Purchases and Sales Made in Q1 2023 in Bank Of America Corp (BAC)

BAC Quotes by TradingView

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 09, 2023 Q1 2023
Martin & CO Inc

Knoxville, TN
SELL
 -
-1.15K
- 2.22%
$31.1K - $42.4K
50.8K $2.35M
May 03, 2023 Q1 2023
Curi Wealth Management, LLC

SELL
 -
-1.16K
- 4.16%
$31.2K - $42.5K
26.7K $1.23M
May 03, 2023 Q1 2023
Tobam

SELL
 -
-1.16K
- 3.42%
$31.3K - $42.6K
32.7K $1.51M
Apr 11, 2023 Q1 2023
Beese Fulmer Investment Management, Inc.

SELL
 -
-1.17K
- 13.61%
$31.4K - $42.9K
7.4K $342K
May 15, 2023 Q1 2023
Bryn Mawr Trust CO

Bryn Mawr, PA
SELL
 -
-1.17K
- 4.02%
$31.6K - $43K
27.9K $1.29M
May 03, 2023 Q1 2023
Exchange Capital Management, Inc.

SELL
 -
-1.18K
- 1.66%
$31.7K - $43.2K
69.8K $3.22M
May 31, 2023 Q1 2023
Kennedy Investment Group

West Depford, NJ
SELL
 -
-1.19K
- 2.03%
$32K - $43.6K
57.2K $2.64M
Apr 28, 2023 Q1 2023
Cumberland Advisors Inc

SELL
 -
-1.2K
- 1.94%
$32.4K - $44.1K
60.8K $2.81M
May 04, 2023 Q1 2023
Vantage Financial Partners Ltd., Inc.

SELL
 -
-1.2K
- 2.28%
$32.4K - $44.1K
51.5K $2.38M
Apr 24, 2023 Q1 2023
Essex Savings Bank

SELL
 -
-1.2K
- 6.66%
$32.4K - $44.2K
16.9K $779K
May 15, 2023 Q1 2023
Capital Planning Advisors, LLC

Sacramento, CA
SELL
 -
-1.22K
- 11.02%
$32.8K - $44.7K
9.81K $453K
Apr 21, 2023 Q1 2023
Fortem Financial Group, LLC

SELL
 -
-1.22K
- 7.14%
$32.9K - $44.9K
15.9K $733K
May 02, 2023 Q1 2023
Graypoint LLC

SELL
 -
-1.22K
- 1.71%
$32.9K - $44.9K
70.3K $3.25M
May 01, 2023 Q1 2023
Citadel Investment Advisory, Inc.

SELL
 -
-1.24K
- 4.82%
$33.3K - $45.4K
24.4K $1.13M
Sep 12, 2023 Q1 2023
New Republic Capital, LLC

Charlotte, NC
SELL
 -
-1.24K
- 6.59%
$33.3K - $45.4K
17.5K $809K
Apr 07, 2023 Q1 2023
Greylin Investment Mangement Inc

SELL
 -
-1.24K
- 0.48%
$33.4K - $45.6K
256K $11.8M
May 08, 2023 Q1 2023
Fine Mark National Bank & Trust

Fort Myers, FL
SELL
 -
-1.24K
- 2.22%
$33.6K - $45.7K
54.9K $2.54M
Apr 11, 2023 Q1 2023
Seneca House Advisors

SELL
 -
-1.25K
- 2.65%
$33.7K - $45.9K
45.9K $2.12M
Apr 18, 2023 Q1 2023
Hedeker Wealth, LLC

SELL
 -
-1.25K
- 0.82%
$33.7K - $45.9K
151K $6.99M
May 11, 2023 Q1 2023
Forte Capital LLC

SELL
 -
-1.25K
- 8.36%
$33.8K - $46.1K
13.7K $635K
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-1.26K
- 0.22%
$34K - $46.3K
562K $26M
Apr 19, 2023 Q1 2023
Marcum Wealth, LLC

SELL
 -
-1.26K
- 3.21%
$34K - $46.4K
38K $1.76M
Apr 07, 2023 Q1 2023
Armstrong Advisory Group, Inc

Needham, MA
SELL
 -
-1.27K
- 3.38%
$34.1K - $46.5K
36.2K $1.67M
May 15, 2023 Q1 2023
Evermay Wealth Management LLC

Arlington, VA
SELL
 -
-1.27K
- 10.75%
$34.1K - $46.5K
10.5K $485K
May 15, 2023 Q1 2023
Family Management Corp

