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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
99+ 0.82% |
$3.43K - $3.96K
|
12.1K
$537K
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
99+ 1.19% |
$3.43K - $3.96K
|
8.41K
$373K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
99+ 4.54% |
$3.43K - $3.96K
|
2.28K
$101K
|
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
98+ 1.2% |
$3.4K - $3.92K
|
8.28K
$367K
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
96+ 0.61% |
$3.33K - $3.84K
|
15.9K
$704K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
95+ 0.6% |
$3.29K - $3.8K
|
15.9K
$704K
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
95+ 0.23% |
$3.29K - $3.8K
|
41.6K
$1.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
95+ 1.74% |
$3.29K - $3.8K
|
5.56K
$246K
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
BUY
|
- |
94+ 1.21% |
$3.26K - $3.76K
|
7.86K
$349K
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
BUY
|
- |
92+ 1.15% |
$3.19K - $3.68K
|
8.12K
$360K
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
BUY
|
- |
91+ 0.36% |
$3.16K - $3.64K
|
25.2K
$1.12M
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
89+ 0.23% |
$3.09K - $3.56K
|
38.5K
$1.71M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
85+ 0.22% |
$2.95K - $3.4K
|
39.2K
$1.74M
|
|
|
Jul 23, 2024
Q2 2024
|
Benin Management Corp
|
BUY
|
- |
79+ 0.7% |
$2.74K - $3.16K
|
11.4K
$506K
|
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
79+ 0.89% |
$2.74K - $3.16K
|
8.97K
$398K
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
76+ 0.2% |
$2.64K - $3.04K
|
39K
$1.73M
|
|
|
Aug 08, 2024
Q2 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
76+ 0.25% |
$2.64K - $3.04K
|
31.1K
$1.38M
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
75+ 1.16% |
$2.6K - $3K
|
6.54K
$290K
|
|
|
Aug 14, 2024
Q2 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
71+ 15.4% |
$2.46K - $2.84K
|
532
$23.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
70+ 0.49% |
$2.43K - $2.8K
|
14.2K
$632K
|
|
|
Jul 19, 2024
Q2 2024
|
Clarus Group, Inc.
|
BUY
|
- |
69+ 0.56% |
$2.39K - $2.76K
|
12.5K
$552K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
69+ 1.06% |
$2.39K - $2.76K
|
6.57K
$291K
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
67+ 1.24% |
$2.32K - $2.68K
|
5.49K
$243K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
67+ 61.47% |
$2.32K - $2.68K
|
176
$7.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
65+ 0.41% |
$2.25K - $2.6K
|
15.9K
$704K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
64+ 2.16% |
$2.22K - $2.56K
|
3.02K
$134K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
64+ 0.1% |
$2.22K - $2.56K
|
63.5K
$2.81M
|
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
63+ 0.64% |
$2.18K - $2.52K
|
9.93K
$440K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
63+ 0.79% |
$2.18K - $2.52K
|
8.06K
$357K
|
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
63+ 0.78% |
$2.18K - $2.52K
|
8.12K
$360K
|
|
|
Oct 24, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
63+ 0.78% |
$2.18K - $2.52K
|
8.12K
$360K
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
61+ 0.14% |
$2.12K - $2.44K
|
43.6K
$1.93M
|
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
60+ 0.95% |
$2.08K - $2.4K
|
6.37K
$282K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
60+ 0.35% |
$2.08K - $2.4K
|
17.2K
$761K
|
|
|
Aug 14, 2024
Q2 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
60+ 0.04% |
$2.08K - $2.4K
|
170K
$7.54M
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
60+ 0.15% |
$2.08K - $2.4K
|
40.1K
$1.78M
|
|
|
Jul 10, 2024
Q2 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
59+ 0.96% |
$2.05K - $2.36K
|
6.18K
$274K
|
|
|
Jul 15, 2024
Q2 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
58+ 0.27% |
$2.01K - $2.32K
|
21.5K
$953K
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
58+ 0.9% |
$2.01K - $2.32K
|
6.49K
$288K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
57+ 0.24% |
$1.98K - $2.28K
|
24.1K
$1.07M
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
56+ 2.16% |
$1.94K - $2.24K
|
2.65K
$118K
|
|
|
Aug 14, 2024
Q2 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
56+ 0.1% |
$1.94K - $2.24K
|
55.1K
$2.44M
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
55+ 0.98% |
$1.91K - $2.2K
|
5.68K
$252K
|
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
55+ 0.54% |
$1.91K - $2.2K
|
10.2K
$453K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
52+ 0.54% |
$1.8K - $2.08K
|
9.65K
$428K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
50+ 0.61% |
$1.73K - $2K
|
8.22K
$364K
|
|
|
Jul 12, 2024
Q2 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
50+ 0.14% |
$1.73K - $2K
|
35.4K
$1.57M
|
|
|
Aug 06, 2024
Q2 2024
|
Private Management Group Inc
|
BUY
|
- |
50+ 0.67% |
$1.73K - $2K
|
7.54K
$334K
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
49+ 0.31% |
$1.7K - $1.96K
|
15.9K
$703K
|
|
|
Jul 12, 2024
Q2 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
47+ 0.87% |
$1.63K - $1.88K
|
5.44K
$241K
|