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 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-831- 4.09% |
$22.4K - $30.6K
|
19.5K
$901K
|
|
|
May 05, 2023
Q1 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-836- 2.32% |
$22.5K - $30.7K
|
35.2K
$1.63M
|
|
|
May 03, 2023
Q1 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-837- 2.05% |
$22.6K - $30.8K
|
40K
$1.85M
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
SELL
|
- |
-840- 1.98% |
$22.7K - $30.9K
|
41.5K
$1.92M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-840Closed |
$22.7K - $30.9K
|
0
$0
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-841- 7.31% |
$22.7K - $30.9K
|
10.7K
$492K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-848- 70.43% |
$22.9K - $31.2K
|
356
$16.5K
|
|
|
May 09, 2023
Q1 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-850- 0.69% |
$22.9K - $31.3K
|
122K
$5.65M
|
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-864- 7.17% |
$23.3K - $31.8K
|
11.2K
$517K
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-870- 5.55% |
$23.5K - $32K
|
14.8K
$685K
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-870- 4.78% |
$23.5K - $32K
|
17.3K
$800K
|
|
|
Apr 21, 2023
Q1 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-872- 1.18% |
$23.5K - $32.1K
|
72.9K
$3.37M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-882- 1.2% |
$23.8K - $32.4K
|
72.9K
$3.37M
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-894- 71.41% |
$24.1K - $32.9K
|
358
$16.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-902- 0.21% |
$24.3K - $33.2K
|
429K
$19.8M
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
SELL
|
- |
-910- 21.18% |
$24.5K - $33.5K
|
3.39K
$157K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-915- 30.16% |
$24.7K - $33.6K
|
2.12K
$97.9K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-922- 2.03% |
$24.9K - $33.9K
|
44.5K
$2.06M
|
|
|
May 09, 2023
Q1 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-926- 3.33% |
$25K - $34K
|
26.9K
$1.24M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-930- 1.86% |
$25.1K - $34.2K
|
49K
$2.26M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-938- 9.57% |
$25.3K - $34.5K
|
8.87K
$410K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-956- 10.86% |
$25.8K - $35.2K
|
7.85K
$363K
|
|
|
Sep 12, 2023
Q1 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-964- 0.41% |
$26K - $35.4K
|
235K
$10.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-965- 10.47% |
$26K - $35.5K
|
8.25K
$381K
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-971- 4.01% |
$26.2K - $35.7K
|
23.3K
$1.08M
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-987- 4.4% |
$26.6K - $36.3K
|
21.4K
$991K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-997- 0.55% |
$26.9K - $36.7K
|
180K
$8.33M
|
|
|
Apr 05, 2023
Q1 2023
|
Avondale Wealth Management
|
SELL
|
- |
-1KClosed |
$27K - $36.8K
|
0
$0
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1K- 0.35% |
$27K - $36.8K
|
284K
$13.1M
|
|
|
May 10, 2023
Q1 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-1K- 5.54% |
$27K - $36.8K
|
17.1K
$788K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1K- 1.88% |
$27K - $36.8K
|
52.1K
$2.41M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-1K- 4.79% |
$27.1K - $36.9K
|
20K
$923K
|
|
|
May 08, 2023
Q1 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-1.01K- 0.94% |
$27.3K - $37.2K
|
106K
$4.91M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.01K- 2.73% |
$27.3K - $37.2K
|
36K
$1.66M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-1.02K- 0.68% |
$27.4K - $37.4K
|
149K
$6.9M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-1.02K- 0.68% |
$27.4K - $37.4K
|
149K
$6.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.03K- 1.33% |
$27.8K - $37.9K
|
76.4K
$3.53M
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-1.04K- 3.42% |
$28K - $38.2K
|
29.4K
$1.36M
|
|
|
Apr 19, 2023
Q1 2023
|
David J Yvars Group
|
SELL
|
- |
-1.04K- 0.98% |
$28.1K - $38.3K
|
106K
$4.88M
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.05K- 5.78% |
$28.2K - $38.4K
|
17K
$787K
|
|
|
May 01, 2023
Q1 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-1.06K- 2.85% |
$28.6K - $39K
|
36.1K
$1.67M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.07K- 11.8% |
$28.8K - $39.3K
|
7.98K
$369K
|
|
|
Apr 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.07K- 5.46% |
$28.9K - $39.5K
|
18.6K
$858K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.07K- 0.67% |
$29K - $39.5K
|
159K
$7.36M
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-1.08K- 3.06% |
$29.1K - $39.7K
|
34.2K
$1.58M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.11K- 0.39% |
$29.8K - $40.6K
|
281K
$13M
|
|
|
May 12, 2023
Q1 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-1.14K- 5.89% |
$30.7K - $41.8K
|
18.2K
$840K
|
|
|
Aug 22, 2023
Q1 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-1.14K- 0.2% |
$30.8K - $42K
|
562K
$26M
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-1.15K- 0.68% |
$31.1K - $42.4K
|
167K
$7.73M
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
SELL
|
- |
-1.15K- 12.3% |
$31.1K - $42.4K
|
8.23K
$380K
|