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 12, 2023
Q1 2023
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
100New |
$2.7K - $3.68K
|
100
$4.62K
|
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
BUY
|
- |
99+ 0.63% |
$2.67K - $3.64K
|
15.9K
$734K
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
98+ 0.78% |
$2.64K - $3.6K
|
12.7K
$587K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
97+ 3.59% |
$2.62K - $3.57K
|
2.8K
$129K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
97+ 4.94% |
$2.62K - $3.57K
|
2.06K
$95.2K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
95+ 0.03% |
$2.56K - $3.49K
|
343K
$15.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
94+ 0.51% |
$2.54K - $3.46K
|
18.6K
$860K
|
|
|
Apr 24, 2023
Q1 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
93+ 0.51% |
$2.51K - $3.42K
|
18.2K
$840K
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
91+ 0.51% |
$2.45K - $3.35K
|
17.8K
$823K
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
91+ 0.69% |
$2.45K - $3.35K
|
13.4K
$618K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
91New |
$2.45K - $3.35K
|
91
$4.21K
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
91+ 0.19% |
$2.45K - $3.35K
|
47.4K
$2.19M
|
|
|
May 04, 2023
Q1 2023
|
Unison Asset Management LLC
|
BUY
|
- |
90+ 0.06% |
$2.43K - $3.31K
|
160K
$7.38M
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
90+ 1.62% |
$2.43K - $3.31K
|
5.66K
$262K
|
|
|
May 02, 2023
Q1 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
89+ 0.97% |
$2.4K - $3.27K
|
9.29K
$429K
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
88+ 0.38% |
$2.37K - $3.24K
|
23.2K
$1.07M
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
87+ 0.61% |
$2.35K - $3.2K
|
14.3K
$661K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
85+ 0.26% |
$2.29K - $3.13K
|
32.5K
$1.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
84+ 0.86% |
$2.27K - $3.09K
|
9.83K
$454K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
84+ 0.46% |
$2.27K - $3.09K
|
18.3K
$845K
|
|
|
Apr 28, 2023
Q1 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
82+ 0.79% |
$2.21K - $3.02K
|
10.5K
$484K
|
|
|
May 12, 2023
Q1 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
82+ 0.79% |
$2.21K - $3.02K
|
10.5K
$486K
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
78+ 0.12% |
$2.1K - $2.87K
|
66.4K
$3.07M
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
74+ 0.05% |
$2K - $2.72K
|
140K
$6.46M
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
73+ 0.57% |
$1.97K - $2.68K
|
12.9K
$596K
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
72+ 57.14% |
$1.94K - $2.65K
|
198
$9.15K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
72+ 6.86% |
$1.94K - $2.65K
|
1.12K
$51.8K
|
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
70+ 0.29% |
$1.89K - $2.57K
|
24.4K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
69+ 0.29% |
$1.86K - $2.54K
|
23.8K
$1.1M
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
66+ 0.41% |
$1.78K - $2.43K
|
16K
$739K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
66+ 0.28% |
$1.78K - $2.43K
|
23.8K
$1.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
56+ 0.5% |
$1.51K - $2.06K
|
11.4K
$525K
|
|
|
Sep 05, 2023
Q1 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
56+ 0.33% |
$1.51K - $2.06K
|
17.3K
$797K
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
51+ 0.39% |
$1.38K - $1.88K
|
13.1K
$605K
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
51+ 0.25% |
$1.38K - $1.88K
|
20.5K
$948K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
50New |
$1.35K - $1.84K
|
50
$2.31K
|
|
|
May 02, 2023
Q1 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
50+ 0.62% |
$1.35K - $1.84K
|
8.07K
$373K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
BUY
|
- |
50+ 0.2% |
$1.35K - $1.84K
|
25.6K
$1.18M
|
|
|
Apr 14, 2023
Q1 2023
|
Nvest Financial, LLC
|
BUY
|
- |
47+ 0.51% |
$1.27K - $1.73K
|
9.35K
$432K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
44New |
$1.19K - $1.62K
|
44
$2.03K
|
|
|
Apr 10, 2023
Q1 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
42+ 0.42% |
$1.13K - $1.54K
|
10.1K
$465K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
42+ 5.26% |
$1.13K - $1.54K
|
841
$38.9K
|
|
|
May 12, 2023
Q1 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
41+ 0.48% |
$1.11K - $1.51K
|
8.57K
$396K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
BUY
|
- |
38+ 0.09% |
$1.02K - $1.4K
|
42.4K
$1.96M
|
|
|
May 03, 2023
Q1 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
35+ 0.21% |
$944 - $1.29K
|
16.7K
$771K
|
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
BUY
|
- |
34+ 0.27% |
$917 - $1.25K
|
12.6K
$580K
|
|
|
Apr 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
34+ 0.04% |
$917 - $1.25K
|
84.6K
$3.91M
|
|
|
May 15, 2023
Q1 2023
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
34+ 0.64% |
$917 - $1.25K
|
5.33K
$246K
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
33+ 0.16% |
$890 - $1.21K
|
20.3K
$939K
|
|
|
Apr 18, 2023
Q1 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
32+ 0.38% |
$863 - $1.18K
|
8.44K
$390K
|