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
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.91K- 0.98% |
$101K - $117K
|
295K
$13.2M
|
|
Jul 12, 2024
Q2 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-2.93K- 5.98% |
$102K - $117K
|
46.1K
$2.05M
|
|
Jul 31, 2024
Q2 2024
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-2.94K- 67.55% |
$102K - $118K
|
1.41K
$63K
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-2.95K- 10.04% |
$102K - $118K
|
26.4K
$1.18M
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-2.97K- 6.29% |
$103K - $119K
|
44.2K
$1.97M
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.99K- 36.93% |
$104K - $119K
|
5.1K
$227K
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-3K- 36.47% |
$104K - $120K
|
5.23K
$233K
|
|
Aug 12, 2024
Q2 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-3K- 7.52% |
$104K - $120K
|
36.9K
$1.64M
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-3K- 4.69% |
$104K - $120K
|
60.9K
$2.72M
|
|
Aug 08, 2024
Q2 2024
|
Jupiter Asset Management LTD
|
SELL
|
- |
-3.01K- 0.65% |
$104K - $120K
|
462K
$20.6M
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3.01K- 0.72% |
$104K - $121K
|
415K
$18.5M
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-3.02K- 1.13% |
$105K - $121K
|
265K
$11.8M
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-3.03K- 3.23% |
$105K - $121K
|
90.8K
$4.04M
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3.03K- 23.79% |
$105K - $121K
|
9.72K
$433K
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-3.06K- 11.4% |
$106K - $123K
|
23.8K
$1.06M
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-3.11K- 1.47% |
$108K - $124K
|
209K
$9.3M
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-3.13K- 13.42% |
$108K - $125K
|
20.2K
$899K
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.13K- 5.78% |
$109K - $125K
|
51.1K
$2.27M
|
|
Aug 09, 2024
Q2 2024
|
Salzhauer Michael
|
SELL
|
- |
-3.15K- 0.51% |
$109K - $126K
|
613K
$27.3M
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-3.15K- 24.2% |
$109K - $126K
|
9.88K
$440K
|
|
Aug 01, 2024
Q2 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-3.2K- 7.01% |
$111K - $128K
|
42.5K
$1.89M
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-3.21K- 1.74% |
$111K - $128K
|
182K
$8.09M
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-3.23K- 92.08% |
$112K - $129K
|
278
$12.4K
|
|
Aug 15, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-3.25K- 19.89% |
$113K - $130K
|
13.1K
$583K
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-3.27K- 5.31% |
$113K - $131K
|
58.3K
$2.6M
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-3.28K- 37.85% |
$114K - $131K
|
5.38K
$240K
|
|
Jul 19, 2024
Q2 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-3.3K- 23.08% |
$114K - $132K
|
11K
$490K
|
|
Aug 13, 2024
Q2 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-3.35K- 1.05% |
$116K - $134K
|
315K
$14M
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-3.37K- 7.9% |
$117K - $135K
|
39.3K
$1.75M
|
|
Aug 14, 2024
Q2 2024
|
Nbw Capital LLC
|
SELL
|
- |
-3.37K- 7.79% |
$117K - $135K
|
39.9K
$1.78M
|
|
Jul 08, 2024
Q2 2024
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-3.38K- 30.23% |
$117K - $135K
|
7.79K
$347K
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-3.38K- 50.43% |
$117K - $135K
|
3.32K
$148K
|
|
Jul 29, 2024
Q2 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-3.4K- 4.25% |
$118K - $136K
|
76.5K
$3.41M
|
|
Aug 12, 2024
Q2 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-3.41K- 32.73% |
$118K - $137K
|
7.01K
$312K
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.42K- 8.78% |
$119K - $137K
|
35.6K
$1.58M
|
|
Aug 14, 2024
Q2 2024
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-3.43K- 0.9% |
$119K - $137K
|
377K
$16.8M
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-3.43K- 1.13% |
$119K - $137K
|
301K
$13.4M
|
|
Jul 18, 2024
Q2 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-3.48K- 1.37% |
$121K - $139K
|
251K
$11.2M
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-3.53K- 25.83% |
$122K - $141K
|
10.1K
$451K
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
SELL
|
- |
-3.53K- 1.7% |
$122K - $141K
|
204K
$9.1M
|
|
Aug 06, 2024
Q2 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-3.53K- 31.76% |
$123K - $141K
|
7.59K
$338K
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-3.54K- 37.39% |
$123K - $141K
|
5.92K
$264K
|
|
Aug 07, 2024
Q2 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-3.59K- 18.8% |
$124K - $144K
|
15.5K
$691K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.6K- 2.2% |
$125K - $144K
|
160K
$7.14M
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-3.6K- 3.75% |
$125K - $144K
|
92.5K
$4.12M
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.63K- 31.49% |
$126K - $145K
|
7.9K
$352K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.63K- 1.78% |
$126K - $145K
|
201K
$8.95M
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3.67K- 1.67% |
$127K - $147K
|
216K
$9.61M
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-3.68K- 2.28% |
$128K - $147K
|
158K
$7.04M
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3.75K- 8.61% |
$130K - $150K
|
39.8K
$1.77M
|