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 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
584+ 19.5% |
$15.8K - $21.5K
|
3.58K
$165K
|
|
|
Apr 19, 2023
Q1 2023
|
Asset Management Advisors, LLC
|
BUY
|
- |
580+ 0.5% |
$15.6K - $21.3K
|
116K
$5.34M
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
580+ 1.84% |
$15.6K - $21.3K
|
32.1K
$1.48M
|
|
|
May 02, 2023
Q1 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
566+ 2.73% |
$15.3K - $20.8K
|
21.3K
$985K
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
545New |
$14.7K - $20K
|
545
$25.2K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
540+ 2.99% |
$14.6K - $19.9K
|
18.6K
$860K
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
BUY
|
- |
536+ 0.87% |
$14.5K - $19.7K
|
62.1K
$2.87M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
521+ 0.88% |
$14.1K - $19.2K
|
59.8K
$2.76M
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
517+ 2.7% |
$13.9K - $19K
|
19.6K
$907K
|
|
|
Apr 27, 2023
Q1 2023
|
Sterling Investment Management, LLC
|
BUY
|
- |
514+ 1.26% |
$13.9K - $18.9K
|
41.4K
$1.92M
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
506+ 289.14% |
$13.6K - $18.6K
|
681
$31.5K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
504+ 5.12% |
$13.6K - $18.5K
|
10.3K
$478K
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
501+ 2.31% |
$13.5K - $18.4K
|
22.2K
$1.02M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
501+ 2.31% |
$13.5K - $18.4K
|
22.2K
$1.02M
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
500+ 2.35% |
$13.5K - $18.4K
|
21.8K
$1.01M
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
500+ 1.09% |
$13.5K - $18.4K
|
46.4K
$2.14M
|
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
500+ 0.47% |
$13.5K - $18.4K
|
107K
$4.96M
|
|
|
Apr 13, 2023
Q1 2023
|
Independent Investors Inc
|
BUY
|
- |
490+ 1.99% |
$13.2K - $18K
|
25.1K
$1.16M
|
|
|
May 02, 2023
Q1 2023
|
Granger Management LLC
|
BUY
|
- |
490+ 4.16% |
$13.2K - $18K
|
12.3K
$567K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
489+ 1.23% |
$13.2K - $18K
|
40.4K
$1.87M
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
488+ 1.31% |
$13.2K - $17.9K
|
37.6K
$1.74M
|
|
|
May 04, 2023
Q1 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
483+ 4.25% |
$13K - $17.8K
|
11.9K
$548K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
455+ 3.06% |
$12.3K - $16.7K
|
15.3K
$708K
|
|
|
Apr 13, 2023
Q1 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
454+ 5.49% |
$12.2K - $16.7K
|
8.73K
$403K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
454+ 2.17% |
$12.2K - $16.7K
|
21.4K
$989K
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
450+ 6.28% |
$12.1K - $16.5K
|
7.62K
$352K
|
|
|
May 04, 2023
Q1 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
448+ 5.37% |
$12.1K - $16.5K
|
8.8K
$407K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
446+ 3.93% |
$12K - $16.4K
|
11.8K
$545K
|
|
|
Apr 19, 2023
Q1 2023
|
New England Professional Planning Group Inc.
|
BUY
|
- |
444+ 4.81% |
$12K - $16.3K
|
9.68K
$447K
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
440+ 0.38% |
$11.9K - $16.2K
|
117K
$5.42M
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
440+ 20.75% |
$11.9K - $16.2K
|
2.56K
$118K
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
436+ 4.18% |
$11.8K - $16K
|
10.9K
$502K
|
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
430+ 3.8% |
$11.6K - $15.8K
|
11.7K
$543K
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
425+ 4.15% |
$11.5K - $15.6K
|
10.7K
$493K
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
424+ 6.2% |
$11.4K - $15.6K
|
7.26K
$336K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
422+ 3.16% |
$11.4K - $15.5K
|
13.8K
$637K
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
412+ 0.44% |
$11.1K - $15.1K
|
93.8K
$4.33M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
404+ 4.95% |
$10.9K - $14.9K
|
8.56K
$396K
|
|
|
Apr 14, 2023
Q1 2023
|
Westhampton Capital, LLC
|
BUY
|
- |
400+ 2.21% |
$10.8K - $14.7K
|
18.5K
$855K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
400+ 0.74% |
$10.8K - $14.7K
|
54.7K
$2.53M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
400+ 0.57% |
$10.8K - $14.7K
|
70.3K
$3.25M
|
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
400+ 0.87% |
$10.8K - $14.7K
|
46.4K
$2.14M
|
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
400+ 0.87% |
$10.8K - $14.7K
|
46.4K
$2.14M
|
|
|
May 05, 2023
Q1 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
390+ 2.81% |
$10.5K - $14.3K
|
14.3K
$660K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
388+ 0.89% |
$10.5K - $14.3K
|
44.1K
$2.04M
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
382+ 2.27% |
$10.3K - $14K
|
17.2K
$796K
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
380+ 5.39% |
$10.2K - $14K
|
7.43K
$343K
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
375+ 1.65% |
$10.1K - $13.8K
|
23.1K
$1.07M
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
375+ 16.17% |
$10.1K - $13.8K
|
2.69K
$124K
|
|
|
May 15, 2023
Q1 2023
|
Garner Asset Management Corp
|
BUY
|
- |
372+ 0.96% |
$10K - $13.7K
|
39.3K
$1.82M
|