Purchases and Sales Made in Q1 2023 in Bank Of America Corp (BAC)

BAC Quotes by TradingView

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
Cic Wealth, LLC

Rockville, MD
BUY
 -
2.12K
+ 32.62%
$57.1K - $77.9K
8.62K $398K
May 12, 2023 Q1 2023
Boston Financial Mangement LLC

Boston, MA
BUY
 -
2.11K
+ 1.35%
$57K - $77.7K
159K $7.33M
May 08, 2023 Q1 2023
Pekin Hardy Strauss, Inc.

BUY
 -
2.1K
+ 12.23%
$56.6K - $77.2K
19.3K $890K
May 08, 2023 Q1 2023
Sustainable Insight Capital Management, LLC

New York, NY
BUY
 -
2.1K
+ 27.27%
$56.6K - $77.2K
9.8K $453K
Apr 24, 2023 Q1 2023
Westbourne Investment Advisors, Inc.

BUY
 -
2.1K
+ 0.86%
$56.5K - $77K
246K $11.4M
May 10, 2023 Q1 2023
Jag Capital Management, LLC

BUY
 -
2.06K
+ 22.13%
$55.5K - $75.7K
11.4K $525K
May 09, 2023 Q1 2023
Cohen Investment Advisors LLC

BUY
 -
2.05K
+ 2.83%
$55.4K - $75.5K
74.5K $3.44M
Nov 17, 2023 Q1 2023
Granite Harbor Advisors, Inc.

Houston, TX
BUY
 -
2.05K
+ 4.68%
$55.3K - $75.4K
45.8K $2.12M
May 01, 2023 Q1 2023
Legacy Advisors, LLC

BUY
 -
2.05K
+ 5.24%
$55.3K - $75.4K
41.2K $1.9M
May 04, 2023 Q1 2023
Wayfinding Financial, LLC

Lynnwood, WA
BUY
 -
2.04K
+ 10.18%
$55K - $75K
22.1K $1.02M
Apr 18, 2023 Q1 2023
Parkside Investments, LLC

BUY
 -
2K
+ 5.48%
$53.9K - $73.5K
38.5K $1.78M
Jul 20, 2023 Q1 2023
E&G Advisors, LP

BUY
 -
2K
+ 5.0%
$53.9K - $73.5K
42K $1.94M
Apr 26, 2023 Q1 2023
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
1.95K
+ 14.62%
$52.5K - $71.6K
15.3K $706K
May 11, 2023 Q1 2023
Black Diamond Financial, LLC

BUY
 -
1.94K
+ 9.11%
$52.4K - $71.4K
23.3K $1.07M
Apr 04, 2023 Q1 2023
Garrett Investment Advisors LLC

BUY
 -
1.94K
+ 22.74%
$52.3K - $71.3K
10.5K $483K
May 11, 2023 Q1 2023
Rosenbaum Jay D.

Boston, MA
BUY
 -
1.92K
+ 6.25%
$51.8K - $70.7K
32.7K $1.51M
Apr 24, 2023 Q1 2023
Paces Ferry Wealth Advisors, LLC

BUY
 -
1.92K
+ 18.76%
$51.7K - $70.5K
12.1K $561K
May 12, 2023 Q1 2023
Bollard Group LLC

Boston, MA
BUY
 -
1.91K
+ 0.68%
$51.6K - $70.4K
284K $13.1M
May 02, 2023 Q1 2023
All Square Wealth Management LLC

Albany, NY
BUY
 -
1.9K
+ 12.06%
$51.2K - $69.9K
17.7K $816K
Apr 13, 2023 Q1 2023
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
1.89K
+ 8.39%
$50.9K - $69.5K
24.4K $1.13M
Apr 06, 2023 Q1 2023
Saxon Interests, Inc.

BUY
 -
1.89K
+ 29.49%
$50.9K - $69.3K
8.28K $383K
Apr 19, 2023 Q1 2023
Calton & Associates, Inc.

BUY
 -
1.88K
+ 13.11%
$50.8K - $69.2K
16.2K $750K
May 12, 2023 Q1 2023
Holderness Investments CO

Greensboro, NC
BUY
 -
1.88K
+ 2.71%
$50.6K - $69K
71K $3.28M
May 03, 2023 Q1 2023
Vista Capital Partners, Inc.

