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 11, 2023
Q1 2023
|
Albert D Mason Inc
|
BUY
|
- |
30+ 0.18% |
$809 - $1.1K
|
16.5K
$762K
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
27+ 0.05% |
$728 - $993
|
51.3K
$2.37M
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
26+ 0.15% |
$701 - $956
|
17.7K
$818K
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
25+ 0.13% |
$674 - $919
|
19.5K
$903K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
25+ 0.4% |
$674 - $919
|
6.2K
$287K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
24+ 0.2% |
$647 - $882
|
12K
$554K
|
|
|
May 05, 2023
Q1 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
23+ 5.78% |
$620 - $846
|
421
$19.5K
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
22+ 0.08% |
$593 - $809
|
27.6K
$1.28M
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
22+ 0.7% |
$593 - $809
|
3.17K
$147K
|
|
|
May 11, 2023
Q1 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
21+ 0.09% |
$566 - $772
|
23.8K
$1.1M
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
BUY
|
- |
20+ 0.04% |
$539 - $735
|
53.1K
$2.45M
|
|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
20+ 0.2% |
$539 - $735
|
10.1K
$469K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
14+ 0.29% |
$378 - $515
|
4.81K
$222K
|
|
|
Apr 14, 2023
Q1 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
14+ 0.02% |
$378 - $515
|
73.8K
$3.41M
|
|
|
Apr 19, 2023
Q1 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
14+ 0.13% |
$378 - $515
|
10.5K
$483K
|
|
|
May 03, 2023
Q1 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
14+ 0.09% |
$378 - $515
|
15.6K
$723K
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
13+ 0.11% |
$351 - $478
|
11.4K
$528K
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
13+ 0.12% |
$351 - $478
|
10.5K
$487K
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
13+ 0.13% |
$351 - $478
|
10K
$464K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
13+ 0.05% |
$351 - $478
|
27.7K
$1.28M
|
|
|
May 09, 2023
Q1 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
13+ 0.09% |
$351 - $478
|
14.1K
$650K
|
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
BUY
|
- |
13+ 0.01% |
$351 - $478
|
118K
$5.45M
|
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
13+ 0.01% |
$351 - $478
|
257K
$11.9M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
12+ 0.06% |
$324 - $441
|
18.6K
$861K
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
12+ 21.82% |
$324 - $441
|
67
$3.1K
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
BUY
|
- |
11+ 0.12% |
$297 - $404
|
9.17K
$424K
|
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
11+ 0.11% |
$297 - $404
|
10.5K
$484K
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
11+ 0.02% |
$297 - $404
|
51.9K
$2.4M
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
11+ 0.19% |
$297 - $404
|
5.91K
$273K
|
|
|
Apr 02, 2024
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
11+ 0.12% |
$297 - $404
|
8.98K
$415K
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
10+ 0.01% |
$270 - $368
|
176K
$8.15M
|
|
|
Apr 20, 2023
Q1 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
10+ 0.08% |
$270 - $368
|
12.1K
$561K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
10+ 0.03% |
$270 - $368
|
31.4K
$1.45M
|
|
|
Apr 27, 2023
Q1 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
10+ 0.12% |
$270 - $368
|
8.04K
$371K
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
9+ 0.04% |
$243 - $331
|
25.2K
$1.16M
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
8+ 0.02% |
$216 - $294
|
38.5K
$1.78M
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
8+ 0.67% |
$216 - $294
|
1.2K
$55.2K
|
|
|
May 09, 2023
Q1 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
8+ 0.64% |
$216 - $294
|
1.27K
$58.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
7+ 0.09% |
$189 - $257
|
7.45K
$344K
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
7+ 0.01% |
$189 - $257
|
55.7K
$2.57M
|
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
7+ 0.07% |
$189 - $257
|
10.4K
$483K
|
|
|
May 15, 2023
Q1 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
7+ 0.02% |
$189 - $257
|
41K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
7+ 0.07% |
$189 - $257
|
10.6K
$490K
|
|
|
May 17, 2023
Q1 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
7+ 0.06% |
$189 - $257
|
10.8K
$499K
|
|
|
Apr 28, 2023
Q1 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
6+ 0.05% |
$162 - $221
|
12.1K
$561K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
6+ 0.03% |
$162 - $221
|
20.8K
$963K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6+ 0.74% |
$162 - $221
|
821
$37.9K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
6+ 0.04% |
$162 - $221
|
13.6K
$629K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
5+ 0.06% |
$135 - $184
|
8.92K
$412K
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
5+ 0.06% |
$135 - $184
|
8.5K
$393K
|