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
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-22.9K- 21.43% |
$728K - $870K
|
84.1K
$3.94M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-23K- 23.11% |
$728K - $871K
|
76.4K
$3.58M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-23.3K- 11.45% |
$739K - $883K
|
180K
$8.44M
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-23.6K- 30.43% |
$749K - $896K
|
54K
$2.53M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-24K- 4.91% |
$762K - $910K
|
465K
$21.8M
|
|
|
May 08, 2024
Q1 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-24.5K- 3.34% |
$777K - $928K
|
709K
$33.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-24.5K- 7.08% |
$777K - $928K
|
321K
$15M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-24.8K- 1.18% |
$786K - $939K
|
2.07M
$96.9M
|
|
|
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
$2.58M
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-25.8K- 99.86% |
$817K - $977K
|
35
$1.64K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-26.1K- 3.68% |
$829K - $990K
|
684K
$32M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-26.4K- 3.06% |
$836K - $999K
|
834K
$39.1M
|
|
|
May 15, 2024
Q1 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-26.4K- 78.66% |
$838K - $1M
|
7.17K
$336K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-26.8K- 15.31% |
$850K - $1.02M
|
148K
$6.94M
|
|
|
Apr 22, 2024
Q1 2024
|
Shikiar Asset Management Inc
|
SELL
|
- |
-27.2K- 13.14% |
$864K - $1.03M
|
180K
$8.43M
|
|
|
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
$41.2M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-28K- 5.08% |
$889K - $1.06M
|
523K
$24.5M
|
|
|
May 28, 2025
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-28.6K- 46.27% |
$908K - $1.09M
|
33.3K
$1.56M
|
|
|
Aug 28, 2024
Q1 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-28.8K- 84.39% |
$913K - $1.09M
|
5.32K
$249K
|
|
|
Apr 15, 2024
Q1 2024
|
Viking Fund Management LLC
|
SELL
|
- |
-30K- 13.04% |
$952K - $1.14M
|
200K
$9.37M
|
|
|
Apr 12, 2024
Q1 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-30.1K- 9.3% |
$954K - $1.14M
|
293K
$13.7M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-30.1K- 53.2% |
$956K - $1.14M
|
26.5K
$1.24M
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-30.5K- 7.0% |
$969K - $1.16M
|
406K
$19M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-30.6K- 2.25% |
$972K - $1.16M
|
1.33M
$62.4M
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-30.8K- 2.26% |
$978K - $1.17M
|
1.34M
$62.6M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-31.3K- 78.91% |
$994K - $1.19M
|
8.38K
$392K
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-31.8K- 66.79% |
$1.01M - $1.2M
|
15.8K
$740K
|
|
|
May 09, 2024
Q1 2024
|
Ns Partners LTD
|
SELL
|
- |
-32K- 6.34% |
$1.01M - $1.21M
|
472K
$22.1M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-32K- 11.58% |
$1.02M - $1.21M
|
244K
$11.4M
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-32.2K- 26.8% |
$1.02M - $1.22M
|
88K
$4.12M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-32.3K- 12.27% |
$1.03M - $1.23M
|
231K
$10.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-32.6K- 23.15% |
$1.03M - $1.24M
|
108K
$5.07M
|
|
|
May 08, 2024
Q1 2024
|
Prospect Hill Management, LLC
|
SELL
|
- |
-32.7K- 9.56% |
$1.04M - $1.24M
|
309K
$14.5M
|
|
|
May 14, 2024
Q1 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-33.7K- 1.15% |
$1.07M - $1.28M
|
2.9M
$136M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-35.7K- 3.21% |
$1.13M - $1.35M
|
1.07M
$50.3M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-36.6K- 7.84% |
$1.16M - $1.39M
|
431K
$20.2M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-36.7K- 5.39% |
$1.17M - $1.39M
|
645K
$30.2M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-37K- 3.42% |
$1.17M - $1.4M
|
1.04M
$48.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-37.4K- 8.9% |
$1.19M - $1.42M
|
382K
$17.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-37.7K- 61.11% |
$1.2M - $1.43M
|
24K
$1.12M
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-38K- 43.21% |
$1.21M - $1.44M
|
50K
$2.34M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-38.2K- 6.24% |
$1.21M - $1.45M
|
573K
$26.8M
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-38.3K- 26.37% |
$1.21M - $1.45M
|
107K
$5M
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-38.6K- 68.67% |
$1.23M - $1.46M
|
17.6K
$825K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-40.2K- 17.73% |
$1.27M - $1.52M
|
186K
$8.73M
|
|
|
May 13, 2024
Q1 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-42.4K- 4.12% |
$1.34M - $1.61M
|
987K
$46.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-42.4K- 8.26% |
$1.35M - $1.61M
|
471K
$22.1M
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-42.5K- 8.42% |
$1.35M - $1.61M
|
462K
$21.6M
|