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 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
17+ 0.05% |
$590 - $680
|
31.8K
$1.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
17+ 0.21% |
$590 - $680
|
8.26K
$366K
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
17+ 0.07% |
$590 - $680
|
25.1K
$1.11M
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
16+ 1.31% |
$555 - $640
|
1.24K
$55K
|
|
|
Jul 23, 2024
Q2 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
16+ 0.29% |
$555 - $640
|
5.57K
$247K
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
16+ 0.21% |
$555 - $640
|
7.48K
$331K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
15+ 0.22% |
$520 - $600
|
6.88K
$305K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
14+ 0.19% |
$486 - $560
|
7.53K
$334K
|
|
|
Jul 31, 2024
Q2 2024
|
Bell Bank
|
BUY
|
- |
14+ 0.08% |
$486 - $560
|
17.4K
$771K
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
13+ 0.24% |
$451 - $520
|
5.37K
$238K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
13+ 0.03% |
$451 - $520
|
48.6K
$2.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
13+ 0.21% |
$451 - $520
|
6.3K
$279K
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
12+ 0.2% |
$416 - $480
|
5.97K
$265K
|
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
12+ 0.05% |
$416 - $480
|
26.2K
$1.16M
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
12+ 0.03% |
$416 - $480
|
44.7K
$1.98M
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
BUY
|
- |
11+ 42.31% |
$381 - $440
|
37
$1.64K
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
11New |
$381 - $440
|
11
$488
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
11+ 0.15% |
$381 - $440
|
7.26K
$322K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
11+ 0.15% |
$381 - $440
|
7.52K
$333K
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
10+ 0.15% |
$347 - $400
|
6.77K
$300K
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
10+ 0.02% |
$347 - $400
|
48.1K
$2.13M
|
|
|
Jul 23, 2024
Q2 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
10+ 0.05% |
$347 - $400
|
18.9K
$840K
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
BUY
|
- |
10+ 0.19% |
$347 - $400
|
5.37K
$238K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
10+ 0.09% |
$347 - $400
|
10.6K
$469K
|
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
9+ 0.04% |
$312 - $360
|
21.5K
$954K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
9+ 0.16% |
$312 - $360
|
5.6K
$248K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
9+ 0.06% |
$312 - $360
|
14.4K
$640K
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
9+ 0.11% |
$312 - $360
|
8.47K
$376K
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
8+ 0.07% |
$277 - $320
|
11.7K
$518K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
8+ 1.0% |
$277 - $320
|
809
$35.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
8+ 0.14% |
$277 - $320
|
5.74K
$254K
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
7+ 0.12% |
$243 - $280
|
5.62K
$249K
|
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
7+ 0.07% |
$243 - $280
|
10.1K
$448K
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
7+ 0.13% |
$243 - $280
|
5.54K
$246K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
6+ 0.09% |
$208 - $240
|
6.54K
$290K
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
6+ 0.1% |
$208 - $240
|
6.15K
$273K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6+ 0.32% |
$208 - $240
|
1.86K
$82.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
6+ 0.25% |
$208 - $240
|
2.41K
$107K
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
6+ 0.09% |
$208 - $240
|
6.67K
$296K
|
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
BUY
|
- |
6+ 0.3% |
$208 - $240
|
2.02K
$89.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
6+ 1.21% |
$208 - $240
|
501
$22.2K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5+ 1.26% |
$173 - $200
|
402
$17.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
5+ 0.07% |
$173 - $200
|
7.42K
$329K
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
5+ 0.05% |
$173 - $200
|
9.11K
$404K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4+ 0.01% |
$139 - $160
|
56.8K
$2.52M
|
|
|
Jul 17, 2024
Q2 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.07% |
$139 - $160
|
5.45K
$242K
|
|
|
Jul 03, 2024
Q2 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
3+ 1.3% |
$104 - $120
|
233
$10.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
3+ 0.01% |
$104 - $120
|
22.3K
$990K
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
3+ 0.01% |
$104 - $120
|
43.9K
$1.94M
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 0.05% |
$104 - $120
|
6.18K
$274K
|