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 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-418- 2.37% |
$14.5K - $16.7K
|
17.2K
$762K
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-419- 6.5% |
$14.5K - $16.8K
|
6.03K
$267K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-425- 2.38% |
$14.7K - $17K
|
17.4K
$774K
|
|
|
Jul 10, 2024
Q2 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-432- 2.0% |
$15K - $17.3K
|
21.2K
$940K
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-435- 0.7% |
$15.1K - $17.4K
|
62.1K
$2.75M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-437- 4.77% |
$15.2K - $17.5K
|
8.72K
$386K
|
|
|
Aug 14, 2024
Q2 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-440- 1.6% |
$15.3K - $17.6K
|
27K
$1.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-446- 0.52% |
$15.5K - $17.8K
|
85.5K
$3.79M
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-447- 2.81% |
$15.5K - $17.9K
|
15.5K
$687K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-447- 0.92% |
$15.5K - $17.9K
|
48K
$2.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-448- 1.71% |
$15.5K - $17.9K
|
25.8K
$1.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-450- 0.5% |
$15.6K - $18K
|
89.9K
$3.98M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-454- 5.7% |
$15.7K - $18.2K
|
7.51K
$333K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-456- 1.44% |
$15.8K - $18.2K
|
31.2K
$1.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-457- 1.16% |
$15.8K - $18.3K
|
38.8K
$1.72M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-461- 0.64% |
$16K - $18.4K
|
71.7K
$3.18M
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-464- 4.17% |
$16.1K - $18.6K
|
10.7K
$473K
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-478- 7.68% |
$16.6K - $19.1K
|
5.74K
$255K
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-479- 1.16% |
$16.6K - $19.2K
|
40.8K
$1.81M
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-482- 2.04% |
$16.7K - $19.3K
|
23.1K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-482- 0.39% |
$16.7K - $19.3K
|
122K
$5.42M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-483- 1.37% |
$16.8K - $19.3K
|
34.7K
$1.54M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-484- 2.87% |
$16.8K - $19.4K
|
16.4K
$727K
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-484- 0.44% |
$16.8K - $19.4K
|
110K
$4.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-487- 2.04% |
$16.9K - $19.5K
|
23.4K
$1.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-489- 0.43% |
$17K - $19.6K
|
112K
$4.97M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-495- 6.15% |
$17.2K - $19.8K
|
7.56K
$335K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-497- 6.57% |
$17.2K - $19.9K
|
7.06K
$313K
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-497- 5.53% |
$17.2K - $19.9K
|
8.5K
$377K
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-498- 3.81% |
$17.3K - $19.9K
|
12.6K
$558K
|
|
|
Aug 14, 2024
Q2 2024
|
Ckw Financial Group
|
SELL
|
- |
-499- 2.49% |
$17.3K - $20K
|
19.6K
$868K
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-500- 4.9% |
$17.3K - $20K
|
9.71K
$431K
|
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
SELL
|
- |
-500- 8.94% |
$17.3K - $20K
|
5.1K
$226K
|
|
|
Aug 14, 2024
Q2 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-500- 5.15% |
$17.3K - $20K
|
9.22K
$409K
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-504- 6.52% |
$17.5K - $20.2K
|
7.22K
$320K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-506- 2.54% |
$17.5K - $20.3K
|
19.4K
$862K
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-510- 2.14% |
$17.7K - $20.4K
|
23.3K
$1.03M
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-513- 1.69% |
$17.8K - $20.5K
|
29.9K
$1.33M
|
|
|
Jul 16, 2024
Q2 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-516- 3.19% |
$17.9K - $20.7K
|
15.7K
$694K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-517- 1.26% |
$17.9K - $20.7K
|
40.6K
$1.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-522- 0.43% |
$18.1K - $20.9K
|
119K
$5.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
SELL
|
- |
-523- 2.73% |
$18.1K - $20.9K
|
18.6K
$825K
|
|
|
Aug 08, 2024
Q2 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-525- 1.53% |
$18.2K - $21K
|
33.9K
$1.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-530- 1.84% |
$18.4K - $21.2K
|
28.3K
$1.25M
|
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-531- 5.34% |
$18.4K - $21.3K
|
9.42K
$418K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-546- 25.53% |
$18.9K - $21.9K
|
1.59K
$70.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-547- 1.58% |
$19K - $21.9K
|
34K
$1.51M
|
|
|
Jul 15, 2024
Q2 2024
|
Baxter Bros Inc
|
SELL
|
- |
-551- 0.48% |
$19.1K - $22.1K
|
115K
$5.08M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-559- 8.35% |
$19.4K - $22.4K
|
6.14K
$272K
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-564- 5.83% |
$19.6K - $22.6K
|
9.11K
$404K
|