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
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-181- 0.32% |
$4.88K - $6.66K
|
56.8K
$2.62M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-185- 12.65% |
$4.99K - $6.8K
|
1.28K
$59.1K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-186- 4.63% |
$5.02K - $6.84K
|
3.83K
$177K
|
|
|
Apr 13, 2023
Q1 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-191- 0.24% |
$5.15K - $7.02K
|
80.2K
$3.71M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-193- 13.31% |
$5.21K - $7.1K
|
1.26K
$58.1K
|
|
|
May 01, 2023
Q1 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-200- 0.38% |
$5.39K - $7.35K
|
53K
$2.45M
|
|
|
May 11, 2023
Q1 2023
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-200- 2.17% |
$5.39K - $7.35K
|
9K
$416K
|
|
|
May 12, 2023
Q1 2023
|
Cheviot Value Management, LLC
|
SELL
|
- |
-200- 1.08% |
$5.39K - $7.35K
|
18.4K
$849K
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-210- 0.8% |
$5.66K - $7.72K
|
26.1K
$1.21M
|
|
|
Apr 14, 2023
Q1 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-220- 0.58% |
$5.93K - $8.09K
|
38K
$1.76M
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-220- 1.26% |
$5.93K - $8.09K
|
17.2K
$795K
|
|
|
May 15, 2023
Q1 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-228- 0.41% |
$6.15K - $8.38K
|
55.2K
$2.55M
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-229- 0.61% |
$6.18K - $8.42K
|
37.2K
$1.72M
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-231- 0.24% |
$6.23K - $8.49K
|
96.7K
$4.47M
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-236- 2.24% |
$6.36K - $8.68K
|
10.3K
$476K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-238- 2.25% |
$6.42K - $8.75K
|
10.3K
$477K
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
SELL
|
- |
-240- 2.21% |
$6.47K - $8.82K
|
10.6K
$490K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-244- 0.22% |
$6.58K - $8.97K
|
113K
$5.22M
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
SELL
|
- |
-246- 3.18% |
$6.63K - $9.05K
|
7.48K
$346K
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-248- 1.11% |
$6.69K - $9.12K
|
22K
$1.02M
|
|
|
Apr 11, 2023
Q1 2023
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-249- 0.29% |
$6.72K - $9.16K
|
86.8K
$4.01M
|
|
|
Apr 17, 2023
Q1 2023
|
First Financial Corp
|
SELL
|
- |
-250- 11.79% |
$6.74K - $9.19K
|
1.87K
$86.4K
|
|
|
May 16, 2023
Q1 2023
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-250- 7.12% |
$6.74K - $9.19K
|
3.26K
$151K
|
|
|
Apr 26, 2023
Q1 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-252- 0.81% |
$6.8K - $9.27K
|
30.7K
$1.42M
|
|
|
Apr 20, 2023
Q1 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-269- 3.43% |
$7.25K - $9.89K
|
7.58K
$350K
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-269- 0.36% |
$7.25K - $9.89K
|
74.3K
$3.43M
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-272- 1.44% |
$7.34K - $10K
|
18.6K
$860K
|
|
|
May 01, 2023
Q1 2023
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-273- 1.97% |
$7.36K - $10K
|
13.6K
$626K
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-281- 2.4% |
$7.58K - $10.3K
|
11.4K
$529K
|
|
|
Apr 14, 2023
Q1 2023
|
Sara Bay Financial
|
SELL
|
- |
-286- 2.73% |
$7.71K - $10.5K
|
10.2K
$471K
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
SELL
|
- |
-293- 2.25% |
$7.9K - $10.8K
|
12.8K
$589K
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-293- 1.65% |
$7.9K - $10.8K
|
17.5K
$807K
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-296- 2.48% |
$7.98K - $10.9K
|
11.6K
$538K
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-298- 3.4% |
$8.04K - $11K
|
8.47K
$392K
|
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-300- 3.63% |
$8.09K - $11K
|
7.96K
$368K
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-300- 2.65% |
$8.09K - $11K
|
11K
$510K
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-300- 1.25% |
$8.09K - $11K
|
23.8K
$1.1M
|
|
|
May 03, 2023
Q1 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-300- 4.02% |
$8.09K - $11K
|
7.17K
$331K
|
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-300- 23.08% |
$8.09K - $11K
|
1K
$46.2K
|
|
|
May 11, 2023
Q1 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-300- 0.27% |
$8.09K - $11K
|
110K
$5.08M
|
|
|
May 12, 2023
Q1 2023
|
Lowell Blake & Associates Inc.
Boston, MA |
SELL
|
- |
-300- 3.64% |
$8.09K - $11K
|
7.94K
$367K
|
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-302- 2.53% |
$8.14K - $11.1K
|
11.7K
$539K
|
|
|
May 15, 2023
Q1 2023
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-308- 0.9% |
$8.31K - $11.3K
|
33.9K
$1.57M
|
|
|
May 15, 2023
Q1 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-311- 3.02% |
$8.39K - $11.4K
|
10K
$462K
|
|
|
May 11, 2023
Q1 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-314- 1.1% |
$8.47K - $11.5K
|
28.2K
$1.3M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-319- 5.42% |
$8.6K - $11.7K
|
5.57K
$257K
|
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-326- 3.28% |
$8.79K - $12K
|
9.6K
$444K
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-331- 3.74% |
$8.93K - $12.2K
|
8.51K
$393K
|
|
|
May 15, 2023
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-332- 2.66% |
$8.95K - $12.2K
|
12.1K
$560K
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-334- 3.98% |
$9.01K - $12.3K
|
8.06K
$373K
|