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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-18- 0.2% |
$624 - $720
|
9.1K
$421K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-19- 0.37% |
$659 - $760
|
5.09K
$235K
|
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-19- 0.26% |
$659 - $760
|
7.34K
$339K
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-19- 0.06% |
$659 - $760
|
34.1K
$1.58M
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-20- 0.07% |
$694 - $800
|
29.3K
$1.35M
|
|
|
Jul 10, 2024
Q2 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-21- 0.36% |
$728 - $840
|
5.87K
$271K
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-21- 0.13% |
$728 - $840
|
16.8K
$775K
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-23- 0.13% |
$798 - $920
|
17.6K
$813K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-23- 0.02% |
$798 - $920
|
98.2K
$4.54M
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-24- 0.11% |
$832 - $960
|
21.1K
$974K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-24- 0.13% |
$832 - $960
|
18.5K
$854K
|
|
|
Jul 16, 2024
Q2 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-27- 0.14% |
$936 - $1.08K
|
20K
$922K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-28- 0.16% |
$971 - $1.12K
|
17.6K
$814K
|
|
|
Jul 16, 2024
Q2 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-29- 0.07% |
$1.01K - $1.16K
|
43.8K
$2.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-30- 0.16% |
$1.04K - $1.2K
|
19K
$878K
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-30- 0.45% |
$1.04K - $1.2K
|
6.61K
$305K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-30- 0.05% |
$1.04K - $1.2K
|
64.8K
$3M
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-31- 0.4% |
$1.08K - $1.24K
|
7.69K
$355K
|
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-32- 4.69% |
$1.11K - $1.28K
|
651
$30.1K
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-35- 0.19% |
$1.21K - $1.4K
|
18.1K
$835K
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-36- 0.69% |
$1.25K - $1.44K
|
5.21K
$241K
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-39- 0.19% |
$1.35K - $1.56K
|
21K
$968K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-39- 0.12% |
$1.35K - $1.56K
|
31.8K
$1.47M
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-40- 0.38% |
$1.39K - $1.6K
|
10.6K
$488K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-40- 0.22% |
$1.39K - $1.6K
|
18.3K
$845K
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-40- 0.15% |
$1.39K - $1.6K
|
26.3K
$1.22M
|
|
|
Jul 10, 2024
Q2 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-42- 0.17% |
$1.46K - $1.68K
|
25.3K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-42- 3.02% |
$1.46K - $1.68K
|
1.35K
$62.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-45- 0.4% |
$1.56K - $1.8K
|
11.2K
$517K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-45- 0.23% |
$1.56K - $1.8K
|
19.2K
$887K
|
|
|
Jul 25, 2024
Q2 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-47- 0.41% |
$1.63K - $1.88K
|
11.5K
$532K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-48- 0.34% |
$1.66K - $1.92K
|
14K
$648K
|
|
|
Aug 15, 2024
Q2 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-48- 0.06% |
$1.66K - $1.92K
|
86.3K
$3.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-49- 0.3% |
$1.7K - $1.96K
|
16.5K
$762K
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-50- 0.34% |
$1.73K - $2K
|
14.9K
$686K
|
|
|
Jul 22, 2024
Q2 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-50- 0.06% |
$1.73K - $2K
|
85.3K
$3.94M
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-51- 0.34% |
$1.77K - $2.04K
|
15K
$694K
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-52- 0.26% |
$1.8K - $2.08K
|
20.1K
$930K
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-52- 0.48% |
$1.8K - $2.08K
|
10.9K
$501K
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-52- 0.6% |
$1.8K - $2.08K
|
8.67K
$401K
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-53- 0.84% |
$1.84K - $2.12K
|
6.26K
$289K
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-54- 0.42% |
$1.87K - $2.16K
|
12.7K
$585K
|
|
|
Jul 26, 2024
Q2 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-65- 0.02% |
$2.25K - $2.6K
|
294K
$13.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-65- 10.2% |
$2.25K - $2.6K
|
572
$26.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Ballast, Inc.
|
SELL
|
- |
-66- 0.15% |
$2.29K - $2.64K
|
44.1K
$2.04M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-66- 0.4% |
$2.29K - $2.64K
|
16.4K
$759K
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-67- 1.07% |
$2.32K - $2.68K
|
6.18K
$286K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-67- 0.71% |
$2.32K - $2.68K
|
9.43K
$436K
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-67- 0.49% |
$2.32K - $2.68K
|
13.6K
$629K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
SELL
|
- |
-69- 0.41% |
$2.39K - $2.76K
|
16.7K
$772K
|