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 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
4.18K+ 0.76% |
$113K - $154K
|
556K
$25.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
4.18KNew |
$113K - $154K
|
4.18K
$193K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.15KNew |
$112K - $153K
|
4.15K
$192K
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
BUY
|
- |
4.15K+ 9.59% |
$112K - $153K
|
47.4K
$2.19M
|
|
|
Apr 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
4.11K+ 8.01% |
$111K - $151K
|
55.4K
$2.56M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
4.08K+ 6004.41% |
$110K - $150K
|
4.15K
$192K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.07K+ 19.69% |
$110K - $150K
|
24.8K
$1.14M
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
4.06K+ 0.71% |
$109K - $149K
|
578K
$26.7M
|
|
|
May 15, 2023
Q1 2023
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
3.99K+ 3.07% |
$107K - $147K
|
134K
$6.19M
|
|
|
Apr 24, 2023
Q1 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
3.97K+ 64.41% |
$107K - $146K
|
10.1K
$468K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.93K+ 26.18% |
$106K - $145K
|
19K
$876K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.91K+ 1.55% |
$105K - $144K
|
257K
$11.9M
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
3.9K+ 0.31% |
$105K - $143K
|
1.25M
$57.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Planning Services Inc
|
BUY
|
- |
3.85K+ 3.21% |
$104K - $142K
|
124K
$5.72M
|
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
3.83K+ 3.88% |
$103K - $141K
|
103K
$4.74M
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.83K+ 17.39% |
$103K - $141K
|
25.9K
$1.2M
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
3.82K+ 10.5% |
$103K - $141K
|
40.2K
$1.86M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.78K+ 6.83% |
$102K - $139K
|
59.2K
$2.73M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.78K+ 3.0% |
$102K - $139K
|
130K
$5.99M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.78K+ 4.43% |
$102K - $139K
|
89K
$4.11M
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
BUY
|
- |
3.77K+ 26.72% |
$102K - $138K
|
17.9K
$825K
|
|
|
May 12, 2023
Q1 2023
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
3.69K+ 1.08% |
$99.6K - $136K
|
347K
$16M
|
|
|
Apr 18, 2023
Q1 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
3.69K+ 59.86% |
$99.6K - $136K
|
9.86K
$456K
|
|
|
Apr 05, 2023
Q1 2023
|
In Track Investment Management Inc
|
BUY
|
- |
3.68K+ 8.01% |
$99.2K - $135K
|
49.6K
$2.29M
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
3.67K+ 28.48% |
$99K - $135K
|
16.6K
$765K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
3.65KNew |
$98.4K - $134K
|
3.65K
$169K
|
|
|
Apr 21, 2023
Q1 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
3.63K+ 3.81% |
$97.8K - $133K
|
98.8K
$4.57M
|
|
|
May 10, 2023
Q1 2023
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
3.62K+ 2.0% |
$97.7K - $133K
|
185K
$8.53M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.61K+ 19.19% |
$97.3K - $133K
|
22.4K
$1.04M
|
|
|
May 22, 2023
Q1 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
3.58K+ 4.28% |
$96.4K - $131K
|
87.1K
$4.02M
|
|
|
May 15, 2023
Q1 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
3.57K+ 6.58% |
$96.3K - $131K
|
57.8K
$2.67M
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
BUY
|
- |
3.54K+ 51.34% |
$95.5K - $130K
|
10.4K
$482K
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
BUY
|
- |
3.52K+ 0.13% |
$94.8K - $129K
|
2.76M
$128M
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
3.5K+ 36.29% |
$94.4K - $129K
|
13.1K
$607K
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3.49K+ 2.54% |
$94.1K - $128K
|
141K
$6.51M
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
3.48K+ 4.2% |
$93.7K - $128K
|
86.3K
$3.99M
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
3.45K+ 31.35% |
$93.2K - $127K
|
14.5K
$669K
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.43K+ 17.68% |
$92.5K - $126K
|
22.8K
$1.05M
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
3.43K+ 0.29% |
$92.4K - $126K
|
1.18M
$54.7M
|
|
|
May 18, 2023
Q1 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
3.38KNew |
$91K - $124K
|
3.38K
$156K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.32K+ 8.15% |
$89.5K - $122K
|
44.1K
$2.04M
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.29K+ 2.16% |
$88.7K - $121K
|
155K
$7.18M
|
|
|
Apr 27, 2023
Q1 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
3.28K+ 15.9% |
$88.3K - $120K
|
23.9K
$1.1M
|
|
|
May 12, 2023
Q1 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
3.27K+ 9.15% |
$88.2K - $120K
|
39K
$1.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
3.25K+ 18.3% |
$87.5K - $119K
|
21K
$969K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.24K+ 6.08% |
$87.4K - $119K
|
56.5K
$2.61M
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
3.23K+ 19.19% |
$87.2K - $119K
|
20.1K
$928K
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3.22K+ 28.03% |
$86.8K - $118K
|
14.7K
$679K
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
3.21K+ 0.6% |
$86.6K - $118K
|
541K
$25M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.21K+ 3.63% |
$86.6K - $118K
|
91.5K
$4.23M
|