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 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-4.46K- 1.39% |
$155K - $178K
|
317K
$12.6M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-4.55K- 2.4% |
$158K - $182K
|
185K
$7.34M
|
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
SELL
|
- |
-4.55K- 2.27% |
$158K - $182K
|
196K
$7.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-4.56K- 3.84% |
$158K - $182K
|
114K
$4.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-4.56K- 36.13% |
$158K - $183K
|
8.06K
$320K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-4.64K- 23.66% |
$161K - $186K
|
15K
$595K
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-4.65K- 23.45% |
$161K - $186K
|
15.2K
$603K
|
|
|
Jul 10, 2024
Q2 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-4.7K- 9.06% |
$163K - $188K
|
47.2K
$1.87M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-4.7K- 13.34% |
$163K - $188K
|
30.5K
$1.21M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-4.71K- 6.75% |
$163K - $188K
|
65.1K
$2.58M
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-4.71K- 23.19% |
$163K - $188K
|
15.6K
$619K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-4.72K- 4.02% |
$164K - $189K
|
113K
$4.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-4.72K- 4.42% |
$164K - $189K
|
102K
$4.05M
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-4.78K- 18.86% |
$166K - $191K
|
20.5K
$816K
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-4.8K- 16.09% |
$166K - $192K
|
25K
$993K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-4.86K- 2.23% |
$169K - $194K
|
213K
$8.46M
|
|
|
Aug 08, 2024
Q2 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-4.87K- 1.26% |
$169K - $195K
|
382K
$15.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
SELL
|
- |
-5K- 13.12% |
$173K - $200K
|
33.1K
$1.31M
|
|
|
Jul 26, 2024
Q2 2024
|
Access Investment Management LLC
Atlanta, GA |
SELL
|
- |
-5K- 2.17% |
$173K - $200K
|
225K
$8.93M
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-5.03K- 5.09% |
$174K - $201K
|
93.7K
$3.72M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.06K- 9.46% |
$176K - $203K
|
48.5K
$1.92M
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
SELL
|
- |
-5.07K- 0.17% |
$176K - $203K
|
2.89M
$115M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-5.08K- 8.37% |
$176K - $203K
|
55.6K
$2.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-5.08K- 36.4% |
$176K - $203K
|
8.88K
$353K
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-5.11K- 3.21% |
$177K - $205K
|
154K
$6.12M
|
|
|
Aug 05, 2024
Q2 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-5.13K- 0.69% |
$178K - $205K
|
736K
$29.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-5.13K- 7.94% |
$178K - $205K
|
59.5K
$2.36M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-5.15K- 12.39% |
$179K - $206K
|
36.4K
$1.45M
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-5.18K- 1.33% |
$180K - $207K
|
384K
$15.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-5.18K- 1.53% |
$180K - $207K
|
334K
$13.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-5.2K- 2.94% |
$180K - $208K
|
172K
$6.81M
|
|
|
Jul 25, 2024
Q2 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-5.25K- 6.69% |
$182K - $210K
|
73.2K
$2.91M
|
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-5.26K- 4.21% |
$182K - $210K
|
120K
$4.75M
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-5.26K- 20.71% |
$183K - $211K
|
20.2K
$800K
|
|
|
Jul 23, 2024
Q2 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-5.3K- 13.52% |
$184K - $212K
|
33.9K
$1.34M
|
|
|
Jul 12, 2024
Q2 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-5.33K- 6.77% |
$185K - $213K
|
73.4K
$2.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-5.35K- 12.7% |
$185K - $214K
|
36.7K
$1.46M
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-5.36K- 4.23% |
$186K - $214K
|
121K
$4.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-5.38K- 1.47% |
$187K - $215K
|
361K
$14.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-5.43K- 30.94% |
$188K - $217K
|
12.1K
$481K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.47K- 6.64% |
$190K - $219K
|
77K
$3.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-5.5K- 22.87% |
$191K - $220K
|
18.6K
$736K
|
|
|
Aug 13, 2024
Q2 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-5.5K- 68.45% |
$191K - $220K
|
2.54K
$101K
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-5.52K- 23.19% |
$192K - $221K
|
18.3K
$726K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.56K- 3.83% |
$193K - $222K
|
140K
$5.54M
|
|
|
Aug 02, 2024
Q2 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-5.61K- 7.48% |
$194K - $224K
|
69.3K
$2.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-5.63K- 2.64% |
$195K - $225K
|
207K
$8.23M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-5.65K- 5.55% |
$196K - $226K
|
96.1K
$3.81M
|
|
|
Jul 30, 2024
Q2 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-5.66K- 6.53% |
$196K - $227K
|
81K
$3.22M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-5.72K- 9.08% |
$198K - $229K
|
57.2K
$2.27M
|