New York, NY
SELL
 -
-1.28K
- 13.96%
$34.4K - $46.9K
7.86K $363K
Apr 27, 2023 Q1 2023
Rice Partnership, LLC

SELL
 -
-1.29K
- 9.98%
$34.8K - $47.5K
11.6K $538K
Apr 25, 2023 Q1 2023
Eudaimonia Advisors LLC

Winchester, TN
SELL
 -
-1.29K
- 5.58%
$34.9K - $47.5K
21.9K $1.01M
May 02, 2023 Q1 2023
Wny Asset Management, LLC

Williamsville, NY
SELL
 -
-1.29K
- 6.75%
$34.9K - $47.5K
17.9K $825K
May 04, 2023 Q1 2023
Journey Advisory Group, LLC

SELL
 -
-1.3K
- 3.75%
$35.1K - $47.8K
33.4K $1.54M
May 11, 2023 Q1 2023
Tiemann Investment Advisors, LLC

Menlo Park, CA
SELL
 -
-1.3K
- 7.91%
$35.1K - $47.8K
15.1K $699K
Apr 06, 2023 Q1 2023
Parsec Financial Management, Inc.

SELL
 -
-1.32K
- 4.63%
$35.5K - $48.4K
27.1K $1.25M
Apr 11, 2023 Q1 2023
Mbl Wealth, LLC

Charlotte, NC
SELL
 -
-1.32K
- 6.82%
$35.5K - $48.4K
18K $830K
Apr 24, 2023 Q1 2023
Regent Peak Wealth Advisors LLC

Atlanta, GA
SELL
 -
-1.32K
- 14.19%
$35.5K - $48.4K
7.96K $368K
May 05, 2023 Q1 2023
Valtinson Bruner Financial Planning LLC

SELL
 -
-1.33K
- 12.79%
$35.7K - $48.7K
9.03K $417K
May 11, 2023 Q1 2023
Omnia Family Wealth, LLC

SELL
 -
-1.33K
- 7.86%
$35.8K - $48.8K
15.6K $719K
Apr 13, 2023 Q1 2023
Addison Capital CO

SELL
 -
-1.34K
- 7.21%
$36K - $49.1K
17.2K $794K
Apr 11, 2023 Q1 2023
Rmr Wealth Builders

SELL
 -
-1.35K
- 8.13%
$36.4K - $49.7K
15.3K $705K
Apr 12, 2023 Q1 2023
Fny Investment Advisers, LLC

SELL
 -
-1.36K
- 72.24%
$36.7K - $50K
523 $24.2K
Apr 25, 2023 Q1 2023
Baystate Wealth Management LLC

SELL
 -
-1.36K
- 6.22%
$36.8K - $50.2K
20.6K $951K
Apr 17, 2023 Q1 2023
Xponance, Inc.

SELL
 -
-1.37K
- 0.16%
$37K - $50.4K
864K $39.9M
Apr 20, 2023 Q1 2023
Kovack Advisors, Inc.

SELL
 -
-1.38K
- 4.41%
$37.2K - $50.7K
29.9K $1.38M
May 02, 2023 Q1 2023
Strategy Asset Managers LLC

SELL
 -
-1.39K
- 14.79%
$37.4K - $51K
7.99K $369K
Jun 14, 2024 Q1 2023
Quent Capital, LLC

SELL
 -
-1.39K
- 4.67%
$37.5K - $51.1K
28.4K $1.31M
May 15, 2023 Q1 2023
Quadrant Private Wealth Management, LLC

Bethlehem, PA
SELL
 -
-1.4K
- 3.55%
$37.7K - $51.4K
38K $1.75M
May 16, 2023 Q1 2023
Hwg Holdings LP

Houston, TX
SELL
 -
-1.4K
- 6.49%
$37.8K - $51.5K
20.2K $933K
May 08, 2023 Q1 2023
Beaumont Financial Advisors, LLC

Needham, DE
SELL
 -
-1.42K
- 1.66%
$38.4K - $52.3K
84.4K $3.9M
May 12, 2023 Q1 2023
Ica Group Wealth Management, LLC

Denver, CO
SELL
 -
-1.43K
- 2.44%
$38.7K - $52.7K
57.3K $2.65M
Mar 29, 2024 Q1 2023
Kapitalo Investimentos Ltda

Sao Paulo, D5
SELL
 -
-1.44K
Closed
$38.9K - $53K
0 $0
May 15, 2023 Q1 2023
Guardian Capital Advisors LP

Toronto, A6
SELL
 -
-1.45K
- 8.07%
$39.1K - $53.3K
16.5K $763K

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