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 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.37K- 19.61% |
$75.2K - $89.9K
|
9.72K
$470K
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.39K- 18.62% |
$75.7K - $90.4K
|
10.4K
$505K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-2.39K- 29.1% |
$75.9K - $90.7K
|
5.83K
$282K
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.39K- 5.08% |
$75.9K - $90.7K
|
44.7K
$2.16M
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-2.4K- 74.23% |
$76K - $90.9K
|
832
$40.3K
|
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-2.4K- 14.26% |
$76.2K - $91K
|
14.4K
$698K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.41K- 11.37% |
$76.3K - $91.2K
|
18.7K
$907K
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-2.41K- 6.43% |
$76.4K - $91.3K
|
35.1K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.43K- 3.08% |
$77K - $92K
|
76.4K
$3.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-2.44K- 3.5% |
$77.4K - $92.5K
|
67.2K
$3.25M
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-2.47K- 15.66% |
$78.4K - $93.7K
|
13.3K
$644K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.52K- 3.42% |
$80K - $95.6K
|
71.2K
$3.45M
|
|
|
May 12, 2025
Q1 2024
|
Allianz Se
Munich, 2M |
SELL
|
- |
-2.53K- 0.75% |
$80.2K - $95.8K
|
333K
$16.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-2.53K- 0.81% |
$80.2K - $95.9K
|
311K
$15.1M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-2.55K- 89.48% |
$81K - $96.8K
|
300
$14.5K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.56K- 3.99% |
$81.1K - $97K
|
61.5K
$2.98M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.56K- 0.91% |
$81.2K - $97K
|
278K
$13.4M
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.56K- 0.33% |
$81.2K - $97.1K
|
765K
$37M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-2.57K- 1.86% |
$81.4K - $97.3K
|
135K
$6.55M
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
SELL
|
- |
-2.57K- 7.94% |
$81.7K - $97.6K
|
29.8K
$1.44M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.58K- 11.83% |
$82K - $97.9K
|
19.3K
$932K
|
|
|
May 08, 2024
Q1 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-2.59K- 11.2% |
$82.1K - $98.1K
|
20.5K
$993K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.59K- 7.23% |
$82.2K - $98.2K
|
33.2K
$1.61M
|
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-2.61K- 21.14% |
$82.7K - $98.8K
|
9.72K
$470K
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-2.63K- 30.14% |
$83.5K - $99.8K
|
6.1K
$295K
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-2.65K- 8.15% |
$83.9K - $100K
|
29.8K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.65K- 21.67% |
$84.1K - $100K
|
9.57K
$463K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.66K- 6.39% |
$84.4K - $101K
|
39K
$1.89M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-2.68K- 24.98% |
$85.1K - $102K
|
8.06K
$390K
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-2.7K- 10.21% |
$85.7K - $102K
|
23.7K
$1.15M
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-2.7K- 2.34% |
$85.7K - $102K
|
113K
$5.45M
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-2.71K- 24.12% |
$85.9K - $103K
|
8.52K
$412K
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-2.73K- 22.93% |
$86.6K - $103K
|
9.17K
$444K
|
|
|
May 15, 2024
Q1 2024
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-2.74K- 9.22% |
$87.1K - $104K
|
27K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.75K- 32.51% |
$87.2K - $104K
|
5.71K
$276K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.76K- 2.36% |
$87.6K - $105K
|
114K
$5.52M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-2.77K- 19.4% |
$87.7K - $105K
|
11.5K
$556K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-2.78K- 11.09% |
$88.1K - $105K
|
22.2K
$1.08M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.78K- 20.4% |
$88.2K - $105K
|
10.8K
$525K
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-2.78K- 6.56% |
$88.3K - $106K
|
39.7K
$1.92M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.8K- 7.68% |
$88.8K - $106K
|
33.7K
$1.63M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.8K- 1.42% |
$88.9K - $106K
|
195K
$9.44M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.81K- 1.64% |
$89.2K - $107K
|
169K
$8.16M
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2.81K- 4.77% |
$89.3K - $107K
|
56.1K
$2.72M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.82K- 1.41% |
$89.6K - $107K
|
197K
$9.55M
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-2.84K- 9.77% |
$90K - $108K
|
26.2K
$1.27M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.85K- 2.54% |
$90.5K - $108K
|
109K
$5.29M
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-2.86K- 2.83% |
$90.7K - $108K
|
98.3K
$4.76M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-2.89K- 13.27% |
$91.6K - $110K
|
18.9K
$914K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.91K- 2.53% |
$92.4K - $110K
|
112K
$5.42M
|