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 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
3.71K+ 37.44% |
$129K - $149K
|
13.6K
$605K
|
|
|
Aug 01, 2024
Q2 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
3.69K+ 2.37% |
$128K - $148K
|
159K
$7.07M
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.67K+ 31.16% |
$127K - $147K
|
15.4K
$685K
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
3.67K+ 10.12% |
$127K - $147K
|
39.9K
$1.77M
|
|
|
Jul 25, 2024
Q2 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
3.63K+ 3.22% |
$126K - $145K
|
116K
$5.16M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.6K+ 17.44% |
$125K - $144K
|
24.2K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.52K+ 11.5% |
$122K - $141K
|
34.2K
$1.52M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
3.47KNew |
$120K - $139K
|
3.47K
$154K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.46K+ 3.51% |
$120K - $139K
|
102K
$4.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.45K+ 0.08% |
$120K - $138K
|
4.43M
$197M
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
3.45K+ 6.42% |
$120K - $138K
|
57.3K
$2.54M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.44K+ 10.05% |
$119K - $137K
|
37.6K
$1.67M
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3.43K+ 21.33% |
$119K - $137K
|
19.5K
$867K
|
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
3.38K+ 4.29% |
$117K - $135K
|
82K
$3.64M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
3.37K+ 59.72% |
$117K - $135K
|
9.02K
$400K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3.35KNew |
$116K - $134K
|
3.35K
$149K
|
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
3.29K+ 3.42% |
$114K - $131K
|
99.3K
$4.41M
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3.24K+ 46.58% |
$112K - $130K
|
10.2K
$452K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
3.2K+ 1.3% |
$111K - $128K
|
249K
$11M
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
3.18K+ 1.73% |
$110K - $127K
|
187K
$8.28M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
3.07K+ 3.27% |
$106K - $123K
|
96.9K
$4.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
3.07K+ 4.37% |
$106K - $123K
|
73.3K
$3.25M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.06K+ 3.67% |
$106K - $122K
|
86.3K
$3.83M
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
3.05K+ 31.83% |
$106K - $122K
|
12.6K
$560K
|
|
|
Aug 09, 2024
Q2 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
3.04K+ 20.95% |
$106K - $122K
|
17.6K
$780K
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
3.03K+ 3.69% |
$105K - $121K
|
85K
$3.77M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.02K+ 0.56% |
$105K - $121K
|
543K
$24.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.01K+ 4.47% |
$104K - $121K
|
70.4K
$3.12M
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
3K+ 73.3% |
$104K - $120K
|
7.1K
$315K
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
3K+ 19.76% |
$104K - $120K
|
18.2K
$807K
|
|
|
Aug 14, 2024
Q2 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
2.99K+ 15.5% |
$104K - $120K
|
22.3K
$989K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.99K+ 21.37% |
$104K - $119K
|
17K
$753K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
2.98K+ 13.52% |
$103K - $119K
|
25K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.96K+ 368.2% |
$103K - $119K
|
3.77K
$167K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.87K+ 1.54% |
$99.7K - $115K
|
189K
$8.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.83K+ 84.38% |
$98.2K - $113K
|
6.19K
$275K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.83K+ 7.8% |
$98.1K - $113K
|
39.1K
$1.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.82K+ 39.08% |
$97.8K - $113K
|
10K
$445K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2.79K+ 89.5% |
$96.6K - $111K
|
5.9K
$262K
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.77K+ 19.22% |
$96K - $111K
|
17.2K
$762K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.73K+ 6.12% |
$94.7K - $109K
|
47.4K
$2.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
2.73K+ 6.45% |
$94.6K - $109K
|
45K
$2M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.73K+ 0.93% |
$94.5K - $109K
|
297K
$13.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.72K+ 20.0% |
$94.3K - $109K
|
16.3K
$724K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.71K+ 6.65% |
$94.1K - $109K
|
43.5K
$1.93M
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
2.71K+ 5.09% |
$94.1K - $109K
|
56K
$2.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.7K+ 9.11% |
$93.6K - $108K
|
32.3K
$1.43M
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.68K+ 1.03% |
$92.8K - $107K
|
262K
$11.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.67K+ 11.86% |
$92.7K - $107K
|
25.2K
$1.12M
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.67K+ 9.74% |
$92.7K - $107K
|
30.1K
$1.34M
|