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 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.52K- 6.57% |
$87.4K - $101K
|
35.9K
$1.68M
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2.54K- 1.77% |
$88.1K - $102K
|
141K
$6.62M
|
|
|
Aug 07, 2024
Q2 2024
|
Close Asset Management LTD
|
SELL
|
- |
-2.56K- 12.65% |
$88.6K - $102K
|
17.6K
$826K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.56K- 5.84% |
$88.8K - $102K
|
41.3K
$1.93M
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-2.58K- 6.5% |
$89.3K - $103K
|
37.1K
$1.74M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.58K- 13.02% |
$89.4K - $103K
|
17.2K
$806K
|
|
|
Jul 30, 2024
Q2 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-2.59K- 24.5% |
$89.7K - $103K
|
7.97K
$373K
|
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
SELL
|
- |
-2.59K- 1.62% |
$89.8K - $104K
|
157K
$7.35M
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-2.59K- 38.78% |
$89.9K - $104K
|
4.09K
$192K
|
|
|
Aug 14, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-2.6K- 20.59% |
$90.1K - $104K
|
10K
$469K
|
|
|
Oct 09, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-2.6K- 15.63% |
$90.1K - $104K
|
14K
$657K
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.61K- 1.12% |
$90.3K - $104K
|
230K
$10.8M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.67K- 39.73% |
$92.7K - $107K
|
4.06K
$190K
|
|
|
Aug 02, 2024
Q2 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-2.68K- 4.71% |
$92.9K - $107K
|
54.2K
$2.54M
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-2.7K- 3.16% |
$93.6K - $108K
|
82.8K
$3.88M
|
|
|
Jul 10, 2024
Q2 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-2.72K- 9.0% |
$94.3K - $109K
|
27.5K
$1.29M
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-2.74K- 4.27% |
$94.9K - $109K
|
61.4K
$2.88M
|
|
|
Jul 24, 2024
Q2 2024
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-2.75K- 1.76% |
$95.3K - $110K
|
153K
$7.18M
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-2.77K- 31.67% |
$96K - $111K
|
5.97K
$280K
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-2.78K- 28.02% |
$96.4K - $111K
|
7.14K
$335K
|
|
|
Jul 19, 2024
Q2 2024
|
Mount Vernon Associates Inc
|
SELL
|
- |
-2.8K- 3.33% |
$97.1K - $112K
|
81.3K
$3.81M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.82K- 19.5% |
$97.6K - $113K
|
11.6K
$544K
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-2.82K- 6.43% |
$97.7K - $113K
|
41K
$1.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-2.86K- 4.86% |
$99K - $114K
|
55.9K
$2.62M
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-2.89K- 3.72% |
$100K - $116K
|
74.8K
$3.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.91K- 0.98% |
$101K - $117K
|
295K
$13.8M
|
|
|
Jul 12, 2024
Q2 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-2.93K- 5.98% |
$102K - $117K
|
46.1K
$2.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-2.94K- 67.55% |
$102K - $118K
|
1.41K
$66.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-2.95K- 10.04% |
$102K - $118K
|
26.4K
$1.24M
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-2.97K- 6.29% |
$103K - $119K
|
44.2K
$2.07M
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.99K- 36.93% |
$104K - $119K
|
5.1K
$239K
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-3K- 36.47% |
$104K - $120K
|
5.23K
$245K
|
|
|
Aug 12, 2024
Q2 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-3K- 7.52% |
$104K - $120K
|
36.9K
$1.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-3K- 4.69% |
$104K - $120K
|
60.9K
$2.85M
|
|
|
Aug 08, 2024
Q2 2024
|
Jupiter Asset Management LTD
|
SELL
|
- |
-3.01K- 0.65% |
$104K - $120K
|
462K
$21.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3.01K- 0.72% |
$104K - $121K
|
415K
$19.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-3.02K- 1.13% |
$105K - $121K
|
265K
$12.4M
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-3.03K- 3.23% |
$105K - $121K
|
90.8K
$4.25M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3.03K- 23.79% |
$105K - $121K
|
9.72K
$455K
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-3.06K- 11.4% |
$106K - $123K
|
23.8K
$1.12M
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-3.11K- 1.47% |
$108K - $124K
|
209K
$9.78M
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-3.13K- 13.42% |
$108K - $125K
|
20.2K
$945K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.13K- 5.78% |
$109K - $125K
|
51.1K
$2.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Salzhauer Michael
|
SELL
|
- |
-3.15K- 0.51% |
$109K - $126K
|
613K
$28.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-3.15K- 24.2% |
$109K - $126K
|
9.88K
$463K
|
|
|
Aug 01, 2024
Q2 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-3.2K- 7.01% |
$111K - $128K
|
42.5K
$1.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-3.21K- 1.74% |
$111K - $128K
|
182K
$8.51M
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-3.23K- 92.08% |
$112K - $129K
|
278
$13K
|
|
|
Aug 15, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-3.25K- 19.89% |
$113K - $130K
|
13.1K
$613K
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-3.27K- 5.31% |
$113K - $131K
|
58.3K
$2.73M
|