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 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
5.81K+ 16.81% |
$201K - $232K
|
40.4K
$1.79M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.77K+ 109.19% |
$200K - $231K
|
11.1K
$491K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
5.77KNew |
$200K - $231K
|
5.77K
$256K
|
|
|
Aug 02, 2024
Q2 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
5.75K+ 18.44% |
$199K - $230K
|
36.9K
$1.64M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.74K+ 7.12% |
$199K - $230K
|
86.4K
$3.83M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.73K+ 31.52% |
$199K - $229K
|
23.9K
$1.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
5.72KNew |
$198K - $229K
|
5.72K
$254K
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
5.69KNew |
$197K - $228K
|
5.69K
$253K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.64K+ 6.06% |
$196K - $226K
|
98.7K
$4.38M
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.6K+ 26.63% |
$194K - $224K
|
26.6K
$1.18M
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
5.6KNew |
$194K - $224K
|
5.6K
$249K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
5.59K+ 3.8% |
$194K - $224K
|
153K
$6.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
5.59K+ 1.36% |
$194K - $224K
|
418K
$18.5M
|
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.58K+ 87.07% |
$194K - $223K
|
12K
$532K
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
5.56K+ 4.87% |
$193K - $223K
|
120K
$5.31M
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
5.54KNew |
$192K - $222K
|
5.54K
$246K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
5.52K+ 10.37% |
$191K - $221K
|
58.7K
$2.61M
|
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
5.46KNew |
$189K - $218K
|
5.46K
$242K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.45K+ 13.37% |
$189K - $218K
|
46.2K
$2.05M
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
5.42KNew |
$188K - $217K
|
5.42K
$241K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
5.39K+ 69.58% |
$187K - $216K
|
13.1K
$583K
|
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
5.37KNew |
$186K - $215K
|
5.37K
$238K
|
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
5.37KNew |
$186K - $215K
|
5.37K
$238K
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
5.37KNew |
$186K - $215K
|
5.37K
$238K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.37K+ 2.19% |
$186K - $215K
|
250K
$11.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.35KNew |
$186K - $214K
|
5.35K
$237K
|
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.35KNew |
$186K - $214K
|
5.35K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
5.32KNew |
$185K - $213K
|
5.32K
$236K
|
|
|
Aug 09, 2024
Q2 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
5.28KNew |
$183K - $211K
|
5.28K
$235K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
5.28K+ 39.83% |
$183K - $211K
|
18.5K
$823K
|
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
5.28K+ 13.5% |
$183K - $211K
|
44.4K
$1.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.26K+ 6.17% |
$182K - $210K
|
90.4K
$4.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
5.24KNew |
$182K - $210K
|
5.24K
$232K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.24K+ 22.27% |
$182K - $210K
|
28.8K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
5.23KNew |
$181K - $209K
|
5.23K
$232K
|
|
|
Aug 06, 2024
Q2 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
5.21KNew |
$181K - $208K
|
5.21K
$231K
|
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
5.2KNew |
$180K - $208K
|
5.2K
$231K
|
|
|
Aug 06, 2024
Q2 2024
|
Lynch & Associates
|
BUY
|
- |
5.19K+ 3.68% |
$180K - $208K
|
146K
$6.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
5.18K+ 5.55% |
$179K - $207K
|
98.3K
$4.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
5.16KNew |
$179K - $206K
|
5.16K
$229K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.15K+ 5.16% |
$179K - $206K
|
105K
$4.66M
|
|
|
Jul 12, 2024
Q2 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
5.15KNew |
$179K - $206K
|
5.15K
$229K
|
|
|
Jul 23, 2024
Q2 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
5.13KNew |
$178K - $205K
|
5.13K
$228K
|
|
|
Aug 09, 2024
Q2 2024
|
Winslow Asset Management Inc
|
BUY
|
- |
5.1KNew |
$177K - $204K
|
5.1K
$226K
|
|
|
Aug 14, 2024
Q2 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
5.1KNew |
$177K - $204K
|
5.1K
$226K
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
5.07KNew |
$176K - $203K
|
5.07K
$225K
|
|
|
Jul 16, 2024
Q2 2024
|
Meyer Handelman CO
|
BUY
|
- |
5.07KNew |
$176K - $203K
|
5.07K
$225K
|
|
|
Jul 15, 2024
Q2 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
5.05KNew |
$175K - $202K
|
5.05K
$224K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.05KNew |
$175K - $202K
|
5.05K
$224K
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.99K+ 20.06% |
$173K - $200K
|
29.9K
$1.32M
|