Purchases and Sales Made in Q2 2024 in Bank Of America Corp (BAC)
This table provides information about the institutional ownership of Bank Of America Corp (BAC) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
169+ 0.23% |
$5.86K - $6.76K
|
72.3K
$3.34M
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
167+ 2.94% |
$5.79K - $6.68K
|
5.85K
$271K
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
166+ 76.85% |
$5.76K - $6.64K
|
382
$17.7K
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
164+ 1.56% |
$5.69K - $6.56K
|
10.7K
$494K
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
159+ 0.43% |
$5.51K - $6.36K
|
37.1K
$1.71M
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
155+ 1.09% |
$5.38K - $6.2K
|
14.3K
$662K
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
154+ 0.87% |
$5.34K - $6.16K
|
17.9K
$826K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
152+ 15.9% |
$5.27K - $6.08K
|
1.11K
$51.2K
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
151+ 2.79% |
$5.24K - $6.04K
|
5.57K
$257K
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
150+ 1.17% |
$5.2K - $6K
|
13K
$599K
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
BUY
|
- |
150+ 2.47% |
$5.2K - $6K
|
6.22K
$287K
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
148+ 0.34% |
$5.13K - $5.92K
|
43.3K
$2M
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
148+ 7.23% |
$5.13K - $5.92K
|
2.19K
$101K
|
|
Aug 13, 2024
Q2 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
148+ 0.84% |
$5.13K - $5.92K
|
17.7K
$819K
|
|
Aug 01, 2024
Q2 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
145+ 0.51% |
$5.03K - $5.8K
|
28.8K
$1.33M
|
|
Jul 31, 2024
Q2 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
144+ 0.63% |
$4.99K - $5.76K
|
23K
$1.06M
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
141+ 0.69% |
$4.89K - $5.64K
|
20.5K
$949K
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
141+ 1.63% |
$4.89K - $5.64K
|
8.79K
$406K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
141+ 0.88% |
$4.89K - $5.64K
|
16.3K
$751K
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
140+ 0.11% |
$4.86K - $5.6K
|
129K
$5.95M
|
|
Jul 17, 2024
Q2 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
140+ 0.57% |
$4.86K - $5.6K
|
24.9K
$1.15M
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
BUY
|
- |
140+ 2.17% |
$4.86K - $5.6K
|
6.58K
$304K
|
|
Aug 14, 2024
Q2 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
140+ 2.57% |
$4.86K - $5.6K
|
5.59K
$258K
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
136+ 0.2% |
$4.72K - $5.44K
|
68.3K
$3.16M
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
135+ 0.92% |
$4.68K - $5.4K
|
14.8K
$684K
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
BUY
|
- |
133+ 1.72% |
$4.61K - $5.32K
|
7.88K
$364K
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
132+ 1.86% |
$4.58K - $5.28K
|
7.22K
$334K
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
130+ 1.25% |
$4.51K - $5.2K
|
10.6K
$488K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
130+ 1.76% |
$4.51K - $5.2K
|
7.54K
$348K
|
|
Jul 22, 2024
Q2 2024
|
David J Yvars Group
|
BUY
|
- |
129+ 0.13% |
$4.47K - $5.16K
|
102K
$4.72M
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
127+ 0.66% |
$4.4K - $5.08K
|
19.3K
$892K
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
126+ 1.29% |
$4.37K - $5.04K
|
9.86K
$456K
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
125+ 0.61% |
$4.34K - $5K
|
20.5K
$949K
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
124+ 0.03% |
$4.3K - $4.96K
|
358K
$16.5M
|
|
Sep 16, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
123+ 0.57% |
$4.27K - $4.92K
|
21.6K
$996K
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
120+ 1.01% |
$4.16K - $4.8K
|
12K
$555K
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
119+ 0.31% |
$4.13K - $4.76K
|
38.6K
$1.78M
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
119+ 7.18% |
$4.13K - $4.76K
|
1.78K
$82.1K
|
|
Jul 18, 2024
Q2 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
115+ 1.04% |
$3.99K - $4.6K
|
11.1K
$514K
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
114+ 1.19% |
$3.95K - $4.56K
|
9.67K
$447K
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
114+ 0.04% |
$3.95K - $4.56K
|
284K
$13.1M
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
110New |
$3.81K - $4.4K
|
110
$5.08K
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
110+ 0.4% |
$3.81K - $4.4K
|
27.6K
$1.28M
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
109+ 0.68% |
$3.78K - $4.36K
|
16K
$741K
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
109+ 0.31% |
$3.78K - $4.36K
|
35.5K
$1.64M
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
108+ 1.73% |
$3.75K - $4.32K
|
6.35K
$293K
|
|
Jul 22, 2024
Q2 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
105+ 0.09% |
$3.64K - $4.2K
|
118K
$5.47M
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
105+ 0.42% |
$3.64K - $4.2K
|
25.4K
$1.17M
|
|
Jul 25, 2024
Q2 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
102+ 1.81% |
$3.54K - $4.08K
|
5.74K
$265K
|
|
Aug 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
100+ 1.1% |
$3.47K - $4K
|
9.21K
$426K
|