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 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-19.9K- 16.02% |
$633K - $756K
|
105K
$4.91M
|
|
|
May 14, 2024
Q1 2024
|
Msa Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-20K- 50.0% |
$635K - $758K
|
20K
$940K
|
|
|
May 30, 2024
Q1 2024
|
Eulav Asset Management
|
SELL
|
- |
-20K- 13.33% |
$635K - $758K
|
130K
$6.11M
|
|
|
May 15, 2024
Q1 2024
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-20.2K- 5.04% |
$640K - $765K
|
381K
$17.9M
|
|
|
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
$2.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-20.8K- 9.23% |
$660K - $789K
|
205K
$9.61M
|
|
|
May 15, 2024
Q1 2024
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-21.1K- 10.12% |
$669K - $799K
|
187K
$8.8M
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-21.4K- 17.17% |
$680K - $812K
|
103K
$4.86M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-21.5K- 75.82% |
$682K - $816K
|
6.86K
$322K
|
|
|
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
$14.8M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-21.9K- 3.81% |
$693K - $829K
|
552K
$26M
|
|
|
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
$8.98M
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-22.8K- 9.92% |
$722K - $863K
|
207K
$9.71M
|
|
|
May 15, 2024
Q1 2024
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-22.9K- 21.13% |
$728K - $870K
|
85.6K
$4.02M
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-22.9K- 21.43% |
$728K - $870K
|
84.1K
$3.95M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-23K- 23.11% |
$728K - $871K
|
76.4K
$3.59M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-23.3K- 11.45% |
$739K - $883K
|
180K
$8.47M
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-23.6K- 30.43% |
$749K - $896K
|
54K
$2.54M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-24K- 4.91% |
$762K - $910K
|
465K
$21.9M
|
|
|
May 08, 2024
Q1 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-24.5K- 3.34% |
$777K - $928K
|
709K
$33.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-24.5K- 7.08% |
$777K - $928K
|
321K
$15.1M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-24.8K- 1.18% |
$786K - $939K
|
2.07M
$97.2M
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-25.4K- 0.81% |
$805K - $962K
|
3.11M
$146M
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-25.7K- 31.85% |
$817K - $976K
|
55.1K
$2.59M
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-25.8K- 99.86% |
$817K - $977K
|
35
$1.65K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-26.1K- 3.68% |
$829K - $990K
|
684K
$32.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-26.4K- 3.06% |
$836K - $999K
|
834K
$39.2M
|
|
|
May 15, 2024
Q1 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-26.4K- 78.66% |
$838K - $1M
|
7.17K
$337K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-26.8K- 15.31% |
$850K - $1.02M
|
148K
$6.96M
|
|
|
Apr 22, 2024
Q1 2024
|
Shikiar Asset Management Inc
|
SELL
|
- |
-27.2K- 13.14% |
$864K - $1.03M
|
180K
$8.46M
|
|
|
May 03, 2024
Q1 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-27.4K- 7.15% |
$869K - $1.04M
|
356K
$16.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Empire Life Investments Inc.
|
SELL
|
- |
-28K- 3.08% |
$888K - $1.06M
|
881K
$41.4M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-28K- 5.08% |
$889K - $1.06M
|
523K
$24.6M
|
|
|
Aug 28, 2024
Q1 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-28.8K- 84.39% |
$913K - $1.09M
|
5.32K
$250K
|
|
|
Apr 15, 2024
Q1 2024
|
Viking Fund Management LLC
|
SELL
|
- |
-30K- 13.04% |
$952K - $1.14M
|
200K
$9.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-30.1K- 9.3% |
$954K - $1.14M
|
293K
$13.8M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-30.1K- 53.2% |
$956K - $1.14M
|
26.5K
$1.25M
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-30.5K- 7.0% |
$969K - $1.16M
|
406K
$19.1M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-30.6K- 2.25% |
$972K - $1.16M
|
1.33M
$62.6M
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-30.8K- 2.26% |
$978K - $1.17M
|
1.34M
$62.8M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-31.3K- 78.91% |
$994K - $1.19M
|
8.38K
$394K
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-31.8K- 66.79% |
$1.01M - $1.2M
|
15.8K
$742K
|
|
|
May 09, 2024
Q1 2024
|
Ns Partners LTD
|
SELL
|
- |
-32K- 6.34% |
$1.01M - $1.21M
|
472K
$22.2M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-32K- 11.58% |
$1.02M - $1.21M
|
244K
$11.5M
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-32.2K- 26.8% |
$1.02M - $1.22M
|
88K
$4.14M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-32.3K- 12.27% |
$1.03M - $1.23M
|
231K
$10.9M
|