BUY
 -
1.88K
+ 23.17%
$50.6K - $68.9K
9.97K $461K
May 04, 2023 Q1 2023
Cornerstone Advisory, LLC

BUY
 -
1.85K
+ 6.46%
$49.9K - $68K
30.5K $1.41M
May 03, 2023 Q1 2023
Corrado Advisors, LLC

Ramsey, NJ
BUY
 -
1.85K
+ 2.86%
$49.8K - $67.9K
66.3K $3.06M
May 09, 2023 Q1 2023
Spc Financial, Inc.

BUY
 -
1.84K
+ 8.2%
$49.7K - $67.7K
24.3K $1.12M
Apr 12, 2023 Q1 2023
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
1.84K
+ 4.41%
$49.5K - $67.5K
43.5K $2.01M
Nov 07, 2024 Q1 2023
Verity & Verity, LLC

Beaufort, SC
BUY
 -
1.84K
+ 8.13%
$49.5K - $67.5K
24.4K $1.13M
Apr 11, 2023 Q1 2023
Parisi Gray Wealth Management

BUY
 -
1.83K
+ 5.18%
$49.3K - $67.2K
37.2K $1.72M
Apr 07, 2023 Q1 2023
180 Wealth Advisors, LLC

BUY
 -
1.83K
+ 9.06%
$49.2K - $67.1K
22K $1.02M
May 22, 2023 Q1 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
1.82K
+ 9.52%
$49.2K - $67K
21K $969K
Apr 19, 2023 Q1 2023
Capital Advisors Inc

BUY
 -
1.81K
+ 3.39%
$48.9K - $66.7K
55.3K $2.55M
Apr 18, 2023 Q1 2023
Hedges Asset Management LLC

BUY
 -
1.8K
+ 8.07%
$48.5K - $66.2K
24.1K $1.11M
Apr 21, 2023 Q1 2023
West Oak Capital, LLC

BUY
 -
1.8K
+ 41.05%
$48.5K - $66.2K
6.19K $286K
May 12, 2023 Q1 2023
Elkhorn Partners Limited Partnership

Omaha, NE
BUY
 -
1.8K
+ 112.5%
$48.5K - $66.2K
3.4K $157K
Apr 18, 2023 Q1 2023
Activest Wealth Management

BUY
 -
1.8K
New
$48.4K - $66K
1.8K $82.9K
Feb 02, 2024 Q1 2023
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
1.77K
+ 3.0%
$47.6K - $64.9K
60.7K $2.8M
May 11, 2023 Q1 2023
Castle Rock Wealth Management, LLC

BUY
 -
1.77K
+ 15.21%
$47.6K - $64.9K
13.4K $618K
May 03, 2023 Q1 2023
Hamilton Capital, LLC

Columbus, OH
BUY
 -
1.76K
+ 13.84%
$47.5K - $64.8K
14.5K $669K
May 15, 2023 Q1 2023
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
1.76K
+ 4.91%
$47.5K - $64.8K
37.6K $1.74M
Apr 27, 2023 Q1 2023
Jeppson Wealth Management, LLC

BUY
 -
1.76K
+ 2.97%
$47.5K - $64.7K
61K $2.82M
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
1.76K
New
$47.4K - $64.6K
1.76K $81.2K
Apr 27, 2023 Q1 2023
Capital Insight Partners, LLC

BUY
 -
1.76K
+ 1.41%
$47.3K - $64.5K
126K $5.84M
Apr 13, 2023 Q1 2023
Centennial Wealth Advisory LLC

BUY
 -
1.75K
+ 16.98%
$47.3K - $64.5K
12.1K $558K
Apr 25, 2023 Q1 2023
Patten & Patten Inc

BUY
 -
1.73K
+ 1.25%
$46.5K - $63.4K
139K $6.44M
Apr 06, 2023 Q1 2023
Willis Johnson & Associates, Inc.

BUY
 -
1.71K
+ 14.33%
$46.2K - $63K
13.7K $631K
May 12, 2023 Q1 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
1.7K
+ 22.12%
$46K - $62.7K
9.41K $435K
Aug 16, 2024 Q1 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
1.7K
+ 1.22%
$45.9K - $62.6K
142K $6.55M

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