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 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
370+ 2.58% |
$9.98K - $13.6K
|
14.7K
$681K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
366+ 3.52% |
$9.87K - $13.5K
|
10.8K
$497K
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
365+ 2.57% |
$9.84K - $13.4K
|
14.6K
$673K
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
362+ 3.74% |
$9.76K - $13.3K
|
10K
$464K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
361+ 0.45% |
$9.74K - $13.3K
|
80.7K
$3.73M
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
358+ 5.36% |
$9.66K - $13.2K
|
7.03K
$325K
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
352+ 1.53% |
$9.49K - $12.9K
|
23.3K
$1.08M
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
350New |
$9.44K - $12.9K
|
350
$16.2K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
346+ 1.66% |
$9.33K - $12.7K
|
21.2K
$981K
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
342+ 0.43% |
$9.22K - $12.6K
|
79.2K
$3.66M
|
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
341+ 0.99% |
$9.2K - $12.5K
|
34.8K
$1.61M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
332+ 0.83% |
$8.95K - $12.2K
|
40.4K
$1.87M
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
326+ 0.87% |
$8.79K - $12K
|
37.9K
$1.75M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
325+ 1.98% |
$8.77K - $12K
|
16.7K
$774K
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
324+ 3.7% |
$8.74K - $11.9K
|
9.07K
$419K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
322+ 3.47% |
$8.68K - $11.8K
|
9.6K
$443K
|
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
BUY
|
- |
320+ 3.97% |
$8.63K - $11.8K
|
8.38K
$387K
|
|
|
May 08, 2023
Q1 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
318+ 2.29% |
$8.58K - $11.7K
|
14.2K
$656K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
317+ 1.95% |
$8.55K - $11.7K
|
16.6K
$767K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
315+ 0.48% |
$8.5K - $11.6K
|
65.4K
$3.02M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
305+ 0.79% |
$8.23K - $11.2K
|
39K
$1.8M
|
|
|
May 11, 2023
Q1 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
303+ 0.36% |
$8.17K - $11.1K
|
84K
$3.88M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
300New |
$8.09K - $11K
|
300
$13.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
300+ 0.65% |
$8.09K - $11K
|
46.6K
$2.15M
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
299New |
$8.06K - $11K
|
299
$13.8K
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
297+ 3.82% |
$8.01K - $10.9K
|
8.07K
$373K
|
|
|
May 09, 2023
Q1 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
296+ 4.17% |
$7.98K - $10.9K
|
7.4K
$342K
|
|
|
Apr 14, 2023
Q1 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
290+ 1.08% |
$7.82K - $10.7K
|
27.1K
$1.25M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
289+ 5.02% |
$7.79K - $10.6K
|
6.04K
$279K
|
|
|
May 15, 2023
Q1 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
283+ 0.57% |
$7.63K - $10.4K
|
49.5K
$2.29M
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
279+ 2.58% |
$7.52K - $10.3K
|
11.1K
$513K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
276+ 2.12% |
$7.44K - $10.1K
|
13.3K
$615K
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
270+ 1.49% |
$7.28K - $9.93K
|
18.4K
$852K
|
|
|
May 15, 2023
Q1 2023
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
270+ 0.45% |
$7.28K - $9.93K
|
60.3K
$2.79M
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
264+ 2.72% |
$7.12K - $9.71K
|
9.99K
$461K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
262+ 1.38% |
$7.07K - $9.63K
|
19.3K
$890K
|
|
|
May 12, 2023
Q1 2023
|
Ckw Financial Group
|
BUY
|
- |
254+ 1.25% |
$6.85K - $9.34K
|
20.5K
$947K
|
|
|
May 15, 2023
Q1 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
250+ 0.87% |
$6.74K - $9.19K
|
28.9K
$1.33M
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
247+ 0.36% |
$6.66K - $9.08K
|
68K
$3.14M
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
244+ 0.7% |
$6.58K - $8.97K
|
35K
$1.62M
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
242+ 2.34% |
$6.53K - $8.9K
|
10.6K
$490K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
241+ 0.09% |
$6.5K - $8.86K
|
271K
$12.5M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
240+ 1.54% |
$6.47K - $8.82K
|
15.8K
$729K
|
|
|
May 05, 2023
Q1 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
233+ 0.63% |
$6.28K - $8.57K
|
37.5K
$1.73M
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
230+ 0.47% |
$6.2K - $8.46K
|
49.2K
$2.27M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
230+ 2.89% |
$6.2K - $8.46K
|
8.2K
$379K
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
228+ 0.71% |
$6.15K - $8.38K
|
32.5K
$1.5M
|
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
228+ 0.57% |
$6.15K - $8.38K
|
39.9K
$1.85M
|
|
|
Mar 06, 2024
Q1 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
225+ 3.11% |
$6.07K - $8.27K
|
7.46K
$345K
|
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
224+ 1.73% |
$6.04K - $8.24K
|
13.2K
$610K
|