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 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
5.39K+ 6.01% |
$145K - $198K
|
95K
$4.39M
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
5.38KNew |
$145K - $198K
|
5.38K
$249K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5.35K+ 0.44% |
$144K - $197K
|
1.22M
$56.4M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
5.27K+ 6.21% |
$142K - $194K
|
90.1K
$4.17M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
5.25KNew |
$142K - $193K
|
5.25K
$243K
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5.25K+ 0.0% |
$142K - $193K
|
615M
$28.4B
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
5.25K+ 7.64% |
$142K - $193K
|
74K
$3.42M
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.25K+ 14.46% |
$141K - $193K
|
41.5K
$1.92M
|
|
|
May 12, 2023
Q1 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
5.06K+ 1.35% |
$136K - $186K
|
381K
$17.6M
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.05K+ 6.28% |
$136K - $186K
|
85.6K
$3.95M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
5.01K+ 12.97% |
$135K - $184K
|
43.7K
$2.02M
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
5.01K+ 74.06% |
$135K - $184K
|
11.8K
$544K
|
|
|
Apr 28, 2023
Q1 2023
|
Hourglass Capital, LLC
|
BUY
|
- |
5K+ 8.73% |
$135K - $184K
|
62.3K
$2.88M
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
4.97K+ 3.26% |
$134K - $183K
|
157K
$7.27M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.97K+ 9.33% |
$134K - $183K
|
58.2K
$2.69M
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
4.96K+ 67.18% |
$134K - $182K
|
12.3K
$571K
|
|
|
May 03, 2023
Q1 2023
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
4.96K+ 0.32% |
$134K - $182K
|
1.57M
$72.8M
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
4.94K+ 5.48% |
$133K - $181K
|
95K
$4.39M
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
4.9K+ 19.47% |
$132K - $180K
|
30.1K
$1.39M
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4.89K+ 5.29% |
$132K - $180K
|
97.2K
$4.49M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.88K+ 14.33% |
$132K - $180K
|
38.9K
$1.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
4.86K+ 2.26% |
$131K - $179K
|
220K
$10.2M
|
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
4.86K+ 9.65% |
$131K - $179K
|
55.2K
$2.55M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.82K+ 9.83% |
$130K - $177K
|
53.9K
$2.49M
|
|
|
May 15, 2023
Q1 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
4.82K+ 4.98% |
$130K - $177K
|
102K
$4.7M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
4.82K+ 1.41% |
$130K - $177K
|
347K
$16M
|
|
|
May 15, 2023
Q1 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
4.8K+ 22.74% |
$129K - $176K
|
25.9K
$1.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.78K+ 989.86% |
$129K - $176K
|
5.26K
$243K
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.73K+ 0.58% |
$128K - $174K
|
822K
$38M
|
|
|
May 04, 2023
Q1 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
4.73K+ 14.87% |
$128K - $174K
|
36.5K
$1.69M
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
4.69K+ 9.64% |
$127K - $173K
|
53.4K
$2.47M
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
4.67K+ 23.05% |
$126K - $172K
|
24.9K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
4.65K+ 23.56% |
$126K - $171K
|
24.4K
$1.13M
|
|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
BUY
|
- |
4.58K+ 2.58% |
$123K - $168K
|
182K
$8.42M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.54K+ 8.69% |
$122K - $167K
|
56.7K
$2.62M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.5K+ 3.4% |
$121K - $166K
|
137K
$6.32M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.48K+ 5.75% |
$121K - $165K
|
82.3K
$3.81M
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
4.46K+ 2.04% |
$120K - $164K
|
223K
$10.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.46K+ 0.36% |
$120K - $164K
|
1.26M
$58.2M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.46K+ 5.37% |
$120K - $164K
|
87.5K
$4.04M
|
|
|
May 05, 2023
Q1 2023
|
Wesleyan Assurance Society
Birmingham, X0 |
BUY
|
- |
4.45K+ 1.1% |
$120K - $164K
|
407K
$18.8M
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
4.42K+ 30.4% |
$119K - $163K
|
19K
$876K
|
|
|
Apr 24, 2023
Q1 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
4.42K+ 3.21% |
$119K - $162K
|
142K
$6.57M
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
4.4K+ 10.93% |
$119K - $162K
|
44.6K
$2.06M
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
4.38K+ 1.81% |
$118K - $161K
|
246K
$11.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
4.36K+ 18.79% |
$117K - $160K
|
27.5K
$1.27M
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4.34K+ 12.81% |
$117K - $160K
|
38.2K
$1.77M
|
|
|
May 08, 2023
Q1 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
4.32K+ 2.8% |
$116K - $159K
|
159K
$7.34M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
4.31K+ 146.75% |
$116K - $159K
|
7.25K
$335K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.27K+ 0.84% |
$115K - $157K
|
513K
$23.7M
|