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
|
Wms Partners, LLC
|
SELL
|
- |
-110- 1.01% |
$2.97K - $4.04K
|
10.8K
$499K
|
|
|
May 01, 2023
Q1 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-113- 0.26% |
$3.05K - $4.16K
|
42.7K
$1.97M
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-116- 0.69% |
$3.13K - $4.27K
|
16.8K
$776K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-116- 1.02% |
$3.13K - $4.27K
|
11.3K
$522K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-117- 1.15% |
$3.16K - $4.3K
|
10.1K
$465K
|
|
|
Apr 19, 2023
Q1 2023
|
Prairiewood Capital, LLC
|
SELL
|
- |
-118- 0.23% |
$3.18K - $4.34K
|
51.8K
$2.39M
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-119- 1.05% |
$3.21K - $4.38K
|
11.3K
$520K
|
|
|
May 11, 2023
Q1 2023
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-120- 0.08% |
$3.24K - $4.41K
|
153K
$7.06M
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-123- 1.66% |
$3.32K - $4.52K
|
7.29K
$337K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-123- 2.18% |
$3.32K - $4.52K
|
5.51K
$255K
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-125- 1.11% |
$3.37K - $4.6K
|
11.1K
$513K
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-125- 0.65% |
$3.37K - $4.6K
|
19.1K
$882K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-125- 0.4% |
$3.37K - $4.6K
|
31.2K
$1.44M
|
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-129- 0.52% |
$3.48K - $4.74K
|
24.5K
$1.13M
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
SELL
|
- |
-131- 0.72% |
$3.53K - $4.82K
|
18K
$832K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-132- 0.76% |
$3.56K - $4.85K
|
17.3K
$800K
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-134- 38.4% |
$3.61K - $4.93K
|
215
$9.94K
|
|
|
Apr 20, 2023
Q1 2023
|
Shikiar Asset Management Inc
|
SELL
|
- |
-135- 0.05% |
$3.64K - $4.96K
|
273K
$12.6M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-135- 0.63% |
$3.64K - $4.96K
|
21.3K
$982K
|
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-136- 0.47% |
$3.67K - $5K
|
29.1K
$1.34M
|
|
|
Jun 26, 2023
Q1 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-139- 1.38% |
$3.75K - $5.11K
|
9.96K
$460K
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-140- 0.69% |
$3.78K - $5.15K
|
20.1K
$930K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-141- 0.4% |
$3.8K - $5.18K
|
35.3K
$1.63M
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-145- 2.32% |
$3.91K - $5.33K
|
6.1K
$282K
|
|
|
Apr 25, 2023
Q1 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-146- 2.95% |
$3.94K - $5.37K
|
4.8K
$222K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-147- 1.93% |
$3.96K - $5.41K
|
7.45K
$344K
|
|
|
Apr 25, 2023
Q1 2023
|
Iowa State Bank
|
SELL
|
- |
-148- 1.49% |
$3.99K - $5.44K
|
9.77K
$451K
|
|
|
May 08, 2023
Q1 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-149- 0.8% |
$4.02K - $5.48K
|
18.5K
$854K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-150- 4.24% |
$4.05K - $5.52K
|
3.39K
$156K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-150- 0.18% |
$4.05K - $5.52K
|
82.8K
$3.83M
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-150- 2.03% |
$4.05K - $5.52K
|
7.22K
$334K
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-150- 0.92% |
$4.05K - $5.52K
|
16.1K
$744K
|
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-150- 0.38% |
$4.05K - $5.52K
|
39K
$1.8M
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-152- 41.64% |
$4.1K - $5.59K
|
213
$9.84K
|
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-153- 0.58% |
$4.13K - $5.63K
|
26.4K
$1.22M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-159- 1.64% |
$4.29K - $5.85K
|
9.52K
$440K
|
|
|
May 12, 2023
Q1 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-163- 0.52% |
$4.4K - $5.99K
|
31.1K
$1.44M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-165- 8.43% |
$4.45K - $6.07K
|
1.79K
$82.9K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-168- 1.42% |
$4.53K - $6.18K
|
11.6K
$537K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-168- 2.28% |
$4.53K - $6.18K
|
7.21K
$333K
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-168- 0.37% |
$4.53K - $6.18K
|
44.9K
$2.07M
|
|
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-168- 2.26% |
$4.53K - $6.18K
|
7.25K
$335K
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-169- 1.15% |
$4.56K - $6.21K
|
14.5K
$669K
|
|
|
May 15, 2023
Q1 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-170- 1.31% |
$4.58K - $6.25K
|
12.9K
$594K
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-171- 0.92% |
$4.61K - $6.29K
|
18.5K
$855K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-178- 1.12% |
$4.8K - $6.55K
|
15.8K
$729K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-178- 0.7% |
$4.8K - $6.55K
|
25.4K
$1.17M
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-180- 0.84% |
$4.85K - $6.62K
|
21.2K
$978K
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-181- 1.36% |
$4.88K - $6.66K
|
13.1K
$605K
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-181- 2.07% |
$4.88K - $6.66K
|
8.56K
$396K
|