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 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
25.9K+ 10.24% |
$700K - $954K
|
279K
$12.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
25.9KNew |
$699K - $954K
|
25.9K
$1.2M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
25.6K+ 4.44% |
$692K - $943K
|
603K
$27.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
25.6KNew |
$690K - $941K
|
25.6K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
25.4K+ 26.46% |
$685K - $935K
|
121K
$5.6M
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
25.4KNew |
$685K - $934K
|
25.4K
$1.17M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
25.3K+ 3.12% |
$682K - $929K
|
836K
$38.5M
|
|
|
May 15, 2023
Q1 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
25.1KNew |
$676K - $922K
|
25.1K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Pentwater Capital Management LP
Naples, FL |
BUY
|
- |
25K+ 62.5% |
$674K - $919K
|
65K
$3M
|
|
|
May 15, 2023
Q1 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
25K+ 19.92% |
$674K - $919K
|
150K
$6.93M
|
|
|
May 02, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
24.4KNew |
$658K - $897K
|
24.4K
$1.12M
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
24.2K+ 3.79% |
$652K - $889K
|
661K
$30.5M
|
|
|
May 12, 2023
Q1 2023
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
24.1K+ 6.9% |
$650K - $886K
|
374K
$17.2M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
24.1K+ 54.61% |
$649K - $885K
|
68.1K
$3.14M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
23.6K+ 36.64% |
$636K - $867K
|
88K
$4.05M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
23.4K+ 11.76% |
$632K - $861K
|
223K
$10.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
23.2KNew |
$625K - $852K
|
23.2K
$1.07M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
23.1K+ 18.86% |
$624K - $850K
|
146K
$6.71M
|
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
22.9K+ 20.24% |
$616K - $840K
|
136K
$6.26M
|
|
|
Apr 21, 2023
Q1 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
22.5KNew |
$608K - $829K
|
22.5K
$1.04M
|
|
|
Apr 27, 2023
Q1 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
22.4K+ 7.22% |
$604K - $823K
|
333K
$15.3M
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
22.3KNew |
$602K - $821K
|
22.3K
$1.03M
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
22.3K+ 12.6% |
$602K - $820K
|
199K
$9.19M
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
BUY
|
- |
22.2K+ 12.49% |
$600K - $818K
|
200K
$9.23M
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
22.2K+ 23.74% |
$599K - $817K
|
116K
$5.34M
|
|
|
Apr 12, 2023
Q1 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
21.9KNew |
$591K - $806K
|
21.9K
$1.01M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
BUY
|
- |
21.9K+ 11.73% |
$590K - $804K
|
208K
$9.6M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
21.9K+ 2.95% |
$590K - $804K
|
763K
$35.2M
|
|
|
May 01, 2023
Q1 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
21.8K+ 21.07% |
$589K - $803K
|
125K
$5.78M
|
|
|
Apr 17, 2023
Q1 2023
|
Harbor Island Capital LLC
|
BUY
|
- |
21.8K+ 16.82% |
$587K - $800K
|
151K
$6.97M
|
|
|
Apr 26, 2023
Q1 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
21.6KNew |
$582K - $794K
|
21.6K
$995K
|
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
BUY
|
- |
21.5KNew |
$580K - $791K
|
21.5K
$992K
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
21.5KNew |
$579K - $789K
|
21.5K
$989K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
21.4K+ 15.68% |
$577K - $787K
|
158K
$7.28M
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
21.4K+ 16.6% |
$577K - $786K
|
150K
$6.92M
|
|
|
May 10, 2023
Q1 2023
|
Exeter Financial, LLC
|
BUY
|
- |
21.3K+ 37.83% |
$575K - $784K
|
77.7K
$3.58M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
21K+ 1.33% |
$566K - $771K
|
1.59M
$73.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
20.9K+ 2.99% |
$563K - $768K
|
719K
$33.1M
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
20.8K+ 109.58% |
$562K - $766K
|
39.9K
$1.84M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20.8K+ 21.42% |
$562K - $766K
|
118K
$5.44M
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
20.8K+ 17.17% |
$561K - $765K
|
142K
$6.54M
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
20.8KNew |
$561K - $764K
|
20.8K
$958K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
20.6KNew |
$556K - $759K
|
20.6K
$951K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
20.6K+ 26.48% |
$554K - $756K
|
98.2K
$4.52M
|
|
|
Apr 13, 2023
Q1 2023
|
Threadgill Financial, LLC
|
BUY
|
- |
20.5K+ 91.57% |
$552K - $752K
|
42.8K
$1.97M
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
20.4K+ 3.22% |
$551K - $751K
|
655K
$30.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
20.3K+ 102.15% |
$548K - $747K
|
40.2K
$1.85M
|
|
|
May 12, 2023
Q1 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
20.3K+ 59.12% |
$546K - $745K
|
54.5K
$2.51M
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
20.2K+ 22.1% |
$545K - $742K
|
112K
$5.14M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.2K+ 9.0% |
$544K - $742K
|
244K
$11.3M
|