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 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-4.68K- 35.12% |
$149K - $178K
|
8.66K
$407K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-4.7K- 11.76% |
$149K - $178K
|
35.3K
$1.66M
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-4.73K- 5.74% |
$150K - $179K
|
77.7K
$3.65M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-4.8K- 11.8% |
$152K - $182K
|
35.9K
$1.69M
|
|
|
Apr 16, 2024
Q1 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-4.87K- 7.89% |
$155K - $185K
|
56.9K
$2.67M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-4.94K- 1.12% |
$157K - $187K
|
437K
$20.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.95K- 19.61% |
$157K - $188K
|
20.3K
$953K
|
|
|
May 13, 2024
Q1 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-4.95K- 7.58% |
$157K - $188K
|
60.3K
$2.83M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4.96K- 0.28% |
$157K - $188K
|
1.74M
$82M
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-4.98K- 18.38% |
$158K - $189K
|
22.1K
$1.04M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.98K- 1.07% |
$158K - $189K
|
460K
$21.6M
|
|
|
May 14, 2024
Q1 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-5K- 38.85% |
$159K - $190K
|
7.87K
$370K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5K- 5.92% |
$159K - $190K
|
79.5K
$3.74M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.01K- 12.12% |
$159K - $190K
|
36.3K
$1.71M
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-5.02K- 32.79% |
$159K - $190K
|
10.3K
$484K
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-5.02K- 5.91% |
$159K - $190K
|
79.9K
$3.76M
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-5.04K- 5.67% |
$160K - $191K
|
83.9K
$3.94M
|
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-5.06K- 3.11% |
$161K - $192K
|
158K
$7.41M
|
|
|
Apr 25, 2024
Q1 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-5.08K- 2.31% |
$161K - $192K
|
214K
$10.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-5.09K- 22.94% |
$162K - $193K
|
17.1K
$804K
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-5.1K- 48.55% |
$162K - $193K
|
5.4K
$254K
|
|
|
May 14, 2024
Q1 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-5.11K- 7.11% |
$162K - $194K
|
66.8K
$3.14M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-5.13K- 19.9% |
$163K - $194K
|
20.6K
$970K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.13K- 1.86% |
$163K - $195K
|
271K
$12.7M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-5.16K- 6.11% |
$164K - $196K
|
79.3K
$3.73M
|
|
|
May 13, 2024
Q1 2024
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-5.2K- 2.49% |
$165K - $197K
|
204K
$9.58M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.22K- 6.0% |
$166K - $198K
|
81.8K
$3.84M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-5.24K- 14.7% |
$166K - $199K
|
30.4K
$1.43M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-5.26K- 16.23% |
$167K - $199K
|
27.1K
$1.28M
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
SELL
|
- |
-5.33K- 2.12% |
$169K - $202K
|
246K
$11.6M
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-5.42K- 3.04% |
$172K - $206K
|
173K
$8.13M
|
|
|
May 15, 2024
Q1 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-5.43K- 17.87% |
$172K - $206K
|
25K
$1.17M
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-5.53K- 3.89% |
$175K - $210K
|
137K
$6.42M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.57K- 9.24% |
$177K - $211K
|
54.7K
$2.57M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-5.58K- 26.71% |
$177K - $212K
|
15.3K
$720K
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-5.6K- 25.3% |
$178K - $212K
|
16.5K
$777K
|
|
|
Apr 18, 2024
Q1 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-5.65K- 9.38% |
$179K - $214K
|
54.6K
$2.57M
|
|
|
May 14, 2024
Q1 2024
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-5.67K- 49.3% |
$180K - $215K
|
5.83K
$274K
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-5.69K- 10.4% |
$180K - $216K
|
49K
$2.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-5.7K- 10.24% |
$181K - $216K
|
50K
$2.35M
|
|
|
Apr 29, 2024
Q1 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-5.7K- 5.09% |
$181K - $216K
|
106K
$5M
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-5.73K- 10.83% |
$182K - $217K
|
47.2K
$2.22M
|
|
|
May 14, 2024
Q1 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-5.74K- 4.22% |
$182K - $217K
|
130K
$6.11M
|
|
|
Apr 26, 2024
Q1 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-5.76K- 11.33% |
$183K - $218K
|
45.1K
$2.12M
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-5.78K- 8.99% |
$184K - $219K
|
58.5K
$2.75M
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-5.83K- 6.68% |
$185K - $221K
|
81.4K
$3.83M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-5.83K- 0.55% |
$185K - $221K
|
1.05M
$49.3M
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-5.87K- 3.87% |
$186K - $223K
|
146K
$6.86M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-5.9K- 11.4% |
$187K - $224K
|
45.8K
$2.15M
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-5.9K- 41.46% |
$187K - $224K
|
8.32K
$391K
|