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
|
Delta Capital Management LLC
|
SELL
|
- |
-50- 0.06% |
$1.73K - $2K
|
85.3K
$3.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-51- 0.34% |
$1.77K - $2.04K
|
15K
$598K
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-52- 0.26% |
$1.8K - $2.08K
|
20.1K
$801K
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-52- 0.48% |
$1.8K - $2.08K
|
10.9K
$432K
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-52- 0.6% |
$1.8K - $2.08K
|
8.67K
$345K
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-53- 0.84% |
$1.84K - $2.12K
|
6.26K
$249K
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-54- 0.42% |
$1.87K - $2.16K
|
12.7K
$504K
|
|
|
Jul 26, 2024
Q2 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-65- 0.02% |
$2.25K - $2.6K
|
294K
$11.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-65- 10.2% |
$2.25K - $2.6K
|
572
$22.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Ballast, Inc.
|
SELL
|
- |
-66- 0.15% |
$2.29K - $2.64K
|
44.1K
$1.76M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-66- 0.4% |
$2.29K - $2.64K
|
16.4K
$653K
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-67- 1.07% |
$2.32K - $2.68K
|
6.18K
$246K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-67- 0.71% |
$2.32K - $2.68K
|
9.43K
$375K
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-67- 0.49% |
$2.32K - $2.68K
|
13.6K
$541K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
SELL
|
- |
-69- 0.41% |
$2.39K - $2.76K
|
16.7K
$664K
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-69- 0.8% |
$2.39K - $2.76K
|
8.51K
$338K
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-70- 0.06% |
$2.43K - $2.8K
|
109K
$4.35M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-72- 0.37% |
$2.5K - $2.88K
|
19.2K
$762K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-72- 0.09% |
$2.5K - $2.88K
|
81.7K
$3.25M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-73- 0.82% |
$2.53K - $2.92K
|
8.83K
$351K
|
|
|
Jul 23, 2024
Q2 2024
|
Eastern Bank
|
SELL
|
- |
-74- 0.07% |
$2.57K - $2.96K
|
109K
$4.32M
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-74- 0.13% |
$2.57K - $2.96K
|
55.2K
$2.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-75- 0.95% |
$2.6K - $3K
|
7.8K
$310K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-76- 0.23% |
$2.64K - $3.04K
|
32.9K
$1.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-76- 0.75% |
$2.64K - $3.04K
|
10K
$398K
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-77- 0.5% |
$2.67K - $3.08K
|
15.3K
$609K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-80- 3.28% |
$2.77K - $3.2K
|
2.36K
$93.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-81- 0.45% |
$2.81K - $3.24K
|
17.7K
$705K
|
|
|
Jul 17, 2024
Q2 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-84- 0.75% |
$2.91K - $3.36K
|
11.2K
$444K
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-84- 0.15% |
$2.91K - $3.36K
|
56K
$2.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-95- 0.71% |
$3.29K - $3.8K
|
13.2K
$526K
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-95- 1.6% |
$3.29K - $3.8K
|
5.86K
$233K
|
|
|
Aug 01, 2024
Q2 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-97- 0.12% |
$3.36K - $3.88K
|
83.8K
$3.33M
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-98- 0.35% |
$3.4K - $3.92K
|
27.6K
$1.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-99- 0.11% |
$3.43K - $3.96K
|
93.7K
$3.73M
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-99- 1.39% |
$3.43K - $3.96K
|
7.04K
$280K
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-99- 0.24% |
$3.43K - $3.96K
|
40.9K
$1.63M
|
|
|
Jul 10, 2024
Q2 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-100- 0.64% |
$3.47K - $4K
|
15.6K
$619K
|
|
|
Jul 19, 2024
Q2 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-100- 0.49% |
$3.47K - $4K
|
20.1K
$800K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
SELL
|
- |
-100- 50.0% |
$3.47K - $4K
|
100
$3.98K
|
|
|
Jul 26, 2024
Q2 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-100- 0.18% |
$3.47K - $4K
|
56.1K
$2.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-100- 0.94% |
$3.47K - $4K
|
10.5K
$418K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-100- 0.83% |
$3.47K - $4K
|
12K
$476K
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-101- 0.2% |
$3.5K - $4.04K
|
51K
$2.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-101- 1.14% |
$3.5K - $4.04K
|
8.76K
$349K
|
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-102- 1.3% |
$3.54K - $4.08K
|
7.75K
$308K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-106- 0.83% |
$3.68K - $4.24K
|
12.7K
$505K
|
|
|
Aug 12, 2024
Q2 2024
|
Garner Asset Management Corp
|
SELL
|
- |
-107- 0.4% |
$3.71K - $4.28K
|
26.6K
$1.06M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-108- 0.89% |
$3.75K - $4.32K
|
12.1K
$479K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-118- 1.59% |
$4.09K - $4.72K
|
7.3K
$290K
|