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
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-3.45K- 2.04% |
$109K - $131K
|
165K
$7.76M
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-3.48K- 19.72% |
$111K - $132K
|
14.2K
$666K
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-3.49K- 9.94% |
$111K - $132K
|
31.6K
$1.49M
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.5K- 34.13% |
$111K - $133K
|
6.75K
$317K
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
SELL
|
- |
-3.52K- 2.16% |
$112K - $133K
|
160K
$7.5M
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-3.53K- 11.4% |
$112K - $134K
|
27.4K
$1.29M
|
|
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
$4.17M
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-3.6K- 3.09% |
$114K - $136K
|
113K
$5.29M
|
|
May 13, 2024
Q1 2024
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-3.62K- 1.67% |
$115K - $137K
|
213K
$10M
|
|
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
$1.83M
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-3.7K- 25.16% |
$117K - $140K
|
11K
$517K
|
|
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
$21M
|
|
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
$7.32M
|
|
Apr 22, 2024
Q1 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-3.96K- 5.6% |
$126K - $150K
|
66.8K
$3.14M
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-4K- 3.99% |
$127K - $152K
|
96.1K
$4.52M
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-4.08K- 41.52% |
$129K - $155K
|
5.74K
$270K
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-4.08K- 9.82% |
$129K - $155K
|
37.5K
$1.76M
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-4.09K- 21.89% |
$130K - $155K
|
14.6K
$686K
|
|
May 07, 2024
Q1 2024
|
Arnhold LLC
|
SELL
|
- |
-4.1K- 1.36% |
$130K - $155K
|
296K
$13.9M
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-4.13K- 8.54% |
$131K - $156K
|
44.2K
$2.08M
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-4.15K- 26.32% |
$132K - $157K
|
11.6K
$546K
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-4.17K- 1.97% |
$132K - $158K
|
208K
$9.76M
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4.19K- 6.46% |
$133K - $159K
|
60.6K
$2.85M
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.19K- 4.04% |
$133K - $159K
|
99.6K
$4.68M
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-4.21K- 0.27% |
$134K - $160K
|
1.56M
$73.2M
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-4.28K- 1.14% |
$136K - $162K
|
372K
$17.5M
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4.31K- 0.87% |
$137K - $163K
|
490K
$23M
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-4.31K- 0.44% |
$137K - $164K
|
980K
$46M
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.31K- 6.81% |
$137K - $164K
|
59K
$2.77M
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-4.39K- 10.34% |
$139K - $166K
|
38K
$1.79M
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-4.4K- 6.53% |
$139K - $167K
|
62.9K
$2.96M
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-4.42K- 0.35% |
$140K - $168K
|
1.25M
$58.9M
|
|
May 02, 2024
Q1 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-4.42K- 1.34% |
$140K - $168K
|
325K
$15.3M
|
|
May 15, 2024
Q1 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-4.48K- 5.73% |
$142K - $170K
|
73.7K
$3.46M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-4.49K- 0.2% |
$142K - $170K
|
2.21M
$104M
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-4.5K- 17.36% |
$143K - $171K
|
21.4K
$1.01M
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-4.5K- 38.3% |
$143K - $171K
|
7.26K
$341K
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-4.53K- 10.63% |
$144K - $172K
|
38.1K
$1.79M
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-4.55K- 3.75% |
$144K - $172K
|
117K
$5.49M
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-4.58K- 30.13% |
$145K - $174K
|
10.6K
$499K
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-4.59K- 1.42% |
$145K - $174K
|
319K
$15M
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-4.61K- 41.72% |
$146K - $175K
|
6.44K
$303K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.65K- 7.98% |
$147K - $176K
|
53.5K
$2.52M
|
|
May 09, 2024
Q1 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-4.66K- 6.7% |
$148K - $177K
|
64.9K
$3.05M
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-4.67K- 17.18% |
$148K - $177K
|
22.5K
$1.06M
|