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 08, 2024
Q2 2024
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-3.38K- 30.23% |
$117K - $135K
|
7.79K
$309K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-3.38K- 50.43% |
$117K - $135K
|
3.32K
$132K
|
|
|
Jul 29, 2024
Q2 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-3.4K- 4.25% |
$118K - $136K
|
76.5K
$3.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-3.41K- 32.73% |
$118K - $137K
|
7.01K
$278K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.42K- 8.78% |
$119K - $137K
|
35.6K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-3.43K- 0.9% |
$119K - $137K
|
377K
$15M
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-3.43K- 1.13% |
$119K - $137K
|
301K
$12M
|
|
|
Jul 18, 2024
Q2 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-3.48K- 1.37% |
$121K - $139K
|
251K
$9.95M
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-3.53K- 25.83% |
$122K - $141K
|
10.1K
$402K
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
SELL
|
- |
-3.53K- 1.7% |
$122K - $141K
|
204K
$8.11M
|
|
|
Aug 06, 2024
Q2 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-3.53K- 31.76% |
$123K - $141K
|
7.59K
$301K
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-3.54K- 37.39% |
$123K - $141K
|
5.92K
$235K
|
|
|
Aug 07, 2024
Q2 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-3.59K- 18.8% |
$124K - $144K
|
15.5K
$615K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.6K- 2.2% |
$125K - $144K
|
160K
$6.36M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-3.6K- 3.75% |
$125K - $144K
|
92.5K
$3.67M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.63K- 31.49% |
$126K - $145K
|
7.9K
$313K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.63K- 1.78% |
$126K - $145K
|
201K
$7.97M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3.67K- 1.67% |
$127K - $147K
|
216K
$8.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-3.68K- 2.28% |
$128K - $147K
|
158K
$6.27M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3.75K- 8.61% |
$130K - $150K
|
39.8K
$1.58M
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-3.79K- 1.29% |
$132K - $152K
|
290K
$11.5M
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-3.8K- 1.48% |
$132K - $152K
|
253K
$10.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-3.83K- 12.46% |
$133K - $153K
|
26.9K
$1.07M
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-3.84K- 1.23% |
$133K - $154K
|
309K
$12.3M
|
|
|
Aug 13, 2024
Q2 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-3.86K- 12.64% |
$134K - $155K
|
26.7K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.89K- 9.14% |
$135K - $156K
|
38.7K
$1.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.94K- 4.3% |
$136K - $157K
|
87.6K
$3.48M
|
|
|
Jul 12, 2024
Q2 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-4K- 24.92% |
$139K - $160K
|
12.1K
$478K
|
|
|
Jul 26, 2024
Q2 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-4K- 32.13% |
$139K - $160K
|
8.45K
$335K
|
|
|
Feb 05, 2025
Q2 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
SELL
|
- |
-4K- 7.04% |
$139K - $160K
|
52.8K
$2.09M
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-4.01K- 33.02% |
$139K - $160K
|
8.13K
$323K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-4.05K- 3.13% |
$140K - $162K
|
125K
$4.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-4.06K- 3.76% |
$141K - $162K
|
104K
$4.13M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-4.07K- 6.2% |
$141K - $163K
|
61.6K
$2.44M
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-4.08K- 0.69% |
$142K - $163K
|
584K
$23.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-4.08K- 8.32% |
$142K - $163K
|
45K
$1.78M
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-4.09K- 2.46% |
$142K - $164K
|
162K
$6.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-4.09K- 49.02% |
$142K - $164K
|
4.26K
$169K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-4.11K- 23.98% |
$142K - $164K
|
13K
$517K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-4.12K- 1.3% |
$143K - $165K
|
312K
$12.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.15K- 3.64% |
$144K - $166K
|
110K
$4.37M
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-4.15K- 5.06% |
$144K - $166K
|
77.9K
$3.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-4.24K- 2.69% |
$147K - $170K
|
153K
$6.09M
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-4.25K- 2.35% |
$147K - $170K
|
177K
$7.02M
|
|
|
Aug 13, 2024
Q2 2024
|
R.M.Sincerbeaux Capital Management LLC
|
SELL
|
- |
-4.28K- 2.55% |
$149K - $171K
|
164K
$6.51M
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-4.29K- 13.24% |
$149K - $172K
|
28.1K
$1.12M
|
|
|
Jul 24, 2024
Q2 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-4.3K- 1.88% |
$149K - $172K
|
224K
$8.89M
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-4.36K- 22.59% |
$151K - $174K
|
14.9K
$592K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-4.38K- 6.26% |
$152K - $175K
|
65.5K
$2.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-4.39K- 9.35% |
$152K - $176K
|
42.6K
$1.69M
|