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 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
696+ 103.73% |
$24.1K - $27.9K
|
1.37K
$60.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
694+ 3.84% |
$24.1K - $27.8K
|
18.8K
$832K
|
|
|
Jul 10, 2024
Q2 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
690+ 10.81% |
$23.9K - $27.6K
|
7.08K
$314K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
676+ 0.96% |
$23.4K - $27.1K
|
71.3K
$3.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
671New |
$23.3K - $26.9K
|
671
$29.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
671+ 0.9% |
$23.3K - $26.9K
|
75K
$3.32M
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
BUY
|
- |
660+ 3.82% |
$22.9K - $26.4K
|
17.9K
$795K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
659+ 24.39% |
$22.9K - $26.4K
|
3.36K
$149K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
646+ 838.96% |
$22.4K - $25.9K
|
723
$32.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
625+ 4.51% |
$21.7K - $25K
|
14.5K
$642K
|
|
|
Aug 28, 2024
Q2 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
625+ 0.75% |
$21.7K - $25K
|
83.7K
$3.71M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
611+ 0.02% |
$21.2K - $24.5K
|
3.17M
$141M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
608+ 4.48% |
$21.1K - $24.3K
|
14.2K
$629K
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
595+ 7.72% |
$20.6K - $23.8K
|
8.3K
$368K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
594+ 100.68% |
$20.6K - $23.8K
|
1.18K
$52.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
588+ 8.5% |
$20.4K - $23.5K
|
7.51K
$333K
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
577+ 4.72% |
$20K - $23.1K
|
12.8K
$568K
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
574+ 2.99% |
$19.9K - $23K
|
19.7K
$876K
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
571+ 6.81% |
$19.8K - $22.9K
|
8.96K
$397K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
571New |
$19.8K - $22.9K
|
571
$25.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
555+ 10.51% |
$19.2K - $22.2K
|
5.83K
$259K
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
BUY
|
- |
551+ 7.22% |
$19.1K - $22.1K
|
8.18K
$363K
|
|
|
Jul 24, 2024
Q2 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
545+ 0.65% |
$18.9K - $21.8K
|
84.7K
$3.76M
|
|
|
Jul 01, 2024
Q2 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
543+ 1.03% |
$18.8K - $21.7K
|
53.5K
$2.37M
|
|
|
Jul 12, 2024
Q2 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
538New |
$18.7K - $21.5K
|
538
$23.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
537+ 1.14% |
$18.6K - $21.5K
|
47.6K
$2.11M
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
531+ 8.25% |
$18.4K - $21.3K
|
6.97K
$309K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
530+ 0.66% |
$18.4K - $21.2K
|
80.7K
$3.58M
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
BUY
|
- |
525+ 1.19% |
$18.2K - $21K
|
44.7K
$1.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
524+ 5.17% |
$18.2K - $21K
|
10.7K
$473K
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
523+ 4.99% |
$18.1K - $20.9K
|
11K
$488K
|
|
|
Jul 31, 2024
Q2 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
519+ 1.42% |
$18K - $20.8K
|
37.1K
$1.65M
|
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
515+ 7.9% |
$17.9K - $20.6K
|
7.03K
$312K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
513+ 35.19% |
$17.8K - $20.5K
|
1.97K
$87.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
BUY
|
- |
508+ 0.56% |
$17.6K - $20.3K
|
90.5K
$4.01M
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
507+ 5.56% |
$17.6K - $20.3K
|
9.62K
$426K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
507+ 8.55% |
$17.6K - $20.3K
|
6.44K
$285K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
506New |
$17.5K - $20.3K
|
506
$22.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
BUY
|
- |
505+ 1.05% |
$17.5K - $20.2K
|
48.6K
$2.15M
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
504+ 1.15% |
$17.5K - $20.2K
|
44.2K
$1.96M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
503+ 7.46% |
$17.4K - $20.1K
|
7.24K
$321K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
502+ 6.46% |
$17.4K - $20.1K
|
8.27K
$367K
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
502+ 1.69% |
$17.4K - $20.1K
|
30.2K
$1.34M
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
500+ 510.2% |
$17.3K - $20K
|
598
$26.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
496+ 7.18% |
$17.2K - $19.8K
|
7.4K
$328K
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
484+ 4.19% |
$16.8K - $19.4K
|
12K
$533K
|
|
|
Aug 12, 2024
Q2 2024
|
Good Haven Capital Management, LLC
Millburn, NJ |
BUY
|
- |
480+ 0.1% |
$16.6K - $19.2K
|
470K
$20.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
BUY
|
- |
478+ 1.67% |
$16.6K - $19.1K
|
29.1K
$1.29M
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
470+ 4.67% |
$16.3K - $18.8K
|
10.5K
$467K
|
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
BUY
|
- |
466+ 0.16% |
$16.2K - $18.6K
|
297K
$13.1M
|