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 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-9.84K- 17.2% |
$312K - $373K
|
47.3K
$2.22M
|
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-10K- 48.1% |
$317K - $379K
|
10.8K
$505K
|
|
|
May 15, 2024
Q1 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-10K- 30.77% |
$317K - $379K
|
22.5K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-10.1K- 40.92% |
$319K - $382K
|
14.5K
$681K
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-10.1K- 48.65% |
$321K - $384K
|
10.7K
$500K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-10.3K- 13.33% |
$328K - $392K
|
67.2K
$3.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-10.5K- 39.13% |
$332K - $397K
|
16.3K
$763K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-10.5K- 0.9% |
$334K - $399K
|
1.16M
$54.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-10.5K- 48.32% |
$334K - $400K
|
11.3K
$528K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-10.6K- 9.7% |
$335K - $400K
|
98.2K
$4.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-10.7K- 31.76% |
$340K - $406K
|
23K
$1.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-10.9K- 31.4% |
$346K - $413K
|
23.8K
$1.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-11K- 2.04% |
$348K - $416K
|
527K
$24.7M
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
SELL
|
- |
-11K- 0.38% |
$348K - $416K
|
2.9M
$136M
|
|
|
May 13, 2024
Q1 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-11K- 8.12% |
$348K - $416K
|
124K
$5.82M
|
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-11K- 1.34% |
$350K - $418K
|
809K
$37.9M
|
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-11.3K- 7.77% |
$358K - $428K
|
134K
$6.27M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-11.4K- 36.02% |
$361K - $431K
|
20.2K
$946K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-11.6K- 2.4% |
$367K - $439K
|
471K
$22.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-11.6K- 28.86% |
$369K - $441K
|
28.7K
$1.34M
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-11.7K- 10.01% |
$372K - $444K
|
105K
$4.94M
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-11.8K- 2.93% |
$374K - $447K
|
391K
$18.3M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-11.9K- 36.51% |
$377K - $450K
|
20.7K
$968K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-11.9K- 26.8% |
$378K - $452K
|
32.5K
$1.52M
|
|
|
May 03, 2024
Q1 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-12K- 40.51% |
$379K - $453K
|
17.6K
$822K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-12.1K- 45.64% |
$383K - $458K
|
14.4K
$673K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-12.3K- 7.41% |
$389K - $465K
|
153K
$7.18M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-12.3K- 56.43% |
$390K - $466K
|
9.5K
$445K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-12.3K- 1.91% |
$391K - $468K
|
632K
$29.6M
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
SELL
|
- |
-12.5K- 10.3% |
$396K - $474K
|
109K
$5.09M
|
|
|
Aug 07, 2024
Q1 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-12.5K- 10.83% |
$397K - $475K
|
103K
$4.83M
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-12.6K- 17.87% |
$399K - $477K
|
57.8K
$2.71M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-12.6K- 17.5% |
$400K - $477K
|
59.3K
$2.78M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-12.6K- 4.61% |
$400K - $478K
|
261K
$12.2M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-12.7K- 0.4% |
$404K - $482K
|
3.17M
$148M
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-12.9K- 1.14% |
$408K - $487K
|
1.12M
$52.4M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-13K- 4.08% |
$411K - $491K
|
305K
$14.3M
|
|
|
Apr 09, 2024
Q1 2024
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-13.5K- 3.8% |
$427K - $511K
|
342K
$16M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-13.5K- 22.27% |
$429K - $513K
|
47.2K
$2.21M
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-13.6K- 41.94% |
$431K - $515K
|
18.8K
$881K
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-13.8K- 7.65% |
$438K - $523K
|
167K
$7.8M
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-13.9K- 2.71% |
$442K - $528K
|
499K
$23.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-14.1K- 3.16% |
$448K - $536K
|
433K
$20.3M
|
|
|
May 06, 2024
Q1 2024
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-14.1K- 8.33% |
$449K - $536K
|
156K
$7.29M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-14.2K- 4.71% |
$451K - $539K
|
287K
$13.5M
|
|
|
May 01, 2024
Q1 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-14.2K- 35.83% |
$451K - $539K
|
25.5K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-14.3K- 2.75% |
$454K - $542K
|
506K
$23.7M
|
|
|
Apr 10, 2024
Q1 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-14.4K- 22.68% |
$456K - $545K
|
49K
$2.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-14.4K- 1.27% |
$458K - $547K
|
1.12M
$52.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-14.5K- 1.01% |
$461K - $551K
|
1.42M
$66.7M
|