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 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-3.74K- 7.53% |
$101K - $138K
|
45.9K
$2.13M
|
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-3.78K- 0.29% |
$102K - $139K
|
1.3M
$60.6M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.78K- 12.18% |
$102K - $139K
|
27.2K
$1.27M
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-3.79K- 6.59% |
$102K - $139K
|
53.7K
$2.5M
|
|
|
May 15, 2023
Q1 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.81K- 16.46% |
$103K - $140K
|
19.3K
$898K
|
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-3.82K- 72.77% |
$103K - $140K
|
1.43K
$66.4K
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-3.83K- 21.65% |
$103K - $141K
|
13.8K
$643K
|
|
|
Apr 13, 2023
Q1 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-3.84K- 14.64% |
$104K - $141K
|
22.4K
$1.04M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.85K- 3.19% |
$104K - $142K
|
117K
$5.44M
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-3.88K- 21.14% |
$105K - $143K
|
14.5K
$673K
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-3.94K- 3.14% |
$106K - $145K
|
121K
$5.64M
|
|
|
May 09, 2023
Q1 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-3.97K- 5.86% |
$107K - $146K
|
63.8K
$2.97M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.04K- 19.92% |
$109K - $149K
|
16.2K
$755K
|
|
|
May 02, 2023
Q1 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-4.06K- 4.39% |
$109K - $149K
|
88.4K
$4.11M
|
|
|
May 09, 2023
Q1 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-4.1K- 4.62% |
$110K - $151K
|
84.6K
$3.93M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-4.12K- 0.78% |
$111K - $151K
|
525K
$24.4M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.12K- 28.65% |
$111K - $152K
|
10.3K
$477K
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-4.14K- 26.05% |
$112K - $152K
|
11.7K
$545K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.15K- 5.76% |
$112K - $153K
|
67.9K
$3.16M
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-4.16K- 82.65% |
$112K - $153K
|
872
$40.5K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-4.22K- 1.09% |
$114K - $155K
|
382K
$17.8M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.22K- 8.43% |
$114K - $155K
|
45.9K
$2.13M
|
|
|
May 15, 2023
Q1 2023
|
First Dallas Securities Inc.
|
SELL
|
- |
-4.23K- 4.68% |
$114K - $155K
|
86.2K
$4M
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-4.23K- 13.22% |
$114K - $156K
|
27.8K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-4.24K- 14.41% |
$114K - $156K
|
25.2K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.25K- 24.02% |
$115K - $156K
|
13.4K
$625K
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-4.26K- 9.18% |
$115K - $157K
|
42.1K
$1.96M
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-4.28K- 1.18% |
$116K - $158K
|
359K
$16.7M
|
|
|
May 09, 2023
Q1 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-4.31K- 18.13% |
$116K - $158K
|
19.4K
$903K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-4.33K- 5.37% |
$117K - $159K
|
76.3K
$3.54M
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-4.4K- 36.96% |
$119K - $162K
|
7.51K
$349K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-4.42K- 2.24% |
$119K - $163K
|
193K
$8.97M
|
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-4.43K- 21.87% |
$119K - $163K
|
15.8K
$735K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.49K- 70.15% |
$121K - $165K
|
1.91K
$88.7K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.52K- 9.23% |
$122K - $166K
|
44.4K
$2.06M
|
|
|
May 15, 2023
Q1 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-4.57K- 23.32% |
$123K - $168K
|
15K
$699K
|
|
|
Apr 28, 2023
Q1 2023
|
Middleton & CO Inc
|
SELL
|
- |
-4.65K- 19.04% |
$125K - $171K
|
19.8K
$918K
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
SELL
|
- |
-4.7K- 4.02% |
$127K - $173K
|
112K
$5.21M
|
|
|
May 05, 2023
Q1 2023
|
Community Bank Of Raymore
|
SELL
|
- |
-4.73K- 1.22% |
$128K - $174K
|
383K
$17.8M
|
|
|
May 04, 2023
Q1 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-4.76K- 4.94% |
$128K - $175K
|
91.5K
$4.25M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-4.83K- 69.56% |
$130K - $178K
|
2.12K
$98.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-4.89K- 7.75% |
$132K - $180K
|
58.1K
$2.7M
|
|
|
May 15, 2023
Q1 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-4.92K- 19.58% |
$133K - $181K
|
20.2K
$939K
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-4.94K- 32.26% |
$133K - $182K
|
10.4K
$482K
|
|
|
May 11, 2023
Q1 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-4.96K- 16.36% |
$134K - $182K
|
25.3K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-4.98K- 36.28% |
$134K - $183K
|
8.74K
$406K
|
|
|
Apr 04, 2023
Q1 2023
|
Greenhaven Associates Inc
|
SELL
|
- |
-5K- 0.4% |
$135K - $184K
|
1.25M
$58.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-5K- 36.23% |
$135K - $184K
|
8.8K
$409K
|
|
|
Apr 28, 2023
Q1 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-5.03K- 2.18% |
$136K - $185K
|
226K
$10.5M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-5.05K- 3.85% |
$136K - $186K
|
126K
$5.86M
|