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 |
---|---|---|---|---|---|---|---|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.02K+ 8.02% |
$27.4K - $37.4K
|
13.7K
$633K
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.01K+ 3.63% |
$27.3K - $37.2K
|
28.9K
$1.34M
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.01K+ 42.35% |
$27.2K - $37.1K
|
3.4K
$157K
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.01K+ 6.05% |
$27.1K - $37K
|
17.6K
$815K
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
1K+ 0.31% |
$27K - $36.8K
|
324K
$15M
|
|
Apr 18, 2023
Q1 2023
|
Chicago Capital, LLC
|
BUY
|
- |
1K+ 8.15% |
$27K - $36.8K
|
13.3K
$613K
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
BUY
|
- |
1K+ 12.85% |
$27K - $36.8K
|
8.78K
$406K
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1K+ 13.89% |
$27K - $36.8K
|
8.2K
$379K
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1KNew |
$27K - $36.8K
|
1K
$46.2K
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
996+ 3.15% |
$26.9K - $36.6K
|
32.6K
$1.51M
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
993+ 11.09% |
$26.8K - $36.5K
|
9.94K
$459K
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
986+ 5.12% |
$26.6K - $36.3K
|
20.2K
$935K
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
984New |
$26.5K - $36.2K
|
984
$45.5K
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
983+ 0.05% |
$26.5K - $36.1K
|
1.97M
$91.1M
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
982+ 205.01% |
$26.5K - $36.1K
|
1.46K
$67.5K
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
BUY
|
- |
957+ 4.68% |
$25.8K - $35.2K
|
21.4K
$989K
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
953+ 5.18% |
$25.7K - $35K
|
19.4K
$894K
|
|
Apr 11, 2023
Q1 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
949+ 7.96% |
$25.6K - $34.9K
|
12.9K
$595K
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
938+ 280.84% |
$25.3K - $34.5K
|
1.27K
$58.8K
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
BUY
|
- |
910+ 7.69% |
$24.5K - $33.5K
|
12.7K
$589K
|
|
Apr 24, 2023
Q1 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
906+ 14.31% |
$24.4K - $33.3K
|
7.24K
$334K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
891+ 5.38% |
$24K - $32.8K
|
17.5K
$807K
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
877+ 0.93% |
$23.7K - $32.2K
|
95.1K
$4.39M
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
876+ 3.05% |
$23.6K - $32.2K
|
29.6K
$1.37M
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
872+ 8.26% |
$23.5K - $32.1K
|
11.4K
$528K
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
866+ 3.15% |
$23.4K - $31.8K
|
28.3K
$1.31M
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
865+ 3.11% |
$23.3K - $31.8K
|
28.7K
$1.33M
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
836+ 0.71% |
$22.5K - $30.7K
|
118K
$5.47M
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
831+ 1.57% |
$22.4K - $30.6K
|
53.6K
$2.48M
|
|
May 15, 2023
Q1 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
828+ 7.27% |
$22.3K - $30.4K
|
12.2K
$565K
|
|
Apr 24, 2023
Q1 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
824+ 1.77% |
$22.2K - $30.3K
|
47.4K
$2.19M
|
|
May 12, 2023
Q1 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
819+ 4.48% |
$22.1K - $30.1K
|
19.1K
$883K
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
809+ 8.91% |
$21.8K - $29.7K
|
9.89K
$457K
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
809+ 5.78% |
$21.8K - $29.7K
|
14.8K
$684K
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
807+ 5.48% |
$21.8K - $29.7K
|
15.5K
$717K
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
807+ 0.97% |
$21.8K - $29.7K
|
84.1K
$3.89M
|
|
Apr 10, 2023
Q1 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
806+ 9.0% |
$21.7K - $29.6K
|
9.76K
$451K
|
|
May 11, 2023
Q1 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
800+ 10.93% |
$21.6K - $29.4K
|
8.12K
$375K
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
799+ 4.53% |
$21.5K - $29.4K
|
18.4K
$852K
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
797+ 3.41% |
$21.5K - $29.3K
|
24.2K
$1.12M
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
797+ 10.41% |
$21.5K - $29.3K
|
8.45K
$391K
|
|
May 10, 2023
Q1 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
790+ 10.41% |
$21.3K - $29K
|
8.38K
$387K
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
785+ 0.34% |
$21.2K - $28.9K
|
233K
$10.7M
|
|
May 12, 2023
Q1 2023
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
784+ 1.18% |
$21.1K - $28.8K
|
67.3K
$3.11M
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
779+ 1.06% |
$21K - $28.6K
|
73.9K
$3.42M
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
773+ 4.8% |
$20.8K - $28.4K
|
16.9K
$780K
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
770+ 12.25% |
$20.8K - $28.3K
|
7.06K
$326K
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
769+ 6.69% |
$20.7K - $28.3K
|
12.3K
$567K
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
763+ 6.54% |
$20.6K - $28.1K
|
12.4K
$574K
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
760+ 4.52% |
$20.5K - $27.9K
|
17.6K
$811K
|