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 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-1.82K- 1.89% |
$49.1K - $66.9K
|
94.2K
$4.35M
|
|
|
May 15, 2023
Q1 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-1.88K- 4.15% |
$50.7K - $69.2K
|
43.5K
$2.01M
|
|
|
May 10, 2023
Q1 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-1.89K- 0.47% |
$51.1K - $69.6K
|
404K
$18.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.9K- 2.24% |
$51.1K - $69.7K
|
82.7K
$3.82M
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-1.93K- 11.53% |
$52K - $70.9K
|
14.8K
$684K
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.93K- 21.58% |
$52.1K - $71.1K
|
7.02K
$325K
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.94K- 3.28% |
$52.2K - $71.1K
|
57.1K
$2.64M
|
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.96K- 3.23% |
$52.9K - $72.1K
|
58.7K
$2.71M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.98K- 2.27% |
$53.5K - $72.9K
|
85.4K
$3.95M
|
|
|
Apr 11, 2023
Q1 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-2K- 6.48% |
$53.9K - $73.5K
|
28.9K
$1.33M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.01K- 1.86% |
$54.2K - $73.9K
|
106K
$4.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
SELL
|
- |
-2.01K- 9.09% |
$54.3K - $74K
|
20.1K
$930K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.02K- 17.67% |
$54.6K - $74.4K
|
9.43K
$436K
|
|
|
Aug 08, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-2.03K- 18.92% |
$54.6K - $74.5K
|
8.68K
$401K
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-2.04K- 0.74% |
$55.1K - $75.2K
|
275K
$12.7M
|
|
|
May 09, 2023
Q1 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-2.05K- 1.09% |
$55.2K - $75.3K
|
186K
$8.58M
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-2.05K- 11.58% |
$55.3K - $75.4K
|
15.7K
$723K
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-2.06K- 8.87% |
$55.4K - $75.6K
|
21.1K
$975K
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-2.07K- 3.33% |
$55.8K - $76K
|
60.1K
$2.78M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.07K- 28.06% |
$55.8K - $76.1K
|
5.31K
$245K
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-2.08K- 5.0% |
$56K - $76.3K
|
39.5K
$1.82M
|
|
|
May 10, 2023
Q1 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-2.09K- 1.23% |
$56.4K - $76.8K
|
168K
$7.76M
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-2.1K- 4.6% |
$56.5K - $77.1K
|
43.5K
$2.01M
|
|
|
May 15, 2023
Q1 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-2.12K- 1.99% |
$57K - $77.8K
|
104K
$4.81M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.12K- 1.89% |
$57.3K - $78.1K
|
110K
$5.08M
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-2.15K- 2.08% |
$57.9K - $78.9K
|
101K
$4.67M
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-2.15K- 14.79% |
$57.9K - $79K
|
12.4K
$572K
|
|
|
May 05, 2023
Q1 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-2.16K- 12.46% |
$58.1K - $79.3K
|
15.2K
$700K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-2.16K- 78.9% |
$58.2K - $79.3K
|
577
$26.7K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-2.18K- 0.87% |
$58.7K - $80K
|
248K
$11.5M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.19K- 18.59% |
$59.1K - $80.6K
|
9.6K
$444K
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-2.2K- 10.89% |
$59.3K - $80.8K
|
18K
$832K
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-2.2K- 5.03% |
$59.3K - $80.9K
|
41.5K
$1.92M
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
SELL
|
- |
-2.24K- 6.95% |
$60.5K - $82.5K
|
30K
$1.39M
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-2.25K- 5.68% |
$60.6K - $82.6K
|
37.3K
$1.72M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.26K- 3.14% |
$60.8K - $83K
|
69.7K
$3.22M
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-2.26K- 7.56% |
$61K - $83.1K
|
27.6K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-2.27K- 18.5% |
$61.1K - $83.4K
|
9.99K
$462K
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-2.27K- 3.91% |
$61.3K - $83.6K
|
55.9K
$2.58M
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-2.29K- 9.1% |
$61.8K - $84.2K
|
22.9K
$1.06M
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-2.29K- 69.48% |
$61.8K - $84.3K
|
1.01K
$46.5K
|
|
|
Apr 18, 2023
Q1 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-2.3K- 6.57% |
$62K - $84.6K
|
32.7K
$1.51M
|
|
|
Apr 24, 2023
Q1 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-2.3K- 6.06% |
$62K - $84.6K
|
35.7K
$1.65M
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
SELL
|
- |
-2.32K- 52.68% |
$62.5K - $85.2K
|
2.08K
$96.2K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.4K- 10.27% |
$64.6K - $88.1K
|
20.9K
$967K
|
|
|
Apr 13, 2023
Q1 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-2.4K- 13.58% |
$64.7K - $88.2K
|
15.3K
$706K
|
|
|
May 03, 2023
Q1 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-2.45K- 1.53% |
$66.1K - $90.1K
|
157K
$7.26M
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-2.5K- 3.5% |
$67.3K - $91.7K
|
68.8K
$3.18M
|
|
|
May 12, 2023
Q1 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-2.52K- 3.44% |
$67.9K - $92.6K
|
70.6K
$3.26M
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-2.52K- 12.36% |
$67.9K - $92.6K
|
17.9K
$825K
|