
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.39K- 5.45% |
$44K - $52.6K
|
24.1K
$1.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.39K- 6.74% |
$44K - $52.6K
|
19.2K
$901K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.39K- 3.44% |
$44.2K - $52.8K
|
39.1K
$1.84M
|
|
|
May 06, 2024
Q1 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.4K- 0.56% |
$44.4K - $53.1K
|
250K
$11.7M
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.41K- 4.64% |
$44.6K - $53.3K
|
28.9K
$1.36M
|
|
|
Apr 12, 2024
Q1 2024
|
Jacobs & CO
|
SELL
|
- |
-1.42K- 14.74% |
$45.1K - $53.8K
|
8.21K
$386K
|