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 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-14.6K- 31.1% |
$463K - $553K
|
32.3K
$1.51M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-14.8K- 13.37% |
$469K - $561K
|
95.8K
$4.49M
|
|
|
May 10, 2024
Q1 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-14.9K- 35.94% |
$473K - $565K
|
26.6K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-15.1K- 4.53% |
$480K - $573K
|
318K
$14.9M
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
SELL
|
- |
-15.4K- 18.21% |
$488K - $583K
|
69K
$3.23M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-15.5K- 3.72% |
$492K - $588K
|
401K
$18.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-15.5K- 24.49% |
$493K - $589K
|
47.9K
$2.24M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-15.5K- 22.69% |
$493K - $589K
|
52.9K
$2.48M
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-15.6K- 30.68% |
$494K - $591K
|
35.2K
$1.65M
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-15.8K- 3.32% |
$501K - $599K
|
460K
$21.5M
|
|
|
May 09, 2024
Q1 2024
|
Tcw Group Inc
|
SELL
|
- |
-16.2K- 10.82% |
$514K - $615K
|
134K
$6.25M
|
|
|
May 16, 2024
Q1 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-16.7K- 55.15% |
$531K - $634K
|
13.6K
$637K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-16.7K- 2.06% |
$531K - $635K
|
797K
$37.4M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-16.9K- 6.05% |
$537K - $642K
|
263K
$12.3M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-17.2K- 13.74% |
$545K - $652K
|
108K
$5.05M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-17.2K- 21.53% |
$547K - $653K
|
62.8K
$2.94M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-17.3K- 1.61% |
$548K - $655K
|
1.06M
$49.6M
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
SELL
|
- |
-17.3K- 30.16% |
$549K - $656K
|
40.1K
$1.88M
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-17.4K- 14.05% |
$552K - $660K
|
106K
$4.98M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-17.7K- 26.34% |
$562K - $672K
|
49.6K
$2.32M
|
|
|
May 13, 2024
Q1 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-18K- 1.48% |
$570K - $681K
|
1.2M
$56.1M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-18.1K- 7.37% |
$573K - $685K
|
227K
$10.6M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-18.2K- 30.41% |
$577K - $689K
|
41.6K
$1.95M
|
|
|
May 15, 2024
Q1 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-18.3K- 7.45% |
$580K - $693K
|
227K
$10.6M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-18.3K- 22.12% |
$582K - $696K
|
64.6K
$3.03M
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-18.5K- 3.99% |
$587K - $702K
|
445K
$20.8M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-18.5K- 6.38% |
$587K - $702K
|
272K
$12.7M
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-18.7K- 0.77% |
$594K - $710K
|
2.42M
$113M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-18.8K- 2.04% |
$597K - $713K
|
903K
$42.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-19.1K- 17.74% |
$606K - $724K
|
88.6K
$4.15M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-19.8K- 2.44% |
$628K - $750K
|
791K
$37.1M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-19.8K- 34.2% |
$628K - $751K
|
38.1K
$1.79M
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-19.9K- 16.02% |
$633K - $756K
|
105K
$4.9M
|
|
|
May 14, 2024
Q1 2024
|
Msa Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-20K- 50.0% |
$635K - $758K
|
20K
$937K
|
|
|
May 30, 2024
Q1 2024
|
Eulav Asset Management
|
SELL
|
- |
-20K- 13.33% |
$635K - $758K
|
130K
$6.09M
|
|
|
May 15, 2024
Q1 2024
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-20.2K- 5.04% |
$640K - $765K
|
381K
$17.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
SELL
|
- |
-20.5K- 39.69% |
$651K - $778K
|
31.2K
$1.46M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
SELL
|
- |
-20.8K- 29.84% |
$660K - $789K
|
48.9K
$2.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-20.8K- 9.23% |
$660K - $789K
|
205K
$9.58M
|
|
|
May 15, 2024
Q1 2024
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-21.1K- 10.12% |
$669K - $799K
|
187K
$8.77M
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-21.4K- 17.17% |
$680K - $812K
|
103K
$4.84M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-21.5K- 75.82% |
$682K - $816K
|
6.86K
$321K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-21.6K- 0.94% |
$685K - $819K
|
2.28M
$107M
|
|
|
May 17, 2024
Q1 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-21.8K- 6.48% |
$692K - $826K
|
314K
$14.7M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-21.9K- 3.81% |
$693K - $829K
|
552K
$25.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-22.4K- 37.45% |
$712K - $851K
|
37.5K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-22.6K- 9.39% |
$716K - $855K
|
218K
$10.2M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-22.7K- 10.63% |
$721K - $862K
|
191K
$8.95M
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-22.8K- 9.92% |
$722K - $863K
|
207K
$9.68M
|
|
|
May 15, 2024
Q1 2024
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-22.9K- 21.13% |
$728K - $870K
|
85.6K
$4.01M
|