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 19, 2024
Q1 2024
|
Check Capital Management Inc
|
SELL
|
- |
-1.7K- 1.24% |
$53.9K - $64.4K
|
135K
$6.36M
|
|
|
May 13, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-1.7K- 7.99% |
$53.9K - $64.5K
|
19.6K
$921K
|
|
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-1.7K- 7.99% |
$53.9K - $64.5K
|
19.6K
$921K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.71K- 8.65% |
$54.3K - $64.9K
|
18.1K
$850K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.72K- 5.18% |
$54.4K - $65.1K
|
31.4K
$1.48M
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-1.73K- 17.72% |
$54.9K - $65.6K
|
8.04K
$378K
|
|
|
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
$642K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.75K- 11.54% |
$55.6K - $66.4K
|
13.4K
$631K
|
|
|
May 13, 2024
Q1 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.75K- 1.5% |
$55.6K - $66.5K
|
115K
$5.42M
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-1.75K- 3.63% |
$55.7K - $66.5K
|
46.5K
$2.19M
|
|
|
Apr 11, 2024
Q1 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-1.76K- 6.24% |
$55.7K - $66.5K
|
26.4K
$1.24M
|
|
|
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
$2.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.8K- 15.61% |
$57.2K - $68.3K
|
9.74K
$458K
|
|
|
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
$1.84M
|
|
|
Apr 30, 2024
Q1 2024
|
Asset Management Advisors, LLC
|
SELL
|
- |
-1.83K- 1.6% |
$57.9K - $69.2K
|
113K
$5.29M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.83K- 1.58% |
$58.2K - $69.5K
|
114K
$5.37M
|
|
|
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
$2.47M
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.85K- 4.31% |
$58.7K - $70.1K
|
41K
$1.93M
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.86K- 4.93% |
$59.1K - $70.6K
|
35.9K
$1.69M
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
SELL
|
- |
-1.88K- 0.73% |
$59.7K - $71.4K
|
257K
$12.1M
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-1.88K- 19.26% |
$59.7K - $71.4K
|
7.89K
$371K
|
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.89K- 2.77% |
$60K - $71.7K
|
66.3K
$3.11M
|
|
|
May 10, 2024
Q1 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-1.9K- 1.05% |
$60.3K - $72K
|
179K
$8.4M
|
|
|
May 13, 2024
Q1 2024
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-1.9K- 25.5% |
$60.3K - $72K
|
5.55K
$261K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.9K- 3.65% |
$60.3K - $72.1K
|
50.1K
$2.36M
|
|
|
May 14, 2024
Q1 2024
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-1.93K- 4.39% |
$61.3K - $73.2K
|
42K
$1.98M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.94K- 4.51% |
$61.5K - $73.5K
|
41K
$1.93M
|
|
|
Apr 22, 2024
Q1 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-1.95K- 15.18% |
$61.9K - $73.9K
|
10.9K
$512K
|
|
|
May 15, 2024
Q1 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1.95K- 9.41% |
$61.9K - $74K
|
18.8K
$883K
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1.96K- 6.96% |
$62.1K - $74.2K
|
26.2K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-1.97K- 1.41% |
$62.4K - $74.6K
|
137K
$6.46M
|
|
|
May 07, 2024
Q1 2024
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-1.97K- 1.25% |
$62.6K - $74.9K
|
156K
$7.34M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.98K- 3.12% |
$62.8K - $75.1K
|
61.6K
$2.89M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.99K- 2.16% |
$63.1K - $75.5K
|
90.3K
$4.24M
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.99K- 6.89% |
$63.2K - $75.5K
|
26.9K
$1.27M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.99K- 0.91% |
$63.3K - $75.6K
|
218K
$10.2M
|
|
|
May 02, 2024
Q1 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-2K- 7.03% |
$63.3K - $75.7K
|
26.4K
$1.24M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2K- 47.84% |
$63.5K - $75.8K
|
2.18K
$103K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-2K- 7.25% |
$63.5K - $75.8K
|
25.6K
$1.2M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2.02K- 7.51% |
$64.1K - $76.6K
|
24.9K
$1.17M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-2.04K- 4.51% |
$64.6K - $77.2K
|
43.1K
$2.03M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2.05K- 2.48% |
$65K - $77.7K
|
80.7K
$3.79M
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2.06K- 1.84% |
$65.4K - $78.1K
|
110K
$5.16M
|