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 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-674- 5.39% |
$23.4K - $27K
|
11.8K
$470K
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-675- 2.28% |
$23.4K - $27K
|
29K
$1.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-675- 0.31% |
$23.4K - $27K
|
217K
$8.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-675- 2.31% |
$23.4K - $27K
|
28.6K
$1.13M
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-682- 0.88% |
$23.7K - $27.3K
|
76.8K
$3.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-687- 8.84% |
$23.8K - $27.5K
|
7.08K
$281K
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-687- 2.38% |
$23.8K - $27.5K
|
28.2K
$1.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
SELL
|
- |
-688- 3.0% |
$23.9K - $27.5K
|
22.3K
$883K
|
|
|
Aug 05, 2024
Q2 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-695- 1.04% |
$24.1K - $27.8K
|
66.1K
$2.62M
|
|
|
Jul 19, 2024
Q2 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-700- 2.66% |
$24.3K - $28K
|
25.7K
$1.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-700- 10.26% |
$24.3K - $28K
|
6.13K
$243K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-704- 0.81% |
$24.4K - $28.2K
|
86.5K
$3.43M
|
|
|
Jul 19, 2024
Q2 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-708- 11.88% |
$24.6K - $28.3K
|
5.25K
$209K
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-716- 10.44% |
$24.8K - $28.7K
|
6.14K
$244K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-718- 3.14% |
$24.9K - $28.7K
|
22.1K
$878K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-719- 1.54% |
$24.9K - $28.8K
|
46.1K
$1.83M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-727- 1.76% |
$25.2K - $29.1K
|
40.7K
$1.61M
|
|
|
Jul 30, 2024
Q2 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-733- 5.61% |
$25.4K - $29.3K
|
12.3K
$489K
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-737- 8.34% |
$25.6K - $29.5K
|
8.1K
$322K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-737- 10.13% |
$25.6K - $29.5K
|
6.54K
$260K
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-749- 3.37% |
$26K - $30K
|
21.5K
$853K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-749- 23.32% |
$26K - $30K
|
2.46K
$97.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-750- 1.57% |
$26K - $30K
|
47.1K
$1.87M
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-753- 1.62% |
$26.1K - $30.1K
|
45.8K
$1.82M
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-755- 1.58% |
$26.2K - $30.2K
|
47.1K
$1.87M
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-760- 8.19% |
$26.4K - $30.4K
|
8.52K
$338K
|
|
|
Jul 31, 2024
Q2 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-762- 1.33% |
$26.4K - $30.5K
|
56.5K
$2.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
SELL
|
- |
-764- 6.07% |
$26.5K - $30.6K
|
11.8K
$469K
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-766- 0.32% |
$26.6K - $30.7K
|
236K
$9.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-769- 9.18% |
$26.7K - $30.8K
|
7.61K
$302K
|
|
|
Aug 06, 2024
Q2 2024
|
X Square Capital, LLC
|
SELL
|
- |
-772- 3.81% |
$26.8K - $30.9K
|
19.5K
$774K
|
|
|
Jul 31, 2024
Q2 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-777- 4.92% |
$26.9K - $31.1K
|
15K
$596K
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-778- 2.73% |
$27K - $31.1K
|
27.8K
$1.1M
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-778- 2.73% |
$27K - $31.1K
|
27.8K
$1.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-779- 1.17% |
$27K - $31.2K
|
65.7K
$2.61M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-782- 4.09% |
$27.1K - $31.3K
|
18.3K
$727K
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
SELL
|
- |
-796- 1.76% |
$27.6K - $31.9K
|
44.5K
$1.77M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-797- 2.17% |
$27.6K - $31.9K
|
35.9K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-797- 1.63% |
$27.6K - $31.9K
|
48.2K
$1.91M
|
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-800- 0.71% |
$27.7K - $32K
|
111K
$4.41M
|
|
|
Aug 02, 2024
Q2 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-802- 5.44% |
$27.8K - $32.1K
|
13.9K
$553K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-808- 8.01% |
$28K - $32.3K
|
9.28K
$368K
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-810- 11.39% |
$28.1K - $32.4K
|
6.3K
$250K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-812- 7.48% |
$28.2K - $32.5K
|
10.1K
$399K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-813- 1.13% |
$28.2K - $32.5K
|
70.8K
$2.81M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-813- 0.73% |
$28.2K - $32.5K
|
110K
$4.38M
|
|
|
Jul 11, 2024
Q2 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-818- 0.76% |
$28.4K - $32.7K
|
106K
$4.21M
|
|
|
Jul 12, 2024
Q2 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-825- 9.96% |
$28.6K - $33K
|
7.46K
$296K
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-826- 3.56% |
$28.6K - $33.1K
|
22.4K
$888K
|
|
|
Aug 14, 2024
Q2 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-835- 0.08% |
$29K - $33.4K
|
986K
$39.1M
|