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 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
1.69K+ 2.83% |
$45.5K - $62K
|
61.3K
$2.83M
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.67K+ 7.55% |
$45.1K - $61.5K
|
23.8K
$1.1M
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.67K+ 7.82% |
$45.1K - $61.4K
|
23K
$1.07M
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.67K+ 0.17% |
$44.9K - $61.3K
|
999K
$46.2M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.66K+ 0.85% |
$44.6K - $60.9K
|
196K
$9.08M
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.63K+ 16.75% |
$43.9K - $59.9K
|
11.3K
$524K
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.62K+ 16.39% |
$43.7K - $59.5K
|
11.5K
$531K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.6K+ 6.48% |
$43.1K - $58.8K
|
26.2K
$1.21M
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.59K+ 15.42% |
$42.9K - $58.5K
|
11.9K
$550K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.59K+ 2.78% |
$42.8K - $58.3K
|
58.7K
$2.71M
|
|
|
Apr 13, 2023
Q1 2023
|
Veery Capital, LLC
|
BUY
|
- |
1.58K+ 25.99% |
$42.5K - $57.9K
|
7.64K
$353K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.57K+ 54.84% |
$42.3K - $57.7K
|
4.43K
$205K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.57K+ 10.81% |
$42.3K - $57.7K
|
16.1K
$742K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.56K+ 8.6% |
$42.2K - $57.5K
|
19.7K
$912K
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
1.56K+ 7.04% |
$42K - $57.2K
|
23.7K
$1.09M
|
|
|
May 02, 2023
Q1 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.56K+ 4.3% |
$41.9K - $57.2K
|
37.7K
$1.74M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.55K+ 19.01% |
$41.7K - $56.8K
|
9.67K
$447K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
1.53K+ 2.81% |
$41.2K - $56.2K
|
55.9K
$2.58M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.52K+ 7.92% |
$41.1K - $56K
|
20.8K
$959K
|
|
|
May 04, 2023
Q1 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
1.5K+ 5.0% |
$40.5K - $55.2K
|
31.5K
$1.46M
|
|
|
May 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1.5K+ 15.24% |
$40.5K - $55.2K
|
11.3K
$524K
|
|
|
May 15, 2023
Q1 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
1.5K+ 3.01% |
$40.5K - $55.2K
|
51.4K
$2.37M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.49K+ 7.3% |
$40.1K - $54.7K
|
21.9K
$1.01M
|
|
|
Apr 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1.49K+ 10.3% |
$40.1K - $54.6K
|
15.9K
$735K
|
|
|
May 25, 2023
Q1 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
1.47K+ 6.83% |
$39.6K - $54.1K
|
23K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.45K+ 10.81% |
$39.2K - $53.4K
|
14.9K
$688K
|
|
|
May 11, 2023
Q1 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1.45K+ 1.38% |
$39K - $53.1K
|
106K
$4.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
1.44K+ 21.12% |
$38.9K - $53.1K
|
8.27K
$382K
|
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
BUY
|
- |
1.44K+ 14.37% |
$38.7K - $52.8K
|
11.4K
$528K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.42K+ 18.91% |
$38.2K - $52.1K
|
8.9K
$411K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.39K+ 0.32% |
$37.5K - $51.2K
|
434K
$20M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.39K+ 2.47% |
$37.5K - $51.1K
|
57.7K
$2.67M
|
|
|
Apr 14, 2023
Q1 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.38K+ 0.34% |
$37.2K - $50.7K
|
406K
$18.8M
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.38K+ 70.26% |
$37.1K - $50.6K
|
3.34K
$154K
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
BUY
|
- |
1.37K+ 5.81% |
$36.9K - $50.4K
|
25K
$1.15M
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.37K+ 3.73% |
$36.9K - $50.3K
|
38.1K
$1.76M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.36K+ 4.01% |
$36.8K - $50.1K
|
35.4K
$1.64M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.35K+ 4.9% |
$36.5K - $49.8K
|
29K
$1.34M
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.34K+ 1.14% |
$36.2K - $49.3K
|
119K
$5.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.34K+ 9.72% |
$36.2K - $49.3K
|
15.1K
$699K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.34K+ 1.17% |
$36.1K - $49.2K
|
116K
$5.35M
|
|
|
May 11, 2023
Q1 2023
|
Nbw Capital LLC
|
BUY
|
- |
1.33K+ 7.2% |
$35.9K - $48.9K
|
19.8K
$915K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.33K+ 1.14% |
$35.8K - $48.8K
|
118K
$5.46M
|
|
|
Aug 02, 2023
Q1 2023
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
1.32K+ 2.39% |
$35.7K - $48.7K
|
56.7K
$2.62M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.32K+ 20.15% |
$35.6K - $48.5K
|
7.87K
$364K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.31K+ 3361.54% |
$35.4K - $48.2K
|
1.35K
$62.4K
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.31K+ 15.55% |
$35.3K - $48.1K
|
9.73K
$450K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.31K+ 5.84% |
$35.2K - $48K
|
23.7K
$1.09M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.3K+ 2.25% |
$35.1K - $47.9K
|
59.1K
$2.73M
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
1.3K+ 1.83% |
$35.1K - $47.8K
|
72.3K
$3.34M
|