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 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-16.7K- 2.06% |
$531K - $635K
|
797K
$33.3M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-16.9K- 6.05% |
$537K - $642K
|
263K
$11M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-17.2K- 13.74% |
$545K - $652K
|
108K
$4.5M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-17.2K- 21.53% |
$547K - $653K
|
62.8K
$2.62M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-17.3K- 1.61% |
$548K - $655K
|
1.06M
$44.1M
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
SELL
|
- |
-17.3K- 30.16% |
$549K - $656K
|
40.1K
$1.67M
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-17.4K- 14.05% |
$552K - $660K
|
106K
$4.44M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-17.7K- 26.34% |
$562K - $672K
|
49.6K
$2.07M
|
|
|
May 13, 2024
Q1 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-18K- 1.48% |
$570K - $681K
|
1.2M
$50M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-18.1K- 7.37% |
$573K - $685K
|
227K
$9.48M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-18.2K- 30.41% |
$577K - $689K
|
41.6K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-18.3K- 7.45% |
$580K - $693K
|
227K
$9.48M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-18.3K- 22.12% |
$582K - $696K
|
64.6K
$2.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-18.5K- 3.99% |
$587K - $702K
|
445K
$18.6M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-18.5K- 6.38% |
$587K - $702K
|
272K
$11.3M
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-18.7K- 0.77% |
$594K - $710K
|
2.42M
$101M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-18.8K- 2.04% |
$597K - $713K
|
903K
$37.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-19.1K- 17.74% |
$606K - $724K
|
88.6K
$3.7M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-19.8K- 2.44% |
$628K - $750K
|
791K
$33M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-19.8K- 34.2% |
$628K - $751K
|
38.1K
$1.59M
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-19.9K- 16.02% |
$633K - $756K
|
105K
$4.36M
|
|
|
May 14, 2024
Q1 2024
|
Msa Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-20K- 50.0% |
$635K - $758K
|
20K
$835K
|
|
|
May 30, 2024
Q1 2024
|
Eulav Asset Management
|
SELL
|
- |
-20K- 13.33% |
$635K - $758K
|
130K
$5.42M
|
|
|
May 15, 2024
Q1 2024
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-20.2K- 5.04% |
$640K - $765K
|
381K
$15.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
SELL
|
- |
-20.5K- 39.69% |
$651K - $778K
|
31.2K
$1.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
SELL
|
- |
-20.8K- 29.84% |
$660K - $789K
|
48.9K
$2.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-20.8K- 9.23% |
$660K - $789K
|
205K
$8.53M
|
|
|
May 15, 2024
Q1 2024
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-21.1K- 10.12% |
$669K - $799K
|
187K
$7.81M
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-21.4K- 17.17% |
$680K - $812K
|
103K
$4.31M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-21.5K- 75.82% |
$682K - $816K
|
6.86K
$286K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-21.6K- 0.94% |
$685K - $819K
|
2.28M
$95.1M
|
|
|
May 17, 2024
Q1 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-21.8K- 6.48% |
$692K - $826K
|
314K
$13.1M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-21.9K- 3.81% |
$693K - $829K
|
552K
$23.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-22.4K- 37.45% |
$712K - $851K
|
37.5K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-22.6K- 9.39% |
$716K - $855K
|
218K
$9.09M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-22.7K- 10.63% |
$721K - $862K
|
191K
$7.98M
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-22.8K- 9.92% |
$722K - $863K
|
207K
$8.62M
|
|
|
May 15, 2024
Q1 2024
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-22.9K- 21.13% |
$728K - $870K
|
85.6K
$3.57M
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-22.9K- 21.43% |
$728K - $870K
|
84.1K
$3.51M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-23K- 23.11% |
$728K - $871K
|
76.4K
$3.19M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-23.3K- 11.45% |
$739K - $883K
|
180K
$7.52M
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-23.6K- 30.43% |
$749K - $896K
|
54K
$2.25M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-24K- 4.91% |
$762K - $910K
|
465K
$19.4M
|
|
|
May 08, 2024
Q1 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-24.5K- 3.34% |
$777K - $928K
|
709K
$29.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-24.5K- 7.08% |
$777K - $928K
|
321K
$13.4M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-24.8K- 1.18% |
$786K - $939K
|
2.07M
$86.3M
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-25.4K- 0.81% |
$805K - $962K
|
3.11M
$130M
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-25.7K- 31.85% |
$817K - $976K
|
55.1K
$2.3M
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-25.8K- 99.86% |
$817K - $977K
|
35
$1.46K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-26.1K- 3.68% |
$829K - $990K
|
684K
$28.5M
|