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 11, 2023
Q1 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-34.1K- 31.18% |
$920K - $1.25M
|
75.3K
$3.48M
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-34.8K- 22.69% |
$938K - $1.28M
|
119K
$5.48M
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-34.9K- 2.29% |
$942K - $1.28M
|
1.49M
$68.8M
|
|
May 12, 2023
Q1 2023
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-35.4K- 3.78% |
$954K - $1.3M
|
900K
$41.6M
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-35.8K- 37.07% |
$965K - $1.32M
|
60.7K
$2.81M
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-36.5K- 12.73% |
$985K - $1.34M
|
250K
$11.6M
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-37K- 7.83% |
$998K - $1.36M
|
436K
$20.1M
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-37.1K- 17.47% |
$1M - $1.37M
|
175K
$8.11M
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-37.8K- 42.27% |
$1.02M - $1.39M
|
51.6K
$2.38M
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-38.5K- 3.17% |
$1.04M - $1.42M
|
1.18M
$54.4M
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-39.4K- 1.26% |
$1.06M - $1.45M
|
3.1M
$143M
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-39.6K- 64.49% |
$1.07M - $1.46M
|
21.8K
$1.01M
|
|
May 08, 2023
Q1 2023
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-39.7K- 3.14% |
$1.07M - $1.46M
|
1.23M
$56.6M
|
|
May 12, 2023
Q1 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-39.7K- 17.98% |
$1.07M - $1.46M
|
181K
$8.37M
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-40.9K- 49.69% |
$1.1M - $1.51M
|
41.4K
$1.92M
|
|
May 15, 2023
Q1 2023
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-41.8K- 13.3% |
$1.13M - $1.54M
|
272K
$12.6M
|
|
May 15, 2023
Q1 2023
|
Hodges Capital Management Inc.
|
SELL
|
- |
-41.8K- 25.3% |
$1.13M - $1.54M
|
124K
$5.71M
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
SELL
|
- |
-42.3K- 7.63% |
$1.14M - $1.55M
|
512K
$23.7M
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-42.3K- 61.25% |
$1.14M - $1.55M
|
26.7K
$1.24M
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-42.4K- 38.53% |
$1.14M - $1.56M
|
67.6K
$3.12M
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-42.8K- 24.35% |
$1.16M - $1.57M
|
133K
$6.15M
|
|
May 12, 2023
Q1 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-42.9K- 11.89% |
$1.16M - $1.58M
|
318K
$14.7M
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
SELL
|
- |
-43.9K- 32.86% |
$1.18M - $1.61M
|
89.6K
$4.14M
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-44.4K- 82.68% |
$1.2M - $1.63M
|
9.3K
$430K
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-44.5K- 20.63% |
$1.2M - $1.64M
|
171K
$7.91M
|
|
May 12, 2023
Q1 2023
|
Seven Eight Capital, LP
|
SELL
|
- |
-44.6K- 61.86% |
$1.2M - $1.64M
|
27.5K
$1.27M
|
|
May 11, 2023
Q1 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-45.6K- 18.59% |
$1.23M - $1.68M
|
200K
$9.24M
|
|
May 11, 2023
Q1 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-45.9K- 34.82% |
$1.24M - $1.69M
|
85.9K
$3.97M
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
SELL
|
- |
-45.9K- 58.04% |
$1.24M - $1.69M
|
33.2K
$1.53M
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-46.1K- 21.87% |
$1.24M - $1.69M
|
165K
$7.6M
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-47.1K- 15.72% |
$1.27M - $1.73M
|
252K
$11.7M
|
|
May 12, 2023
Q1 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-47.5K- 57.99% |
$1.28M - $1.75M
|
34.4K
$1.59M
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-48.1K- 17.12% |
$1.3M - $1.77M
|
233K
$10.8M
|
|
Apr 14, 2023
Q1 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-48.5K- 3.86% |
$1.31M - $1.78M
|
1.21M
$55.8M
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-48.6K- 54.14% |
$1.31M - $1.79M
|
41.2K
$1.9M
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-48.8K- 11.13% |
$1.32M - $1.79M
|
390K
$18M
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-48.9K- 89.75% |
$1.32M - $1.8M
|
5.59K
$258K
|
|
May 08, 2023
Q1 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-49.6K- 33.42% |
$1.34M - $1.82M
|
98.9K
$4.57M
|
|
May 15, 2023
Q1 2023
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-49.9K- 10.24% |
$1.35M - $1.83M
|
437K
$20.2M
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-50.9K- 10.68% |
$1.37M - $1.87M
|
426K
$19.7M
|
|
May 08, 2023
Q1 2023
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-51.6K- 1.75% |
$1.39M - $1.9M
|
2.9M
$134M
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-51.6K- 65.17% |
$1.39M - $1.9M
|
27.6K
$1.28M
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-53.4K- 4.48% |
$1.44M - $1.96M
|
1.14M
$52.6M
|
|
Apr 10, 2023
Q1 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-54.4K- 42.2% |
$1.47M - $2M
|
74.6K
$3.45M
|
|
May 02, 2023
Q1 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-54.8K- 6.78% |
$1.48M - $2.01M
|
753K
$34.8M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-55K- 28.5% |
$1.48M - $2.02M
|
138K
$6.38M
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-58.5K- 38.49% |
$1.58M - $2.15M
|
93.5K
$4.32M
|
|
May 08, 2023
Q1 2023
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-59.6K- 23.81% |
$1.61M - $2.19M
|
191K
$8.81M
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-59.9K- 35.71% |
$1.61M - $2.2M
|
108K
$4.98M
|
|
Apr 27, 2023
Q1 2023
|
Eulav Asset Management
|
SELL
|
- |
-60K- 17.65% |
$1.62M - $2.21M
|
280K
$12.9M
|