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 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.95K- 3.05% |
$93.6K - $112K
|
93.8K
$4.39M
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-2.95K- 21.98% |
$93.7K - $112K
|
10.5K
$491K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-2.96K- 4.26% |
$93.9K - $112K
|
66.5K
$3.11M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-2.97K- 17.96% |
$94.3K - $113K
|
13.6K
$636K
|
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-2.97K- 3.98% |
$94.3K - $113K
|
71.7K
$3.36M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-2.99K- 9.54% |
$94.8K - $113K
|
28.3K
$1.33M
|
|
|
May 08, 2024
Q1 2024
|
Private Management Group Inc
|
SELL
|
- |
-3K- 28.61% |
$95.2K - $114K
|
7.49K
$351K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-3.01K- 27.31% |
$95.3K - $114K
|
8K
$375K
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-3.01K- 35.45% |
$95.4K - $114K
|
5.47K
$256K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-3.03K- 15.0% |
$96.2K - $115K
|
17.2K
$805K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3.04K- 48.62% |
$96.5K - $115K
|
3.21K
$150K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.05K- 21.62% |
$96.7K - $116K
|
11.1K
$518K
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-3.07K- 12.93% |
$97.3K - $116K
|
20.7K
$968K
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
SELL
|
- |
-3.09K- 2.15% |
$98.1K - $117K
|
141K
$6.6M
|
|
|
May 01, 2024
Q1 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-3.1K- 2.88% |
$98.4K - $118K
|
105K
$4.9M
|
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-3.12K- 2.43% |
$99K - $118K
|
125K
$5.85M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3.15K- 6.74% |
$99.9K - $119K
|
43.6K
$2.04M
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-3.18K- 0.93% |
$101K - $121K
|
339K
$15.9M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.25K- 1.02% |
$103K - $123K
|
317K
$14.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-3.29K- 11.33% |
$104K - $125K
|
25.8K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-3.29K- 1.36% |
$104K - $125K
|
239K
$11.2M
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3.3K- 94.07% |
$105K - $125K
|
208
$9.74K
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-3.32K- 0.43% |
$105K - $126K
|
769K
$36M
|
|
|
Apr 11, 2024
Q1 2024
|
David J Yvars Group
|
SELL
|
- |
-3.36K- 3.18% |
$106K - $127K
|
102K
$4.78M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-3.4K- 4.42% |
$108K - $129K
|
73.4K
$3.44M
|
|
|
May 15, 2024
Q1 2024
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-3.4K- 2.64% |
$108K - $129K
|
125K
$5.87M
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-3.42K- 8.77% |
$108K - $130K
|
35.5K
$1.66M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-3.43K- 4.53% |
$109K - $130K
|
72.3K
$3.39M
|
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-3.45K- 34.95% |
$109K - $131K
|
6.41K
$300K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-3.45K- 2.04% |
$109K - $131K
|
165K
$7.74M
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-3.48K- 19.72% |
$111K - $132K
|
14.2K
$664K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-3.49K- 9.94% |
$111K - $132K
|
31.6K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.5K- 34.13% |
$111K - $133K
|
6.75K
$316K
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
SELL
|
- |
-3.52K- 2.16% |
$112K - $133K
|
160K
$7.47M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-3.53K- 11.4% |
$112K - $134K
|
27.4K
$1.28M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3.56K- 0.84% |
$113K - $135K
|
418K
$19.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-3.56K- 3.85% |
$113K - $135K
|
88.8K
$4.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-3.6K- 3.09% |
$114K - $136K
|
113K
$5.28M
|
|
|
May 13, 2024
Q1 2024
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-3.62K- 1.67% |
$115K - $137K
|
213K
$9.97M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.66K- 12.24% |
$116K - $139K
|
26.2K
$1.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-3.67K- 8.61% |
$116K - $139K
|
38.9K
$1.82M
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-3.7K- 25.16% |
$117K - $140K
|
11K
$515K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.8K- 1.35% |
$120K - $144K
|
277K
$13M
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-3.85K- 10.63% |
$122K - $146K
|
32.4K
$1.52M
|
|
|
Apr 22, 2024
Q1 2024
|
Qv Investors Inc.
|
SELL
|
- |
-3.89K- 0.86% |
$123K - $148K
|
447K
$20.9M
|
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-3.9K- 9.97% |
$124K - $148K
|
35.2K
$1.65M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3.91K- 2.45% |
$124K - $148K
|
156K
$7.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-3.96K- 5.6% |
$126K - $150K
|
66.8K
$3.13M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-4K- 3.99% |
$127K - $152K
|
96.1K
$4.5M
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-4.08K- 41.52% |
$129K - $155K
|
5.74K
$269K
|