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 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-737- 10.13% |
$25.6K - $29.5K
|
6.54K
$290K
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-749- 3.37% |
$26K - $30K
|
21.5K
$953K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-749- 23.32% |
$26K - $30K
|
2.46K
$109K
|
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-750- 1.57% |
$26K - $30K
|
47.1K
$2.09M
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-753- 1.62% |
$26.1K - $30.1K
|
45.8K
$2.03M
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-755- 1.58% |
$26.2K - $30.2K
|
47.1K
$2.09M
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-760- 8.19% |
$26.4K - $30.4K
|
8.52K
$378K
|
|
|
Jul 31, 2024
Q2 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-762- 1.33% |
$26.4K - $30.5K
|
56.5K
$2.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
SELL
|
- |
-764- 6.07% |
$26.5K - $30.6K
|
11.8K
$524K
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-766- 0.32% |
$26.6K - $30.7K
|
236K
$10.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-769- 9.18% |
$26.7K - $30.8K
|
7.61K
$337K
|
|
|
Aug 06, 2024
Q2 2024
|
X Square Capital, LLC
|
SELL
|
- |
-772- 3.81% |
$26.8K - $30.9K
|
19.5K
$864K
|
|
|
Jul 31, 2024
Q2 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-777- 4.92% |
$26.9K - $31.1K
|
15K
$666K
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-778- 2.73% |
$27K - $31.1K
|
27.8K
$1.23M
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-778- 2.73% |
$27K - $31.1K
|
27.8K
$1.23M
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-779- 1.17% |
$27K - $31.2K
|
65.7K
$2.91M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-782- 4.09% |
$27.1K - $31.3K
|
18.3K
$813K
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
SELL
|
- |
-796- 1.76% |
$27.6K - $31.9K
|
44.5K
$1.97M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-797- 2.17% |
$27.6K - $31.9K
|
35.9K
$1.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-797- 1.63% |
$27.6K - $31.9K
|
48.2K
$2.14M
|
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-800- 0.71% |
$27.7K - $32K
|
111K
$4.93M
|
|
|
Aug 02, 2024
Q2 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-802- 5.44% |
$27.8K - $32.1K
|
13.9K
$618K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-808- 8.01% |
$28K - $32.3K
|
9.28K
$412K
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-810- 11.39% |
$28.1K - $32.4K
|
6.3K
$279K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-812- 7.48% |
$28.2K - $32.5K
|
10.1K
$446K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-813- 1.13% |
$28.2K - $32.5K
|
70.8K
$3.14M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-813- 0.73% |
$28.2K - $32.5K
|
110K
$4.89M
|
|
|
Jul 11, 2024
Q2 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-818- 0.76% |
$28.4K - $32.7K
|
106K
$4.71M
|
|
|
Jul 12, 2024
Q2 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-825- 9.96% |
$28.6K - $33K
|
7.46K
$331K
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-826- 3.56% |
$28.6K - $33.1K
|
22.4K
$992K
|
|
|
Aug 14, 2024
Q2 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-835- 0.08% |
$29K - $33.4K
|
986K
$43.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-845- 0.31% |
$29.3K - $33.8K
|
270K
$12M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-855- 14.42% |
$29.7K - $34.2K
|
5.08K
$225K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-862- 2.85% |
$29.9K - $34.5K
|
29.4K
$1.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-875- 3.31% |
$30.3K - $35K
|
25.6K
$1.13M
|
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-878- 6.0% |
$30.4K - $35.1K
|
13.8K
$610K
|
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
SELL
|
- |
-880- 10.74% |
$30.5K - $35.2K
|
7.32K
$324K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-884- 13.67% |
$30.7K - $35.4K
|
5.58K
$248K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-885- 15.31% |
$30.7K - $35.4K
|
4.89K
$217K
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-894- 0.65% |
$31K - $35.8K
|
136K
$6.02M
|
|
|
Jul 01, 2024
Q2 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-895- 2.28% |
$31K - $35.8K
|
38.4K
$1.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-897- 4.39% |
$31.1K - $35.9K
|
19.5K
$866K
|
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-900- 5.6% |
$31.2K - $36K
|
15.2K
$673K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-920- 4.74% |
$31.9K - $36.8K
|
18.5K
$821K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-924- 5.39% |
$32K - $37K
|
16.2K
$719K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-924- 3.94% |
$32K - $37K
|
22.6K
$1M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-924- 3.57% |
$32K - $37K
|
24.9K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-928- 7.56% |
$32.2K - $37.1K
|
11.3K
$503K
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-932- 3.27% |
$32.3K - $37.3K
|
27.6K
$1.22M
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-932- 19.64% |
$32.3K - $37.3K
|
3.81K
$169K
|