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 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-383- 0.84% |
$13.3K - $15.3K
|
45.1K
$1.79M
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-388- 6.46% |
$13.5K - $15.5K
|
5.61K
$223K
|
|
|
Jul 10, 2024
Q2 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-390- 3.85% |
$13.5K - $15.6K
|
9.74K
$387K
|
|
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-392- 2.57% |
$13.6K - $15.7K
|
14.9K
$590K
|
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-396- 0.56% |
$13.7K - $15.8K
|
70.8K
$2.81M
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-396- 1.64% |
$13.7K - $15.8K
|
23.7K
$942K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-397- 3.88% |
$13.8K - $15.9K
|
9.84K
$390K
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-400- 5.4% |
$13.9K - $16K
|
7K
$278K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-400- 43.06% |
$13.9K - $16K
|
529
$21K
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-400- 5.99% |
$13.9K - $16K
|
6.28K
$249K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-400- 1.87% |
$13.9K - $16K
|
21K
$834K
|
|
|
Aug 14, 2024
Q2 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-400- 0.56% |
$13.9K - $16K
|
70.9K
$2.82M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-403- 0.63% |
$14K - $16.1K
|
63.1K
$2.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-403- 0.89% |
$14K - $16.1K
|
44.7K
$1.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-404- 5.6% |
$14K - $16.2K
|
6.82K
$270K
|
|
|
Jul 08, 2024
Q2 2024
|
Woodstock Corp
|
SELL
|
- |
-410- 0.26% |
$14.2K - $16.4K
|
158K
$6.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-411- 2.94% |
$14.3K - $16.4K
|
13.6K
$539K
|
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-412- 3.69% |
$14.3K - $16.5K
|
10.7K
$427K
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-417- 2.96% |
$14.5K - $16.7K
|
13.7K
$543K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-418- 2.37% |
$14.5K - $16.7K
|
17.2K
$682K
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-419- 6.5% |
$14.5K - $16.8K
|
6.03K
$239K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-425- 2.38% |
$14.7K - $17K
|
17.4K
$692K
|
|
|
Jul 10, 2024
Q2 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-432- 2.0% |
$15K - $17.3K
|
21.2K
$841K
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-435- 0.7% |
$15.1K - $17.4K
|
62.1K
$2.47M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-437- 4.77% |
$15.2K - $17.5K
|
8.72K
$346K
|
|
|
Aug 14, 2024
Q2 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-440- 1.6% |
$15.3K - $17.6K
|
27K
$1.07M
|
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-446- 0.52% |
$15.5K - $17.8K
|
85.5K
$3.39M
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-447- 2.81% |
$15.5K - $17.9K
|
15.5K
$615K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-447- 0.92% |
$15.5K - $17.9K
|
48K
$1.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-448- 1.71% |
$15.5K - $17.9K
|
25.8K
$1.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-450- 0.5% |
$15.6K - $18K
|
89.9K
$3.57M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-454- 5.7% |
$15.7K - $18.2K
|
7.51K
$298K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-456- 1.44% |
$15.8K - $18.2K
|
31.2K
$1.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-457- 1.16% |
$15.8K - $18.3K
|
38.8K
$1.54M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-461- 0.64% |
$16K - $18.4K
|
71.7K
$2.85M
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-464- 4.17% |
$16.1K - $18.6K
|
10.7K
$424K
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-478- 7.68% |
$16.6K - $19.1K
|
5.74K
$228K
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-479- 1.16% |
$16.6K - $19.2K
|
40.8K
$1.62M
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-482- 2.04% |
$16.7K - $19.3K
|
23.1K
$917K
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-482- 0.39% |
$16.7K - $19.3K
|
122K
$4.86M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-483- 1.37% |
$16.8K - $19.3K
|
34.7K
$1.38M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-484- 2.87% |
$16.8K - $19.4K
|
16.4K
$651K
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-484- 0.44% |
$16.8K - $19.4K
|
110K
$4.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-487- 2.04% |
$16.9K - $19.5K
|
23.4K
$928K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-489- 0.43% |
$17K - $19.6K
|
112K
$4.45M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-495- 6.15% |
$17.2K - $19.8K
|
7.56K
$300K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-497- 6.57% |
$17.2K - $19.9K
|
7.06K
$280K
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-497- 5.53% |
$17.2K - $19.9K
|
8.5K
$337K
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-498- 3.81% |
$17.3K - $19.9K
|
12.6K
$500K
|
|
|
Aug 14, 2024
Q2 2024
|
Ckw Financial Group
|
SELL
|
- |
-499- 2.49% |
$17.3K - $20K
|
19.6K
$777K
|