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 07, 2024
Q1 2024
|
Tufton Capital Management
|
SELL
|
- |
-1.88K- 0.73% |
$59.7K - $71.4K
|
257K
$12M
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-1.88K- 19.26% |
$59.7K - $71.4K
|
7.89K
$370K
|
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.89K- 2.77% |
$60K - $71.7K
|
66.3K
$3.1M
|
|
|
May 10, 2024
Q1 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-1.9K- 1.05% |
$60.3K - $72K
|
179K
$8.37M
|
|
|
May 13, 2024
Q1 2024
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-1.9K- 25.5% |
$60.3K - $72K
|
5.55K
$260K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.9K- 3.65% |
$60.3K - $72.1K
|
50.1K
$2.35M
|
|
|
May 28, 2025
Q1 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-1.92K- 5.37% |
$61K - $72.9K
|
33.8K
$1.59M
|
|
|
May 14, 2024
Q1 2024
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-1.93K- 4.39% |
$61.3K - $73.2K
|
42K
$1.97M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.94K- 4.51% |
$61.5K - $73.5K
|
41K
$1.92M
|
|
|
Apr 22, 2024
Q1 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-1.95K- 15.18% |
$61.9K - $73.9K
|
10.9K
$511K
|
|
|
May 15, 2024
Q1 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1.95K- 9.41% |
$61.9K - $74K
|
18.8K
$880K
|
|
|
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
$6.44M
|
|
|
May 07, 2024
Q1 2024
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-1.97K- 1.25% |
$62.6K - $74.9K
|
156K
$7.31M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.98K- 3.12% |
$62.8K - $75.1K
|
61.6K
$2.88M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.99K- 2.16% |
$63.1K - $75.5K
|
90.3K
$4.23M
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.99K- 6.89% |
$63.2K - $75.5K
|
26.9K
$1.26M
|
|
|
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
$102K
|
|
|
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
$1.16M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-2.04K- 4.51% |
$64.6K - $77.2K
|
43.1K
$2.02M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2.05K- 2.48% |
$65K - $77.7K
|
80.7K
$3.78M
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2.06K- 1.84% |
$65.4K - $78.1K
|
110K
$5.14M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.07K- 9.76% |
$65.8K - $78.6K
|
19.2K
$897K
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-2.08K- 27.47% |
$65.9K - $78.8K
|
5.48K
$257K
|
|
|
Apr 08, 2025
Q1 2024
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-2.08K- 4.9% |
$66.1K - $79K
|
40.4K
$1.89M
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-2.09K- 20.23% |
$66.2K - $79.1K
|
8.23K
$385K
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-2.11K- 1.96% |
$66.8K - $79.8K
|
106K
$4.94M
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-2.11K- 11.28% |
$66.8K - $79.8K
|
16.5K
$775K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-2.12K- 6.89% |
$67.3K - $80.4K
|
28.7K
$1.34M
|
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-2.14K- 6.91% |
$67.8K - $81K
|
28.8K
$1.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2.16K- 14.4% |
$68.4K - $81.7K
|
12.8K
$600K
|
|
|
May 14, 2024
Q1 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-2.17K- 0.77% |
$68.7K - $82.1K
|
278K
$13M
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.18K- 12.54% |
$69K - $82.5K
|
15.2K
$710K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-2.18K- 8.3% |
$69.3K - $82.8K
|
24.1K
$1.13M
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-2.2K- 4.78% |
$69.8K - $83.4K
|
43.8K
$2.05M
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2.21K- 50.52% |
$70K - $83.6K
|
2.16K
$101K
|
|
|
May 14, 2024
Q1 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-2.24K- 1.72% |
$70.9K - $84.8K
|
128K
$6M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.25K- 0.94% |
$71.5K - $85.4K
|
238K
$11.1M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-2.25K- 45.48% |
$71.5K - $85.5K
|
2.7K
$127K
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-2.26K- 4.78% |
$71.7K - $85.7K
|
45.1K
$2.11M
|
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-2.3K- 12.63% |
$73K - $87.2K
|
15.9K
$745K
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-2.33K- 5.59% |
$73.9K - $88.4K
|
39.3K
$1.84M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.34K- 24.56% |
$74.1K - $88.5K
|
7.17K
$336K
|
|
|
Apr 19, 2024
Q1 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-2.36K- 18.28% |
$74.9K - $89.5K
|
10.6K
$494K
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-2.36K- 40.87% |
$74.9K - $89.5K
|
3.41K
$160K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.37K- 19.61% |
$75.2K - $89.9K
|
9.72K
$455K
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.39K- 18.62% |
$75.7K - $90.4K
|
10.4K
$488K
|