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 23, 2024
Q2 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
20.6KNew |
$713K - $823K
|
20.6K
$913K
|
|
|
Jul 25, 2024
Q2 2024
|
Easterly Investment Partners LLC
|
BUY
|
- |
20.4K+ 3.38% |
$708K - $817K
|
625K
$27.7M
|
|
|
Jul 11, 2024
Q2 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
20.4K+ 11.98% |
$707K - $816K
|
191K
$8.46M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
20.3K+ 11.55% |
$704K - $813K
|
196K
$8.71M
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
20K+ 0.88% |
$695K - $802K
|
2.3M
$102M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
20K+ 32.1% |
$694K - $801K
|
82.4K
$3.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
20K+ 33.3% |
$694K - $801K
|
80.1K
$3.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
20K+ 4.78% |
$694K - $801K
|
438K
$19.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
20K+ 66.67% |
$694K - $800K
|
50K
$2.22M
|
|
|
Nov 21, 2024
Q2 2024
|
Chelsea Counsel CO
|
BUY
|
- |
20K+ 2857.14% |
$694K - $800K
|
20.7K
$919K
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
20K+ 3.02% |
$694K - $800K
|
683K
$30.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Employees Retirement System Of Texas
|
BUY
|
- |
20K+ 27.29% |
$693K - $799K
|
93.1K
$4.13M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
19.8K+ 125.54% |
$687K - $793K
|
35.6K
$1.58M
|
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
19.8K+ 4.16% |
$687K - $793K
|
497K
$22M
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
19.8K+ 14.13% |
$685K - $791K
|
160K
$7.08M
|
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
19.7KNew |
$684K - $790K
|
19.7K
$876K
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Grove Capital, LLC
Palo Alto, CA |
BUY
|
- |
19.6K+ 5.68% |
$680K - $784K
|
365K
$16.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
19.6K+ 17.42% |
$678K - $783K
|
132K
$5.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
19.5K+ 23.67% |
$678K - $782K
|
102K
$4.53M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
19.3KNew |
$671K - $774K
|
19.3K
$859K
|
|
|
Jul 19, 2024
Q2 2024
|
Spectrum Financial Alliance LTD LLC
|
BUY
|
- |
19.3K+ 1.73% |
$670K - $773K
|
1.14M
$50.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
19.2K+ 4.06% |
$666K - $769K
|
492K
$21.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
18.8K+ 1.34% |
$652K - $752K
|
1.43M
$63.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
18.7K+ 6.63% |
$650K - $750K
|
302K
$13.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
18.7KNew |
$648K - $748K
|
18.7K
$829K
|
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
18.7KNew |
$648K - $748K
|
18.7K
$829K
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
18.7K+ 144.02% |
$648K - $747K
|
31.6K
$1.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
18.6KNew |
$645K - $744K
|
18.6K
$825K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
18.4K+ 288.14% |
$638K - $736K
|
24.8K
$1.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
BUY
|
- |
18KNew |
$624K - $720K
|
18K
$799K
|
|
|
Jul 30, 2024
Q2 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
17.9K+ 2.85% |
$620K - $715K
|
644K
$28.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
17.4KNew |
$605K - $698K
|
17.4K
$774K
|
|
|
Aug 01, 2024
Q2 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
17.1K+ 25.76% |
$591K - $682K
|
83.3K
$3.7M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
17K+ 15.82% |
$590K - $681K
|
125K
$5.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
16.6K+ 10.02% |
$576K - $665K
|
182K
$8.09M
|
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
16.3KNew |
$565K - $652K
|
16.3K
$724K
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
16.3K+ 3.28% |
$565K - $652K
|
513K
$22.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
16.3K+ 14.36% |
$564K - $651K
|
130K
$5.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
15.9K+ 8.52% |
$552K - $637K
|
203K
$9.01M
|
|
|
Jul 11, 2024
Q2 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
15.7K+ 28.68% |
$544K - $628K
|
70.5K
$3.13M
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
15.7KNew |
$544K - $627K
|
15.7K
$696K
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
15.6KNew |
$542K - $626K
|
15.6K
$694K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
15.6K+ 19.63% |
$540K - $623K
|
94.9K
$4.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
15.5KNew |
$537K - $620K
|
15.5K
$687K
|
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
15.4K+ 17.47% |
$534K - $616K
|
103K
$4.59M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
15.3K+ 0.42% |
$531K - $613K
|
3.64M
$162M
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
15.1K+ 22.05% |
$524K - $605K
|
83.6K
$3.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
15.1K+ 42.72% |
$523K - $603K
|
50.4K
$2.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
14.9KNew |
$518K - $598K
|
14.9K
$663K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
14.9K+ 0.73% |
$517K - $597K
|
2.06M
$91.4M
|