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 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
8.41KNew |
$227K - $309K
|
8.41K
$388K
|
|
|
May 11, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
8.4K+ 0.11% |
$227K - $309K
|
7.85M
$363M
|
|
|
Jun 14, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
8.4K+ 0.11% |
$227K - $309K
|
7.85M
$363M
|
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
8.39K+ 0.51% |
$226K - $308K
|
1.65M
$76.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
8.38K+ 3.41% |
$226K - $308K
|
254K
$11.7M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8.37K+ 192.28% |
$226K - $308K
|
12.7K
$588K
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
8.31K+ 4.27% |
$224K - $305K
|
203K
$9.38M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.31K+ 2.02% |
$224K - $305K
|
420K
$19.4M
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
8.3KNew |
$224K - $305K
|
8.3K
$384K
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
8.29KNew |
$224K - $305K
|
8.29K
$383K
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
8.28KNew |
$223K - $304K
|
8.28K
$382K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8.23K+ 21.27% |
$222K - $303K
|
46.9K
$2.17M
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
8.17KNew |
$220K - $300K
|
8.17K
$377K
|
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
8.14K+ 8.47% |
$219K - $299K
|
104K
$4.82M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
8.11KNew |
$219K - $298K
|
8.11K
$375K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
8.02K+ 3.35% |
$216K - $295K
|
247K
$11.4M
|
|
|
May 12, 2023
Q1 2023
|
Artal Group S.A.
Luxembourg, N4 |
BUY
|
- |
8KNew |
$216K - $294K
|
8K
$370K
|
|
|
May 15, 2023
Q1 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
8KNew |
$216K - $294K
|
8K
$370K
|
|
|
May 15, 2023
Q1 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
8KNew |
$216K - $294K
|
8K
$370K
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
7.9K+ 29.74% |
$213K - $290K
|
34.5K
$1.59M
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
7.87K+ 3.17% |
$212K - $289K
|
256K
$11.8M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
7.87K+ 16.1% |
$212K - $289K
|
56.7K
$2.62M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
7.83K+ 17.53% |
$211K - $288K
|
52.5K
$2.43M
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
7.82K+ 10.18% |
$211K - $288K
|
84.7K
$3.91M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
7.81K+ 4.66% |
$211K - $287K
|
176K
$8.11M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
7.78K+ 0.14% |
$210K - $286K
|
5.41M
$250M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.77K+ 7.62% |
$209K - $286K
|
110K
$5.07M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
7.74K+ 6.42% |
$209K - $285K
|
128K
$5.93M
|
|
|
May 09, 2023
Q1 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
7.72K+ 19.87% |
$208K - $284K
|
46.6K
$2.15M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.69K+ 29.03% |
$207K - $283K
|
34.2K
$1.58M
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
7.66K+ 94.77% |
$207K - $282K
|
15.7K
$727K
|
|
|
May 15, 2023
Q1 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
7.62KNew |
$206K - $280K
|
7.62K
$352K
|
|
|
May 15, 2023
Q1 2023
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
BUY
|
- |
7.61K+ 1.55% |
$205K - $280K
|
497K
$23M
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7.59KNew |
$205K - $279K
|
7.59K
$351K
|
|
|
May 11, 2023
Q1 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
7.48K+ 32.34% |
$202K - $275K
|
30.6K
$1.41M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
7.45K+ 24.29% |
$201K - $274K
|
38.1K
$1.76M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
7.42K+ 130.99% |
$200K - $273K
|
13.1K
$604K
|
|
|
May 15, 2023
Q1 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
7.42KNew |
$200K - $273K
|
7.42K
$343K
|
|
|
Apr 13, 2023
Q1 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
7.4KNew |
$200K - $272K
|
7.4K
$342K
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
7.38K+ 1.98% |
$199K - $271K
|
380K
$17.6M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.37K+ 0.42% |
$199K - $271K
|
1.76M
$81.5M
|
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
7.37K+ 25.62% |
$199K - $271K
|
36.1K
$1.67M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
7.33K+ 15.02% |
$198K - $270K
|
56.1K
$2.59M
|
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
7.32KNew |
$197K - $269K
|
7.32K
$338K
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
7.31K+ 0.31% |
$197K - $269K
|
2.34M
$108M
|
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
7.21K+ 53.98% |
$194K - $265K
|
20.6K
$950K
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
7.16K+ 18.89% |
$193K - $263K
|
45K
$2.08M
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
7.15KNew |
$193K - $263K
|
7.15K
$330K
|
|
|
Apr 06, 2023
Q1 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
7.06KNew |
$190K - $259K
|
7.06K
$326K
|
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
7K+ 12.2% |
$189K - $257K
|
64.4K
$2.97M
|