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 02, 2024
Q2 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-2.3K- 21.1% |
$79.8K - $92K
|
8.6K
$383K
|
|
|
Jul 30, 2024
Q2 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-2.3K- 11.86% |
$79.8K - $92.1K
|
17.1K
$762K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2.3K- 5.84% |
$79.9K - $92.2K
|
37.1K
$1.65M
|
|
|
Jul 15, 2024
Q2 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-2.33K- 1.18% |
$80.6K - $93K
|
195K
$8.68M
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-2.33K- 22.22% |
$80.7K - $93.2K
|
8.15K
$363K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.34K- 3.67% |
$81K - $93.5K
|
61.3K
$2.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-2.38K- 1.05% |
$82.5K - $95.2K
|
225K
$10M
|
|
|
Jul 25, 2024
Q2 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-2.4K- 0.34% |
$83.3K - $96.1K
|
705K
$31.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-2.41K- 17.14% |
$83.6K - $96.5K
|
11.7K
$519K
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-2.42K- 4.93% |
$83.8K - $96.6K
|
46.6K
$2.08M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.42K- 2.98% |
$83.8K - $96.7K
|
78.8K
$3.51M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-2.45K- 24.73% |
$85.1K - $98.2K
|
7.47K
$333K
|
|
|
Aug 08, 2024
Q2 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-2.46K- 1.19% |
$85.3K - $98.5K
|
204K
$9.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-2.47K- 8.2% |
$85.5K - $98.7K
|
27.6K
$1.23M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-2.47K- 8.28% |
$85.6K - $98.8K
|
27.3K
$1.22M
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-2.47K- 1.12% |
$85.8K - $99K
|
218K
$9.69M
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-2.48K- 11.16% |
$86.1K - $99.3K
|
19.8K
$880K
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-2.49K- 1.11% |
$86.2K - $99.4K
|
221K
$9.86M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-2.5K- 9.74% |
$86.6K - $99.9K
|
23.1K
$1.03M
|
|
|
Jul 15, 2024
Q2 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-2.5K- 0.72% |
$86.7K - $100K
|
343K
$15.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-2.5K- 4.15% |
$86.7K - $100K
|
57.8K
$2.57M
|
|
|
Jul 30, 2024
Q2 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-2.5K- 15.33% |
$86.7K - $100K
|
13.8K
$616K
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-2.51K- 7.06% |
$87K - $100K
|
33K
$1.47M
|
|
|
Aug 07, 2024
Q2 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-2.51K- 0.78% |
$87.2K - $101K
|
320K
$14.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.52K- 17.53% |
$87.4K - $101K
|
11.9K
$528K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.52K- 6.57% |
$87.4K - $101K
|
35.9K
$1.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2.54K- 1.77% |
$88.1K - $102K
|
141K
$6.29M
|
|
|
Aug 07, 2024
Q2 2024
|
Close Asset Management LTD
|
SELL
|
- |
-2.56K- 12.65% |
$88.6K - $102K
|
17.6K
$786K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.56K- 5.84% |
$88.8K - $102K
|
41.3K
$1.84M
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-2.58K- 6.5% |
$89.3K - $103K
|
37.1K
$1.65M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.58K- 13.02% |
$89.4K - $103K
|
17.2K
$767K
|
|
|
Jul 30, 2024
Q2 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-2.59K- 24.5% |
$89.7K - $103K
|
7.97K
$355K
|
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
SELL
|
- |
-2.59K- 1.62% |
$89.8K - $104K
|
157K
$6.99M
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-2.59K- 38.78% |
$89.9K - $104K
|
4.09K
$182K
|
|
|
Aug 14, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-2.6K- 20.59% |
$90.1K - $104K
|
10K
$446K
|
|
|
Oct 09, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-2.6K- 15.63% |
$90.1K - $104K
|
14K
$625K
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.61K- 1.12% |
$90.3K - $104K
|
230K
$10.3M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.67K- 39.73% |
$92.7K - $107K
|
4.06K
$181K
|
|
|
Aug 02, 2024
Q2 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-2.68K- 4.71% |
$92.9K - $107K
|
54.2K
$2.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-2.7K- 3.16% |
$93.6K - $108K
|
82.8K
$3.69M
|
|
|
Jul 10, 2024
Q2 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-2.72K- 9.0% |
$94.3K - $109K
|
27.5K
$1.23M
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-2.74K- 4.27% |
$94.9K - $109K
|
61.4K
$2.73M
|
|
|
Jul 24, 2024
Q2 2024
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-2.75K- 1.76% |
$95.3K - $110K
|
153K
$6.83M
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-2.77K- 31.67% |
$96K - $111K
|
5.97K
$266K
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-2.78K- 28.02% |
$96.4K - $111K
|
7.14K
$318K
|
|
|
Jul 19, 2024
Q2 2024
|
Mount Vernon Associates Inc
|
SELL
|
- |
-2.8K- 3.33% |
$97.1K - $112K
|
81.3K
$3.62M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.82K- 19.5% |
$97.6K - $113K
|
11.6K
$518K
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-2.82K- 6.43% |
$97.7K - $113K
|
41K
$1.83M
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-2.86K- 4.86% |
$99K - $114K
|
55.9K
$2.49M
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-2.89K- 3.72% |
$100K - $116K
|
74.8K
$3.33M
|