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 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
29+ 0.45% |
$1.01K - $1.16K
|
6.44K
$255K
|
|
|
Jul 12, 2024
Q2 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
28+ 0.1% |
$971 - $1.12K
|
28.8K
$1.14M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
28+ 0.43% |
$971 - $1.12K
|
6.61K
$262K
|
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
26+ 0.22% |
$902 - $1.04K
|
12.1K
$481K
|
|
|
Jul 15, 2024
Q2 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
25+ 0.45% |
$867 - $1K
|
5.59K
$222K
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
BUY
|
- |
25+ 0.07% |
$867 - $1K
|
34K
$1.35M
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
22+ 11.11% |
$763 - $880
|
220
$8.73K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
22+ 0.48% |
$763 - $880
|
4.64K
$184K
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
21+ 0.39% |
$728 - $840
|
5.41K
$215K
|
|
|
Jul 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
20+ 0.01% |
$694 - $800
|
145K
$5.75M
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
19+ 0.21% |
$659 - $760
|
9.19K
$365K
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
BUY
|
- |
19+ 0.29% |
$659 - $760
|
6.47K
$257K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
19+ 0.26% |
$659 - $760
|
7.36K
$292K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
18+ 1.57% |
$624 - $720
|
1.16K
$46.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
18+ 0.11% |
$624 - $720
|
16.5K
$656K
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
17+ 0.05% |
$590 - $680
|
31.8K
$1.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
17+ 0.21% |
$590 - $680
|
8.26K
$328K
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
17+ 0.07% |
$590 - $680
|
25.1K
$996K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
16+ 1.31% |
$555 - $640
|
1.24K
$49.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
16+ 0.29% |
$555 - $640
|
5.57K
$221K
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
16+ 0.21% |
$555 - $640
|
7.48K
$297K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
15+ 0.22% |
$520 - $600
|
6.88K
$273K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
14+ 0.19% |
$486 - $560
|
7.53K
$299K
|
|
|
Jul 31, 2024
Q2 2024
|
Bell Bank
|
BUY
|
- |
14+ 0.08% |
$486 - $560
|
17.4K
$690K
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
13+ 0.24% |
$451 - $520
|
5.37K
$213K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
13+ 0.03% |
$451 - $520
|
48.6K
$1.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
13+ 0.21% |
$451 - $520
|
6.3K
$250K
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
12+ 0.2% |
$416 - $480
|
5.97K
$237K
|
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
12+ 0.05% |
$416 - $480
|
26.2K
$1.04M
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
12+ 0.03% |
$416 - $480
|
44.7K
$1.77M
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
BUY
|
- |
11+ 42.31% |
$381 - $440
|
37
$1.47K
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
11New |
$381 - $440
|
11
$437
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
11+ 0.15% |
$381 - $440
|
7.26K
$288K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
11+ 0.15% |
$381 - $440
|
7.52K
$298K
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
10+ 0.15% |
$347 - $400
|
6.77K
$269K
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
10+ 0.02% |
$347 - $400
|
48.1K
$1.91M
|
|
|
Jul 23, 2024
Q2 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
10+ 0.05% |
$347 - $400
|
18.9K
$752K
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
BUY
|
- |
10+ 0.19% |
$347 - $400
|
5.37K
$213K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
10+ 0.09% |
$347 - $400
|
10.6K
$419K
|
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
9+ 0.04% |
$312 - $360
|
21.5K
$854K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
9+ 0.16% |
$312 - $360
|
5.6K
$222K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
9+ 0.06% |
$312 - $360
|
14.4K
$573K
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
9+ 0.11% |
$312 - $360
|
8.47K
$336K
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
8+ 0.07% |
$277 - $320
|
11.7K
$464K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
8+ 1.0% |
$277 - $320
|
809
$32.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
8+ 0.14% |
$277 - $320
|
5.74K
$228K
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
7+ 0.12% |
$243 - $280
|
5.62K
$223K
|
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
7+ 0.07% |
$243 - $280
|
10.1K
$401K
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
7+ 0.13% |
$243 - $280
|
5.54K
$220K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
6+ 0.09% |
$208 - $240
|
6.54K
$260K
|