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
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.42K- 7.86% |
$45.1K - $53.9K
|
16.7K
$783K
|
|
|
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
$766K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.43K- 7.71% |
$45.4K - $54.3K
|
17.1K
$806K
|
|
|
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
$338K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.45K- 7.34% |
$45.9K - $54.9K
|
18.3K
$859K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.45K- 7.01% |
$46K - $55K
|
19.2K
$904K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.46K- 1.92% |
$46.2K - $55.2K
|
74.3K
$3.49M
|
|
|
May 15, 2024
Q1 2024
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-1.46K- 25.06% |
$46.2K - $55.2K
|
4.36K
$205K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.46K- 1.79% |
$46.3K - $55.3K
|
80.1K
$3.76M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
SELL
|
- |
-1.46K- 11.23% |
$46.4K - $55.4K
|
11.5K
$543K
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.46K- 7.12% |
$46.5K - $55.5K
|
19.1K
$897K
|
|
|
May 03, 2024
Q1 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-1.47K- 1.33% |
$46.7K - $55.8K
|
109K
$5.11M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.47K- 7.05% |
$46.8K - $55.9K
|
19.4K
$913K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-1.48K- 40.93% |
$47K - $56.2K
|
2.14K
$101K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.48K- 86.42% |
$47.1K - $56.2K
|
233
$11K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.49K- 1.7% |
$47.2K - $56.3K
|
85.7K
$4.03M
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
SELL
|
- |
-1.49K- 3.42% |
$47.3K - $56.5K
|
42.1K
$1.98M
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.49K- 4.13% |
$47.4K - $56.6K
|
34.7K
$1.63M
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1.51K- 17.55% |
$47.9K - $57.3K
|
7.1K
$334K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.51K- 1.44% |
$47.9K - $57.3K
|
103K
$4.86M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.53K- 9.82% |
$48.4K - $57.9K
|
14K
$659K
|
|
|
Apr 08, 2024
Q1 2024
|
Hoese & CO LLP
|
SELL
|
- |
-1.53K- 25.37% |
$48.5K - $58K
|
4.5K
$212K
|
|
|
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
$4.1M
|
|
|
May 09, 2024
Q1 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-1.54K- 19.76% |
$49K - $58.5K
|
6.27K
$294K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.54K- 22.04% |
$49K - $58.5K
|
5.46K
$257K
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-1.55K- 1.77% |
$49.3K - $58.9K
|
86K
$4.04M
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.58K- 0.91% |
$50K - $59.8K
|
171K
$8.04M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.58K- 3.43% |
$50.2K - $60K
|
44.6K
$2.1M
|
|
|
May 14, 2024
Q1 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-1.58K- 3.77% |
$50.3K - $60.1K
|
40.4K
$1.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.6K- 2.82% |
$50.9K - $60.8K
|
55.3K
$2.6M
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-1.61K- 4.32% |
$51K - $61K
|
35.6K
$1.67M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.61K- 3.18% |
$51.1K - $61K
|
49.1K
$2.31M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-1.61K- 7.58% |
$51.1K - $61.1K
|
19.6K
$922K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.62K- 3.32% |
$51.2K - $61.2K
|
47K
$2.21M
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-1.62K- 10.29% |
$51.3K - $61.3K
|
14.1K
$662K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-1.62K- 12.93% |
$51.4K - $61.4K
|
10.9K
$513K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.62K- 2.32% |
$51.4K - $61.4K
|
68.2K
$3.21M
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.64K- 3.84% |
$52K - $62.1K
|
41.1K
$1.93M
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-1.64K- 80.88% |
$52.1K - $62.2K
|
388
$18.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.64K- 1.77% |
$52.1K - $62.3K
|
91.4K
$4.29M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.65K- 3.53% |
$52.3K - $62.5K
|
45K
$2.12M
|
|
|
May 02, 2024
Q1 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-1.65K- 3.02% |
$52.4K - $62.6K
|
53K
$2.49M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.67K- 1.12% |
$52.9K - $63.2K
|
147K
$6.92M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.67K- 2.25% |
$52.9K - $63.2K
|
72.2K
$3.39M
|
|
|
May 10, 2024
Q1 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-1.68K- 4.07% |
$53.4K - $63.8K
|
39.6K
$1.86M
|
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-1.69K- 22.4% |
$53.7K - $64.2K
|
5.86K
$275K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.7K- 34.94% |
$53.8K - $64.3K
|
3.16K
$148K
|