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 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
6+ 0.1% |
$208 - $240
|
6.15K
$244K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6+ 0.32% |
$208 - $240
|
1.86K
$73.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
6+ 0.25% |
$208 - $240
|
2.41K
$95.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
6+ 0.09% |
$208 - $240
|
6.67K
$265K
|
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
BUY
|
- |
6+ 0.3% |
$208 - $240
|
2.02K
$80K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
6+ 1.21% |
$208 - $240
|
501
$19.9K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5+ 1.26% |
$173 - $200
|
402
$16K
|
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
5+ 0.07% |
$173 - $200
|
7.42K
$295K
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
5+ 0.05% |
$173 - $200
|
9.11K
$361K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4+ 0.01% |
$139 - $160
|
56.8K
$2.26M
|
|
|
Jul 17, 2024
Q2 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.07% |
$139 - $160
|
5.45K
$216K
|
|
|
Jul 03, 2024
Q2 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
3+ 1.3% |
$104 - $120
|
233
$9.25K
|
|
|
Jul 12, 2024
Q2 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
3+ 0.01% |
$104 - $120
|
22.3K
$887K
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
3+ 0.01% |
$104 - $120
|
43.9K
$1.74M
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 0.05% |
$104 - $120
|
6.18K
$245K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
3+ 0.05% |
$104 - $120
|
5.83K
$231K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3+ 0.02% |
$104 - $120
|
14.6K
$579K
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
3+ 0.03% |
$104 - $120
|
10.7K
$424K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
3+ 0.2% |
$104 - $120
|
1.52K
$60.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
3+ 0.05% |
$104 - $120
|
5.9K
$234K
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
3+ 0.02% |
$104 - $120
|
15.6K
$619K
|
|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
3+ 0.0% |
$104 - $120
|
140K
$5.54M
|
|
|
Jul 15, 2024
Q2 2024
|
Cohen Klingenstein LLC
|
BUY
|
- |
2+ 0.0% |
$69.4 - $80
|
289K
$11.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
2+ 0.03% |
$69.4 - $80
|
6.67K
$265K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
2+ 0.01% |
$69.4 - $80
|
32.4K
$1.28M
|
|
|
Jul 29, 2024
Q2 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
2+ 0.01% |
$69.4 - $80
|
35.2K
$1.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 0.11% |
$69.4 - $80
|
1.79K
$70.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
2+ 0.01% |
$69.4 - $80
|
18.4K
$728K
|
|
|
Aug 02, 2024
Q2 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
2+ 0.03% |
$69.4 - $80
|
6.34K
$251K
|
|
|
Aug 07, 2024
Q2 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2+ 0.03% |
$69.4 - $80
|
6.2K
$246K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
2+ 0.72% |
$69.4 - $80
|
278
$11K
|
|
|
Aug 14, 2024
Q2 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
2+ 0.16% |
$69.4 - $80
|
1.29K
$51K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2+ 0.61% |
$69.4 - $80
|
330
$13.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1+ 0.0% |
$34.7 - $40
|
49.5K
$1.96M
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.97% |
$34.7 - $40
|
104
$4.13K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1+ 0.0% |
$34.7 - $40
|
51.5K
$2.04M
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.12% |
$34.7 - $40
|
833
$33.1K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.11% |
$34.7 - $40
|
91
$3.61K
|
|
|
Jul 29, 2024
Q2 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
1+ 0.4% |
$34.7 - $40
|
248
$9.84K
|
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$34.7 - $40
|
15.2K
$604K
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
1+ 0.01% |
$34.7 - $40
|
12.7K
$503K
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1+ 0.08% |
$34.7 - $40
|
1.21K
$47.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.19% |
$34.7 - $40
|
520
$20.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 0.02% |
$34.7 - $40
|
4.52K
$179K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.08% |
$34.7 - $40
|
1.24K
$49K
|
|
|
Aug 14, 2024
Q2 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
1+ 0.01% |
$34.7 - $40
|
7.35K
$292K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1- 0.02% |
$34.7 - $40
|
5.63K
$224K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1- 0.03% |
$34.7 - $40
|
3.25K
$129K
|