Purchases and Sales Made in Q1 2023 in Bank Of America Corp (BAC)
This table provides information about the institutional ownership of Bank Of America Corp (BAC) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
15.4K+ 93.98% |
$415K - $565K
|
31.7K
$1.47M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.4K+ 5.33% |
$414K - $565K
|
304K
$14M
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
15.4KNew |
$414K - $565K
|
15.4K
$709K
|
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
15.3K+ 142.11% |
$413K - $563K
|
26.1K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
15.3K+ 37.08% |
$412K - $561K
|
56.4K
$2.61M
|
|
|
May 15, 2023
Q1 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
15.3KNew |
$412K - $561K
|
15.3K
$705K
|
|
|
May 15, 2023
Q1 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
15.2KNew |
$410K - $559K
|
15.2K
$702K
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
15.2KNew |
$410K - $558K
|
15.2K
$702K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
15.2K+ 6.02% |
$409K - $558K
|
267K
$12.3M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.2K+ 0.51% |
$409K - $557K
|
2.98M
$138M
|
|
|
May 04, 2023
Q1 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
15.1K+ 4.69% |
$408K - $556K
|
338K
$15.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
15KNew |
$406K - $553K
|
15K
$695K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
15K+ 52.47% |
$404K - $551K
|
43.6K
$2.01M
|
|
|
May 12, 2023
Q1 2023
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
15K+ 11.65% |
$404K - $551K
|
144K
$6.63M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
15KNew |
$403K - $550K
|
15K
$691K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
14.8K+ 8.84% |
$399K - $544K
|
182K
$8.42M
|
|
|
May 15, 2023
Q1 2023
|
Sciencast Management LP
|
BUY
|
- |
14.8KNew |
$399K - $544K
|
14.8K
$684K
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
14.7K+ 1.3% |
$397K - $541K
|
1.14M
$52.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
14.7KNew |
$396K - $541K
|
14.7K
$679K
|
|
|
May 08, 2023
Q1 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
14.7K+ 1.55% |
$396K - $540K
|
960K
$44.4M
|
|
|
May 15, 2023
Q1 2023
|
Epacria Capital Partners, LLC
Boulder, CO |
BUY
|
- |
14.7K+ 54.37% |
$396K - $540K
|
41.7K
$1.93M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
14.7K+ 36.91% |
$396K - $539K
|
54.4K
$2.51M
|
|
|
Apr 27, 2023
Q1 2023
|
Oak Thistle LLC
|
BUY
|
- |
14.6KNew |
$395K - $538K
|
14.6K
$677K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
14.6K+ 16.17% |
$395K - $538K
|
105K
$4.86M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
14.6K+ 7.99% |
$393K - $535K
|
197K
$9.09M
|
|
|
May 15, 2023
Q1 2023
|
Manatuck Hill Partners, LLC
Westport, CT |
BUY
|
- |
14.4K+ 11.91% |
$389K - $531K
|
136K
$6.27M
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
14.4K+ 2.41% |
$387K - $528K
|
611K
$28.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
14.3K+ 177.31% |
$385K - $525K
|
22.3K
$1.03M
|
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
14KNew |
$378K - $516K
|
14K
$648K
|
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
14KNew |
$377K - $514K
|
14K
$646K
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
14KNew |
$377K - $514K
|
14K
$646K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
13.9K+ 0.89% |
$375K - $511K
|
1.57M
$72.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
13.9K+ 198.26% |
$374K - $510K
|
20.9K
$965K
|
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
13.8K+ 8.57% |
$372K - $508K
|
175K
$8.09M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
13.7K+ 5.26% |
$368K - $502K
|
273K
$12.6M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
13.6K+ 46734.48% |
$366K - $498K
|
13.6K
$628K
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
13.1K+ 3.36% |
$354K - $483K
|
404K
$18.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
13.1K+ 40.66% |
$352K - $480K
|
45.2K
$2.09M
|
|
|
May 15, 2023
Q1 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
13.1K+ 79.52% |
$352K - $480K
|
29.5K
$1.36M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
13K+ 3.18% |
$352K - $480K
|
423K
$19.5M
|
|
|
May 08, 2023
Q1 2023
|
Emfo, LLC
|
BUY
|
- |
13KNew |
$351K - $478K
|
13K
$601K
|
|
|
May 15, 2023
Q1 2023
|
Game Creek Capital, LP
Boston, MA |
BUY
|
- |
13K+ 13.72% |
$351K - $478K
|
108K
$4.98M
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
12.9K+ 6.85% |
$348K - $474K
|
201K
$9.29M
|
|
|
May 08, 2023
Q1 2023
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
12.8K+ 2.68% |
$345K - $470K
|
489K
$22.6M
|
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
12.7K+ 0.29% |
$343K - $468K
|
4.36M
$201M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
12.7K+ 20.03% |
$342K - $467K
|
76.1K
$3.52M
|
|
|
May 12, 2023
Q1 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
12.7K+ 5.52% |
$342K - $467K
|
243K
$11.2M
|
|
|
May 25, 2023
Q1 2023
|
Legato Capital Management LLC
|
BUY
|
- |
12.6K+ 17.63% |
$339K - $462K
|
83.8K
$3.87M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
12.5K+ 6927.78% |
$336K - $459K
|
12.7K
$585K
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
12.4KNew |
$335K - $457K
|
12.4K
$575K
|