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 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-337- 2.02% |
$9.09K - $12.4K
|
16.4K
$756K
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-343- 1.69% |
$9.25K - $12.6K
|
19.9K
$920K
|
|
|
Apr 14, 2023
Q1 2023
|
West Bancorporation Inc
|
SELL
|
- |
-344- 3.64% |
$9.28K - $12.6K
|
9.11K
$421K
|
|
|
May 08, 2023
Q1 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-344- 5.28% |
$9.28K - $12.6K
|
6.18K
$285K
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-344- 1.67% |
$9.28K - $12.6K
|
20.2K
$934K
|
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-346- 0.83% |
$9.33K - $12.7K
|
41.5K
$1.92M
|
|
|
May 15, 2023
Q1 2023
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-346- 4.55% |
$9.33K - $12.7K
|
7.27K
$336K
|
|
|
Apr 04, 2023
Q1 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-350- 0.51% |
$9.44K - $12.9K
|
68.7K
$3.18M
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-350- 2.75% |
$9.44K - $12.9K
|
12.4K
$571K
|
|
|
May 15, 2023
Q1 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-355- 2.92% |
$9.57K - $13.1K
|
11.8K
$544K
|
|
|
Apr 25, 2023
Q1 2023
|
First Bank & Trust
|
SELL
|
- |
-358- 3.15% |
$9.66K - $13.2K
|
11K
$508K
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-385- 0.79% |
$10.4K - $14.2K
|
48.3K
$2.23M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-390- 1.57% |
$10.5K - $14.3K
|
24.4K
$1.13M
|
|
|
May 12, 2023
Q1 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-395- 3.2% |
$10.7K - $14.5K
|
12K
$552K
|
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-396- 4.89% |
$10.7K - $14.6K
|
7.7K
$356K
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-400- 2.55% |
$10.8K - $14.7K
|
15.3K
$708K
|
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-400- 2.02% |
$10.8K - $14.7K
|
19.4K
$895K
|
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-400- 30.77% |
$10.8K - $14.7K
|
900
$41.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-400- 0.12% |
$10.8K - $14.7K
|
320K
$14.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-400- 4.21% |
$10.8K - $14.7K
|
9.09K
$420K
|
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-400- 2.34% |
$10.8K - $14.7K
|
16.7K
$772K
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-406- 21.19% |
$10.9K - $14.9K
|
1.51K
$69.8K
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-422- 4.74% |
$11.4K - $15.5K
|
8.49K
$392K
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-423- 5.65% |
$11.4K - $15.6K
|
7.07K
$327K
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-424- 32.37% |
$11.4K - $15.6K
|
886
$40.9K
|
|
|
May 02, 2023
Q1 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-426- 0.21% |
$11.5K - $15.7K
|
198K
$9.16M
|
|
|
Apr 20, 2023
Q1 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-428- 2.25% |
$11.5K - $15.7K
|
18.6K
$858K
|
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-435- 3.75% |
$11.7K - $16K
|
11.2K
$516K
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-438- 4.47% |
$11.8K - $16.1K
|
9.35K
$432K
|
|
|
Apr 21, 2023
Q1 2023
|
James Hambro & Partners
|
SELL
|
- |
-440- 2.69% |
$11.9K - $16.2K
|
15.9K
$736K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-442- 6.58% |
$11.9K - $16.3K
|
6.28K
$290K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-446- 6.32% |
$12K - $16.4K
|
6.62K
$306K
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-449- 0.87% |
$12.1K - $16.5K
|
51.3K
$2.37M
|
|
|
Apr 05, 2023
Q1 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-453- 0.58% |
$12.2K - $16.7K
|
78.3K
$3.62M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-454- 1.61% |
$12.2K - $16.7K
|
27.7K
$1.28M
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-455- 2.75% |
$12.3K - $16.7K
|
16.1K
$744K
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-455- 18.33% |
$12.3K - $16.7K
|
2.03K
$93.7K
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-464- 0.57% |
$12.5K - $17.1K
|
80.7K
$3.73M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-469- 2.58% |
$12.6K - $17.2K
|
17.7K
$819K
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-473- 0.51% |
$12.8K - $17.4K
|
92.9K
$4.29M
|
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-475- 3.3% |
$12.8K - $17.5K
|
13.9K
$644K
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-491- 6.23% |
$13.2K - $18.1K
|
7.39K
$341K
|
|
|
May 15, 2023
Q1 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-500- 4.27% |
$13.5K - $18.4K
|
11.2K
$518K
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-503- 13.91% |
$13.6K - $18.5K
|
3.11K
$144K
|
|
|
Apr 25, 2023
Q1 2023
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-505- 3.94% |
$13.6K - $18.6K
|
12.3K
$568K
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
SELL
|
- |
-510- 2.76% |
$13.8K - $18.8K
|
17.9K
$829K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-511- 0.87% |
$13.8K - $18.8K
|
58.1K
$2.69M
|
|
|
May 11, 2023
Q1 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-512- 3.79% |
$13.8K - $18.8K
|
13K
$601K
|
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-534- 1.5% |
$14.4K - $19.6K
|
35K
$1.62M
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-544- 2.57% |
$14.7K - $20K
|
20.6K
$953K
|