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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.23K+ 6.95% |
$42.6K - $49.1K
|
18.9K
$841K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.23K+ 1.74% |
$42.5K - $49.1K
|
71.9K
$3.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.23K+ 2.59% |
$42.5K - $49.1K
|
48.6K
$2.16M
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.22K+ 15.13% |
$42.4K - $48.9K
|
9.31K
$415K
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.22K+ 3.82% |
$42.2K - $48.7K
|
33.1K
$1.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
1.21K+ 13.45% |
$41.9K - $48.3K
|
10.2K
$454K
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.2K+ 10.81% |
$41.6K - $48K
|
12.3K
$548K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.19K+ 4.02% |
$41.3K - $47.6K
|
30.8K
$1.37M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.17K+ 1.21% |
$40.5K - $46.8K
|
98.2K
$4.37M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.17K+ 0.24% |
$40.4K - $46.7K
|
491K
$21.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.17K+ 3.59% |
$40.4K - $46.6K
|
33.6K
$1.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Unison Asset Management LLC
|
BUY
|
- |
1.16K+ 0.7% |
$40.3K - $46.5K
|
167K
$7.44M
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.16K+ 3.23% |
$40.2K - $46.4K
|
37K
$1.65M
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
1.15K+ 5.53% |
$39.8K - $45.9K
|
21.9K
$976K
|
|
|
Aug 14, 2024
Q2 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.14K+ 1.53% |
$39.6K - $45.7K
|
76K
$3.38M
|
|
|
Jul 26, 2024
Q2 2024
|
Wright Investors Service Inc
|
BUY
|
- |
1.13K+ 1.33% |
$39.1K - $45.1K
|
86.1K
$3.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
1.12K+ 6.7% |
$38.9K - $44.9K
|
17.9K
$797K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.12K+ 6.05% |
$38.7K - $44.7K
|
19.6K
$871K
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
1.11K+ 10.3% |
$38.4K - $44.3K
|
11.9K
$528K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.1K+ 9.47% |
$38.2K - $44.1K
|
12.7K
$567K
|
|
|
Jul 15, 2024
Q2 2024
|
Asset Management Advisors, LLC
|
BUY
|
- |
1.09K+ 0.97% |
$37.8K - $43.6K
|
114K
$5.06M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.08K+ 7.05% |
$37.6K - $43.4K
|
16.5K
$733K
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.08K+ 6.83% |
$37.3K - $43K
|
16.8K
$750K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.07K+ 0.54% |
$37.2K - $42.9K
|
198K
$8.83M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.07K+ 1.14% |
$37.2K - $42.9K
|
94.9K
$4.23M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1.07K+ 10.45% |
$37.1K - $42.8K
|
11.3K
$504K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.06K+ 2.28% |
$36.8K - $42.4K
|
47.5K
$2.11M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.05K+ 3.65% |
$36.4K - $42K
|
29.8K
$1.33M
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.03K+ 15.47% |
$35.8K - $41.3K
|
7.71K
$343K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1.03K+ 0.96% |
$35.5K - $41K
|
108K
$4.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
1.02K+ 4.16% |
$35.2K - $40.7K
|
25.5K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.01K+ 6.82% |
$35.1K - $40.5K
|
15.8K
$706K
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.01K+ 0.92% |
$35K - $40.3K
|
110K
$4.92M
|
|
|
Aug 06, 2024
Q2 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1K+ 13.14% |
$34.7K - $40.1K
|
8.63K
$384K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1K+ 740.74% |
$34.7K - $40K
|
1.14K
$50.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
BUY
|
- |
1K+ 8.79% |
$34.7K - $40K
|
12.4K
$552K
|
|
|
Jul 18, 2024
Q2 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
990+ 2.44% |
$34.3K - $39.6K
|
41.5K
$1.85M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
989+ 37.65% |
$34.3K - $39.6K
|
3.62K
$161K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
983+ 14.46% |
$34.1K - $39.3K
|
7.78K
$347K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
981+ 14.56% |
$34K - $39.3K
|
7.72K
$344K
|
|
|
Aug 01, 2024
Q2 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
976+ 2.81% |
$33.8K - $39.1K
|
35.7K
$1.59M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
974+ 3.27% |
$33.8K - $39K
|
30.7K
$1.37M
|
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
945+ 5.16% |
$32.8K - $37.8K
|
19.3K
$859K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
925+ 3.02% |
$32.1K - $37K
|
31.6K
$1.41M
|
|
|
Jul 17, 2024
Q2 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
924+ 8.52% |
$32K - $37K
|
11.8K
$524K
|
|
|
Aug 13, 2024
Q2 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
920+ 1.95% |
$31.9K - $36.8K
|
48.2K
$2.15M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
919+ 1.74% |
$31.9K - $36.8K
|
53.8K
$2.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
910+ 8.22% |
$31.6K - $36.4K
|
12K
$534K
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
906+ 17.12% |
$31.4K - $36.3K
|
6.2K
$276K
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
904+ 1.7% |
$31.4K - $36.2K
|
53.9K
$2.4M
|