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 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
7.17K+ 100.0% |
$249K - $287K
|
14.3K
$636K
|
|
|
Aug 06, 2024
Q2 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
7.15K+ 48.25% |
$248K - $286K
|
22K
$975K
|
|
|
Aug 06, 2024
Q2 2024
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
BUY
|
- |
7.08K+ 0.52% |
$245K - $283K
|
1.37M
$60.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
7.05KNew |
$244K - $282K
|
7.05K
$313K
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
7.01KNew |
$243K - $280K
|
7.01K
$311K
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
7KNew |
$243K - $280K
|
7K
$311K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6.98KNew |
$242K - $279K
|
6.98K
$310K
|
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
6.97K+ 62.41% |
$242K - $279K
|
18.1K
$805K
|
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
6.97K+ 30.3% |
$242K - $279K
|
30K
$1.33M
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
6.96K+ 17.3% |
$241K - $279K
|
47.2K
$2.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
6.89K+ 24.48% |
$239K - $276K
|
35K
$1.55M
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
6.81KNew |
$236K - $272K
|
6.81K
$302K
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
6.79K+ 1.57% |
$236K - $272K
|
438K
$19.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
6.71KNew |
$233K - $269K
|
6.71K
$298K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6.71K+ 5.64% |
$233K - $268K
|
126K
$5.57M
|
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
6.66KNew |
$231K - $267K
|
6.66K
$296K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.63K+ 5.89% |
$230K - $265K
|
119K
$5.29M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.61K+ 6.91% |
$229K - $264K
|
102K
$4.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
6.6K+ 19.04% |
$229K - $264K
|
41.3K
$1.83M
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
6.57K+ 192.44% |
$228K - $263K
|
9.98K
$443K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.55K+ 29.7% |
$227K - $262K
|
28.6K
$1.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
6.5KNew |
$225K - $260K
|
6.5K
$288K
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
6.48KNew |
$225K - $259K
|
6.48K
$288K
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
6.45KNew |
$224K - $258K
|
6.45K
$286K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.39K+ 6.99% |
$221K - $256K
|
97.8K
$4.34M
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
6.38K+ 1.88% |
$221K - $255K
|
346K
$15.3M
|
|
|
Aug 12, 2024
Q2 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
6.36K+ 16.31% |
$220K - $254K
|
45.3K
$2.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.35K+ 1.21% |
$220K - $254K
|
533K
$23.6M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.35K+ 1.47% |
$220K - $254K
|
437K
$19.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
6.3KNew |
$219K - $252K
|
6.3K
$280K
|
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
6.28KNew |
$218K - $251K
|
6.28K
$279K
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
6.27K+ 12.22% |
$217K - $251K
|
57.6K
$2.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
6.2K+ 7.52% |
$215K - $248K
|
88.7K
$3.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
6.2KNew |
$215K - $248K
|
6.2K
$275K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
6.13K+ 2.36% |
$213K - $245K
|
266K
$11.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
6.05K+ 11.4% |
$210K - $242K
|
59.1K
$2.62M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
6.03KNew |
$209K - $241K
|
6.03K
$268K
|
|
|
Aug 14, 2024
Q2 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
6.03KNew |
$209K - $241K
|
6.03K
$268K
|
|
|
Aug 13, 2024
Q2 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
6.01KNew |
$208K - $241K
|
6.01K
$267K
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
6KNew |
$208K - $240K
|
6K
$266K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6K+ 21.8% |
$208K - $240K
|
33.5K
$1.49M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
5.99K+ 16.19% |
$208K - $240K
|
43K
$1.91M
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.98K+ 3.84% |
$207K - $239K
|
162K
$7.18M
|
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
5.97KNew |
$207K - $239K
|
5.97K
$265K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
5.93K+ 90.6% |
$206K - $237K
|
12.5K
$553K
|
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
BUY
|
- |
5.91KNew |
$205K - $236K
|
5.91K
$262K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.89K+ 0.62% |
$204K - $236K
|
952K
$42.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
5.89KNew |
$204K - $236K
|
5.89K
$261K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.87K+ 4.99% |
$204K - $235K
|
123K
$5.48M
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
5.85K+ 0.45% |
$203K - $234K
|
1.31M
$58.3M
|