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 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$135 - $184
|
24.3K
$1.12M
|
|
|
Apr 12, 2023
Q1 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
4+ 0.03% |
$108 - $147
|
14.5K
$671K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
4+ 0.03% |
$108 - $147
|
12K
$553K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
4+ 0.03% |
$108 - $147
|
15.5K
$716K
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
4+ 0.03% |
$108 - $147
|
11.6K
$536K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3+ 0.13% |
$80.9 - $110
|
2.4K
$111K
|
|
|
May 01, 2023
Q1 2023
|
Centric Wealth Management
|
BUY
|
- |
3+ 0.03% |
$80.9 - $110
|
11.4K
$526K
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
3+ 0.01% |
$80.9 - $110
|
24.5K
$1.13M
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 0.14% |
$80.9 - $110
|
2.11K
$97.3K
|
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$80.9 - $110
|
15K
$692K
|
|
|
May 11, 2023
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3+ 0.01% |
$80.9 - $110
|
42.6K
$1.97M
|
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3New |
$80.9 - $110
|
3
$139
|
|
|
Sep 13, 2023
Q1 2023
|
Ims Capital Management
|
BUY
|
- |
3+ 0.02% |
$80.9 - $110
|
18K
$831K
|
|
|
Apr 25, 2024
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3+ 0.01% |
$80.9 - $110
|
42.6K
$1.97M
|
|
|
Apr 19, 2023
Q1 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
2+ 0.02% |
$53.9 - $73.5
|
8.03K
$371K
|
|
|
Apr 20, 2023
Q1 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
2+ 0.0% |
$53.9 - $73.5
|
61.9K
$2.86M
|
|
|
Apr 25, 2023
Q1 2023
|
Chapman Investment Management, LLC
|
BUY
|
- |
2+ 0.02% |
$53.9 - $73.5
|
12.2K
$563K
|
|
|
May 05, 2023
Q1 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
2+ 0.03% |
$53.9 - $73.5
|
7.78K
$360K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.02% |
$53.9 - $73.5
|
8.36K
$386K
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
2+ 0.12% |
$53.9 - $73.5
|
1.67K
$77.1K
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$27 - $36.8
|
7.82K
$362K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.76% |
$27 - $36.8
|
132
$6.1K
|
|
|
May 01, 2023
Q1 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
1+ 0.68% |
$27 - $36.8
|
147
$6.79K
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1+ 0.0% |
$27 - $36.8
|
47.2K
$2.18M
|
|
|
May 05, 2023
Q1 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
1+ 0.0% |
$27 - $36.8
|
22.1K
$1.02M
|
|
|
May 05, 2023
Q1 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1+ 0.0% |
$27 - $36.8
|
60.1K
$2.78M
|
|
|
May 15, 2023
Q1 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
1+ 0.0% |
$27 - $36.8
|
38.6K
$1.78M
|
|
|
May 05, 2023
Q1 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-1- 0.01% |
$27 - $36.8
|
9.93K
$459K
|
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1- 0.01% |
$27 - $36.8
|
14.2K
$655K
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
SELL
|
- |
-4- 0.09% |
$108 - $147
|
4.65K
$215K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4- 12.12% |
$108 - $147
|
29
$1.34K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-5- 0.02% |
$135 - $184
|
23K
$1.06M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5- 0.02% |
$135 - $184
|
23K
$1.06M
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 0.14% |
$162 - $221
|
4.16K
$192K
|
|
|
Aug 23, 2023
Q1 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-6- 0.02% |
$162 - $221
|
24.9K
$1.15M
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-9- 0.05% |
$243 - $331
|
18.1K
$838K
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.07% |
$297 - $404
|
15.4K
$712K
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-12- 4.94% |
$324 - $441
|
231
$10.7K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-13- 0.03% |
$351 - $478
|
41.6K
$1.92M
|
|
|
May 02, 2023
Q1 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-15- 0.01% |
$405 - $552
|
172K
$7.94M
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-19- 0.13% |
$512 - $699
|
14.1K
$650K
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-19- 0.23% |
$512 - $699
|
8.17K
$377K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-20- 0.17% |
$539 - $735
|
12.1K
$558K
|
|
|
May 04, 2023
Q1 2023
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-20- 0.2% |
$539 - $735
|
9.8K
$453K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-24- 3.51% |
$647 - $882
|
659
$30.5K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-25- 2.43% |
$674 - $919
|
1K
$46.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-26- 0.05% |
$701 - $956
|
51.3K
$2.37M
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-26- 0.31% |
$701 - $956
|
8.42K
$389K
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-27- 0.1% |
$728 - $993
|
27K
$1.25M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-27- 0.59% |
$728 - $993
|
4.58K
$211K
|