Purchases and Sales Made in Q1 2023 in Bank Of America Corp (BAC)

BAC Quotes by TradingView

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 02, 2023 Q1 2023
Jackson, Grant Investment Advisers, Inc.

BUY
 -
222
+ 3.35%
$5.99K - $8.16K
6.85K $317K
Apr 06, 2023 Q1 2023
Horizons Wealth Management

Asheville, NC
BUY
 -
221
+ 14.16%
$5.96K - $8.13K
1.78K $82.3K
May 12, 2023 Q1 2023
Retirement Group, LLC

BUY
 -
220
+ 5.27%
$5.93K - $8.09K
4.39K $203K
May 02, 2023 Q1 2023
Park Place Capital Corp

Birmingham, AL
BUY
 -
213
+ 1.72%
$5.74K - $7.83K
12.6K $582K
Apr 06, 2023 Q1 2023
Bangor Savings Bank

Bangor, ME
BUY
 -
209
+ 2.06%
$5.64K - $7.68K
10.3K $478K
May 15, 2023 Q1 2023
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

Fort Worth, TX
BUY
 -
208
+ 0.05%
$5.61K - $7.65K
387K $17.9M
May 16, 2023 Q1 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
208
New
$5.61K - $7.65K
208 $9.61K
Apr 28, 2023 Q1 2023
Ifg Advisors, LLC

BUY
 -
207
+ 1.85%
$5.58K - $7.61K
11.4K $526K
May 01, 2023 Q1 2023
New Square Capital LLC

BUY
 -
205
+ 21.53%
$5.53K - $7.54K
1.16K $53.5K
Apr 03, 2023 Q1 2023
Verity & Verity, LLC

Beaufort, SC
BUY
 -
200
+ 0.83%
$5.39K - $7.35K
24.4K $1.13M
May 09, 2023 Q1 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
200
+ 18.85%
$5.39K - $7.35K
1.26K $58.3K
Apr 25, 2023 Q1 2023
Schear Investment Advisers, LLC

Cincinnati, OH
BUY
 -
199
+ 0.52%
$5.37K - $7.32K
38.2K $1.77M
Apr 21, 2023 Q1 2023
Financial Management Network Inc

BUY
 -
194
+ 1.31%
$5.23K - $7.13K
15K $695K
May 05, 2023 Q1 2023
Meridian Investment Counsel Inc.

Lafayette, CA
BUY
 -
189
+ 0.2%
$5.1K - $6.95K
96.7K $4.47M
May 11, 2023 Q1 2023
Texas Capital Bancshares Inc

BUY
 -
188
+ 1.89%
$5.07K - $6.91K
10.2K $469K
May 15, 2023 Q1 2023
Goodman Advisory Group, LLC

BUY
 -
186
New
$5.02K - $6.84K
186 $8.6K
Apr 11, 2023 Q1 2023
Brookmont Capital Management

Dallas, TX
BUY
 -
183
+ 0.23%
$4.94K - $6.73K
81K $3.74M
Apr 18, 2023 Q1 2023
Scott & Selber, Inc.

BUY
 -
183
+ 0.24%
$4.94K - $6.73K
76.4K $3.53M
Apr 18, 2023 Q1 2023
Founders Capital Management, LLC

BUY
 -
175
+ 0.93%
$4.72K - $6.43K
18.9K $875K
Apr 21, 2023 Q1 2023
Wealth Architects, LLC

BUY
 -
175
+ 0.62%
$4.72K - $6.43K
28.6K $1.32M
May 08, 2023 Q1 2023
Shelton Wealth Management, LLC

BUY
 -
171
+ 1.54%
$4.61K - $6.29K
11.3K $520K
May 04, 2023 Q1 2023
Cidel Asset Management Inc

Toronto, Ontario, A6
BUY
 -
169
+ 1.1%
$4.56K - $6.21K
15.5K $718K
May 12, 2023 Q1 2023
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
161
+ 3.07%
$4.34K - $5.92K
5.41K $250K
Apr 12, 2023 Q1 2023
Franklin Street Advisors Inc

BUY
 -
150
+ 1.43%
$4.05K - $5.52K
10.6K $492K
Apr 20, 2023 Q1 2023
Pflug Koory, LLC

BUY
 -
150
+ 1.9%
$4.05K - $5.52K
8.06K $372K
May 09, 2023 Q1 2023
Riggs Asset Managment Co. Inc.

