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 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.57K+ 25.75% |
$54.3K - $62.7K
|
7.65K
$341K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.56K+ 5.18% |
$54.2K - $62.6K
|
31.7K
$1.41M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.56K+ 19.9% |
$54.2K - $62.5K
|
9.41K
$419K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.56K+ 1.23% |
$54K - $62.3K
|
128K
$5.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.54K+ 4.05% |
$53.5K - $61.8K
|
39.6K
$1.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
1.54K+ 5.17% |
$53.5K - $61.8K
|
31.4K
$1.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
1.54K+ 0.61% |
$53.5K - $61.8K
|
253K
$11.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.54K+ 10.06% |
$53.4K - $61.6K
|
16.8K
$751K
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.54K+ 3.3% |
$53.3K - $61.5K
|
48.1K
$2.14M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.51K+ 6.19% |
$52.5K - $60.6K
|
26K
$1.16M
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
1.5K+ 19.32% |
$52K - $60K
|
9.27K
$413K
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.49K+ 3.64% |
$51.7K - $59.7K
|
42.5K
$1.89M
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.48K+ 2.51% |
$51.3K - $59.2K
|
60.4K
$2.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.48K+ 2.5% |
$51.2K - $59.1K
|
60.4K
$2.69M
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.48K+ 8.4% |
$51.2K - $59K
|
19K
$848K
|
|
|
Jul 16, 2024
Q2 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
1.47K+ 1.15% |
$50.9K - $58.8K
|
129K
$5.77M
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1.45K+ 2.85% |
$50.2K - $57.9K
|
52.2K
$2.32M
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.42K+ 8.54% |
$49.3K - $56.9K
|
18.1K
$806K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.42K+ 1.08% |
$49.2K - $56.8K
|
133K
$5.94M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
1.41K+ 4.06% |
$49K - $56.5K
|
36.2K
$1.61M
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.4K+ 23.1% |
$48.7K - $56.2K
|
7.48K
$333K
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
1.4K+ 2.77% |
$48.5K - $55.9K
|
51.9K
$2.31M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.4K+ 6.46% |
$48.4K - $55.9K
|
23K
$1.03M
|
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
1.37K+ 1.32% |
$47.4K - $54.7K
|
105K
$4.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.37K+ 8.17% |
$47.4K - $54.7K
|
18.1K
$806K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.36K+ 0.04% |
$47.1K - $54.3K
|
3.13M
$139M
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.35K+ 7.17% |
$46.7K - $53.9K
|
20.1K
$897K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
1.35KNew |
$46.7K - $53.9K
|
1.35K
$60K
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.35K+ 8.4% |
$46.6K - $53.8K
|
17.4K
$774K
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.34K+ 4.11% |
$46.6K - $53.7K
|
34K
$1.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
1.34K+ 1.14% |
$46.5K - $53.6K
|
119K
$5.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.34K+ 13.32% |
$46.3K - $53.5K
|
11.4K
$506K
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.33K+ 8.58% |
$46.1K - $53.2K
|
16.8K
$750K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1.32K+ 11.48% |
$45.7K - $52.8K
|
12.8K
$571K
|
|
|
Jul 10, 2024
Q2 2024
|
Cullinan Associates Inc
|
BUY
|
- |
1.32K+ 2.41% |
$45.6K - $52.7K
|
55.9K
$2.49M
|
|
|
Jul 18, 2024
Q2 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
1.31K+ 5.45% |
$45.5K - $52.5K
|
25.4K
$1.13M
|
|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
1.3KNew |
$45.1K - $52K
|
1.3K
$57.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.3K+ 20.72% |
$45K - $51.9K
|
7.56K
$337K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.28K+ 6.74% |
$44.5K - $51.3K
|
20.3K
$905K
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.27K+ 327.58% |
$44.1K - $50.9K
|
1.66K
$73.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
1.27K+ 1.31% |
$44K - $50.8K
|
98.3K
$4.38M
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
1.27K+ 6.97% |
$44K - $50.8K
|
19.5K
$867K
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.27K+ 9.0% |
$43.9K - $50.7K
|
15.3K
$683K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
1.25K+ 13.23% |
$43.5K - $50.1K
|
10.7K
$478K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.25KNew |
$43.4K - $50.1K
|
1.25K
$55.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
BUY
|
- |
1.24K+ 18.6% |
$43K - $49.6K
|
7.9K
$352K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.24K+ 6.19% |
$42.8K - $49.4K
|
21.2K
$944K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1.23K+ 1.26% |
$42.8K - $49.4K
|
99.5K
$4.43M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.23K+ 8.06% |
$42.8K - $49.4K
|
16.6K
$737K
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.23K+ 6.95% |
$42.6K - $49.1K
|
18.9K
$841K
|