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 |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
12.4K+ 65.24% |
$334K - $456K
|
31.4K
$1.45M
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
12.3K+ 88.32% |
$332K - $453K
|
26.3K
$1.21M
|
|
Apr 24, 2023
Q1 2023
|
Corundum Group, Inc.
|
BUY
|
- |
12.1K+ 47.53% |
$327K - $445K
|
37.6K
$1.74M
|
|
May 10, 2023
Q1 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
12KNew |
$324K - $442K
|
12K
$556K
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
11.9K+ 3.73% |
$321K - $438K
|
331K
$15.3M
|
|
Apr 24, 2023
Q1 2023
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
- |
11.9K+ 17.47% |
$321K - $438K
|
80K
$3.7M
|
|
May 09, 2023
Q1 2023
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
11.9K+ 11.23% |
$320K - $436K
|
117K
$5.42M
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
11.6K+ 3.92% |
$312K - $425K
|
307K
$14.2M
|
|
May 15, 2023
Q1 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
11.5K+ 8.51% |
$311K - $423K
|
147K
$6.79M
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
11.5K+ 152.48% |
$310K - $423K
|
19K
$880K
|
|
May 15, 2023
Q1 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
11.5K+ 100.73% |
$310K - $423K
|
22.9K
$1.06M
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
11.5K+ 31.69% |
$309K - $421K
|
47.6K
$2.2M
|
|
May 15, 2023
Q1 2023
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
11.4K+ 71.69% |
$308K - $421K
|
27.4K
$1.27M
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
11.4K+ 0.33% |
$307K - $419K
|
3.42M
$158M
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
11.4KNew |
$307K - $418K
|
11.4K
$526K
|
|
May 15, 2023
Q1 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
11.4K+ 0.4% |
$307K - $418K
|
2.85M
$132M
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
11.4K+ 37.6% |
$307K - $418K
|
41.6K
$1.92M
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
11.3K+ 8.01% |
$305K - $416K
|
153K
$7.05M
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
11.3K+ 4.81% |
$305K - $415K
|
246K
$11.4M
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
11.3K+ 105.2% |
$304K - $414K
|
22K
$1.02M
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
11.3K+ 184.37% |
$303K - $414K
|
17.4K
$802K
|
|
May 11, 2023
Q1 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
11.2KNew |
$302K - $411K
|
11.2K
$517K
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
11.2KNew |
$301K - $411K
|
11.2K
$516K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
11.1K+ 122.52% |
$301K - $410K
|
20.2K
$936K
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
11.1K+ 5.01% |
$300K - $408K
|
233K
$10.7M
|
|
Apr 18, 2023
Q1 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
11KNew |
$297K - $404K
|
11K
$508K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
11K+ 8.36% |
$296K - $404K
|
142K
$6.58M
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
11K+ 2.99% |
$296K - $404K
|
379K
$17.5M
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
11K+ 1.02% |
$296K - $403K
|
1.08M
$50M
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
11K+ 29.1% |
$296K - $403K
|
48.6K
$2.25M
|
|
May 11, 2023
Q1 2023
|
Bank Ozk
|
BUY
|
- |
10.9K+ 9.23% |
$295K - $402K
|
129K
$5.98M
|
|
Apr 17, 2023
Q1 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
10.9K+ 4.68% |
$294K - $401K
|
244K
$11.3M
|
|
May 01, 2023
Q1 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
10.8KNew |
$291K - $396K
|
10.8K
$498K
|
|
May 15, 2023
Q1 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
10.8KNew |
$291K - $396K
|
10.8K
$498K
|
|
May 10, 2023
Q1 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
10.8K+ 5.29% |
$290K - $396K
|
214K
$9.9M
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
10.7K+ 119.54% |
$289K - $394K
|
19.7K
$910K
|
|
Apr 27, 2023
Q1 2023
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
10.7K+ 6.72% |
$289K - $394K
|
170K
$7.87M
|
|
May 17, 2023
Q1 2023
|
Ccm Investment Advisers LLC
|
BUY
|
- |
10.7K+ 3.22% |
$289K - $394K
|
344K
$15.9M
|
|
Apr 18, 2023
Q1 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
10.7K+ 7.51% |
$289K - $394K
|
153K
$7.08M
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
10.7KNew |
$289K - $393K
|
10.7K
$494K
|
|
May 02, 2023
Q1 2023
|
Jacobsen Capital Management
|
BUY
|
- |
10.7KNew |
$288K - $392K
|
10.7K
$493K
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
10.6K+ 1.7% |
$286K - $389K
|
633K
$29.3M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.6K+ 2.1% |
$285K - $389K
|
514K
$23.7M
|
|
May 11, 2023
Q1 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
10.5K+ 3.12% |
$283K - $386K
|
347K
$16M
|
|
May 15, 2023
Q1 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
10.5K+ 1.48% |
$282K - $385K
|
718K
$33.2M
|
|
Apr 05, 2024
Q1 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
10.4K+ 3.35% |
$280K - $382K
|
320K
$14.8M
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
10.4K+ 38.44% |
$280K - $382K
|
37.4K
$1.73M
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.3K+ 1.91% |
$277K - $378K
|
547K
$25.3M
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
10.3K+ 8.61% |
$277K - $377K
|
129K
$5.98M
|
|
Apr 13, 2023
Q1 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
10.2K+ 6.35% |
$275K - $375K
|
171K
$7.9M
|