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 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
21.8K+ 13.86% |
$588K - $666K
|
179K
$8.25M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
21.4K+ 134.38% |
$579K - $655K
|
37.4K
$1.72M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
21.4K+ 21.81% |
$578K - $654K
|
120K
$5.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
21.1K+ 51.77% |
$571K - $646K
|
62K
$2.86M
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
21.1K+ 3.44% |
$568K - $643K
|
632K
$29.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
20.9K+ 9.22% |
$565K - $640K
|
248K
$11.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
20.9K+ 1.34% |
$565K - $639K
|
1.59M
$73.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
20.9K+ 95.62% |
$564K - $639K
|
42.8K
$1.97M
|
|
|
Jul 13, 2023
Q2 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
20.8K+ 251.12% |
$561K - $635K
|
29.1K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
20.5KNew |
$555K - $628K
|
20.5K
$947K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20.5K+ 86.69% |
$554K - $627K
|
44.2K
$2.04M
|
|
|
Aug 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
20.4K+ 9.02% |
$550K - $623K
|
246K
$11.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
20.3K+ 13.05% |
$547K - $619K
|
176K
$8.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
20.2K+ 11.54% |
$545K - $617K
|
195K
$8.99M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
20K+ 366.84% |
$540K - $611K
|
25.5K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
19.9K+ 18.18% |
$538K - $609K
|
130K
$5.97M
|
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
BUY
|
- |
19.7K+ 9.22% |
$532K - $602K
|
233K
$10.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
19.5K+ 5.87% |
$528K - $597K
|
352K
$16.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
19.3K+ 139.34% |
$521K - $590K
|
33.1K
$1.53M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
19K+ 14.7% |
$512K - $580K
|
148K
$6.82M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
18.8KNew |
$506K - $573K
|
18.8K
$864K
|
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
18.6K+ 4.13% |
$503K - $570K
|
470K
$21.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
18.6KNew |
$501K - $567K
|
18.6K
$855K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
18.5K+ 48.17% |
$500K - $566K
|
57K
$2.63M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
18.4K+ 13.55% |
$495K - $561K
|
154K
$7.09M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.3K+ 1.64% |
$495K - $560K
|
1.14M
$52.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
18.3K+ 1.55% |
$493K - $559K
|
1.2M
$55.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
18.3KNew |
$493K - $558K
|
18.3K
$841K
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
18.2K+ 39.43% |
$491K - $556K
|
64.3K
$2.96M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
18K+ 11.27% |
$485K - $549K
|
177K
$8.17M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
17.9K+ 6.79% |
$482K - $545K
|
281K
$12.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
17.7K+ 26.02% |
$477K - $540K
|
85.6K
$3.94M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
17.7K+ 20.71% |
$477K - $540K
|
103K
$4.74M
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
17.5K+ 174.99% |
$472K - $535K
|
27.5K
$1.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
17.5K+ 9.03% |
$471K - $533K
|
211K
$9.71M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
17.4K+ 115.19% |
$470K - $532K
|
32.5K
$1.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
17K+ 26.32% |
$458K - $518K
|
81.4K
$3.75M
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
16.9K+ 11.58% |
$455K - $516K
|
163K
$7.49M
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
16.8K+ 1383.11% |
$453K - $513K
|
18K
$830K
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
16.5KNew |
$445K - $504K
|
16.5K
$760K
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
16.1K+ 4.99% |
$435K - $492K
|
339K
$15.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
16KNew |
$432K - $489K
|
16K
$737K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
15.9K+ 9.18% |
$429K - $485K
|
189K
$8.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
15.8K+ 68.24% |
$427K - $483K
|
39K
$1.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
15.8K+ 5.52% |
$426K - $483K
|
302K
$13.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
15.8KNew |
$425K - $481K
|
15.8K
$726K
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
15.7K+ 6.21% |
$424K - $480K
|
269K
$12.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.6K+ 1.15% |
$421K - $476K
|
1.37M
$63.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
15.5KNew |
$418K - $474K
|
15.5K
$714K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.4K+ 6.29% |
$414K - $469K
|
260K
$12M
|