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 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
755+ 1.08% |
$20.4K - $27.8K
|
70.9K
$3.28M
|
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
755+ 6.25% |
$20.4K - $27.8K
|
12.8K
$593K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
754+ 3.1% |
$20.3K - $27.7K
|
25.1K
$1.16M
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
749+ 0.33% |
$20.2K - $27.5K
|
227K
$10.5M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
746+ 4.4% |
$20.1K - $27.4K
|
17.7K
$818K
|
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
740+ 5.94% |
$20K - $27.2K
|
13.2K
$610K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
734+ 3.79% |
$19.8K - $27K
|
20.1K
$928K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
730+ 2.29% |
$19.7K - $26.8K
|
32.7K
$1.51M
|
|
|
Apr 25, 2023
Q1 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
725+ 1.81% |
$19.6K - $26.7K
|
40.8K
$1.89M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
723+ 4.17% |
$19.5K - $26.6K
|
18K
$834K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
723+ 1.25% |
$19.5K - $26.6K
|
58.8K
$2.72M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
717+ 8.42% |
$19.3K - $26.4K
|
9.24K
$427K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
711+ 3.23% |
$19.2K - $26.1K
|
22.7K
$1.05M
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
708+ 0.68% |
$19.1K - $26K
|
105K
$4.87M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
700+ 10.14% |
$18.9K - $25.7K
|
7.6K
$351K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
699+ 1.73% |
$18.9K - $25.7K
|
41.1K
$1.9M
|
|
|
May 09, 2023
Q1 2023
|
Todd Asset Management LLC
|
BUY
|
- |
684+ 0.08% |
$18.4K - $25.2K
|
818K
$37.8M
|
|
|
Jul 14, 2023
Q1 2023
|
Sippican Capital Advisors
|
BUY
|
- |
682+ 2.79% |
$18.4K - $25.1K
|
25.2K
$1.16M
|
|
|
May 04, 2023
Q1 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
674+ 2.89% |
$18.2K - $24.8K
|
24K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
673+ 1.47% |
$18.2K - $24.7K
|
46.4K
$2.14M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
672+ 0.71% |
$18.1K - $24.7K
|
96K
$4.44M
|
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
670+ 1.7% |
$18.1K - $24.6K
|
40.2K
$1.86M
|
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
665+ 4.23% |
$17.9K - $24.5K
|
16.4K
$756K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
662+ 12.72% |
$17.9K - $24.3K
|
5.87K
$271K
|
|
|
Apr 17, 2023
Q1 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
658+ 4.12% |
$17.7K - $24.2K
|
16.6K
$768K
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
657+ 5.36% |
$17.7K - $24.2K
|
12.9K
$596K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
648+ 4.65% |
$17.5K - $23.8K
|
14.6K
$674K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
647+ 3.04% |
$17.4K - $23.8K
|
21.9K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
641+ 0.29% |
$17.3K - $23.6K
|
219K
$10.1M
|
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
BUY
|
- |
640+ 6.68% |
$17.3K - $23.5K
|
10.2K
$472K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
637+ 3.37% |
$17.2K - $23.4K
|
19.6K
$904K
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
631+ 0.35% |
$17K - $23.2K
|
181K
$8.35M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
631+ 0.7% |
$17K - $23.2K
|
90.4K
$4.18M
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
629+ 2.23% |
$17K - $23.1K
|
28.8K
$1.33M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
625+ 10.77% |
$16.9K - $23K
|
6.43K
$297K
|
|
|
May 15, 2023
Q1 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
614+ 3.87% |
$16.6K - $22.6K
|
16.5K
$761K
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
612+ 3.73% |
$16.5K - $22.5K
|
17K
$785K
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
609+ 0.84% |
$16.4K - $22.4K
|
73.4K
$3.39M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
608+ 0.64% |
$16.4K - $22.4K
|
95.5K
$4.41M
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
605+ 5.76% |
$16.3K - $22.2K
|
11.1K
$513K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
604+ 1.41% |
$16.3K - $22.2K
|
43.4K
$2.01M
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
600+ 540.54% |
$16.2K - $22.1K
|
711
$32.9K
|
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
BUY
|
- |
600+ 2.59% |
$16.2K - $22.1K
|
23.7K
$1.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
600+ 3.72% |
$16.2K - $22.1K
|
16.7K
$773K
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
600+ 2.07% |
$16.2K - $22.1K
|
29.6K
$1.37M
|
|
|
May 10, 2023
Q1 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
600+ 68.18% |
$16.2K - $22.1K
|
1.48K
$68.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
593+ 4.58% |
$16K - $21.8K
|
13.6K
$626K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
593+ 912.31% |
$16K - $21.8K
|
658
$30.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
591+ 1.55% |
$15.9K - $21.7K
|
38.6K
$1.78M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
587+ 0.23% |
$15.8K - $21.6K
|
261K
$12.1M
|