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 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.6K- 7.38% |
$70.2K - $95.7K
|
32.7K
$1.51M
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-2.62K- 20.33% |
$70.8K - $96.5K
|
10.3K
$475K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2.63K- 43.96% |
$71K - $96.8K
|
3.36K
$155K
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
SELL
|
- |
-2.66K- 8.98% |
$71.7K - $97.8K
|
27K
$1.25M
|
|
|
May 09, 2023
Q1 2023
|
Barings LLC
|
SELL
|
- |
-2.68K- 27.62% |
$72.3K - $98.6K
|
7.03K
$325K
|
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-2.69K- 6.24% |
$72.5K - $98.8K
|
40.4K
$1.87M
|
|
|
May 09, 2023
Q1 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2.69K- 2.39% |
$72.5K - $98.9K
|
110K
$5.07M
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-2.69K- 6.07% |
$72.6K - $99K
|
41.6K
$1.92M
|
|
|
May 04, 2023
Q1 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-2.7K- 6.57% |
$72.8K - $99.3K
|
38.4K
$1.77M
|
|
|
May 12, 2023
Q1 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-2.7K- 1.2% |
$72.9K - $99.4K
|
223K
$10.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-2.71K- 8.63% |
$73.1K - $99.6K
|
28.7K
$1.33M
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
SELL
|
- |
-2.72K- 9.88% |
$73.5K - $100K
|
24.8K
$1.15M
|
|
|
May 09, 2023
Q1 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-2.8K- 2.74% |
$75.5K - $103K
|
99.4K
$4.59M
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-2.8K- 6.91% |
$75.6K - $103K
|
37.8K
$1.75M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-2.81K- 13.08% |
$75.7K - $103K
|
18.7K
$862K
|
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-2.83K- 2.44% |
$76.2K - $104K
|
113K
$5.22M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.85K- 5.07% |
$76.9K - $105K
|
53.3K
$2.46M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.88K- 3.6% |
$77.5K - $106K
|
77.1K
$3.56M
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-2.91K- 6.74% |
$78.4K - $107K
|
40.3K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.93K- 5.09% |
$79.1K - $108K
|
54.7K
$2.53M
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.97K- 7.65% |
$80K - $109K
|
35.8K
$1.65M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-3K- 25.4% |
$80.9K - $110K
|
8.81K
$407K
|
|
|
May 09, 2023
Q1 2023
|
Prospect Hill Management, LLC
|
SELL
|
- |
-3K- 0.85% |
$80.9K - $110K
|
350K
$16.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-3.02K- 4.12% |
$81.3K - $111K
|
70.2K
$3.24M
|
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3.12K- 1.02% |
$84.2K - $115K
|
302K
$13.9M
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-3.13K- 27.68% |
$84.5K - $115K
|
8.19K
$378K
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-3.2K- 19.47% |
$86.3K - $118K
|
13.2K
$611K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-3.23K- 1.83% |
$87.1K - $119K
|
173K
$8.01M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.25K- 0.24% |
$87.5K - $119K
|
1.32M
$61.2M
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-3.26K- 3.48% |
$87.8K - $120K
|
90.3K
$4.17M
|
|
|
Apr 24, 2023
Q1 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-3.28K- 24.5% |
$88.4K - $121K
|
10.1K
$467K
|
|
|
Apr 27, 2023
Q1 2023
|
Baugh & Associates, LLC
|
SELL
|
- |
-3.28K- 2.22% |
$88.5K - $121K
|
145K
$6.69M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-3.29K- 1.32% |
$88.8K - $121K
|
245K
$11.3M
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-3.34K- 37.97% |
$90K - $123K
|
5.45K
$252K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-3.34K- 5.92% |
$90.1K - $123K
|
53.1K
$2.46M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.36K- 9.23% |
$90.7K - $124K
|
33.1K
$1.53M
|
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-3.38K- 30.29% |
$91.1K - $124K
|
7.77K
$359K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-3.43K- 2.02% |
$92.5K - $126K
|
166K
$7.68M
|
|
|
May 11, 2023
Q1 2023
|
X Square Capital, LLC
|
SELL
|
- |
-3.49K- 12.81% |
$94K - $128K
|
23.7K
$1.1M
|
|
|
May 04, 2023
Q1 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-3.5K- 3.21% |
$94.4K - $129K
|
106K
$4.88M
|
|
|
May 11, 2023
Q1 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-3.52K- 12.46% |
$94.9K - $129K
|
24.7K
$1.14M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-3.55K- 5.7% |
$95.7K - $130K
|
58.7K
$2.71M
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-3.55K- 17.16% |
$95.8K - $131K
|
17.1K
$792K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-3.56K- 3.08% |
$96K - $131K
|
112K
$5.18M
|
|
|
May 15, 2023
Q1 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-3.58K- 6.66% |
$96.7K - $132K
|
50.2K
$2.32M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-3.59K- 13.8% |
$96.8K - $132K
|
22.4K
$1.04M
|
|
|
Apr 17, 2023
Q1 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-3.6K- 3.56% |
$97K - $132K
|
97.4K
$4.5M
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-3.6K- 8.26% |
$97.1K - $132K
|
40K
$1.85M
|
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-3.61K- 3.29% |
$97.3K - $133K
|
106K
$4.9M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-3.63K- 10.97% |
$97.9K - $134K
|
29.5K
$1.36M
|