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 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-323- 55.79% |
$11.2K - $12.9K
|
256
$11.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-328- 1.72% |
$11.4K - $13.1K
|
18.7K
$866K
|
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-332- 0.12% |
$11.5K - $13.3K
|
278K
$12.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-334- 82.88% |
$11.6K - $13.4K
|
69
$3.19K
|
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-334- 1.23% |
$11.6K - $13.4K
|
26.8K
$1.24M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-339- 2.15% |
$11.8K - $13.6K
|
15.4K
$712K
|
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-341- 1.01% |
$11.8K - $13.6K
|
33.4K
$1.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-344- 2.19% |
$11.9K - $13.8K
|
15.4K
$709K
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-349- 1.84% |
$12.1K - $14K
|
18.6K
$862K
|
|
|
Jul 12, 2024
Q2 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-350- 4.5% |
$12.1K - $14K
|
7.42K
$343K
|
|
|
Jul 19, 2024
Q2 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-350- 5.98% |
$12.1K - $14K
|
5.5K
$254K
|
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
SELL
|
- |
-350- 4.68% |
$12.1K - $14K
|
7.12K
$329K
|
|
|
Jul 31, 2024
Q2 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-350- 0.49% |
$12.1K - $14K
|
71.6K
$3.31M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-351- 25.04% |
$12.2K - $14K
|
1.05K
$48.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-351- 4.22% |
$12.2K - $14K
|
7.97K
$368K
|
|
|
Aug 14, 2024
Q2 2024
|
Avenir Corp
Washington, DC |
SELL
|
- |
-351- 1.04% |
$12.2K - $14K
|
33.5K
$1.55M
|
|
|
Aug 01, 2024
Q2 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-353- 5.63% |
$12.2K - $14.1K
|
5.91K
$273K
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-355- 1.16% |
$12.3K - $14.2K
|
30.1K
$1.39M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-359- 6.32% |
$12.5K - $14.4K
|
5.32K
$246K
|
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-364- 5.11% |
$12.6K - $14.6K
|
6.77K
$313K
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-366- 1.35% |
$12.7K - $14.6K
|
26.8K
$1.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-366- 2.21% |
$12.7K - $14.6K
|
16.2K
$749K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-371- 3.46% |
$12.9K - $14.8K
|
10.4K
$479K
|
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-371- 1.54% |
$12.9K - $14.8K
|
23.7K
$1.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-372- 6.72% |
$12.9K - $14.9K
|
5.16K
$238K
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
SELL
|
- |
-375- 6.82% |
$13K - $15K
|
5.13K
$237K
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-375- 3.01% |
$13K - $15K
|
12.1K
$559K
|
|
|
Jul 18, 2024
Q2 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-377- 4.0% |
$13.1K - $15.1K
|
9.05K
$418K
|
|
|
Aug 05, 2024
Q2 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-381- 3.32% |
$13.2K - $15.2K
|
11.1K
$513K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-381- 2.72% |
$13.2K - $15.2K
|
13.6K
$630K
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-382- 1.46% |
$13.2K - $15.3K
|
25.8K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-383- 0.84% |
$13.3K - $15.3K
|
45.1K
$2.09M
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-388- 6.46% |
$13.5K - $15.5K
|
5.61K
$259K
|
|
|
Jul 10, 2024
Q2 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-390- 3.85% |
$13.5K - $15.6K
|
9.74K
$450K
|
|
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-392- 2.57% |
$13.6K - $15.7K
|
14.9K
$687K
|
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-396- 0.56% |
$13.7K - $15.8K
|
70.8K
$3.27M
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-396- 1.64% |
$13.7K - $15.8K
|
23.7K
$1.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-397- 3.88% |
$13.8K - $15.9K
|
9.84K
$455K
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-400- 5.4% |
$13.9K - $16K
|
7K
$324K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-400- 43.06% |
$13.9K - $16K
|
529
$24.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-400- 5.99% |
$13.9K - $16K
|
6.28K
$290K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-400- 1.87% |
$13.9K - $16K
|
21K
$971K
|
|
|
Aug 14, 2024
Q2 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-400- 0.56% |
$13.9K - $16K
|
70.9K
$3.28M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-403- 0.63% |
$14K - $16.1K
|
63.1K
$2.91M
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-403- 0.89% |
$14K - $16.1K
|
44.7K
$2.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-404- 5.6% |
$14K - $16.2K
|
6.82K
$315K
|
|
|
Jul 08, 2024
Q2 2024
|
Woodstock Corp
|
SELL
|
- |
-410- 0.26% |
$14.2K - $16.4K
|
158K
$7.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-411- 2.94% |
$14.3K - $16.4K
|
13.6K
$628K
|
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-412- 3.69% |
$14.3K - $16.5K
|
10.7K
$497K
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-417- 2.96% |
$14.5K - $16.7K
|
13.7K
$632K
|