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 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
465+ 4.31% |
$16.1K - $18.6K
|
11.3K
$499K
|
|
|
Aug 02, 2024
Q2 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
465+ 2.94% |
$16.1K - $18.6K
|
16.3K
$722K
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
463+ 0.43% |
$16.1K - $18.5K
|
109K
$4.82M
|
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
461+ 6.26% |
$16K - $18.4K
|
7.82K
$347K
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
459+ 2.26% |
$15.9K - $18.4K
|
20.7K
$919K
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
BUY
|
- |
458+ 1.12% |
$15.9K - $18.3K
|
41.3K
$1.83M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
456+ 1.35% |
$15.8K - $18.2K
|
34.1K
$1.51M
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
456+ 3.88% |
$15.8K - $18.2K
|
12.2K
$541K
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
BUY
|
- |
456+ 2.02% |
$15.8K - $18.2K
|
23.1K
$1.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
455+ 5.24% |
$15.8K - $18.2K
|
9.14K
$405K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
449+ 1122.5% |
$15.6K - $18K
|
489
$21.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
446+ 1.27% |
$15.5K - $17.8K
|
35.6K
$1.58M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
445+ 3.66% |
$15.4K - $17.8K
|
12.6K
$559K
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
440+ 1.41% |
$15.3K - $17.6K
|
31.6K
$1.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
435+ 0.49% |
$15.1K - $17.4K
|
89.3K
$3.96M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
432+ 5.47% |
$15K - $17.3K
|
8.33K
$369K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
427+ 15.02% |
$14.8K - $17.1K
|
3.27K
$145K
|
|
|
Jul 26, 2024
Q2 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
424+ 0.09% |
$14.7K - $17K
|
471K
$20.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
423+ 1.06% |
$14.7K - $16.9K
|
40.4K
$1.79M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
422+ 0.41% |
$14.6K - $16.9K
|
104K
$4.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
418+ 1.85% |
$14.5K - $16.7K
|
23K
$1.02M
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
414+ 3.01% |
$14.4K - $16.6K
|
14.2K
$628K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
413+ 2.2% |
$14.3K - $16.5K
|
19.2K
$851K
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
412+ 2.44% |
$14.3K - $16.5K
|
17.3K
$767K
|
|
|
Jul 30, 2024
Q2 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
410+ 2.9% |
$14.2K - $16.4K
|
14.6K
$646K
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
404+ 4.92% |
$14K - $16.2K
|
8.62K
$382K
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
404+ 2.02% |
$14K - $16.2K
|
20.4K
$905K
|
|
|
Aug 06, 2024
Q2 2024
|
Sippican Capital Advisors
|
BUY
|
- |
400+ 1.51% |
$13.9K - $16K
|
26.8K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
BUY
|
- |
400+ 0.41% |
$13.9K - $16K
|
98.4K
$4.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
400+ 1.34% |
$13.9K - $16K
|
30.2K
$1.34M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
393+ 2.47% |
$13.6K - $15.7K
|
16.3K
$724K
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
388+ 6.92% |
$13.5K - $15.5K
|
6K
$266K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
385+ 2.46% |
$13.4K - $15.4K
|
16.1K
$712K
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
378+ 1.07% |
$13.1K - $15.1K
|
35.7K
$1.58M
|
|
|
Jul 19, 2024
Q2 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
376+ 1.0% |
$13K - $15K
|
38.1K
$1.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
374+ 1.56% |
$13K - $15K
|
24.4K
$1.08M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
369+ 0.86% |
$12.8K - $14.8K
|
43.2K
$1.92M
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
368+ 2.85% |
$12.8K - $14.7K
|
13.3K
$588K
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
366+ 4.59% |
$12.7K - $14.6K
|
8.33K
$369K
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
366+ 0.63% |
$12.7K - $14.6K
|
58.3K
$2.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
364+ 1.85% |
$12.6K - $14.6K
|
20.1K
$891K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
363+ 4.84% |
$12.6K - $14.5K
|
7.87K
$349K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
359+ 0.73% |
$12.5K - $14.4K
|
49.3K
$2.18M
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
354+ 0.64% |
$12.3K - $14.2K
|
55.6K
$2.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
354+ 3.34% |
$12.3K - $14.2K
|
10.9K
$485K
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
354+ 2.04% |
$12.3K - $14.2K
|
17.7K
$784K
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
353+ 4.78% |
$12.2K - $14.1K
|
7.74K
$343K
|
|
|
Aug 06, 2024
Q2 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
350New |
$12.1K - $14K
|
350
$15.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
350+ 7.69% |
$12.1K - $14K
|
4.9K
$217K
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
336+ 1.55% |
$11.7K - $13.4K
|
22K
$976K
|