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 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.12K- 1.1% |
$226K - $270K
|
642K
$30.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-7.12K- 5.45% |
$226K - $270K
|
123K
$5.78M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-7.17K- 50.0% |
$227K - $272K
|
7.17K
$336K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-7.21K- 1.53% |
$229K - $274K
|
464K
$21.7M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-7.22K- 1.18% |
$229K - $274K
|
607K
$28.4M
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-7.24K- 33.17% |
$230K - $275K
|
14.6K
$684K
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-7.33K- 2.52% |
$233K - $278K
|
284K
$13.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-7.39K- 8.04% |
$235K - $280K
|
84.6K
$3.96M
|
|
|
May 09, 2024
Q1 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-7.57K- 6.53% |
$240K - $287K
|
108K
$5.07M
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-7.6K- 15.5% |
$241K - $288K
|
41.4K
$1.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-7.64K- 6.09% |
$242K - $290K
|
118K
$5.52M
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-7.64K- 1.13% |
$242K - $290K
|
671K
$31.4M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-7.76K- 2.14% |
$246K - $294K
|
356K
$16.7M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-7.77K- 2.83% |
$247K - $295K
|
267K
$12.5M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-7.8K- 15.11% |
$248K - $296K
|
43.8K
$2.05M
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-7.88K- 5.34% |
$250K - $299K
|
140K
$6.54M
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-7.89K- 16.14% |
$250K - $299K
|
41K
$1.92M
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-7.9K- 4.51% |
$251K - $300K
|
167K
$7.84M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-7.92K- 22.9% |
$251K - $300K
|
26.7K
$1.25M
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-7.96K- 35.29% |
$253K - $302K
|
14.6K
$684K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-7.99K- 2.86% |
$254K - $303K
|
271K
$12.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.04K- 1.23% |
$255K - $305K
|
645K
$30.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-8.16K- 47.27% |
$259K - $309K
|
9.1K
$426K
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-8.19K- 50.32% |
$260K - $310K
|
8.08K
$379K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-8.29K- 2.46% |
$263K - $314K
|
328K
$15.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-8.32K- 21.81% |
$264K - $315K
|
29.8K
$1.4M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-8.5K- 16.65% |
$270K - $322K
|
42.5K
$1.99M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-8.58K- 56.21% |
$272K - $325K
|
6.68K
$313K
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-8.61K- 40.46% |
$273K - $326K
|
12.7K
$593K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-8.84K- 0.9% |
$280K - $335K
|
976K
$45.7M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-8.87K- 2.37% |
$282K - $337K
|
365K
$17.1M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-8.96K- 3.91% |
$284K - $340K
|
220K
$10.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-9K- 20.81% |
$285K - $341K
|
34.2K
$1.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-9.03K- 2.48% |
$287K - $343K
|
355K
$16.6M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-9.05K- 14.31% |
$287K - $343K
|
54.2K
$2.54M
|
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-9.06K- 2.23% |
$287K - $344K
|
397K
$18.6M
|
|
|
May 28, 2025
Q1 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-9.09K- 31.08% |
$288K - $345K
|
20.2K
$944K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-9.13K- 10.34% |
$290K - $346K
|
79.2K
$3.71M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-9.2K- 9.95% |
$292K - $349K
|
83.3K
$3.9M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-9.26K- 6.05% |
$294K - $351K
|
144K
$6.74M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-9.26K- 34.36% |
$294K - $351K
|
17.7K
$828K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-9.27K- 43.62% |
$294K - $351K
|
12K
$561K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
SELL
|
- |
-9.3K- 7.93% |
$295K - $353K
|
108K
$5.06M
|
|
|
May 03, 2024
Q1 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-9.31K- 1.24% |
$296K - $353K
|
741K
$34.7M
|
|
|
May 15, 2024
Q1 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-9.55K- 9.42% |
$303K - $362K
|
91.8K
$4.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-9.57K- 6.89% |
$304K - $363K
|
129K
$6.06M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-9.57K- 4.81% |
$304K - $363K
|
189K
$8.88M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-9.69K- 6.57% |
$307K - $367K
|
138K
$6.46M
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-9.73K- 3.93% |
$309K - $369K
|
238K
$11.2M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-9.84K- 3.51% |
$312K - $373K
|
271K
$12.7M
|