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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Inlet Private Wealth, LLC
|
BUY
|
- |
2.9K+ 1.85% |
$78.3K - $88.6K
|
160K
$7.4M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.87KNew |
$77.5K - $87.7K
|
2.87K
$133K
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
2.87K+ 9.68% |
$77.3K - $87.6K
|
32.5K
$1.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.75K+ 11.85% |
$74.3K - $84.1K
|
26K
$1.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
2.75K+ 3.28% |
$74.3K - $84.1K
|
86.8K
$4.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
2.74K+ 15.75% |
$74.1K - $83.9K
|
20.2K
$932K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
2.74K+ 2.17% |
$74K - $83.8K
|
129K
$5.97M
|
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
2.72K+ 38.0% |
$73.4K - $83.1K
|
9.87K
$456K
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
2.72K+ 17.18% |
$73.3K - $83K
|
18.5K
$856K
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
2.65K+ 4.77% |
$71.4K - $80.9K
|
58.1K
$2.68M
|
|
|
Aug 10, 2023
Q2 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
2.64K+ 264.4% |
$71.4K - $80.8K
|
3.64K
$168K
|
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2.64K+ 7.3% |
$71.1K - $80.6K
|
38.7K
$1.79M
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2.63K+ 7.35% |
$71K - $80.3K
|
38.4K
$1.77M
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
2.59K+ 23.58% |
$69.9K - $79.1K
|
13.6K
$627K
|
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.57K+ 4.82% |
$69.4K - $78.5K
|
55.9K
$2.59M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Advisors LLC
|
BUY
|
- |
2.57K+ 0.08% |
$69.3K - $78.5K
|
3.12M
$144M
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.55K+ 11.57% |
$68.9K - $78.1K
|
24.6K
$1.14M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.54K+ 10.93% |
$68.6K - $77.6K
|
25.8K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2.54K+ 18.63% |
$68.5K - $77.6K
|
16.2K
$747K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.54K+ 3.83% |
$68.4K - $77.5K
|
68.7K
$3.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.53K+ 2.83% |
$68.3K - $77.4K
|
91.9K
$4.25M
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.53K+ 14.41% |
$68.3K - $77.3K
|
20.1K
$928K
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.52K+ 18.03% |
$68K - $77K
|
16.5K
$762K
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.51K+ 5.63% |
$67.8K - $76.7K
|
47.1K
$2.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
2.5K+ 0.45% |
$67.5K - $76.4K
|
558K
$25.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.5K+ 2.57% |
$67.4K - $76.3K
|
99.7K
$4.61M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.48K+ 3.21% |
$67K - $75.9K
|
79.9K
$3.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.47K+ 27.25% |
$66.7K - $75.5K
|
11.5K
$533K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2.47KNew |
$66.6K - $75.4K
|
2.47K
$114K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
2.47KNew |
$66.5K - $75.3K
|
2.47K
$114K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.38K+ 4.54% |
$64.3K - $72.8K
|
54.9K
$2.54M
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.36K+ 5.43% |
$63.7K - $72.2K
|
45.8K
$2.12M
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.36K+ 87.6% |
$63.7K - $72.1K
|
5.05K
$234K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
2.35K+ 22.62% |
$63.4K - $71.8K
|
12.7K
$588K
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
2.35K+ 16.21% |
$63.3K - $71.7K
|
16.8K
$777K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.34K+ 1.48% |
$63.2K - $71.6K
|
161K
$7.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
2.34K+ 14.08% |
$63.2K - $71.5K
|
19K
$876K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
2.34K+ 16.14% |
$63K - $71.4K
|
16.8K
$777K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
2.32K+ 2.65% |
$62.7K - $71K
|
90K
$4.16M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.32K+ 1.22% |
$62.6K - $70.9K
|
193K
$8.92M
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.31K+ 1.7% |
$62.3K - $70.5K
|
138K
$6.37M
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
2.3K+ 17.66% |
$62K - $70.2K
|
15.3K
$707K
|
|
|
Aug 09, 2023
Q2 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
2.29K+ 7.86% |
$61.9K - $70.1K
|
31.5K
$1.45M
|
|
|
Aug 10, 2023
Q2 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
2.28K+ 3.43% |
$61.4K - $69.5K
|
68.6K
$3.17M
|
|
|
Aug 09, 2023
Q2 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
2.25K+ 1.43% |
$60.7K - $68.8K
|
159K
$7.35M
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.22K+ 22.63% |
$59.9K - $67.9K
|
12K
$556K
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2.21K+ 19.11% |
$59.7K - $67.6K
|
13.8K
$637K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
2.21K+ 11.19% |
$59.5K - $67.4K
|
21.9K
$1.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.16K+ 1.03% |
$58.3K - $66K
|
213K
$9.83M
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
2.15K+ 3.78% |
$57.9K - $65.6K
|
58.9K
$2.72M
|