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 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-292- 0.56% |
$10.1K - $11.7K
|
52.1K
$2.07M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-292- 0.28% |
$10.1K - $11.7K
|
105K
$4.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-292- 0.61% |
$10.1K - $11.7K
|
47.5K
$1.89M
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-300- 1.12% |
$10.4K - $12K
|
26.5K
$1.05M
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-300- 0.64% |
$10.4K - $12K
|
46.6K
$1.85M
|
|
|
Aug 08, 2024
Q2 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-300- 1.62% |
$10.4K - $12K
|
18.2K
$726K
|
|
|
Jul 22, 2024
Q2 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-301- 2.03% |
$10.4K - $12K
|
14.6K
$579K
|
|
|
Aug 14, 2024
Q2 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-301- 1.25% |
$10.4K - $12K
|
23.7K
$944K
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-303- 1.29% |
$10.5K - $12.1K
|
23.3K
$926K
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-305- 5.16% |
$10.6K - $12.2K
|
5.6K
$223K
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-305- 0.32% |
$10.6K - $12.2K
|
95.5K
$3.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-308- 3.71% |
$10.7K - $12.3K
|
7.99K
$318K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-309- 14.08% |
$10.7K - $12.4K
|
1.89K
$75K
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-310- 1.46% |
$10.8K - $12.4K
|
21K
$835K
|
|
|
Jul 19, 2024
Q2 2024
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-311- 4.05% |
$10.8K - $12.4K
|
7.36K
$293K
|
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-311- 0.88% |
$10.8K - $12.4K
|
35K
$1.39M
|
|
|
Jul 17, 2024
Q2 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-314- 1.67% |
$10.9K - $12.6K
|
18.5K
$735K
|
|
|
Jul 16, 2024
Q2 2024
|
Albert D Mason Inc
|
SELL
|
- |
-316- 1.81% |
$11K - $12.6K
|
17.2K
$684K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-323- 55.79% |
$11.2K - $12.9K
|
256
$10.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-328- 1.72% |
$11.4K - $13.1K
|
18.7K
$745K
|
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-332- 0.12% |
$11.5K - $13.3K
|
278K
$11.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-334- 82.88% |
$11.6K - $13.4K
|
69
$2.74K
|
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-334- 1.23% |
$11.6K - $13.4K
|
26.8K
$1.07M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-339- 2.15% |
$11.8K - $13.6K
|
15.4K
$613K
|
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-341- 1.01% |
$11.8K - $13.6K
|
33.4K
$1.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-344- 2.19% |
$11.9K - $13.8K
|
15.4K
$611K
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-349- 1.84% |
$12.1K - $14K
|
18.6K
$742K
|
|
|
Jul 12, 2024
Q2 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-350- 4.5% |
$12.1K - $14K
|
7.42K
$295K
|
|
|
Jul 19, 2024
Q2 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-350- 5.98% |
$12.1K - $14K
|
5.5K
$219K
|
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
SELL
|
- |
-350- 4.68% |
$12.1K - $14K
|
7.12K
$283K
|
|
|
Jul 31, 2024
Q2 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-350- 0.49% |
$12.1K - $14K
|
71.6K
$2.85M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-351- 25.04% |
$12.2K - $14K
|
1.05K
$41.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-351- 4.22% |
$12.2K - $14K
|
7.97K
$317K
|
|
|
Aug 14, 2024
Q2 2024
|
Avenir Corp
Washington, DC |
SELL
|
- |
-351- 1.04% |
$12.2K - $14K
|
33.5K
$1.33M
|
|
|
Aug 01, 2024
Q2 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-353- 5.63% |
$12.2K - $14.1K
|
5.91K
$235K
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-355- 1.16% |
$12.3K - $14.2K
|
30.1K
$1.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-359- 6.32% |
$12.5K - $14.4K
|
5.32K
$212K
|
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-364- 5.11% |
$12.6K - $14.6K
|
6.77K
$269K
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-366- 1.35% |
$12.7K - $14.6K
|
26.8K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-366- 2.21% |
$12.7K - $14.6K
|
16.2K
$645K
|
|
|
Apr 15, 2025
Q2 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-366- 2.26% |
$12.7K - $14.6K
|
15.8K
$629K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-371- 3.46% |
$12.9K - $14.8K
|
10.4K
$412K
|
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-371- 1.54% |
$12.9K - $14.8K
|
23.7K
$943K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-372- 6.72% |
$12.9K - $14.9K
|
5.16K
$205K
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
SELL
|
- |
-375- 6.82% |
$13K - $15K
|
5.13K
$204K
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-375- 3.01% |
$13K - $15K
|
12.1K
$481K
|
|
|
Jul 18, 2024
Q2 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-377- 4.0% |
$13.1K - $15.1K
|
9.05K
$360K
|
|
|
Aug 05, 2024
Q2 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-381- 3.32% |
$13.2K - $15.2K
|
11.1K
$441K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-381- 2.72% |
$13.2K - $15.2K
|
13.6K
$542K
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-382- 1.46% |
$13.2K - $15.3K
|
25.8K
$1.03M
|