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 10, 2024
Q2 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
59+ 0.96% |
$2.05K - $2.36K
|
6.18K
$245K
|
|
|
Jul 15, 2024
Q2 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
58+ 0.27% |
$2.01K - $2.32K
|
21.5K
$853K
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
58+ 0.9% |
$2.01K - $2.32K
|
6.49K
$257K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
57+ 0.24% |
$1.98K - $2.28K
|
24.1K
$956K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
56+ 2.16% |
$1.94K - $2.24K
|
2.65K
$105K
|
|
|
Aug 14, 2024
Q2 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
56+ 0.1% |
$1.94K - $2.24K
|
55.1K
$2.19M
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
55+ 0.98% |
$1.91K - $2.2K
|
5.68K
$225K
|
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
55+ 0.54% |
$1.91K - $2.2K
|
10.2K
$406K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
52+ 0.54% |
$1.8K - $2.08K
|
9.65K
$383K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
50+ 0.61% |
$1.73K - $2K
|
8.22K
$326K
|
|
|
Jul 12, 2024
Q2 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
50+ 0.14% |
$1.73K - $2K
|
35.4K
$1.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Private Management Group Inc
|
BUY
|
- |
50+ 0.67% |
$1.73K - $2K
|
7.54K
$299K
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
49+ 0.31% |
$1.7K - $1.96K
|
15.9K
$630K
|
|
|
Jul 12, 2024
Q2 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
47+ 0.87% |
$1.63K - $1.88K
|
5.44K
$216K
|
|
|
Jul 22, 2024
Q2 2024
|
Gfg Capital, LLC
|
BUY
|
- |
45+ 0.15% |
$1.56K - $1.8K
|
29.9K
$1.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
45+ 0.29% |
$1.56K - $1.8K
|
15.3K
$608K
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
45+ 0.34% |
$1.56K - $1.8K
|
13.3K
$529K
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
44+ 0.32% |
$1.53K - $1.76K
|
13.6K
$539K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
44+ 0.28% |
$1.53K - $1.76K
|
15.9K
$632K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
44+ 0.4% |
$1.53K - $1.76K
|
11K
$438K
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
43+ 0.44% |
$1.49K - $1.72K
|
9.89K
$393K
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
42+ 2.07% |
$1.46K - $1.68K
|
2.08K
$82.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
BUY
|
- |
41+ 0.29% |
$1.42K - $1.64K
|
14.2K
$565K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
40+ 0.26% |
$1.39K - $1.6K
|
15.4K
$612K
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
40+ 0.55% |
$1.39K - $1.6K
|
7.26K
$288K
|
|
|
Apr 08, 2025
Q2 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
40+ 0.1% |
$1.39K - $1.6K
|
40.5K
$1.61M
|
|
|
Jul 12, 2024
Q2 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
39+ 0.43% |
$1.35K - $1.56K
|
9.16K
$364K
|
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
BUY
|
- |
38+ 0.51% |
$1.32K - $1.52K
|
7.53K
$299K
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
37+ 0.28% |
$1.28K - $1.48K
|
13.1K
$520K
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
37+ 0.59% |
$1.28K - $1.48K
|
6.35K
$252K
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
36+ 0.15% |
$1.25K - $1.44K
|
24.1K
$956K
|
|
|
Aug 09, 2024
Q2 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
35+ 0.64% |
$1.21K - $1.4K
|
5.53K
$219K
|
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
35+ 0.25% |
$1.21K - $1.4K
|
14.1K
$561K
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
33+ 0.52% |
$1.14K - $1.32K
|
6.36K
$252K
|
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
33+ 1.05% |
$1.14K - $1.32K
|
3.18K
$126K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
33+ 3.82% |
$1.14K - $1.32K
|
897
$35.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
32+ 0.32% |
$1.11K - $1.28K
|
10.2K
$403K
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
32+ 0.59% |
$1.11K - $1.28K
|
5.5K
$218K
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
32+ 0.46% |
$1.11K - $1.28K
|
7.01K
$278K
|
|
|
Jul 12, 2024
Q2 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
31+ 0.51% |
$1.08K - $1.24K
|
6.16K
$245K
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
31+ 0.36% |
$1.08K - $1.24K
|
8.57K
$340K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
31+ 8.86% |
$1.08K - $1.24K
|
381
$15.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
31+ 0.08% |
$1.08K - $1.24K
|
38.8K
$1.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
31+ 1.09% |
$1.08K - $1.24K
|
2.87K
$114K
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
31+ 0.07% |
$1.08K - $1.24K
|
42.4K
$1.68M
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
29New |
$1.01K - $1.16K
|
29
$1.15K
|
|
|
Jul 12, 2024
Q2 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
29+ 0.48% |
$1.01K - $1.16K
|
6.09K
$242K
|
|
|
Jul 18, 2024
Q2 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
29+ 0.03% |
$1.01K - $1.16K
|
84.5K
$3.36M
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
29+ 0.22% |
$1.01K - $1.16K
|
13K
$515K
|
|
|
Aug 01, 2024
Q2 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
29+ 0.09% |
$1.01K - $1.16K
|
31.2K
$1.24M
|