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 17, 2023
Q1 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
20K+ 3.91% |
$539K - $735K
|
531K
$24.5M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
19.9K+ 25.51% |
$536K - $731K
|
97.9K
$4.51M
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
19.8K+ 85.0% |
$535K - $730K
|
43.2K
$1.99M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19.8K+ 7.75% |
$534K - $729K
|
276K
$12.7M
|
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
19.8KNew |
$533K - $727K
|
19.8K
$912K
|
|
|
Apr 28, 2023
Q1 2023
|
Northeast Investment Management
|
BUY
|
- |
19.7K+ 9.35% |
$531K - $724K
|
230K
$10.6M
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
19.7K+ 1.04% |
$531K - $724K
|
1.92M
$88.3M
|
|
|
May 09, 2023
Q1 2023
|
Channing Global Advisors, LLC
|
BUY
|
- |
19.7KNew |
$531K - $723K
|
19.7K
$907K
|
|
|
Apr 24, 2023
Q1 2023
|
Asio Capital, LLC
|
BUY
|
- |
19.6K+ 12.58% |
$528K - $720K
|
175K
$8.07M
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
19.4K+ 0.62% |
$523K - $714K
|
3.17M
$146M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
19.2K+ 26.01% |
$518K - $706K
|
93K
$4.29M
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
18.9K+ 15.96% |
$509K - $695K
|
137K
$6.32M
|
|
|
Sep 27, 2024
Q1 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
18.8KNew |
$508K - $693K
|
18.8K
$868K
|
|
|
Apr 19, 2023
Q1 2023
|
Tufton Capital Management
|
BUY
|
- |
18.8K+ 7.76% |
$506K - $691K
|
261K
$12M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
18.8K+ 64.53% |
$506K - $690K
|
47.9K
$2.21M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
18.8KNew |
$506K - $690K
|
18.8K
$864K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
18.7K+ 20.34% |
$505K - $689K
|
111K
$5.11M
|
|
|
May 05, 2023
Q1 2023
|
Pcj Investment Counsel Ltd.
|
BUY
|
- |
18.7KNew |
$504K - $688K
|
18.7K
$862K
|
|
|
May 12, 2023
Q1 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
18.6KNew |
$501K - $683K
|
18.6K
$856K
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
18.6K+ 29.69% |
$501K - $683K
|
81.1K
$3.74M
|
|
|
Apr 28, 2023
Q1 2023
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
18.5K+ 9.49% |
$499K - $681K
|
214K
$9.84M
|
|
|
May 12, 2023
Q1 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
18.4K+ 44.62% |
$497K - $677K
|
59.7K
$2.75M
|
|
|
May 10, 2023
Q1 2023
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
18.3KNew |
$494K - $673K
|
18.3K
$843K
|
|
|
May 11, 2023
Q1 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
18.3K+ 187.36% |
$493K - $672K
|
28K
$1.29M
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
18.2K+ 65.37% |
$492K - $671K
|
46.1K
$2.13M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
18.2K+ 61.05% |
$491K - $669K
|
48K
$2.21M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
17.9K+ 22.36% |
$483K - $659K
|
98K
$4.52M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
17.7KNew |
$479K - $652K
|
17.7K
$818K
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
17.6K+ 96.67% |
$475K - $648K
|
35.9K
$1.65M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
17.4KNew |
$470K - $640K
|
17.4K
$803K
|
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
17.4KNew |
$470K - $640K
|
17.4K
$802K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
17.3K+ 17.74% |
$468K - $638K
|
115K
$5.3M
|
|
|
May 04, 2023
Q1 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
17.3KNew |
$466K - $635K
|
17.3K
$796K
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
17.3K+ 3.06% |
$466K - $635K
|
582K
$26.8M
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
17.2K+ 273.35% |
$464K - $633K
|
23.5K
$1.08M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
17.2K+ 25.28% |
$464K - $633K
|
85.3K
$3.93M
|
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
17.1KNew |
$462K - $630K
|
17.1K
$789K
|
|
|
May 15, 2023
Q1 2023
|
Socorro Asset Management LP
Dallas, TX |
BUY
|
- |
17K+ 7.27% |
$459K - $625K
|
251K
$11.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Spring Capital Management, LLC
|
BUY
|
- |
16.7KNew |
$452K - $616K
|
16.7K
$772K
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
BUY
|
- |
16.7K+ 1.56% |
$450K - $614K
|
1.09M
$50.2M
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
16.7K+ 2.98% |
$450K - $614K
|
577K
$26.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
16.6K+ 83.0% |
$448K - $610K
|
36.6K
$1.69M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.3K+ 10.88% |
$439K - $598K
|
166K
$7.64M
|
|
|
May 15, 2023
Q1 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
15.9K+ 17.15% |
$428K - $584K
|
108K
$5M
|
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
15.7K+ 242.7% |
$424K - $578K
|
22.2K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
15.5K+ 26.47% |
$419K - $571K
|
74.2K
$3.42M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
15.5K+ 6.83% |
$418K - $570K
|
242K
$11.2M
|
|
|
May 02, 2023
Q1 2023
|
Davidson Investment Advisors
|
BUY
|
- |
15.5K+ 2.83% |
$417K - $568K
|
562K
$25.9M
|
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
15.4KNew |
$417K - $568K
|
15.4K
$712K
|
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
15.4K+ 50.39% |
$415K - $565K
|
45.9K
$2.12M
|