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
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.73K+ 6.12% |
$94.7K - $109K
|
47.4K
$2.22M
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
2.73K+ 6.45% |
$94.6K - $109K
|
45K
$2.11M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.73K+ 0.93% |
$94.5K - $109K
|
297K
$13.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.72K+ 20.0% |
$94.3K - $109K
|
16.3K
$764K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.71K+ 6.65% |
$94.1K - $109K
|
43.5K
$2.04M
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
2.71K+ 5.09% |
$94.1K - $109K
|
56K
$2.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.7K+ 9.11% |
$93.6K - $108K
|
32.3K
$1.51M
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.68K+ 1.03% |
$92.8K - $107K
|
262K
$12.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.67K+ 11.86% |
$92.7K - $107K
|
25.2K
$1.18M
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.67K+ 9.74% |
$92.7K - $107K
|
30.1K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
2.65K+ 19.0% |
$91.9K - $106K
|
16.6K
$778K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.65K+ 0.61% |
$91.9K - $106K
|
436K
$20.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
2.64K+ 1.46% |
$91.7K - $106K
|
183K
$8.59M
|
|
|
Jul 12, 2024
Q2 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
2.64K+ 0.91% |
$91.4K - $105K
|
293K
$13.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
2.62K+ 4.54% |
$90.7K - $105K
|
60.2K
$2.82M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.6K+ 26.42% |
$90.2K - $104K
|
12.5K
$583K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.59K+ 1.57% |
$89.9K - $104K
|
168K
$7.85M
|
|
|
Aug 02, 2024
Q2 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
2.56K+ 3.32% |
$88.9K - $103K
|
79.9K
$3.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.53K+ 0.99% |
$87.6K - $101K
|
258K
$12.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
2.5K+ 3.47% |
$86.7K - $100K
|
74.6K
$3.49M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2.49KNew |
$86.2K - $99.4K
|
2.49K
$116K
|
|
|
Jan 10, 2025
Q2 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.48K+ 23.07% |
$86K - $99.3K
|
13.2K
$620K
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.48K+ 13.12% |
$85.9K - $99.1K
|
21.4K
$1M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.45K+ 9.56% |
$85K - $98.1K
|
28.1K
$1.32M
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.44K+ 2.18% |
$84.4K - $97.4K
|
114K
$5.34M
|
|
|
Jul 29, 2024
Q2 2024
|
Braun Stacey Associates Inc
|
BUY
|
- |
2.42K+ 0.36% |
$84.1K - $97K
|
679K
$31.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
2.38K+ 3.95% |
$82.5K - $95.2K
|
62.6K
$2.93M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.36K+ 3.7% |
$81.8K - $94.4K
|
66.2K
$3.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Stolper CO
|
BUY
|
- |
2.35K+ 1.34% |
$81.6K - $94.2K
|
178K
$8.31M
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
BUY
|
- |
2.33K+ 5.78% |
$80.7K - $93.1K
|
42.6K
$2M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.32K+ 1.67% |
$80.6K - $93K
|
142K
$6.64M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.31K+ 5.22% |
$80.1K - $92.4K
|
46.6K
$2.18M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.27K+ 2.83% |
$78.8K - $90.9K
|
82.6K
$3.87M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.26K+ 5.36% |
$78.2K - $90.2K
|
44.3K
$2.08M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.25KNew |
$78.1K - $90.2K
|
2.25K
$106K
|
|
|
Aug 12, 2024
Q2 2024
|
First Washington Corp
Seattle, WA |
BUY
|
- |
2.24K+ 1.41% |
$77.8K - $89.8K
|
161K
$7.53M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.24K+ 14.84% |
$77.5K - $89.5K
|
17.3K
$811K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.2K+ 1.5% |
$76.4K - $88.1K
|
149K
$6.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.2K+ 5.8% |
$76.3K - $88.1K
|
40.2K
$1.88M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.19K+ 2.18% |
$75.9K - $87.6K
|
103K
$4.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
2.19K+ 0.92% |
$75.9K - $87.6K
|
241K
$11.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
2.18K+ 17.48% |
$75.5K - $87.2K
|
14.6K
$686K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
2.16K+ 4.48% |
$74.8K - $86.3K
|
50.3K
$2.35M
|
|
|
Jul 23, 2024
Q2 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
2.15K+ 5.34% |
$74.4K - $85.8K
|
42.3K
$1.98M
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
2.1K+ 5.47% |
$72.9K - $84.2K
|
40.6K
$1.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.1K+ 28.3% |
$72.7K - $83.9K
|
9.51K
$445K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.09K+ 28.05% |
$72.6K - $83.7K
|
9.55K
$447K
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.09K+ 8.76% |
$72.4K - $83.5K
|
25.9K
$1.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.08K+ 11.56% |
$72K - $83.1K
|
20K
$939K
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
2.04K+ 2.93% |
$70.6K - $81.4K
|
71.4K
$3.35M
|