BUY
 -
150
+ 4.64%
$4.05K - $5.52K
3.38K $156K
May 03, 2023 Q1 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
149
+ 79.68%
$4.02K - $5.48K
336 $15.5K
Apr 25, 2023 Q1 2023
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
144
+ 1.68%
$3.88K - $5.29K
8.69K $402K
Apr 10, 2023 Q1 2023
Summit Financial Wealth Advisors, LLC

BUY
 -
140
+ 0.98%
$3.78K - $5.15K
14.4K $666K
May 11, 2023 Q1 2023
Oder Investment Management, LLC

Woodland Hills, CA
BUY
 -
140
+ 0.48%
$3.78K - $5.15K
29.2K $1.35M
May 15, 2023 Q1 2023
Delap Wealth Advisory, LLC

Lake Oswego, OR
BUY
 -
137
+ 1.3%
$3.69K - $5.04K
10.7K $495K
Apr 10, 2023 Q1 2023
Sound Income Strategies, LLC

BUY
 -
136
+ 2.44%
$3.67K - $5K
5.72K $264K
May 04, 2023 Q1 2023
Paragon Financial Partners, Inc.

Woodland Hills, CA
BUY
 -
136
+ 0.43%
$3.67K - $5K
31.6K $1.46M
Apr 25, 2023 Q1 2023
Morton Brown Family Wealth, LLC

BUY
 -
126
New
$3.4K - $4.63K
126 $5.82K
Apr 11, 2023 Q1 2023
Krs Capital Management, LLC

BUY
 -
120
+ 1.57%
$3.24K - $4.41K
7.77K $359K
Apr 18, 2023 Q1 2023
Wolff Wiese Magana LLC

BUY
 -
120
+ 5.36%
$3.24K - $4.41K
2.36K $109K
Apr 20, 2023 Q1 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
120
+ 0.43%
$3.24K - $4.41K
27.9K $1.29M
May 02, 2023 Q1 2023
Kingfisher Capital LLC

BUY
 -
117
+ 0.11%
$3.16K - $4.3K
105K $4.87M
May 05, 2023 Q1 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
117
+ 1.36%
$3.16K - $4.3K
8.7K $402K
May 11, 2023 Q1 2023
Tag Stone Capital, Inc.

BUY
 -
116
+ 0.63%
$3.13K - $4.27K
18.6K $861K
May 08, 2023 Q1 2023
New York Life Investment Management LLC

New York, NY
BUY
 -
115
+ 0.01%
$3.1K - $4.23K
1.1M $50.9M
May 10, 2023 Q1 2023
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
115
+ 8.34%
$3.1K - $4.23K
1.49K $69K
May 11, 2023 Q1 2023
Y.D. More Investments LTD

Ramat Gan, L3
BUY
 -
112
+ 1.8%
$3.02K - $4.12K
6.32K $292K
Apr 18, 2023 Q1 2023
Johnson Midwest Financial, LLC

BUY
 -
111
+ 1.58%
$2.99K - $4.08K
7.15K $330K
May 04, 2023 Q1 2023
Wharton Business Group, LLC

Malvern, PA
BUY
 -
111
+ 0.05%
$2.99K - $4.08K
228K $10.6M
Apr 13, 2023 Q1 2023
Matthew Goff Investment Advisor, LLC

BUY
 -
107
+ 0.02%
$2.89K - $3.93K
451K $20.8M
May 05, 2023 Q1 2023
Avion Wealth

The Woodlands, TX
BUY
 -
106
+ 4.65%
$2.86K - $3.9K
2.39K $110K
Apr 19, 2023 Q1 2023
Stephens Consulting, LLC

Flint, MI
BUY
 -
100
+ 5.25%
$2.7K - $3.68K
2K $92.6K
May 12, 2023 Q1 2023
Navellier & Associates Inc

Reno, NV
BUY
 -
100
+ 0.62%
$2.7K - $3.68K
16.3K $753K

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