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
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-845- 0.31% |
$29.3K - $33.8K
|
270K
$10.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-855- 14.42% |
$29.7K - $34.2K
|
5.08K
$201K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-862- 2.85% |
$29.9K - $34.5K
|
29.4K
$1.17M
|
|
|
Jul 23, 2024
Q2 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-875- 3.31% |
$30.3K - $35K
|
25.6K
$1.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-878- 6.0% |
$30.4K - $35.1K
|
13.8K
$546K
|
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
SELL
|
- |
-880- 10.74% |
$30.5K - $35.2K
|
7.32K
$290K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-884- 13.67% |
$30.7K - $35.4K
|
5.58K
$222K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-885- 15.31% |
$30.7K - $35.4K
|
4.89K
$194K
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-894- 0.65% |
$31K - $35.8K
|
136K
$5.39M
|
|
|
Jul 01, 2024
Q2 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-895- 2.28% |
$31K - $35.8K
|
38.4K
$1.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-897- 4.39% |
$31.1K - $35.9K
|
19.5K
$775K
|
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-900- 5.6% |
$31.2K - $36K
|
15.2K
$602K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-920- 4.74% |
$31.9K - $36.8K
|
18.5K
$735K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-924- 5.39% |
$32K - $37K
|
16.2K
$644K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-924- 3.94% |
$32K - $37K
|
22.6K
$895K
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-924- 3.57% |
$32K - $37K
|
24.9K
$990K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-928- 7.56% |
$32.2K - $37.1K
|
11.3K
$450K
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-932- 3.27% |
$32.3K - $37.3K
|
27.6K
$1.09M
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-932- 19.64% |
$32.3K - $37.3K
|
3.81K
$151K
|
|
|
Aug 06, 2024
Q2 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-933- 7.05% |
$32.4K - $37.3K
|
12.3K
$488K
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
SELL
|
- |
-936- 6.12% |
$32.5K - $37.5K
|
14.3K
$570K
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-939- 0.09% |
$32.6K - $37.6K
|
1.04M
$41.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-941- 0.56% |
$32.6K - $37.7K
|
166K
$6.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Arnhold LLC
|
SELL
|
- |
-941- 0.32% |
$32.6K - $37.7K
|
295K
$11.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-941- 11.28% |
$32.6K - $37.7K
|
7.4K
$294K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-950- 1.9% |
$32.9K - $38K
|
49K
$1.95M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-954- 2.48% |
$33.1K - $38.2K
|
37.5K
$1.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-958- 1.4% |
$33.2K - $38.3K
|
67.4K
$2.67M
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-963- 4.57% |
$33.4K - $38.5K
|
20.1K
$798K
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-964- 4.56% |
$33.4K - $38.6K
|
20.2K
$800K
|
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-980- 15.22% |
$34K - $39.2K
|
5.46K
$217K
|
|
|
Jul 23, 2024
Q2 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-985- 2.12% |
$34.2K - $39.4K
|
45.5K
$1.81M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-990- 1.68% |
$34.3K - $39.6K
|
58K
$2.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-994- 0.99% |
$34.5K - $39.8K
|
99.8K
$3.96M
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-995- 3.67% |
$34.5K - $39.8K
|
26.1K
$1.04M
|
|
|
Aug 06, 2024
Q2 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-996- 8.36% |
$34.5K - $39.9K
|
10.9K
$433K
|
|
|
Jul 25, 2024
Q2 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-1K- 4.26% |
$34.7K - $40K
|
22.4K
$891K
|
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1K- 5.47% |
$34.7K - $40K
|
17.3K
$686K
|
|
|
Aug 14, 2024
Q2 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-1K- 3.67% |
$34.7K - $40K
|
26.3K
$1.04M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1K- 9.8% |
$34.7K - $40K
|
9.21K
$366K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.01K- 96.27% |
$34.9K - $40.3K
|
39
$1.55K
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.02K- 4.92% |
$35.3K - $40.7K
|
19.6K
$780K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.02K- 13.98% |
$35.4K - $40.8K
|
6.28K
$249K
|
|
|
Aug 15, 2024
Q2 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-1.04K- 12.84% |
$36.1K - $41.6K
|
7.06K
$280K
|
|
|
Aug 21, 2024
Q2 2024
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-1.04K- 0.75% |
$36.1K - $41.6K
|
138K
$5.48M
|
|
|
Jul 17, 2024
Q2 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-1.04K- 4.48% |
$36.2K - $41.8K
|
22.2K
$883K
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-1.05K- 11.24% |
$36.4K - $42K
|
8.3K
$329K
|
|
|
Jul 17, 2024
Q2 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-1.06K- 9.15% |
$36.7K - $42.3K
|
10.5K
$417K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.06K- 11.75% |
$36.8K - $42.5K
|
7.97K
$316K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.06K- 3.88% |
$36.9K - $42.5K
|
26.4K
$1.05M
|