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
|
Family Legacy, Inc.
|
BUY
|
- |
2.61K+ 5.04% |
$70.3K - $95.9K
|
54.4K
$2.51M
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.6K+ 21.23% |
$70.1K - $95.6K
|
14.8K
$686K
|
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
2.6K+ 7.55% |
$70K - $95.5K
|
37K
$1.71M
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
2.59K+ 29.26% |
$69.9K - $95.3K
|
11.5K
$529K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2.59K+ 1.96% |
$69.7K - $95.1K
|
134K
$6.21M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.57K+ 3.09% |
$69.4K - $94.6K
|
85.8K
$3.96M
|
|
|
May 15, 2023
Q1 2023
|
Baxter Bros Inc
|
BUY
|
- |
2.55K+ 2.48% |
$68.8K - $93.8K
|
105K
$4.87M
|
|
|
Apr 19, 2023
Q1 2023
|
Blossom Wealth Management
|
BUY
|
- |
2.55K+ 19.09% |
$68.6K - $93.6K
|
15.9K
$734K
|
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
BUY
|
- |
2.54K+ 4.85% |
$68.6K - $93.5K
|
55K
$2.54M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.54K+ 1.91% |
$68.5K - $93.4K
|
135K
$6.26M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.52K+ 26.4% |
$68K - $92.7K
|
12.1K
$558K
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
BUY
|
- |
2.52K+ 3.14% |
$67.8K - $92.5K
|
82.5K
$3.81M
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
2.5K+ 0.79% |
$67.4K - $91.9K
|
318K
$14.7M
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
2.49K+ 3.1% |
$67.2K - $91.6K
|
82.8K
$3.83M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
2.48K+ 11.72% |
$66.8K - $91K
|
23.6K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.47K+ 16.27% |
$66.5K - $90.7K
|
17.6K
$814K
|
|
|
May 15, 2023
Q1 2023
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
2.44K+ 1.49% |
$65.9K - $89.8K
|
166K
$7.69M
|
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.42K+ 4.23% |
$65.2K - $88.9K
|
59.5K
$2.75M
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
2.42K+ 11.46% |
$65.2K - $88.8K
|
23.5K
$1.09M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.41K+ 5.47% |
$64.9K - $88.5K
|
46.4K
$2.15M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.41K+ 6.21% |
$64.9K - $88.4K
|
41.1K
$1.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Denali Advisors LLC
|
BUY
|
- |
2.4K+ 10.62% |
$64.7K - $88.2K
|
25K
$1.16M
|
|
|
May 04, 2023
Q1 2023
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
2.4K+ 3.74% |
$64.7K - $88.2K
|
66.6K
$3.08M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
2.4K+ 10.07% |
$64.7K - $88.2K
|
26.2K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
2.4K+ 3.87% |
$64.7K - $88.2K
|
64.4K
$2.98M
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.39K+ 58.86% |
$64.5K - $88K
|
6.46K
$298K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.39K+ 1.49% |
$64.5K - $87.9K
|
162K
$7.51M
|
|
|
May 04, 2023
Q1 2023
|
Harbor Advisory Corp
|
BUY
|
- |
2.37K+ 10.54% |
$63.9K - $87.1K
|
24.8K
$1.15M
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.35K+ 23.8% |
$63.5K - $86.5K
|
12.2K
$566K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.35K+ 5.4% |
$63.4K - $86.4K
|
45.9K
$2.12M
|
|
|
Apr 11, 2023
Q1 2023
|
Stolper CO
|
BUY
|
- |
2.34K+ 1.65% |
$63.2K - $86.2K
|
145K
$6.68M
|
|
|
May 12, 2023
Q1 2023
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
2.34K+ 2.7% |
$63.1K - $86K
|
89.1K
$4.12M
|
|
|
May 12, 2023
Q1 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
2.34K+ 5.83% |
$63K - $85.9K
|
42.4K
$1.96M
|
|
|
May 05, 2023
Q1 2023
|
Gfg Capital, LLC
|
BUY
|
- |
2.31K+ 8.36% |
$62.2K - $84.9K
|
29.9K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
BUY
|
- |
2.3K+ 0.55% |
$62K - $84.6K
|
418K
$19.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
BUY
|
- |
2.28K+ 18.04% |
$61.5K - $83.8K
|
14.9K
$689K
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.28K+ 22.14% |
$61.4K - $83.7K
|
12.6K
$580K
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.27K+ 18.35% |
$61.1K - $83.3K
|
14.6K
$675K
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
2.25K+ 17.81% |
$60.7K - $82.7K
|
14.9K
$688K
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
2.24K+ 1.78% |
$60.4K - $82.3K
|
128K
$5.9M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
2.24K+ 0.41% |
$60.3K - $82.2K
|
552K
$25.5M
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.21K+ 8.24% |
$59.6K - $81.2K
|
29K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.2K+ 1.8% |
$59.3K - $80.9K
|
124K
$5.74M
|
|
|
May 15, 2023
Q1 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
2.19K+ 26.82% |
$59.1K - $80.6K
|
10.4K
$479K
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
2.17K+ 2.88% |
$58.6K - $79.8K
|
77.6K
$3.58M
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
2.17K+ 100.6% |
$58.4K - $79.6K
|
4.32K
$200K
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
2.16K+ 24.5% |
$58.3K - $79.5K
|
11K
$507K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.14K+ 3.09% |
$57.7K - $78.6K
|
71.4K
$3.3M
|
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
2.13K+ 1.94% |
$57.4K - $78.3K
|
112K
$5.16M
|
|
|
May 09, 2023
Q1 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
2.13K+ 28.91% |
$57.4K - $78.2K
|
9.48K
$438K
|