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 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-18.5K- 14.71% |
$498K - $679K
|
107K
$4.95M
|
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-18.6K- 46.9% |
$502K - $684K
|
21.1K
$974K
|
|
|
May 15, 2023
Q1 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-18.9K- 10.03% |
$511K - $696K
|
170K
$7.85M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-19.4K- 25.36% |
$524K - $714K
|
57.1K
$2.64M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-19.9K- 10.78% |
$537K - $733K
|
165K
$7.62M
|
|
|
May 15, 2023
Q1 2023
|
Odey Asset Management Group LTD
London, X0 |
SELL
|
- |
-20K- 40.0% |
$539K - $735K
|
30K
$1.39M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-20.4K- 78.5% |
$549K - $749K
|
5.58K
$258K
|
|
|
May 10, 2023
Q1 2023
|
Ns Partners LTD
|
SELL
|
- |
-20.7K- 3.62% |
$557K - $759K
|
550K
$25.4M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-21K- 19.36% |
$567K - $773K
|
87.5K
$4.04M
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-21.6K- 1.18% |
$582K - $793K
|
1.8M
$83.3M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-21.8K- 14.68% |
$588K - $802K
|
127K
$5.86M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-22K- 4.42% |
$592K - $808K
|
475K
$22M
|
|
|
May 15, 2023
Q1 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-22.5K- 26.02% |
$607K - $827K
|
64K
$2.96M
|
|
|
May 15, 2023
Q1 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-22.5K- 97.61% |
$607K - $827K
|
550
$25.4K
|
|
|
May 08, 2023
Q1 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-22.6K- 2.62% |
$608K - $829K
|
838K
$38.7M
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-22.7K- 43.05% |
$613K - $835K
|
30.1K
$1.39M
|
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-22.9K- 42.91% |
$616K - $840K
|
30.4K
$1.41M
|
|
|
May 10, 2023
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-22.9K- 1.44% |
$617K - $841K
|
1.57M
$72.5M
|
|
|
May 08, 2023
Q1 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-23.1K- 5.67% |
$622K - $848K
|
384K
$17.7M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-23.3K- 10.64% |
$629K - $857K
|
196K
$9.05M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-23.5K- 29.0% |
$634K - $865K
|
57.6K
$2.66M
|
|
|
Apr 19, 2023
Q1 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-23.6K- 48.12% |
$637K - $869K
|
25.5K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-23.7K- 21.57% |
$640K - $872K
|
86.3K
$3.99M
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-23.9K- 12.26% |
$645K - $879K
|
171K
$7.91M
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-24K- 25.84% |
$647K - $882K
|
68.8K
$3.18M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-24.1K- 45.62% |
$649K - $885K
|
28.7K
$1.33M
|
|
|
Apr 26, 2023
Q1 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-24.9K- 21.29% |
$671K - $915K
|
92K
$4.25M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-25K- 2.4% |
$673K - $918K
|
1.02M
$46.9M
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-25.1K- 9.27% |
$678K - $924K
|
246K
$11.4M
|
|
|
May 15, 2023
Q1 2023
|
Worth Venture Partners, LLC
Fort Lee, NJ |
SELL
|
- |
-25.3K- 45.04% |
$683K - $931K
|
30.9K
$1.43M
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-25.4K- 25.14% |
$686K - $935K
|
75.7K
$3.5M
|
|
|
May 09, 2023
Q1 2023
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-26.8K- 9.85% |
$724K - $987K
|
246K
$11.3M
|
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-27.1K- 6.99% |
$732K - $997K
|
361K
$16.7M
|
|
|
May 15, 2023
Q1 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-27.9K- 2.26% |
$752K - $1.03M
|
1.21M
$55.8M
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-27.9K- 10.5% |
$753K - $1.03M
|
238K
$11M
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-28.2K- 2.08% |
$760K - $1.04M
|
1.33M
$61.4M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-28.2K- 3.23% |
$760K - $1.04M
|
846K
$39.1M
|
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-28.3K- 4.92% |
$763K - $1.04M
|
547K
$25.3M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-28.6K- 43.89% |
$772K - $1.05M
|
36.6K
$1.69M
|
|
|
Apr 17, 2023
Q1 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-28.9K- 41.42% |
$780K - $1.06M
|
40.9K
$1.89M
|
|
|
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-29.2K- 23.18% |
$789K - $1.08M
|
96.9K
$4.48M
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-29.5K- 12.51% |
$794K - $1.08M
|
206K
$9.52M
|
|
|
May 12, 2023
Q1 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-30.8K- 78.68% |
$830K - $1.13M
|
8.33K
$385K
|
|
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-30.8K- 14.06% |
$830K - $1.13M
|
188K
$8.7M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.8K- 1.46% |
$856K - $1.17M
|
2.14M
$98.8M
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-32.1K- 23.15% |
$865K - $1.18M
|
106K
$4.92M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-32.1K- 10.31% |
$866K - $1.18M
|
279K
$12.9M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-32.6K- 15.15% |
$879K - $1.2M
|
182K
$8.43M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-32.9K- 28.83% |
$888K - $1.21M
|
81.3K
$3.76M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-33.1K- 9.22% |
$894K - $1.22M
|
326K
$15.1M
|