Purchases and Sales Made in Q2 2023 in Bank Of America Corp (BAC)
This table provides information about the institutional ownership of Bank Of America Corp (BAC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
7.03KNew |
$190K - $215K
|
7.03K
$325K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
7.03K+ 9.29% |
$190K - $215K
|
82.7K
$3.82M
|
|
|
Jul 17, 2023
Q2 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
6.99KNew |
$189K - $213K
|
6.99K
$323K
|
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
6.95K+ 10.61% |
$188K - $212K
|
72.4K
$3.35M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
6.85K+ 17.97% |
$185K - $209K
|
45K
$2.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
6.81K+ 55.01% |
$184K - $208K
|
19.2K
$886K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
6.75K+ 8.76% |
$182K - $206K
|
83.8K
$3.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.68K+ 1.3% |
$180K - $204K
|
522K
$24.1M
|
|
|
Aug 18, 2023
Q2 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
6.57K+ 12.51% |
$177K - $201K
|
59.1K
$2.73M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
6.55K+ 41.39% |
$177K - $200K
|
22.4K
$1.03M
|
|
|
Aug 01, 2023
Q2 2023
|
Hourglass Capital, LLC
|
BUY
|
- |
6.5K+ 10.44% |
$175K - $199K
|
68.8K
$3.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
6.49K+ 9.0% |
$175K - $198K
|
78.6K
$3.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
6.48K+ 82.46% |
$175K - $198K
|
14.3K
$662K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.47K+ 7.58% |
$175K - $198K
|
91.9K
$4.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
6.42K+ 9.84% |
$173K - $196K
|
71.6K
$3.31M
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
6.39K+ 2.01% |
$172K - $195K
|
325K
$15M
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
6.36K+ 4.51% |
$172K - $194K
|
147K
$6.81M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
6.26K+ 2.81% |
$169K - $191K
|
229K
$10.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Exeter Financial, LLC
|
BUY
|
- |
6.25K+ 8.04% |
$169K - $191K
|
83.9K
$3.88M
|
|
|
Aug 07, 2023
Q2 2023
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
6.14K+ 0.82% |
$166K - $188K
|
759K
$35.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
6.07K+ 42.46% |
$164K - $185K
|
20.3K
$940K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
6.03K+ 26.15% |
$163K - $184K
|
29.1K
$1.34M
|
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
5.99K+ 1.95% |
$162K - $183K
|
313K
$14.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
5.98K+ 1.81% |
$161K - $183K
|
337K
$15.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
5.92K+ 9.53% |
$160K - $181K
|
68.1K
$3.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.83K+ 14.04% |
$157K - $178K
|
47.4K
$2.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5.72K+ 4.83% |
$154K - $175K
|
124K
$5.74M
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
5.69K+ 5.8% |
$153K - $174K
|
104K
$4.79M
|
|
|
Jul 17, 2023
Q2 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
5.65K+ 14.78% |
$152K - $173K
|
43.8K
$2.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
5.63K+ 3.38% |
$152K - $172K
|
172K
$7.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
5.61K+ 6.63% |
$151K - $171K
|
90.3K
$4.17M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
5.59K+ 1.01% |
$151K - $171K
|
557K
$25.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5.57K+ 24.41% |
$150K - $170K
|
28.4K
$1.31M
|
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
5.57KNew |
$150K - $170K
|
5.57K
$257K
|
|
|
Jul 06, 2023
Q2 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
5.56K+ 39.93% |
$150K - $170K
|
19.5K
$901K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
5.55K+ 4.95% |
$150K - $169K
|
118K
$5.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.51K+ 0.91% |
$149K - $168K
|
609K
$28.1M
|
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
5.51K+ 31.64% |
$149K - $168K
|
22.9K
$1.06M
|
|
|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
5.48K+ 22.74% |
$148K - $167K
|
29.6K
$1.37M
|
|
|
Aug 04, 2023
Q2 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
5.45K+ 61.18% |
$147K - $167K
|
14.4K
$664K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5.42K+ 283.82% |
$146K - $166K
|
7.33K
$339K
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
BUY
|
- |
5.42K+ 4.03% |
$146K - $166K
|
140K
$6.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
BUY
|
- |
5.41K+ 15.09% |
$146K - $165K
|
41.2K
$1.91M
|
|
|
Aug 14, 2023
Q2 2023
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
5.4K+ 19.71% |
$146K - $165K
|
32.8K
$1.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
BUY
|
- |
5.38K+ 0.39% |
$145K - $164K
|
1.37M
$63.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
5.38K+ 7.82% |
$145K - $164K
|
74.1K
$3.43M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.29K+ 2.9% |
$143K - $162K
|
188K
$8.68M
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
5.29K+ 19.74% |
$143K - $162K
|
32.1K
$1.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Unison Asset Management LLC
|
BUY
|
- |
5.24K+ 3.28% |
$141K - $160K
|
165K
$7.63M
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
5.22K+ 12.96% |
$141K - $159K
|
45.5K
$2.1M
|