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 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.45K- 6.03% |
$39.2K - $53.4K
|
22.6K
$1.05M
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-1.46K- 1.12% |
$39.3K - $53.5K
|
129K
$5.97M
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
SELL
|
- |
-1.46K- 10.52% |
$39.3K - $53.6K
|
12.4K
$573K
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
SELL
|
- |
-1.46K- 5.22% |
$39.5K - $53.8K
|
26.6K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.47K- 8.1% |
$39.6K - $54K
|
16.7K
$770K
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.47K- 2.64% |
$39.7K - $54.1K
|
54.4K
$2.51M
|
|
|
May 12, 2023
Q1 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-1.48K- 1.01% |
$39.9K - $54.4K
|
145K
$6.72M
|
|
|
Apr 25, 2023
Q1 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-1.48K- 0.98% |
$40K - $54.5K
|
149K
$6.89M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.49K- 8.61% |
$40.2K - $54.9K
|
15.8K
$732K
|
|
|
Apr 12, 2023
Q1 2023
|
Ocean Capital Management, LLC
|
SELL
|
- |
-1.5K- 15.84% |
$40.5K - $55.2K
|
7.97K
$368K
|
|
|
Apr 20, 2023
Q1 2023
|
Mount Vernon Associates Inc
|
SELL
|
- |
-1.5K- 1.76% |
$40.5K - $55.2K
|
83.9K
$3.88M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.5K- 0.41% |
$40.5K - $55.2K
|
366K
$16.9M
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.53K- 0.85% |
$41.2K - $56.1K
|
177K
$8.19M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.53K- 7.67% |
$41.2K - $56.1K
|
18.4K
$850K
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.53K- 1.82% |
$41.3K - $56.3K
|
82.4K
$3.81M
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.53K- 17.55% |
$41.3K - $56.4K
|
7.2K
$333K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.54K- 1.07% |
$41.6K - $56.7K
|
143K
$6.61M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.54K- 1.03% |
$41.6K - $56.7K
|
148K
$6.84M
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.55K- 4.59% |
$41.7K - $56.9K
|
32.2K
$1.49M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.56K- 97.56% |
$42.1K - $57.4K
|
39
$1.8K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.57K- 1.23% |
$42.3K - $57.7K
|
126K
$5.82M
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.57K- 13.49% |
$42.4K - $57.8K
|
10.1K
$466K
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1.58K- 0.31% |
$42.5K - $58K
|
509K
$23.5M
|
|
|
Apr 04, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-1.58K- 1.1% |
$42.6K - $58.1K
|
142K
$6.56M
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.58K- 1.81% |
$42.7K - $58.2K
|
85.7K
$3.96M
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-1.61K- 9.26% |
$43.5K - $59.3K
|
15.8K
$731K
|
|
|
May 11, 2023
Q1 2023
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-1.63K- 0.12% |
$43.8K - $59.8K
|
1.37M
$63.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-1.63K- 0.61% |
$43.9K - $59.8K
|
267K
$12.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.63K- 5.11% |
$44K - $60K
|
30.3K
$1.4M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.64K- 14.08% |
$44.1K - $60.1K
|
9.98K
$461K
|
|
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1.64K- 15.52% |
$44.2K - $60.2K
|
8.91K
$412K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.65K- 16.94% |
$44.5K - $60.6K
|
8.09K
$374K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.66K- 6.61% |
$44.7K - $60.9K
|
23.4K
$1.08M
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
SELL
|
- |
-1.66K- 1.9% |
$44.7K - $61K
|
85.6K
$3.96M
|
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.67K- 10.39% |
$44.9K - $61.2K
|
14.4K
$664K
|
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1.67K- 2.5% |
$44.9K - $61.3K
|
65.1K
$3.01M
|
|
|
Apr 26, 2023
Q1 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-1.67K- 17.9% |
$45K - $61.4K
|
7.66K
$354K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.69K- 2.32% |
$45.5K - $62.1K
|
71K
$3.28M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-1.69K- 8.92% |
$45.6K - $62.2K
|
17.3K
$798K
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.69K- 5.38% |
$45.6K - $62.2K
|
29.7K
$1.37M
|
|
|
May 12, 2023
Q1 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-1.71K- 1.08% |
$46.1K - $62.9K
|
157K
$7.25M
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.72K- 5.15% |
$46.3K - $63.1K
|
31.6K
$1.46M
|
|
|
Apr 17, 2023
Q1 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.74K- 18.49% |
$46.8K - $63.8K
|
7.66K
$354K
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.74K- 14.49% |
$47K - $64.1K
|
10.3K
$476K
|
|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-1.77K- 14.85% |
$47.7K - $65K
|
10.1K
$469K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.78K- 6.72% |
$48K - $65.4K
|
24.7K
$1.14M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.79K- 3.07% |
$48.3K - $65.9K
|
56.5K
$2.61M
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
SELL
|
- |
-1.8K- 20.05% |
$48.4K - $66K
|
7.16K
$331K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1.8K- 11.28% |
$48.5K - $66.2K
|
14.2K
$655K
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.8K- 0.94% |
$48.5K - $66.2K
|
189K
$8.75M
|