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 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.2K+ 9.12% |
$86.3K - $118K
|
38.3K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
BUY
|
- |
3.2K+ 7.93% |
$86.3K - $118K
|
43.6K
$2.01M
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.2K+ 46.78% |
$86.2K - $117K
|
10K
$463K
|
|
|
May 15, 2023
Q1 2023
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
3.19K+ 0.4% |
$86K - $117K
|
808K
$37.4M
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
3.19K+ 16.29% |
$85.9K - $117K
|
22.7K
$1.05M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.18K+ 1.02% |
$85.7K - $117K
|
315K
$14.5M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.16K+ 3.49% |
$85.2K - $116K
|
93.5K
$4.32M
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
3.14K+ 18.33% |
$84.8K - $116K
|
20.3K
$938K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.14K+ 134.45% |
$84.7K - $116K
|
5.48K
$253K
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
3.14K+ 3.49% |
$84.6K - $115K
|
93K
$4.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.12K+ 31.47% |
$84K - $115K
|
13K
$602K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
3.08K+ 3.67% |
$82.9K - $113K
|
86.8K
$4.01M
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
3.05K+ 17.78% |
$82.3K - $112K
|
20.2K
$934K
|
|
|
May 15, 2023
Q1 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
3.04K+ 1.51% |
$82K - $112K
|
204K
$9.43M
|
|
|
May 09, 2023
Q1 2023
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
3.03K+ 28.08% |
$81.6K - $111K
|
13.8K
$638K
|
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
3K+ 40.18% |
$80.9K - $110K
|
10.5K
$484K
|
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
3K+ 13.84% |
$80.9K - $110K
|
24.7K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Claar Advisors LLC
New York, NY |
BUY
|
- |
3KNew |
$80.9K - $110K
|
3K
$139K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
3K+ 8.75% |
$80.9K - $110K
|
37.3K
$1.72M
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
BUY
|
- |
2.97K+ 2.94% |
$80K - $109K
|
104K
$4.8M
|
|
|
Sep 18, 2023
Q1 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
2.96K+ 9.76% |
$79.9K - $109K
|
33.3K
$1.54M
|
|
|
May 12, 2023
Q1 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
2.96K+ 1.49% |
$79.8K - $109K
|
201K
$9.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
2.95K+ 6.29% |
$79.5K - $108K
|
49.8K
$2.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
2.92K+ 3.35% |
$78.8K - $107K
|
90.3K
$4.17M
|
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2.92K+ 6.09% |
$78.8K - $107K
|
50.9K
$2.35M
|
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
2.92K+ 9.79% |
$78.6K - $107K
|
32.7K
$1.51M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.92K+ 14.9% |
$78.6K - $107K
|
22.5K
$1.04M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.91K+ 2.02% |
$78.4K - $107K
|
147K
$6.79M
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.9K+ 20.94% |
$78.2K - $107K
|
16.7K
$774K
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.87K+ 8.71% |
$77.4K - $105K
|
35.8K
$1.65M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.85K+ 3.06% |
$77K - $105K
|
96.1K
$4.44M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.83K+ 4.49% |
$76.4K - $104K
|
66K
$3.05M
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.82K+ 4.28% |
$76.1K - $104K
|
68.7K
$3.18M
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
2.82K+ 3.02% |
$76K - $104K
|
96K
$4.44M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.8K+ 4.68% |
$75.6K - $103K
|
62.7K
$2.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.8K+ 5.13% |
$75.5K - $103K
|
57.4K
$2.65M
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
2.77K+ 5.27% |
$74.7K - $102K
|
55.3K
$2.56M
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
2.76K+ 6.45% |
$74.5K - $102K
|
45.6K
$2.11M
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.75KNew |
$74.1K - $101K
|
2.75K
$127K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
2.72K+ 7.16% |
$73.4K - $100K
|
40.7K
$1.88M
|
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.71K+ 2.69% |
$73.2K - $99.8K
|
103K
$4.78M
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
2.7K+ 0.6% |
$72.8K - $99.3K
|
454K
$21M
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2.66K+ 12.59% |
$71.8K - $97.9K
|
23.8K
$1.1M
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
2.66K+ 30.55% |
$71.7K - $97.8K
|
11.4K
$525K
|
|
|
Sep 07, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
2.66K+ 30.55% |
$71.7K - $97.8K
|
11.4K
$525K
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
2.64K+ 2.59% |
$71.2K - $97.1K
|
105K
$4.84M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.63K+ 5.56% |
$71K - $96.7K
|
50K
$2.31M
|
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
2.62K+ 19.05% |
$70.7K - $96.4K
|
16.4K
$757K
|
|
|
May 09, 2023
Q1 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
2.62K+ 2.51% |
$70.7K - $96.3K
|
107K
$4.95M
|
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2.62K+ 21.46% |
$70.6K - $96.3K
|
14.8K
$685K
|