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 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
10.2KNew |
$275K - $375K
|
10.2K
$472K
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
10.2KNew |
$274K - $373K
|
10.2K
$469K
|
|
Apr 28, 2023
Q1 2023
|
Keystone Financial Services
|
BUY
|
- |
10.1KNew |
$273K - $372K
|
10.1K
$468K
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
10.1K+ 802.14% |
$273K - $372K
|
11.4K
$525K
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
10.1KNew |
$272K - $371K
|
10.1K
$466K
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
10.1K+ 46.14% |
$272K - $370K
|
31.9K
$1.47M
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
10.1K+ 46.14% |
$272K - $370K
|
31.9K
$1.47M
|
|
Apr 20, 2023
Q1 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
10KNew |
$270K - $368K
|
10K
$462K
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
9.98K+ 17.09% |
$269K - $367K
|
68.4K
$3.16M
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
9.94KNew |
$268K - $365K
|
9.94K
$459K
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
9.86K+ 29.66% |
$266K - $362K
|
43.1K
$1.99M
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
9.8K+ 28.35% |
$264K - $360K
|
44.3K
$2.05M
|
|
Dec 09, 2024
Q1 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
9.76K+ 0.16% |
$263K - $359K
|
6.21M
$287M
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
9.67K+ 59.65% |
$261K - $356K
|
25.9K
$1.2M
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
9.61KNew |
$259K - $353K
|
9.61K
$444K
|
|
Apr 18, 2023
Q1 2023
|
Community Trust & Investment CO
|
BUY
|
- |
9.53KNew |
$257K - $350K
|
9.53K
$440K
|
|
Apr 14, 2023
Q1 2023
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
9.51KNew |
$256K - $350K
|
9.51K
$439K
|
|
Apr 25, 2023
Q1 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
9.45KNew |
$255K - $347K
|
9.45K
$437K
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
9.42KNew |
$254K - $346K
|
9.42K
$435K
|
|
Apr 20, 2023
Q1 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
9.34K+ 19.84% |
$252K - $344K
|
56.4K
$2.61M
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
9.33K+ 0.6% |
$252K - $343K
|
1.57M
$72.3M
|
|
May 05, 2023
Q1 2023
|
Mqs Management LLC
|
BUY
|
- |
9.33K+ 123.48% |
$252K - $343K
|
16.9K
$780K
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
9.29K+ 10.05% |
$251K - $342K
|
102K
$4.7M
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
9.26K+ 102911.11% |
$250K - $341K
|
9.27K
$428K
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
BUY
|
- |
9.17K+ 6.46% |
$247K - $337K
|
151K
$6.98M
|
|
May 12, 2023
Q1 2023
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
9.11K+ 109.64% |
$246K - $335K
|
17.4K
$805K
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
9.08K+ 0.99% |
$245K - $334K
|
923K
$42.6M
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
9.07K+ 38.83% |
$245K - $333K
|
32.4K
$1.5M
|
|
Apr 24, 2023
Q1 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
9.04K+ 131.43% |
$244K - $332K
|
15.9K
$735K
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.04K+ 8.8% |
$244K - $332K
|
112K
$5.16M
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
9.03K+ 16.07% |
$243K - $332K
|
65.2K
$3.01M
|
|
May 04, 2023
Q1 2023
|
Requisite Capital Management, LLC
|
BUY
|
- |
8.98KNew |
$242K - $330K
|
8.98K
$415K
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
8.97K+ 28.95% |
$242K - $330K
|
40K
$1.85M
|
|
Oct 19, 2023
Q1 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
8.96K+ 4.11% |
$242K - $329K
|
227K
$10.5M
|
|
Apr 27, 2023
Q1 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
8.91KNew |
$240K - $328K
|
8.91K
$412K
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8.9K+ 3.3% |
$240K - $327K
|
279K
$12.9M
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
8.89K+ 80.63% |
$240K - $327K
|
19.9K
$920K
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
8.88K+ 5.68% |
$240K - $327K
|
165K
$7.64M
|
|
Nov 13, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
8.84K+ 2.17% |
$238K - $325K
|
417K
$19.3M
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.83K+ 15.32% |
$238K - $324K
|
66.4K
$3.07M
|
|
May 10, 2023
Q1 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
8.81K+ 8.54% |
$238K - $324K
|
112K
$5.17M
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
8.76KNew |
$236K - $322K
|
8.76K
$405K
|
|
Jan 23, 2024
Q1 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
BUY
|
- |
8.76K+ 21.88% |
$236K - $322K
|
48.8K
$2.25M
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
BUY
|
- |
8.75KNew |
$236K - $322K
|
8.75K
$404K
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
8.73K+ 30.85% |
$235K - $321K
|
37K
$1.71M
|
|
Apr 11, 2023
Q1 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
8.64KNew |
$233K - $318K
|
8.64K
$399K
|
|
May 08, 2023
Q1 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
8.5KNew |
$229K - $313K
|
8.5K
$393K
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
8.49K+ 28.3% |
$229K - $312K
|
38.5K
$1.78M
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.44K+ 36.92% |
$227K - $310K
|
31.3K
$1.45M
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.44K+ 36.92% |
$227K - $310K
|
31.3K
$1.45M
|