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 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
366+ 4.59% |
$12.7K - $14.6K
|
8.33K
$331K
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
366+ 0.63% |
$12.7K - $14.6K
|
58.3K
$2.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
364+ 1.85% |
$12.6K - $14.6K
|
20.1K
$797K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
363+ 4.84% |
$12.6K - $14.5K
|
7.87K
$312K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
359+ 0.73% |
$12.5K - $14.4K
|
49.3K
$1.96M
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
354+ 0.64% |
$12.3K - $14.2K
|
55.6K
$2.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
354+ 3.34% |
$12.3K - $14.2K
|
10.9K
$434K
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
354+ 2.04% |
$12.3K - $14.2K
|
17.7K
$702K
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
353+ 4.78% |
$12.2K - $14.1K
|
7.74K
$307K
|
|
|
Aug 06, 2024
Q2 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
350New |
$12.1K - $14K
|
350
$13.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
350+ 7.69% |
$12.1K - $14K
|
4.9K
$195K
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
336+ 1.55% |
$11.7K - $13.4K
|
22K
$874K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
334+ 11.21% |
$11.6K - $13.4K
|
3.31K
$132K
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
330+ 4.44% |
$11.4K - $13.2K
|
7.76K
$308K
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
BUY
|
- |
328+ 4.99% |
$11.4K - $13.1K
|
6.9K
$274K
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
325New |
$11.3K - $13K
|
325
$12.9K
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
323+ 1.14% |
$11.2K - $12.9K
|
28.6K
$1.14M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
322+ 2.76% |
$11.2K - $12.9K
|
12K
$476K
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
320+ 0.29% |
$11.1K - $12.8K
|
110K
$4.36M
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
318+ 4.07% |
$11K - $12.7K
|
8.13K
$323K
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
BUY
|
- |
316+ 3.63% |
$11K - $12.6K
|
9.01K
$358K
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
314+ 3.27% |
$10.9K - $12.6K
|
9.92K
$394K
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
313+ 0.81% |
$10.9K - $12.5K
|
39K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
313+ 5.48% |
$10.9K - $12.5K
|
6.02K
$239K
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
311+ 2.14% |
$10.8K - $12.4K
|
14.9K
$589K
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
309+ 9.06% |
$10.7K - $12.4K
|
3.72K
$148K
|
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
309+ 3.92% |
$10.7K - $12.4K
|
8.2K
$325K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
306New |
$10.6K - $12.2K
|
306
$12.1K
|
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
304+ 2.42% |
$10.5K - $12.2K
|
12.9K
$511K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
301+ 108.27% |
$10.4K - $12K
|
579
$23K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
301+ 2.69% |
$10.4K - $12K
|
11.5K
$456K
|
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
300+ 1.08% |
$10.4K - $12K
|
28K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
300New |
$10.4K - $12K
|
300
$11.9K
|
|
|
Nov 13, 2024
Q2 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
299+ 1.69% |
$10.4K - $12K
|
18K
$715K
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
293+ 0.41% |
$10.2K - $11.7K
|
71.1K
$2.82M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
293+ 1.09% |
$10.2K - $11.7K
|
27.3K
$1.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
287+ 2.67% |
$9.95K - $11.5K
|
11K
$437K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
286+ 2.53% |
$9.92K - $11.4K
|
11.6K
$460K
|
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
284+ 1.84% |
$9.85K - $11.4K
|
15.8K
$625K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
284+ 0.36% |
$9.85K - $11.4K
|
79.6K
$3.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
284+ 1.77% |
$9.85K - $11.4K
|
16.3K
$648K
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
279+ 2.87% |
$9.68K - $11.2K
|
10K
$397K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
277+ 0.88% |
$9.61K - $11.1K
|
31.7K
$1.26M
|
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
276+ 1.08% |
$9.57K - $11K
|
26K
$1.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
275+ 1.01% |
$9.54K - $11K
|
27.6K
$1.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
274+ 0.19% |
$9.5K - $11K
|
144K
$5.73M
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
273+ 1.78% |
$9.47K - $10.9K
|
15.6K
$620K
|
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
273+ 1.78% |
$9.47K - $10.9K
|
15.6K
$620K
|
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
BUY
|
- |
270+ 5.01% |
$9.36K - $10.8K
|
5.66K
$225K
|
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
270+ 1.87% |
$9.36K - $10.8K
|
14.7K
$583K
|