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
|
Gfg Capital, LLC
|
BUY
|
- |
45+ 0.15% |
$1.56K - $1.8K
|
29.9K
$1.32M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
45+ 0.29% |
$1.56K - $1.8K
|
15.3K
$679K
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
45+ 0.34% |
$1.56K - $1.8K
|
13.3K
$591K
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
44+ 0.32% |
$1.53K - $1.76K
|
13.6K
$603K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
44+ 0.28% |
$1.53K - $1.76K
|
15.9K
$707K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
44+ 0.4% |
$1.53K - $1.76K
|
11K
$489K
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
43+ 0.44% |
$1.49K - $1.72K
|
9.89K
$439K
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
42+ 2.07% |
$1.46K - $1.68K
|
2.08K
$92K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
BUY
|
- |
41+ 0.29% |
$1.42K - $1.64K
|
14.2K
$632K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
40+ 0.26% |
$1.39K - $1.6K
|
15.4K
$684K
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
40+ 0.55% |
$1.39K - $1.6K
|
7.26K
$322K
|
|
|
Jul 12, 2024
Q2 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
39+ 0.43% |
$1.35K - $1.56K
|
9.16K
$406K
|
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
BUY
|
- |
38+ 0.51% |
$1.32K - $1.52K
|
7.53K
$334K
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
37+ 0.28% |
$1.28K - $1.48K
|
13.1K
$580K
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
37+ 0.59% |
$1.28K - $1.48K
|
6.35K
$282K
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
36+ 0.15% |
$1.25K - $1.44K
|
24.1K
$1.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
35+ 0.64% |
$1.21K - $1.4K
|
5.53K
$245K
|
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
35+ 0.25% |
$1.21K - $1.4K
|
14.1K
$626K
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
33+ 0.52% |
$1.14K - $1.32K
|
6.36K
$282K
|
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
33+ 1.05% |
$1.14K - $1.32K
|
3.18K
$141K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
33+ 3.82% |
$1.14K - $1.32K
|
897
$39.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
32+ 0.32% |
$1.11K - $1.28K
|
10.2K
$451K
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
32+ 0.59% |
$1.11K - $1.28K
|
5.5K
$244K
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
32+ 0.46% |
$1.11K - $1.28K
|
7.01K
$311K
|
|
|
Jul 12, 2024
Q2 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
31+ 0.51% |
$1.08K - $1.24K
|
6.16K
$273K
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
31+ 0.36% |
$1.08K - $1.24K
|
8.57K
$380K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
31+ 8.86% |
$1.08K - $1.24K
|
381
$16.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
31+ 0.08% |
$1.08K - $1.24K
|
38.8K
$1.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
31+ 1.09% |
$1.08K - $1.24K
|
2.87K
$127K
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
31+ 0.07% |
$1.08K - $1.24K
|
42.4K
$1.88M
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
29New |
$1.01K - $1.16K
|
29
$1.29K
|
|
|
Jul 12, 2024
Q2 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
29+ 0.48% |
$1.01K - $1.16K
|
6.09K
$270K
|
|
|
Jul 18, 2024
Q2 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
29+ 0.03% |
$1.01K - $1.16K
|
84.5K
$3.75M
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
29+ 0.22% |
$1.01K - $1.16K
|
13K
$575K
|
|
|
Aug 01, 2024
Q2 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
29+ 0.09% |
$1.01K - $1.16K
|
31.2K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
29+ 0.45% |
$1.01K - $1.16K
|
6.44K
$285K
|
|
|
Jul 12, 2024
Q2 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
28+ 0.1% |
$971 - $1.12K
|
28.8K
$1.28M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
28+ 0.43% |
$971 - $1.12K
|
6.61K
$293K
|
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
26+ 0.22% |
$902 - $1.04K
|
12.1K
$537K
|
|
|
Jul 15, 2024
Q2 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
25+ 0.45% |
$867 - $1K
|
5.59K
$248K
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
BUY
|
- |
25+ 0.07% |
$867 - $1K
|
34K
$1.51M
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
22+ 11.11% |
$763 - $880
|
220
$9.75K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
22+ 0.48% |
$763 - $880
|
4.64K
$206K
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
21+ 0.39% |
$728 - $840
|
5.41K
$240K
|
|
|
Jul 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
20+ 0.01% |
$694 - $800
|
145K
$6.43M
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
19+ 0.21% |
$659 - $760
|
9.19K
$407K
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
BUY
|
- |
19+ 0.29% |
$659 - $760
|
6.47K
$287K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
19+ 0.26% |
$659 - $760
|
7.36K
$326K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
18+ 1.57% |
$624 - $720
|
1.16K
$51.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
18+ 0.11% |
$624 - $720
|
16.5K
$733K
|