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 09, 2024
Q1 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-1.54K- 19.76% |
$49K - $58.5K
|
6.27K
$293K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.54K- 22.04% |
$49K - $58.5K
|
5.46K
$256K
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-1.55K- 1.77% |
$49.3K - $58.9K
|
86K
$4.03M
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.58K- 0.91% |
$50K - $59.8K
|
171K
$8.02M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.58K- 3.43% |
$50.2K - $60K
|
44.6K
$2.09M
|
|
|
May 14, 2024
Q1 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-1.58K- 3.77% |
$50.3K - $60.1K
|
40.4K
$1.89M
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.6K- 2.82% |
$50.9K - $60.8K
|
55.3K
$2.59M
|
|
|
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
$2.3M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-1.61K- 7.58% |
$51.1K - $61.1K
|
19.6K
$919K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.62K- 3.32% |
$51.2K - $61.2K
|
47K
$2.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-1.62K- 10.29% |
$51.3K - $61.3K
|
14.1K
$660K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-1.62K- 12.93% |
$51.4K - $61.4K
|
10.9K
$511K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.62K- 2.32% |
$51.4K - $61.4K
|
68.2K
$3.2M
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.64K- 3.84% |
$52K - $62.1K
|
41.1K
$1.92M
|
|
|
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
$4.28M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.65K- 3.53% |
$52.3K - $62.5K
|
45K
$2.11M
|
|
|
May 02, 2024
Q1 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-1.65K- 3.02% |
$52.4K - $62.6K
|
53K
$2.48M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.67K- 1.12% |
$52.9K - $63.2K
|
147K
$6.89M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.67K- 2.25% |
$52.9K - $63.2K
|
72.2K
$3.38M
|
|
|
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
|
|
|
Apr 19, 2024
Q1 2024
|
Check Capital Management Inc
|
SELL
|
- |
-1.7K- 1.24% |
$53.9K - $64.4K
|
135K
$6.34M
|
|
|
May 13, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-1.7K- 7.99% |
$53.9K - $64.5K
|
19.6K
$917K
|
|
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-1.7K- 7.99% |
$53.9K - $64.5K
|
19.6K
$917K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.71K- 8.65% |
$54.3K - $64.9K
|
18.1K
$847K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.72K- 5.18% |
$54.4K - $65.1K
|
31.4K
$1.47M
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-1.73K- 17.72% |
$54.9K - $65.6K
|
8.04K
$376K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.73K- 0.71% |
$55K - $65.7K
|
241K
$11.3M
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-1.74K- 11.31% |
$55.2K - $66K
|
13.7K
$640K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.75K- 11.54% |
$55.6K - $66.4K
|
13.4K
$629K
|
|
|
May 13, 2024
Q1 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.75K- 1.5% |
$55.6K - $66.5K
|
115K
$5.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-1.75K- 3.63% |
$55.7K - $66.5K
|
46.5K
$2.18M
|
|
|
Apr 11, 2024
Q1 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-1.76K- 6.24% |
$55.7K - $66.5K
|
26.4K
$1.23M
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.78K- 5.65% |
$56.4K - $67.3K
|
29.7K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.79K- 5.61% |
$56.7K - $67.8K
|
30.1K
$1.41M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.79K- 30.0% |
$56.8K - $67.9K
|
4.18K
$196K
|
|
|
Apr 19, 2024
Q1 2024
|
Denali Advisors LLC
|
SELL
|
- |
-1.8K- 6.14% |
$57.1K - $68.3K
|
27.5K
$1.29M
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.8K- 2.91% |
$57.1K - $68.3K
|
60.1K
$2.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.8K- 15.61% |
$57.2K - $68.3K
|
9.74K
$456K
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.81K- 7.38% |
$57.5K - $68.7K
|
22.7K
$1.07M
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
SELL
|
- |
-1.82K- 4.45% |
$57.7K - $68.9K
|
39.1K
$1.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Asset Management Advisors, LLC
|
SELL
|
- |
-1.83K- 1.6% |
$57.9K - $69.2K
|
113K
$5.27M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.83K- 1.58% |
$58.2K - $69.5K
|
114K
$5.35M
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.84K- 7.12% |
$58.4K - $69.8K
|
24K
$1.13M
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1.85K- 3.39% |
$58.6K - $70K
|
52.6K
$2.46M
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.85K- 4.31% |
$58.7K - $70.1K
|
41K
$1.92M
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.86K- 4.93% |
$59.1K - $70.6K
|
35.9K
$1.68M
|