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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
7K+ 7.65% |
$189K - $257K
|
98.5K
$4.55M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
7K+ 7.95% |
$189K - $257K
|
95K
$4.39M
|
|
|
May 15, 2023
Q1 2023
|
Tcw Group Inc
|
BUY
|
- |
6.99K+ 20.52% |
$189K - $257K
|
41.1K
$1.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
6.97K+ 26.21% |
$188K - $256K
|
33.6K
$1.55M
|
|
|
May 15, 2023
Q1 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
6.85K+ 107.89% |
$185K - $252K
|
13.2K
$610K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
6.85K+ 61.25% |
$185K - $252K
|
18K
$833K
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
6.83K+ 15.2% |
$184K - $251K
|
51.7K
$2.39M
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
6.83K+ 21.9% |
$184K - $251K
|
38K
$1.76M
|
|
|
May 01, 2023
Q1 2023
|
Udine Wealth Management, Inc.
|
BUY
|
- |
6.81K+ 5.95% |
$184K - $250K
|
121K
$5.6M
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
6.8K+ 0.37% |
$183K - $250K
|
1.82M
$84.3M
|
|
|
May 08, 2023
Q1 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
6.76K+ 10.06% |
$182K - $249K
|
74K
$3.42M
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
BUY
|
- |
6.71K+ 0.59% |
$181K - $247K
|
1.15M
$53.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
6.71K+ 19.69% |
$181K - $247K
|
40.8K
$1.88M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.69K+ 5.56% |
$180K - $246K
|
127K
$5.87M
|
|
|
Apr 21, 2023
Q1 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
6.62K+ 13.08% |
$178K - $243K
|
57.2K
$2.64M
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
6.6K+ 84.95% |
$178K - $243K
|
14.4K
$664K
|
|
|
May 08, 2023
Q1 2023
|
Private Management Group Inc
|
BUY
|
- |
6.59K+ 91.84% |
$178K - $242K
|
13.8K
$636K
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6.51K+ 2.33% |
$176K - $240K
|
286K
$13.2M
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
6.42K+ 27.51% |
$173K - $236K
|
29.8K
$1.38M
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
6.38K+ 0.5% |
$172K - $235K
|
1.29M
$59.8M
|
|
|
May 15, 2023
Q1 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
6.34K+ 1.27% |
$171K - $233K
|
508K
$23.5M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
6.31K+ 13.26% |
$170K - $232K
|
53.9K
$2.49M
|
|
|
May 08, 2023
Q1 2023
|
Spartan Fund Management Inc.
|
BUY
|
- |
6.3KNew |
$170K - $232K
|
6.3K
$291K
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
6.29K+ 16.26% |
$170K - $231K
|
44.9K
$2.08M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
6.27K+ 2.93% |
$169K - $231K
|
220K
$10.2M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.18K+ 5.45% |
$167K - $227K
|
120K
$5.53M
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
BUY
|
- |
6.16K+ 20.73% |
$166K - $226K
|
35.8K
$1.66M
|
|
|
May 15, 2023
Q1 2023
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
6.15K+ 1.81% |
$166K - $226K
|
346K
$16M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
6.14K+ 4.55% |
$166K - $226K
|
141K
$6.52M
|
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
6.11K+ 245.21% |
$165K - $225K
|
8.61K
$398K
|
|
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
6.1K+ 60.91% |
$165K - $224K
|
16.1K
$745K
|
|
|
Apr 18, 2023
Q1 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
6.03K+ 6.36% |
$163K - $222K
|
101K
$4.66M
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6.02K+ 64.29% |
$162K - $222K
|
15.4K
$711K
|
|
|
May 15, 2023
Q1 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
6K+ 34.26% |
$162K - $221K
|
23.5K
$1.09M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.94K+ 57.07% |
$160K - $218K
|
16.3K
$755K
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
5.85K+ 38.46% |
$158K - $215K
|
21.1K
$974K
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
5.85K+ 21.39% |
$158K - $215K
|
33.2K
$1.53M
|
|
|
May 04, 2023
Q1 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
5.84K+ 0.8% |
$158K - $215K
|
737K
$34.1M
|
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
5.83K+ 12.48% |
$157K - $214K
|
52.5K
$2.43M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.79KNew |
$156K - $213K
|
5.79K
$267K
|
|
|
Apr 13, 2023
Q1 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
5.77K+ 40.02% |
$156K - $212K
|
20.2K
$932K
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.75K+ 43.28% |
$155K - $211K
|
19K
$879K
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
5.75K+ 49.2% |
$155K - $211K
|
17.4K
$805K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
5.7K+ 7.26% |
$154K - $209K
|
84.1K
$3.89M
|
|
|
May 09, 2023
Q1 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
5.54K+ 21.56% |
$149K - $204K
|
31.2K
$1.44M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5.53K+ 15.72% |
$149K - $203K
|
40.7K
$1.88M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.49K+ 1.23% |
$148K - $202K
|
452K
$20.9M
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
5.46K+ 18.97% |
$147K - $201K
|
34.3K
$1.58M
|
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
5.43K+ 7.4% |
$147K - $200K
|
78.9K
$3.64M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.39K+ 8.93% |
$145K - $198K
|
65.8K
$3.04M
|