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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-1.28K- 9.66% |
$40.5K - $48.3K
|
11.9K
$558K
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-1.29K- 3.92% |
$40.8K - $48.7K
|
31.5K
$1.47M
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.3K- 3.06% |
$41.2K - $49.3K
|
41.1K
$1.92M
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-1.3K- 1.28% |
$41.2K - $49.3K
|
100K
$4.69M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.31K- 0.98% |
$41.6K - $49.7K
|
132K
$6.17M
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-1.31K- 5.97% |
$41.7K - $49.8K
|
20.7K
$969K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.32K- 7.82% |
$41.7K - $49.9K
|
15.5K
$726K
|
|
|
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
$589K
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-1.32K- 0.16% |
$41.9K - $50.1K
|
835K
$39.1M
|
|
|
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
$767K
|
|
|
May 10, 2024
Q1 2024
|
Unison Asset Management LLC
|
SELL
|
- |
-1.35K- 0.81% |
$42.8K - $51.2K
|
166K
$7.77M
|
|
|
Apr 16, 2024
Q1 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-1.35K- 0.84% |
$42.8K - $51.2K
|
159K
$7.45M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.36K- 18.17% |
$43.3K - $51.7K
|
6.14K
$288K
|
|
|
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
$949K
|
|
|
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
$898K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.39K- 3.44% |
$44.2K - $52.8K
|
39.1K
$1.83M
|
|
|
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
$1.35M
|
|
|
Apr 12, 2024
Q1 2024
|
Jacobs & CO
|
SELL
|
- |
-1.42K- 14.74% |
$45.1K - $53.8K
|
8.21K
$385K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.42K- 7.86% |
$45.1K - $53.9K
|
16.7K
$780K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.43K- 4.76% |
$45.2K - $54.1K
|
28.5K
$1.34M
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.43K- 8.07% |
$45.4K - $54.3K
|
16.3K
$764K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.43K- 7.71% |
$45.4K - $54.3K
|
17.1K
$803K
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.44K- 19.0% |
$45.7K - $54.6K
|
6.14K
$288K
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-1.45K- 16.76% |
$45.9K - $54.9K
|
7.19K
$337K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.45K- 7.34% |
$45.9K - $54.9K
|
18.3K
$856K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.45K- 7.01% |
$46K - $55K
|
19.2K
$901K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.46K- 1.92% |
$46.2K - $55.2K
|
74.3K
$3.48M
|
|
|
May 15, 2024
Q1 2024
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-1.46K- 25.06% |
$46.2K - $55.2K
|
4.36K
$204K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.46K- 1.79% |
$46.3K - $55.3K
|
80.1K
$3.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
SELL
|
- |
-1.46K- 11.23% |
$46.4K - $55.4K
|
11.5K
$541K
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.46K- 7.12% |
$46.5K - $55.5K
|
19.1K
$894K
|
|
|
May 03, 2024
Q1 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-1.47K- 1.33% |
$46.7K - $55.8K
|
109K
$5.1M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.47K- 7.05% |
$46.8K - $55.9K
|
19.4K
$910K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-1.48K- 40.93% |
$47K - $56.2K
|
2.14K
$100K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.48K- 86.42% |
$47.1K - $56.2K
|
233
$10.9K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.49K- 1.7% |
$47.2K - $56.3K
|
85.7K
$4.01M
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
SELL
|
- |
-1.49K- 3.42% |
$47.3K - $56.5K
|
42.1K
$1.97M
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.49K- 4.13% |
$47.4K - $56.6K
|
34.7K
$1.62M
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1.51K- 17.55% |
$47.9K - $57.3K
|
7.1K
$332K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.51K- 1.44% |
$47.9K - $57.3K
|
103K
$4.85M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.53K- 9.82% |
$48.4K - $57.9K
|
14K
$657K
|
|
|
Apr 08, 2024
Q1 2024
|
Hoese & CO LLP
|
SELL
|
- |
-1.53K- 25.37% |
$48.5K - $58K
|
4.5K
$211K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.53K- 4.98% |
$48.6K - $58.1K
|
29.2K
$1.37M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.54K- 1.74% |
$48.9K - $58.4K
|
87.2K
$4.09M
|