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 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-210- 2.36% |
$7.28K - $8.4K
|
8.68K
$385K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-213- 1.59% |
$7.39K - $8.52K
|
13.2K
$586K
|
|
|
Jul 15, 2024
Q2 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-221- 2.07% |
$7.66K - $8.84K
|
10.5K
$464K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-221- 0.6% |
$7.66K - $8.84K
|
36.5K
$1.62M
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-221- 0.5% |
$7.66K - $8.84K
|
44K
$1.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-222- 0.49% |
$7.7K - $8.88K
|
45.1K
$2M
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-234- 2.44% |
$8.12K - $9.36K
|
9.36K
$415K
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-242- 2.17% |
$8.39K - $9.68K
|
10.9K
$484K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-243- 0.66% |
$8.43K - $9.72K
|
36.3K
$1.61M
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-245- 2.7% |
$8.5K - $9.8K
|
8.81K
$391K
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-245- 2.17% |
$8.5K - $9.8K
|
11K
$489K
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
SELL
|
- |
-250- 1.18% |
$8.67K - $10K
|
21K
$932K
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-250- 2.23% |
$8.67K - $10K
|
11K
$486K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-255- 1.68% |
$8.84K - $10.2K
|
14.9K
$663K
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-255- 1.49% |
$8.84K - $10.2K
|
16.9K
$747K
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-256- 0.47% |
$8.88K - $10.2K
|
54.1K
$2.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-258- 0.52% |
$8.95K - $10.3K
|
49.7K
$2.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-265- 0.46% |
$9.19K - $10.6K
|
57.3K
$2.54M
|
|
|
Aug 09, 2024
Q2 2024
|
Capital City Trust CO
|
SELL
|
- |
-266- 3.51% |
$9.22K - $10.6K
|
7.31K
$324K
|
|
|
Aug 06, 2024
Q2 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-267- 2.09% |
$9.26K - $10.7K
|
12.5K
$554K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-270- 9.92% |
$9.36K - $10.8K
|
2.45K
$109K
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-270- 3.41% |
$9.36K - $10.8K
|
7.65K
$339K
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-272- 2.79% |
$9.43K - $10.9K
|
9.47K
$420K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-277- 1.61% |
$9.61K - $11.1K
|
16.9K
$750K
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-278- 3.92% |
$9.64K - $11.1K
|
6.82K
$302K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-279- 6.13% |
$9.68K - $11.2K
|
4.27K
$189K
|
|
|
Jul 25, 2024
Q2 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-279- 4.39% |
$9.68K - $11.2K
|
6.08K
$269K
|
|
|
Aug 14, 2024
Q2 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-280- 5.01% |
$9.71K - $11.2K
|
5.31K
$236K
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-281- 2.54% |
$9.75K - $11.2K
|
10.8K
$478K
|
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-285- 0.11% |
$9.88K - $11.4K
|
252K
$11.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-289- 0.73% |
$10K - $11.6K
|
39.4K
$1.75M
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-289- 1.07% |
$10K - $11.6K
|
26.6K
$1.18M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-292- 0.56% |
$10.1K - $11.7K
|
52.1K
$2.31M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-292- 0.28% |
$10.1K - $11.7K
|
105K
$4.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-292- 0.61% |
$10.1K - $11.7K
|
47.5K
$2.11M
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-300- 1.12% |
$10.4K - $12K
|
26.5K
$1.17M
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-300- 0.64% |
$10.4K - $12K
|
46.6K
$2.07M
|
|
|
Aug 08, 2024
Q2 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-300- 1.62% |
$10.4K - $12K
|
18.2K
$809K
|
|
|
Jul 22, 2024
Q2 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-301- 2.03% |
$10.4K - $12K
|
14.6K
$646K
|
|
|
Aug 14, 2024
Q2 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-301- 1.25% |
$10.4K - $12K
|
23.7K
$1.05M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-303- 1.29% |
$10.5K - $12.1K
|
23.3K
$1.03M
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-305- 5.16% |
$10.6K - $12.2K
|
5.6K
$248K
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-305- 0.32% |
$10.6K - $12.2K
|
95.5K
$4.23M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-308- 3.71% |
$10.7K - $12.3K
|
7.99K
$354K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-309- 14.08% |
$10.7K - $12.4K
|
1.89K
$83.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-310- 1.46% |
$10.8K - $12.4K
|
21K
$930K
|
|
|
Jul 19, 2024
Q2 2024
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-311- 4.05% |
$10.8K - $12.4K
|
7.36K
$326K
|
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-311- 0.88% |
$10.8K - $12.4K
|
35K
$1.55M
|
|
|
Jul 17, 2024
Q2 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-314- 1.67% |
$10.9K - $12.6K
|
18.5K
$819K
|
|
|
Jul 16, 2024
Q2 2024
|
Albert D Mason Inc
|
SELL
|
- |
-316- 1.81% |
$11K - $12.6K
|
17.2K
$762K
|