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 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-500- 4.9% |
$17.3K - $20K
|
9.71K
$386K
|
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
SELL
|
- |
-500- 8.94% |
$17.3K - $20K
|
5.1K
$202K
|
|
|
Aug 14, 2024
Q2 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-500- 5.15% |
$17.3K - $20K
|
9.22K
$366K
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-504- 6.52% |
$17.5K - $20.2K
|
7.22K
$287K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-506- 2.54% |
$17.5K - $20.3K
|
19.4K
$771K
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-510- 2.14% |
$17.7K - $20.4K
|
23.3K
$925K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-513- 1.69% |
$17.8K - $20.5K
|
29.9K
$1.19M
|
|
|
Jul 16, 2024
Q2 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-516- 3.19% |
$17.9K - $20.7K
|
15.7K
$621K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-517- 1.26% |
$17.9K - $20.7K
|
40.6K
$1.61M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-522- 0.43% |
$18.1K - $20.9K
|
119K
$4.74M
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
SELL
|
- |
-523- 2.73% |
$18.1K - $20.9K
|
18.6K
$739K
|
|
|
Aug 08, 2024
Q2 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-525- 1.53% |
$18.2K - $21K
|
33.9K
$1.34M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-530- 1.84% |
$18.4K - $21.2K
|
28.3K
$1.12M
|
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-531- 5.34% |
$18.4K - $21.3K
|
9.42K
$374K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-546- 25.53% |
$18.9K - $21.9K
|
1.59K
$63.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-547- 1.58% |
$19K - $21.9K
|
34K
$1.35M
|
|
|
Jul 15, 2024
Q2 2024
|
Baxter Bros Inc
|
SELL
|
- |
-551- 0.48% |
$19.1K - $22.1K
|
115K
$4.55M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-559- 8.35% |
$19.4K - $22.4K
|
6.14K
$243K
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-564- 5.83% |
$19.6K - $22.6K
|
9.11K
$362K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-566- 2.09% |
$19.6K - $22.7K
|
26.6K
$1.05M
|
|
|
Jul 25, 2024
Q2 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-575- 0.43% |
$19.9K - $23K
|
132K
$5.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-576- 0.3% |
$20K - $23.1K
|
190K
$7.53M
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-577- 1.91% |
$20K - $23.1K
|
29.6K
$1.17M
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-580- 4.65% |
$20.1K - $23.2K
|
11.9K
$472K
|
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
SELL
|
- |
-587- 7.42% |
$20.4K - $23.5K
|
7.32K
$291K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-589- 1.38% |
$20.4K - $23.6K
|
42.2K
$1.68M
|
|
|
Jul 24, 2024
Q2 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-594- 9.96% |
$20.6K - $23.8K
|
5.37K
$213K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-595- 8.08% |
$20.6K - $23.8K
|
6.77K
$269K
|
|
|
Jul 10, 2024
Q2 2024
|
Bennett Selby Investments LP
|
SELL
|
- |
-600- 3.26% |
$20.8K - $24K
|
17.8K
$707K
|
|
|
Jul 15, 2024
Q2 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-600- 2.65% |
$20.8K - $24K
|
22.1K
$876K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-600- 2.1% |
$20.8K - $24K
|
27.9K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Elkhorn Partners Limited Partnership
Omaha, NE |
SELL
|
- |
-600- 27.27% |
$20.8K - $24K
|
1.6K
$63.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-600- 4.6% |
$20.8K - $24K
|
12.5K
$494K
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-601- 6.85% |
$20.8K - $24.1K
|
8.18K
$325K
|
|
|
Aug 05, 2024
Q2 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-614- 5.2% |
$21.3K - $24.6K
|
11.2K
$444K
|
|
|
Aug 13, 2024
Q2 2024
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-614- 0.42% |
$21.3K - $24.6K
|
145K
$5.77M
|
|
|
Jul 15, 2024
Q2 2024
|
Advisor Resource Council
|
SELL
|
- |
-628- 5.57% |
$21.8K - $25.1K
|
10.6K
$422K
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-629- 1.77% |
$21.8K - $25.2K
|
34.9K
$1.39M
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-635- 0.89% |
$22K - $25.4K
|
70.8K
$2.81M
|
|
|
Aug 07, 2024
Q2 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-635- 7.71% |
$22K - $25.4K
|
7.6K
$302K
|
|
|
Jul 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-636- 10.56% |
$22.1K - $25.5K
|
5.39K
$214K
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-637- 7.33% |
$22.1K - $25.5K
|
8.05K
$320K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-646- 0.02% |
$22.4K - $25.9K
|
3.15M
$125M
|
|
|
Aug 13, 2024
Q2 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-650- 8.55% |
$22.5K - $26K
|
6.95K
$276K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-658- 5.14% |
$22.8K - $26.3K
|
12.1K
$482K
|
|
|
Jul 16, 2024
Q2 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-662- 3.63% |
$23K - $26.5K
|
17.6K
$697K
|
|
|
Jul 31, 2024
Q2 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-665- 1.39% |
$23.1K - $26.6K
|
47.3K
$1.88M
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-667- 3.05% |
$23.1K - $26.7K
|
21.2K
$841K
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-667- 7.88% |
$23.1K - $26.7K
|
7.8K
$310K
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-672- 1.22% |
$23.3K - $26.9K
|
54.6K
$2.17M
|