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 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-136- 0.25% |
$4.72K - $5.44K
|
54.5K
$2.42M
|
|
|
Jul 23, 2024
Q2 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-137- 1.49% |
$4.75K - $5.48K
|
9.09K
$403K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-142- 1.31% |
$4.92K - $5.68K
|
10.7K
$475K
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-143- 0.1% |
$4.96K - $5.72K
|
142K
$6.28M
|
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-145- 0.8% |
$5.03K - $5.8K
|
18.1K
$801K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-146- 1.34% |
$5.06K - $5.84K
|
10.8K
$477K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-146- 6.69% |
$5.06K - $5.84K
|
2.04K
$90.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-146- 0.49% |
$5.06K - $5.84K
|
29.7K
$1.31M
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-148- 1.24% |
$5.13K - $5.92K
|
11.7K
$521K
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-148- 0.88% |
$5.13K - $5.92K
|
16.7K
$742K
|
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-149- 2.13% |
$5.17K - $5.96K
|
6.86K
$304K
|
|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-150- 2.52% |
$5.2K - $6K
|
5.8K
$257K
|
|
|
Jul 17, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-150- 0.95% |
$5.2K - $6K
|
15.7K
$696K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-150- 0.14% |
$5.2K - $6K
|
108K
$4.79M
|
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-150- 2.15% |
$5.2K - $6K
|
6.82K
$302K
|
|
|
Aug 14, 2024
Q2 2024
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-153- 1.48% |
$5.31K - $6.12K
|
10.2K
$452K
|
|
|
Jul 23, 2024
Q2 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-155- 2.5% |
$5.38K - $6.2K
|
6.05K
$268K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-157- 0.71% |
$5.44K - $6.28K
|
22K
$974K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-158- 2.34% |
$5.48K - $6.32K
|
6.59K
$292K
|
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-159- 1.56% |
$5.51K - $6.36K
|
10K
$444K
|
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-160- 0.33% |
$5.55K - $6.4K
|
48.9K
$2.17M
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-161- 0.59% |
$5.58K - $6.44K
|
27.3K
$1.21M
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-162- 0.4% |
$5.62K - $6.48K
|
39.9K
$1.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-167- 0.4% |
$5.79K - $6.68K
|
41.3K
$1.83M
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-168- 2.7% |
$5.83K - $6.72K
|
6.06K
$269K
|
|
|
Aug 13, 2024
Q2 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-169- 1.63% |
$5.86K - $6.76K
|
10.2K
$452K
|
|
|
Aug 02, 2024
Q2 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-173- 1.08% |
$6K - $6.92K
|
15.9K
$705K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-175- 2.98% |
$6.07K - $7K
|
5.7K
$253K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-176- 0.33% |
$6.1K - $7.04K
|
53.6K
$2.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-178- 1.17% |
$6.17K - $7.12K
|
15K
$667K
|
|
|
Aug 12, 2024
Q2 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-186- 1.69% |
$6.45K - $7.44K
|
10.8K
$480K
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-187- 2.2% |
$6.49K - $7.48K
|
8.33K
$369K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-190- 1.73% |
$6.59K - $7.6K
|
10.8K
$480K
|
|
|
Jul 29, 2024
Q2 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-190- 0.4% |
$6.59K - $7.6K
|
47K
$2.08M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-191- 2.04% |
$6.62K - $7.64K
|
9.16K
$406K
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-191- 3.41% |
$6.62K - $7.64K
|
5.4K
$240K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-195- 78.0% |
$6.76K - $7.8K
|
55
$2.44K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-197- 0.24% |
$6.83K - $7.88K
|
81.5K
$3.61M
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-198- 1.84% |
$6.87K - $7.92K
|
10.6K
$470K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-200- 0.2% |
$6.94K - $8K
|
100K
$4.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-200- 1.5% |
$6.94K - $8K
|
13.2K
$583K
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-200- 1.88% |
$6.94K - $8K
|
10.4K
$462K
|
|
|
Aug 14, 2024
Q2 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-200- 1.06% |
$6.94K - $8K
|
18.7K
$831K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-203- 0.35% |
$7.04K - $8.12K
|
57.3K
$2.54M
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-203- 80.24% |
$7.04K - $8.12K
|
50
$2.22K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-206- 1.77% |
$7.14K - $8.24K
|
11.4K
$508K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-206- 0.91% |
$7.14K - $8.24K
|
22.5K
$999K
|
|
|
Aug 12, 2024
Q2 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-207- 0.17% |
$7.18K - $8.28K
|
123K
$5.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-207- 1.31% |
$7.18K - $8.28K
|
15.6K
$694K
|
|
|
Jul 25, 2024
Q2 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-210- 0.63% |
$7.28K - $8.4K
|
33.3K
$1.47M
|