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 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-550- 1.21% |
$14.8K - $20.2K
|
44.9K
$2.07M
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-551- 4.45% |
$14.9K - $20.3K
|
11.8K
$546K
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-552- 1.08% |
$14.9K - $20.3K
|
50.7K
$2.34M
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-564- 4.88% |
$15.2K - $20.7K
|
11K
$509K
|
|
|
Apr 17, 2023
Q1 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-568- 2.19% |
$15.3K - $20.9K
|
25.4K
$1.17M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-579- 0.78% |
$15.6K - $21.3K
|
73.8K
$3.41M
|
|
|
Apr 19, 2023
Q1 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-582- 3.97% |
$15.7K - $21.4K
|
14.1K
$651K
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-586- 0.74% |
$15.8K - $21.5K
|
78.1K
$3.61M
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
SELL
|
- |
-596- 1.87% |
$16.1K - $21.9K
|
31.3K
$1.45M
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-596- 1.4% |
$16.1K - $21.9K
|
42.1K
$1.94M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-598- 16.0% |
$16.1K - $22K
|
3.14K
$145K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-610- 4.27% |
$16.5K - $22.4K
|
13.7K
$632K
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-617- 3.79% |
$16.6K - $22.7K
|
15.7K
$724K
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-622- 4.98% |
$16.8K - $22.9K
|
11.9K
$549K
|
|
|
Apr 10, 2023
Q1 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-631- 2.55% |
$17K - $23.2K
|
24.1K
$1.11M
|
|
|
Apr 07, 2023
Q1 2023
|
Emerald Advisors, LLC
|
SELL
|
- |
-636- 5.12% |
$17.2K - $23.4K
|
11.8K
$545K
|
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-636- 0.57% |
$17.2K - $23.4K
|
110K
$5.09M
|
|
|
Apr 21, 2023
Q1 2023
|
Congress Asset Management CO
|
SELL
|
- |
-645- 2.98% |
$17.4K - $23.7K
|
21K
$969K
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-650- 0.43% |
$17.5K - $23.9K
|
151K
$6.99M
|
|
|
May 09, 2023
Q1 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-650- 1.07% |
$17.5K - $23.9K
|
59.9K
$2.77M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-654- 93.43% |
$17.6K - $24K
|
46
$2.13K
|
|
|
Apr 28, 2023
Q1 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-668- 1.35% |
$18K - $24.6K
|
48.8K
$2.25M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-677- 1.22% |
$18.3K - $24.9K
|
54.8K
$2.53M
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-678- 7.79% |
$18.3K - $24.9K
|
8.03K
$371K
|
|
|
May 12, 2023
Q1 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-708- 5.24% |
$19.1K - $26K
|
12.8K
$592K
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-710- 2.39% |
$19.1K - $26.1K
|
29K
$1.34M
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-710- 2.58% |
$19.1K - $26.1K
|
26.8K
$1.24M
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-710- 2.58% |
$19.1K - $26.1K
|
26.8K
$1.24M
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-714- 2.64% |
$19.3K - $26.3K
|
26.3K
$1.22M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-727- 7.61% |
$19.6K - $26.7K
|
8.83K
$408K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-733- 2.7% |
$19.8K - $27K
|
26.4K
$1.22M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-733- 2.7% |
$19.8K - $27K
|
26.4K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-740- 0.6% |
$20K - $27.2K
|
123K
$5.71M
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
SELL
|
- |
-746- 0.36% |
$20.1K - $27.4K
|
209K
$9.64M
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-748- 30.68% |
$20.2K - $27.5K
|
1.69K
$78.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-750- 0.7% |
$20.2K - $27.6K
|
107K
$4.94M
|
|
|
May 11, 2023
Q1 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-750- 3.83% |
$20.2K - $27.6K
|
18.8K
$871K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-767- 1.8% |
$20.7K - $28.2K
|
41.9K
$1.94M
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-767- 0.25% |
$20.7K - $28.2K
|
303K
$14M
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-772- 1.2% |
$20.8K - $28.4K
|
63.5K
$2.93M
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-776- 3.51% |
$20.9K - $28.5K
|
21.3K
$986K
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-779- 1.02% |
$21K - $28.6K
|
75.7K
$3.5M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-780- 0.22% |
$21K - $28.7K
|
357K
$16.5M
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-785- 1.3% |
$21.2K - $28.9K
|
59.6K
$2.75M
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-797- 2.94% |
$21.5K - $29.3K
|
26.3K
$1.21M
|
|
|
Oct 04, 2023
Q1 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-799- 0.81% |
$21.5K - $29.4K
|
98.3K
$4.54M
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-801- 2.66% |
$21.6K - $29.5K
|
29.3K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Arjuna Capital
|
SELL
|
- |
-803- 2.81% |
$21.7K - $29.5K
|
27.8K
$1.28M
|
|
|
Apr 28, 2023
Q1 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-820- 6.77% |
$22.1K - $30.2K
|
11.3K
$522K
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-827- 2.02% |
$22.3K - $30.4K
|
40.2K
$1.86M
|