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 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-29- 0.13% |
$782 - $1.07K
|
22.8K
$1.06M
|
|
|
May 02, 2023
Q1 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-30- 0.16% |
$809 - $1.1K
|
18.5K
$857K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-32- 0.13% |
$863 - $1.18K
|
24.2K
$1.12M
|
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-32- 0.02% |
$863 - $1.18K
|
158K
$7.29M
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-34- 2.56% |
$917 - $1.25K
|
1.3K
$59.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-35- 0.22% |
$944 - $1.29K
|
16K
$739K
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-37- 2.87% |
$998 - $1.36K
|
1.25K
$57.9K
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-39- 0.13% |
$1.05K - $1.43K
|
30.2K
$1.39M
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-45- 0.08% |
$1.21K - $1.65K
|
55.5K
$2.57M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-45- 0.27% |
$1.21K - $1.65K
|
16.9K
$782K
|
|
|
Sep 18, 2023
Q1 2023
|
Washington Capital Management Inc
|
SELL
|
- |
-45- 0.15% |
$1.21K - $1.65K
|
30.7K
$1.42M
|
|
|
May 08, 2023
Q1 2023
|
Montgomery Investment Management Inc
|
SELL
|
- |
-50- 0.03% |
$1.35K - $1.84K
|
196K
$9.05M
|
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-50- 0.16% |
$1.35K - $1.84K
|
30.7K
$1.42M
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-52- 0.75% |
$1.4K - $1.91K
|
6.87K
$318K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-53- 0.24% |
$1.43K - $1.95K
|
22.4K
$1.03M
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-53- 0.27% |
$1.43K - $1.95K
|
19.7K
$912K
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
SELL
|
- |
-55- 0.7% |
$1.48K - $2.02K
|
7.75K
$358K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-58- 0.55% |
$1.56K - $2.13K
|
10.6K
$489K
|
|
|
May 22, 2023
Q1 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-59- 0.12% |
$1.59K - $2.17K
|
49.8K
$2.3M
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-62- 0.03% |
$1.67K - $2.28K
|
212K
$9.79M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-64- 0.42% |
$1.73K - $2.35K
|
15.1K
$698K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-65- 8.5% |
$1.75K - $2.39K
|
700
$32.3K
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-66- 1.55% |
$1.78K - $2.43K
|
4.19K
$194K
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-66- 0.51% |
$1.78K - $2.43K
|
13K
$601K
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-67- 0.73% |
$1.81K - $2.46K
|
9.06K
$419K
|
|
|
Apr 10, 2023
Q1 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-67- 0.19% |
$1.81K - $2.46K
|
35.5K
$1.64M
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-71- 0.3% |
$1.91K - $2.61K
|
23.2K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-73- 7.5% |
$1.97K - $2.68K
|
900
$41.6K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-75- 7.09% |
$2.02K - $2.76K
|
983
$45.4K
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-75- 0.36% |
$2.02K - $2.76K
|
20.9K
$967K
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-75- 0.44% |
$2.02K - $2.76K
|
16.9K
$780K
|
|
|
Nov 16, 2023
Q1 2023
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-76- 9.35% |
$2.05K - $2.79K
|
737
$34.1K
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-84- 0.39% |
$2.27K - $3.09K
|
21.5K
$992K
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-86- 1.16% |
$2.32K - $3.16K
|
7.33K
$339K
|
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-86- 0.83% |
$2.32K - $3.16K
|
10.3K
$475K
|
|
|
May 05, 2023
Q1 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-86- 0.42% |
$2.32K - $3.16K
|
20.4K
$944K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-88- 0.42% |
$2.37K - $3.24K
|
21K
$970K
|
|
|
May 11, 2023
Q1 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-89- 0.22% |
$2.4K - $3.27K
|
40.8K
$1.88M
|
|
|
Apr 27, 2023
Q1 2023
|
Leisure Capital Management
|
SELL
|
- |
-91- 0.45% |
$2.45K - $3.35K
|
20K
$923K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-92- 0.68% |
$2.48K - $3.38K
|
13.5K
$624K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-93- 0.13% |
$2.51K - $3.42K
|
73.3K
$3.39M
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-96- 0.68% |
$2.59K - $3.53K
|
14.1K
$650K
|
|
|
Apr 14, 2023
Q1 2023
|
Cohen Klingenstein LLC
|
SELL
|
- |
-97- 0.03% |
$2.62K - $3.57K
|
289K
$13.3M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-99- 5.19% |
$2.67K - $3.64K
|
1.81K
$83.6K
|
|
|
Apr 06, 2023
Q1 2023
|
First Community Trust Na
|
SELL
|
- |
-100- 4.92% |
$2.7K - $3.68K
|
1.93K
$89.2K
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
SELL
|
- |
-100- 1.34% |
$2.7K - $3.68K
|
7.36K
$340K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-100- 0.44% |
$2.7K - $3.68K
|
22.4K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-100- 0.48% |
$2.7K - $3.68K
|
20.6K
$953K
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-107- 0.46% |
$2.89K - $3.93K
|
23.1K
$1.07M
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-107- 0.85% |
$2.89K - $3.93K
|
12.5K
$575K
|