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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-7.93K- 5.29% |
$214K - $292K
|
142K
$6.56M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-8K- 15.94% |
$216K - $294K
|
42.2K
$1.95M
|
|
|
Apr 25, 2023
Q1 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-8K- 38.66% |
$216K - $294K
|
12.7K
$586K
|
|
|
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-8.01K- 6.5% |
$216K - $295K
|
115K
$5.33M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-8.17K- 13.53% |
$220K - $300K
|
52.2K
$2.41M
|
|
|
May 10, 2023
Q1 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-8.17K- 1.3% |
$220K - $300K
|
619K
$28.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-8.18K- 6.52% |
$221K - $301K
|
117K
$5.42M
|
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-8.27K- 32.52% |
$223K - $304K
|
17.2K
$793K
|
|
|
May 15, 2023
Q1 2023
|
Ionic Capital Management LLC
New York, NY |
SELL
|
- |
-8.43K- 13.28% |
$227K - $310K
|
55.1K
$2.55M
|
|
|
Apr 06, 2023
Q1 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-8.58K- 3.25% |
$231K - $316K
|
255K
$11.8M
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-8.6K- 24.15% |
$232K - $316K
|
27K
$1.25M
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-8.62K- 19.98% |
$232K - $317K
|
34.5K
$1.59M
|
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
SELL
|
- |
-8.73K- 1.53% |
$235K - $321K
|
561K
$25.9M
|
|
|
Apr 06, 2023
Q1 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-9.04K- 4.84% |
$244K - $332K
|
178K
$8.21M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-9.08K- 9.03% |
$245K - $334K
|
91.4K
$4.22M
|
|
|
Apr 19, 2023
Q1 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-9.2K- 21.24% |
$248K - $338K
|
34.1K
$1.58M
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-9.22K- 5.05% |
$249K - $339K
|
173K
$8.01M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-9.43K- 59.88% |
$254K - $347K
|
6.32K
$292K
|
|
|
May 15, 2023
Q1 2023
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-9.62K- 41.96% |
$259K - $354K
|
13.3K
$615K
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-9.65K- 4.82% |
$260K - $355K
|
191K
$8.82M
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-9.79K- 27.24% |
$264K - $360K
|
26.2K
$1.21M
|
|
|
May 09, 2023
Q1 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-9.81K- 8.53% |
$265K - $361K
|
105K
$4.86M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-9.99K- 38.5% |
$269K - $367K
|
16K
$737K
|
|
|
Apr 18, 2023
Q1 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-10K- 19.08% |
$270K - $368K
|
42.4K
$1.96M
|
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-10K- 1.99% |
$271K - $369K
|
493K
$22.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Canal Insurance CO
|
SELL
|
- |
-10.1K- 25.19% |
$272K - $371K
|
30K
$1.39M
|
|
|
May 12, 2023
Q1 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-10.3K- 36.29% |
$277K - $377K
|
18K
$833K
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-10.3K- 3.09% |
$278K - $379K
|
323K
$14.9M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-10.3K- 30.78% |
$278K - $379K
|
23.2K
$1.07M
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-10.3K- 28.86% |
$278K - $380K
|
25.5K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-10.4K- 3.59% |
$281K - $383K
|
279K
$12.9M
|
|
|
May 08, 2023
Q1 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-10.5K- 1.41% |
$284K - $387K
|
737K
$34.1M
|
|
|
May 08, 2023
Q1 2023
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-10.6K- 44.28% |
$286K - $390K
|
13.3K
$616K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10.9K- 40.06% |
$295K - $402K
|
16.3K
$755K
|
|
|
May 10, 2023
Q1 2023
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-11K- 25.96% |
$297K - $404K
|
31.4K
$1.45M
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-11.1K- 32.04% |
$298K - $407K
|
23.5K
$1.08M
|
|
|
Apr 17, 2023
Q1 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-11.1K- 0.4% |
$300K - $409K
|
2.74M
$126M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-11.2K- 3.02% |
$302K - $412K
|
359K
$16.6M
|
|
|
May 15, 2023
Q1 2023
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-11.3K- 4.65% |
$305K - $416K
|
232K
$10.7M
|
|
|
May 08, 2023
Q1 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-11.4K- 24.93% |
$307K - $418K
|
34.2K
$1.58M
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-11.4K- 8.32% |
$308K - $420K
|
126K
$5.81M
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-11.4K- 6.48% |
$308K - $420K
|
165K
$7.62M
|
|
|
May 01, 2023
Q1 2023
|
Qv Investors Inc.
|
SELL
|
- |
-11.5K- 3.26% |
$310K - $422K
|
341K
$15.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Davis Rea Ltd.
|
SELL
|
- |
-11.5K- 4.29% |
$311K - $424K
|
257K
$11.9M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-11.5K- 5.55% |
$311K - $424K
|
196K
$9.07M
|
|
|
May 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-11.6K- 14.5% |
$314K - $427K
|
68.6K
$3.17M
|
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-11.7K- 47.77% |
$316K - $431K
|
12.8K
$592K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.8K- 2.79% |
$319K - $435K
|
412K
$19M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-11.8K- 6.48% |
$319K - $435K
|
171K
$7.9M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-12.1K- 29.03% |
$326K - $445K
|
29.6K
$1.37M
|