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 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
90.9K+ 9.98% |
$2.88M - $3.45M
|
1M
$46.9M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
90K+ 4.34% |
$2.86M - $3.41M
|
2.16M
$101M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
88.7K+ 7.02% |
$2.82M - $3.36M
|
1.35M
$63.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
88.3K+ 360.84% |
$2.8M - $3.35M
|
113K
$5.28M
|
|
|
Apr 16, 2024
Q1 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
87.3K+ 141.98% |
$2.77M - $3.31M
|
149K
$6.97M
|
|
|
Aug 23, 2024
Q1 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
87.3KNew |
$2.77M - $3.31M
|
87.3K
$4.09M
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
86.3K+ 11.0% |
$2.74M - $3.27M
|
871K
$40.8M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
86.2K+ 41.59% |
$2.73M - $3.27M
|
293K
$13.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Delta Capital Management LLC
|
BUY
|
- |
85.4KNew |
$2.71M - $3.24M
|
85.4K
$4M
|
|
|
May 10, 2024
Q1 2024
|
Cooke & Bieler LP
|
BUY
|
- |
82.2K+ 5.0% |
$2.61M - $3.12M
|
1.73M
$80.8M
|
|
|
May 07, 2024
Q1 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
79.8K+ 15.87% |
$2.53M - $3.03M
|
583K
$27.3M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
79.8K+ 19.56% |
$2.53M - $3.02M
|
488K
$22.8M
|
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
77.2K+ 101.5% |
$2.45M - $2.93M
|
153K
$7.18M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
77K+ 49.39% |
$2.44M - $2.92M
|
233K
$10.9M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
76.8K+ 3.18% |
$2.44M - $2.91M
|
2.5M
$117M
|
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
76.3K+ 78.23% |
$2.42M - $2.89M
|
174K
$8.15M
|
|
|
May 07, 2024
Q1 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
76K+ 10.87% |
$2.41M - $2.88M
|
775K
$36.3M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
75.3K+ 4.23% |
$2.39M - $2.85M
|
1.85M
$86.8M
|
|
|
May 03, 2024
Q1 2024
|
Cowen And Company, LLC
|
BUY
|
- |
75KNew |
$2.38M - $2.84M
|
75K
$3.51M
|
|
|
May 14, 2024
Q1 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
74.6KNew |
$2.37M - $2.83M
|
74.6K
$3.5M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
72.9K+ 80.14% |
$2.31M - $2.76M
|
164K
$7.68M
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
72.8K+ 53.44% |
$2.31M - $2.76M
|
209K
$9.8M
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
72.1KNew |
$2.29M - $2.73M
|
72.1K
$3.38M
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
70.4K+ 209.93% |
$2.23M - $2.67M
|
104K
$4.87M
|
|
|
May 14, 2024
Q1 2024
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
70K+ 38.48% |
$2.22M - $2.65M
|
252K
$11.8M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
69.1K+ 14.68% |
$2.19M - $2.62M
|
540K
$25.3M
|
|
|
May 13, 2024
Q1 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
68.6KNew |
$2.18M - $2.6M
|
68.6K
$3.21M
|
|
|
May 15, 2024
Q1 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
66.6K+ 1.0% |
$2.11M - $2.53M
|
6.76M
$317M
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
64.9K+ 25.46% |
$2.06M - $2.46M
|
320K
$15M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
64.9K+ 225.63% |
$2.06M - $2.46M
|
93.7K
$4.39M
|
|
|
May 13, 2024
Q1 2024
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
62.7KNew |
$1.99M - $2.38M
|
62.7K
$2.94M
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
61.7K+ 7717.5% |
$1.96M - $2.34M
|
62.5K
$2.93M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
61.1K+ 8.06% |
$1.94M - $2.32M
|
819K
$38.4M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
60.6K+ 8.15% |
$1.92M - $2.3M
|
805K
$37.7M
|
|
|
May 14, 2024
Q1 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
58.7KNew |
$1.86M - $2.22M
|
58.7K
$2.75M
|
|
|
May 14, 2024
Q1 2024
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
58.5K+ 68.82% |
$1.86M - $2.22M
|
144K
$6.72M
|
|
|
Apr 24, 2024
Q1 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
58.4K+ 29.87% |
$1.85M - $2.22M
|
254K
$11.9M
|
|
|
May 10, 2024
Q1 2024
|
Symmetry Investments LP
|
BUY
|
- |
58.3KNew |
$1.85M - $2.21M
|
58.3K
$2.73M
|
|
|
May 07, 2025
Q1 2024
|
Symmetry Investments LP
|
BUY
|
- |
58.3KNew |
$1.85M - $2.21M
|
58.3K
$2.73M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
55.8K+ 100.61% |
$1.77M - $2.11M
|
111K
$5.21M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
55.7K+ 7.89% |
$1.77M - $2.11M
|
762K
$35.7M
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
54.9K+ 12.42% |
$1.74M - $2.08M
|
497K
$23.3M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
53.5K+ 0.11% |
$1.7M - $2.03M
|
47.6M
$2.23B
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
52.6K+ 14.58% |
$1.67M - $1.99M
|
413K
$19.4M
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
51.5K+ 5.49% |
$1.63M - $1.95M
|
989K
$46.3M
|
|
|
May 15, 2024
Q1 2024
|
Stanley Capital Management, LLC
Houston, TX |
BUY
|
- |
50K+ 15.82% |
$1.59M - $1.9M
|
366K
$17.2M
|
|
|
May 15, 2024
Q1 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
50KNew |
$1.59M - $1.9M
|
50K
$2.34M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
49.6K+ 29.26% |
$1.58M - $1.88M
|
219K
$10.3M
|
|
|
May 14, 2024
Q1 2024
|
Aviva PLC
|
BUY
|
- |
49.1K+ 1.67% |
$1.56M - $1.86M
|
2.98M
$140M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
49K+ 17.57% |
$1.55M - $1.86M
|
328K
$15.4M
|