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 12, 2023
Q1 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
1.3K+ 1.54% |
$35.1K - $47.8K
|
85.5K
$3.95M
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
BUY
|
- |
1.3K+ 0.97% |
$35K - $47.7K
|
134K
$6.21M
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.27KNew |
$34.3K - $46.8K
|
1.27K
$58.8K
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.27K+ 3.36% |
$34.3K - $46.7K
|
39K
$1.8M
|
|
|
May 12, 2023
Q1 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
1.27K+ 1.59% |
$34.2K - $46.6K
|
80.9K
$3.74M
|
|
|
Apr 27, 2023
Q1 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.27K+ 1.11% |
$34.1K - $46.6K
|
115K
$5.32M
|
|
|
May 17, 2023
Q1 2023
|
Harvey Capital Management Inc
|
BUY
|
- |
1.25K+ 0.63% |
$33.7K - $46K
|
201K
$9.29M
|
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.25K+ 18.68% |
$33.6K - $45.8K
|
7.92K
$366K
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
BUY
|
- |
1.24K+ 2.8% |
$33.4K - $45.5K
|
45.5K
$2.1M
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.23K+ 83.38% |
$33.1K - $45.2K
|
2.7K
$125K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
1.22K+ 127.93% |
$33K - $45K
|
2.18K
$101K
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.22K+ 7.97% |
$32.8K - $44.7K
|
16.5K
$761K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.2K+ 5.69% |
$32.4K - $44.1K
|
22.3K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.2KNew |
$32.4K - $44.1K
|
1.2K
$55.5K
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
BUY
|
- |
1.2K+ 2.05% |
$32.3K - $44.1K
|
59.6K
$2.75M
|
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.19K+ 9.9% |
$32.1K - $43.8K
|
13.2K
$612K
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.19K+ 2.83% |
$32.1K - $43.8K
|
43.2K
$2M
|
|
|
Apr 21, 2023
Q1 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
1.19K+ 0.59% |
$32.1K - $43.8K
|
204K
$9.42M
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
BUY
|
- |
1.17K+ 44.31% |
$31.6K - $43.1K
|
3.82K
$177K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.17K+ 10.43% |
$31.6K - $43K
|
12.4K
$573K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.14K+ 6.8% |
$30.7K - $41.9K
|
17.9K
$827K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.14K+ 0.32% |
$30.7K - $41.8K
|
353K
$16.3M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.13K+ 5.63% |
$30.5K - $41.6K
|
21.2K
$982K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.13K+ 5.12% |
$30.5K - $41.6K
|
23.2K
$1.07M
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
1.13K+ 2.6% |
$30.5K - $41.6K
|
44.6K
$2.06M
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.13K+ 7.34% |
$30.3K - $41.4K
|
16.5K
$760K
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 6.6% |
$30.2K - $41.2K
|
18.1K
$837K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.12K+ 17.25% |
$30.2K - $41.2K
|
7.61K
$352K
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.12K+ 13.94% |
$30.2K - $41.1K
|
9.15K
$423K
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.12K+ 14.57% |
$30.1K - $41.1K
|
8.78K
$406K
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.11K+ 10.47% |
$30K - $41K
|
11.8K
$543K
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.11K+ 0.89% |
$30K - $40.9K
|
125K
$5.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
BUY
|
- |
1.11K+ 3.33% |
$29.9K - $40.8K
|
34.4K
$1.59M
|
|
|
Apr 11, 2023
Q1 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
1.1K+ 13.55% |
$29.6K - $40.4K
|
9.21K
$426K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.1K+ 2.59% |
$29.6K - $40.4K
|
43.5K
$2.01M
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
BUY
|
- |
1.08K+ 7.45% |
$29.2K - $39.8K
|
15.6K
$722K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.08K+ 3.96% |
$29.2K - $39.7K
|
28.4K
$1.31M
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.07K+ 6.7% |
$29K - $39.5K
|
17.1K
$790K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.07KNew |
$28.9K - $39.4K
|
1.07K
$49.5K
|
|
|
Apr 12, 2023
Q1 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1.07K+ 10.77% |
$28.8K - $39.3K
|
11K
$507K
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.07K+ 10.71% |
$28.7K - $39.2K
|
11K
$509K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.06K+ 3.57% |
$28.7K - $39.1K
|
30.9K
$1.43M
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
BUY
|
- |
1.05K+ 17.28% |
$28.4K - $38.7K
|
7.14K
$330K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.05K+ 2.69% |
$28.4K - $38.7K
|
40.2K
$1.86M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.04K+ 6.99% |
$28K - $38.1K
|
15.9K
$734K
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.04K+ 6.07% |
$28K - $38.1K
|
18.1K
$838K
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.03K+ 8.11% |
$27.9K - $38K
|
13.8K
$637K
|
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.03K+ 6.71% |
$27.9K - $38K
|
16.4K
$759K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.03K+ 2.17% |
$27.7K - $37.8K
|
48.5K
$2.24M
|
|
|
Apr 25, 2023
Q1 2023
|
Humankind Investments LLC
|
BUY
|
- |
1.02K+ 6.08% |
$27.6K - $37.7K
|
17.9K
$825K
|