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 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
14.9K+ 37.73% |
$517K - $596K
|
54.4K
$2.41M
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
14.9K+ 9.2% |
$516K - $596K
|
177K
$7.84M
|
|
Aug 01, 2024
Q2 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
14.8K+ 57.64% |
$514K - $594K
|
40.6K
$1.8M
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
14.7K+ 50.16% |
$510K - $589K
|
44.1K
$1.96M
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
14.6K+ 45.14% |
$506K - $584K
|
46.9K
$2.08M
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
14.5K+ 6.94% |
$504K - $581K
|
224K
$9.93M
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
14.5K+ 1.9% |
$503K - $580K
|
779K
$34.6M
|
|
Aug 14, 2024
Q2 2024
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
14.3K+ 6.23% |
$496K - $573K
|
244K
$10.8M
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
14.2K+ 6842.31% |
$494K - $570K
|
14.4K
$641K
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
14.2K+ 197.37% |
$491K - $567K
|
21.3K
$947K
|
|
Aug 14, 2024
Q2 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
14K+ 23.52% |
$484K - $559K
|
73.3K
$3.25M
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
13.9KNew |
$483K - $557K
|
13.9K
$618K
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
13.9K+ 33.64% |
$481K - $555K
|
55.1K
$2.45M
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
13.7KNew |
$476K - $549K
|
13.7K
$609K
|
|
Aug 13, 2024
Q2 2024
|
Granger Management LLC
|
BUY
|
- |
13.7K+ 38.22% |
$473K - $546K
|
49.4K
$2.19M
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
13.6K+ 4.9% |
$471K - $544K
|
291K
$12.9M
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
13.6K+ 4.9% |
$471K - $544K
|
291K
$12.9M
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
13.5K+ 6.33% |
$468K - $540K
|
227K
$10.1M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
13.3K+ 1.33% |
$461K - $532K
|
1.02M
$45.1M
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.2K+ 4.89% |
$457K - $527K
|
282K
$12.5M
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
13.1KNew |
$456K - $526K
|
13.1K
$583K
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
12.6K+ 2.67% |
$437K - $505K
|
485K
$21.5M
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
12.5K+ 77.2% |
$433K - $500K
|
28.7K
$1.27M
|
|
Aug 13, 2024
Q2 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
12.3K+ 4.17% |
$427K - $492K
|
307K
$13.6M
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
12.1K+ 4.35% |
$421K - $485K
|
291K
$12.9M
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
12.1K+ 44.73% |
$418K - $483K
|
39K
$1.73M
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
12K+ 640.32% |
$416K - $480K
|
13.9K
$616K
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
12K+ 52.69% |
$416K - $480K
|
34.8K
$1.54M
|
|
Aug 13, 2024
Q2 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
11.9K+ 5.09% |
$412K - $475K
|
245K
$10.9M
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
11.9KNew |
$411K - $474K
|
11.9K
$526K
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
11.8K+ 34.43% |
$409K - $473K
|
46.1K
$2.05M
|
|
Jul 18, 2024
Q2 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
11.8K+ 17.18% |
$409K - $471K
|
80.3K
$3.57M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.7K+ 8.48% |
$407K - $470K
|
150K
$6.67M
|
|
Aug 09, 2024
Q2 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
11.7K+ 136.21% |
$406K - $469K
|
20.3K
$902K
|
|
Jul 17, 2024
Q2 2024
|
Corundum Group, Inc.
|
BUY
|
- |
11.7K+ 46.75% |
$406K - $468K
|
36.7K
$1.63M
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
11.3K+ 27.63% |
$393K - $453K
|
52.3K
$2.32M
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
11.2K+ 44.28% |
$389K - $449K
|
36.5K
$1.62M
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
11.2K+ 10.53% |
$389K - $448K
|
118K
$5.22M
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
11.1KNew |
$385K - $444K
|
11.1K
$492K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11K+ 9.45% |
$383K - $442K
|
128K
$5.68M
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10.9K+ 1.54% |
$378K - $437K
|
720K
$31.9M
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
10.9K+ 56.57% |
$378K - $436K
|
30.2K
$1.34M
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
10.7K+ 1.09% |
$371K - $428K
|
990K
$44M
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.4K+ 11.43% |
$361K - $416K
|
101K
$4.5M
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
10.3K+ 0.73% |
$358K - $413K
|
1.43M
$63.6M
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
10.3KNew |
$357K - $412K
|
10.3K
$457K
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
10.3KNew |
$357K - $412K
|
10.3K
$457K
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
10.2K+ 2.22% |
$355K - $409K
|
470K
$20.8M
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
10.2K+ 30.75% |
$353K - $408K
|
43.3K
$1.92M
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
10.1KNew |
$349K - $403K
|
10.1K
$447K
|