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 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-932- 19.64% |
$32.3K - $37.3K
|
3.81K
$176K
|
|
|
Aug 06, 2024
Q2 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-933- 7.05% |
$32.4K - $37.3K
|
12.3K
$568K
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
SELL
|
- |
-936- 6.12% |
$32.5K - $37.5K
|
14.3K
$663K
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-939- 0.09% |
$32.6K - $37.6K
|
1.04M
$48.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-941- 0.56% |
$32.6K - $37.7K
|
166K
$7.69M
|
|
|
Aug 01, 2024
Q2 2024
|
Arnhold LLC
|
SELL
|
- |
-941- 0.32% |
$32.6K - $37.7K
|
295K
$13.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-941- 11.28% |
$32.6K - $37.7K
|
7.4K
$342K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-950- 1.9% |
$32.9K - $38K
|
49K
$2.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-954- 2.48% |
$33.1K - $38.2K
|
37.5K
$1.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-958- 1.4% |
$33.2K - $38.3K
|
67.4K
$3.11M
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-963- 4.57% |
$33.4K - $38.5K
|
20.1K
$930K
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-964- 4.56% |
$33.4K - $38.6K
|
20.2K
$932K
|
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-980- 15.22% |
$34K - $39.2K
|
5.46K
$252K
|
|
|
Jul 23, 2024
Q2 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-985- 2.12% |
$34.2K - $39.4K
|
45.5K
$2.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-990- 1.68% |
$34.3K - $39.6K
|
58K
$2.68M
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-994- 0.99% |
$34.5K - $39.8K
|
99.8K
$4.61M
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-995- 3.67% |
$34.5K - $39.8K
|
26.1K
$1.21M
|
|
|
Aug 06, 2024
Q2 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-996- 8.36% |
$34.5K - $39.9K
|
10.9K
$505K
|
|
|
Jul 25, 2024
Q2 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-1K- 4.26% |
$34.7K - $40K
|
22.4K
$1.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1K- 5.47% |
$34.7K - $40K
|
17.3K
$798K
|
|
|
Aug 14, 2024
Q2 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-1K- 3.67% |
$34.7K - $40K
|
26.3K
$1.21M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1K- 9.8% |
$34.7K - $40K
|
9.21K
$426K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.01K- 96.27% |
$34.9K - $40.3K
|
39
$1.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.02K- 4.92% |
$35.3K - $40.7K
|
19.6K
$908K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.02K- 13.98% |
$35.4K - $40.8K
|
6.28K
$290K
|
|
|
Aug 15, 2024
Q2 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-1.04K- 12.84% |
$36.1K - $41.6K
|
7.06K
$326K
|
|
|
Aug 21, 2024
Q2 2024
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-1.04K- 0.75% |
$36.1K - $41.6K
|
138K
$6.38M
|
|
|
Jul 17, 2024
Q2 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-1.04K- 4.48% |
$36.2K - $41.8K
|
22.2K
$1.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-1.05K- 11.24% |
$36.4K - $42K
|
8.3K
$383K
|
|
|
Jul 17, 2024
Q2 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-1.06K- 9.15% |
$36.7K - $42.3K
|
10.5K
$485K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.06K- 11.75% |
$36.8K - $42.5K
|
7.97K
$368K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.06K- 3.88% |
$36.9K - $42.5K
|
26.4K
$1.22M
|
|
|
Aug 08, 2024
Q2 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.07K- 3.02% |
$36.9K - $42.6K
|
34.1K
$1.58M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.07K- 1.86% |
$37K - $42.7K
|
56.3K
$2.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-1.07K- 1.46% |
$37.2K - $42.9K
|
72.3K
$3.34M
|
|
|
Aug 16, 2024
Q2 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-1.08K- 2.05% |
$37.4K - $43.1K
|
51.5K
$2.38M
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.09K- 94.77% |
$37.7K - $43.5K
|
60
$2.77K
|
|
|
Aug 13, 2024
Q2 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-1.09K- 10.31% |
$37.9K - $43.7K
|
9.5K
$439K
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.1K- 2.04% |
$38.1K - $44K
|
52.9K
$2.44M
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.1K- 8.9% |
$38.3K - $44.2K
|
11.3K
$522K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-1.11K- 4.29% |
$38.3K - $44.2K
|
24.6K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-1.13K- 15.51% |
$39K - $45K
|
6.13K
$283K
|
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-1.14K- 5.04% |
$39.4K - $45.5K
|
21.4K
$990K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.14K- 1.93% |
$39.6K - $45.7K
|
58K
$2.68M
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.15K- 1.78% |
$39.8K - $46K
|
63.3K
$2.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-1.15K- 4.14% |
$40K - $46.1K
|
26.7K
$1.23M
|
|
|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.17K- 1.63% |
$40.5K - $46.7K
|
70.4K
$3.25M
|
|
|
Jul 26, 2024
Q2 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.17K- 16.82% |
$40.6K - $46.8K
|
5.78K
$267K
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.18K- 7.82% |
$40.9K - $47.2K
|
13.9K
$643K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.19K- 35.58% |
$41.2K - $47.6K
|
2.15K
$99.5K
|