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 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.07K- 9.76% |
$65.8K - $78.6K
|
19.2K
$900K
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-2.08K- 27.47% |
$65.9K - $78.8K
|
5.48K
$258K
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-2.09K- 20.23% |
$66.2K - $79.1K
|
8.23K
$387K
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-2.11K- 1.96% |
$66.8K - $79.8K
|
106K
$4.96M
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-2.11K- 11.28% |
$66.8K - $79.8K
|
16.5K
$778K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-2.12K- 6.89% |
$67.3K - $80.4K
|
28.7K
$1.35M
|
|
|
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
$602K
|
|
|
May 14, 2024
Q1 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-2.17K- 0.77% |
$68.7K - $82.1K
|
278K
$13.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.18K- 12.54% |
$69K - $82.5K
|
15.2K
$713K
|
|
|
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
$2.06M
|
|
|
May 14, 2024
Q1 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-2.24K- 1.72% |
$70.9K - $84.8K
|
128K
$6.02M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.25K- 0.94% |
$71.5K - $85.4K
|
238K
$11.2M
|
|
|
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
$2.12M
|
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-2.3K- 12.63% |
$73K - $87.2K
|
15.9K
$748K
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-2.33K- 5.59% |
$73.9K - $88.4K
|
39.3K
$1.85M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.34K- 24.56% |
$74.1K - $88.5K
|
7.17K
$337K
|
|
|
Apr 19, 2024
Q1 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-2.36K- 18.28% |
$74.9K - $89.5K
|
10.6K
$496K
|
|
|
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
$457K
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.39K- 18.62% |
$75.7K - $90.4K
|
10.4K
$490K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-2.39K- 29.1% |
$75.9K - $90.7K
|
5.83K
$274K
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.39K- 5.08% |
$75.9K - $90.7K
|
44.7K
$2.1M
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-2.4K- 74.23% |
$76K - $90.9K
|
832
$39.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.41K- 11.37% |
$76.3K - $91.2K
|
18.7K
$881K
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-2.41K- 6.43% |
$76.4K - $91.3K
|
35.1K
$1.65M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.43K- 3.08% |
$77K - $92K
|
76.4K
$3.59M
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-2.44K- 3.5% |
$77.4K - $92.5K
|
67.2K
$3.16M
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-2.47K- 15.66% |
$78.4K - $93.7K
|
13.3K
$626K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.52K- 3.42% |
$80K - $95.6K
|
71.2K
$3.35M
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-2.53K- 0.81% |
$80.2K - $95.9K
|
311K
$14.6M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-2.55K- 89.48% |
$81K - $96.8K
|
300
$14.1K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.56K- 3.99% |
$81.1K - $97K
|
61.5K
$2.89M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.56K- 0.91% |
$81.2K - $97K
|
278K
$13.1M
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.56K- 0.33% |
$81.2K - $97.1K
|
765K
$36M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-2.57K- 1.86% |
$81.4K - $97.3K
|
135K
$6.36M
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
SELL
|
- |
-2.57K- 7.94% |
$81.7K - $97.6K
|
29.8K
$1.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.58K- 11.83% |
$82K - $97.9K
|
19.3K
$905K
|
|
|
May 08, 2024
Q1 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-2.59K- 11.2% |
$82.1K - $98.1K
|
20.5K
$964K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.59K- 7.23% |
$82.2K - $98.2K
|
33.2K
$1.56M
|
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-2.61K- 21.14% |
$82.7K - $98.8K
|
9.72K
$457K
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-2.63K- 30.14% |
$83.5K - $99.8K
|
6.1K
$287K
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-2.65K- 8.15% |
$83.9K - $100K
|
29.8K
$1.4M
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.65K- 21.67% |
$84.1K - $100K
|
9.57K
$450K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.66K- 6.39% |
$84.4K - $101K
|
39K
$1.83M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-2.68K- 24.98% |
$85.1K - $102K
|
8.06K
$379K
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-2.7K- 10.21% |
$85.7K - $102K
|
23.7K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-2.7K- 2.34% |
$85.7K - $102K
|
113K
$5.29M
|