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 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-5.09K- 6.6% |
$137K - $187K
|
72.1K
$3.32M
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-5.11K- 22.06% |
$138K - $188K
|
18K
$831K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-5.14K- 9.54% |
$139K - $189K
|
48.8K
$2.25M
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
SELL
|
- |
-5.16K- 1.79% |
$139K - $190K
|
284K
$13.1M
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-5.2K- 52.26% |
$140K - $191K
|
4.75K
$219K
|
|
|
May 15, 2023
Q1 2023
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-5.2K- 3.86% |
$140K - $191K
|
130K
$5.97M
|
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-5.28K- 4.41% |
$142K - $194K
|
115K
$5.28M
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-5.36K- 13.46% |
$144K - $197K
|
34.4K
$1.59M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-5.46K- 19.08% |
$147K - $201K
|
23.1K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-5.46K- 17.42% |
$147K - $201K
|
25.9K
$1.19M
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-5.49K- 19.98% |
$148K - $202K
|
22K
$1.01M
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-5.6K- 13.48% |
$151K - $206K
|
36K
$1.66M
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-5.61K- 8.57% |
$151K - $206K
|
59.9K
$2.76M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-5.73K- 11.07% |
$154K - $211K
|
46K
$2.12M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-5.81K- 6.1% |
$157K - $214K
|
89.4K
$4.12M
|
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-5.82K- 20.07% |
$157K - $214K
|
23.2K
$1.07M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-5.84K- 1.3% |
$158K - $215K
|
444K
$20.4M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-5.93K- 5.82% |
$160K - $218K
|
95.9K
$4.42M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-5.98K- 4.06% |
$161K - $220K
|
141K
$6.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-6.07K- 7.72% |
$164K - $223K
|
72.6K
$3.34M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.13K- 5.93% |
$165K - $225K
|
97.2K
$4.48M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-6.23K- 6.08% |
$168K - $229K
|
96.1K
$4.43M
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-6.26KClosed |
$169K - $230K
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-6.31K- 11.54% |
$170K - $232K
|
48.4K
$2.23M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6.34K- 6.03% |
$171K - $233K
|
98.8K
$4.55M
|
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-6.38K- 17.49% |
$172K - $235K
|
30.1K
$1.39M
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-6.57K- 1.78% |
$177K - $242K
|
363K
$16.7M
|
|
|
May 15, 2023
Q1 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-6.75K- 9.56% |
$182K - $248K
|
63.8K
$2.94M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-6.75K- 4.24% |
$182K - $248K
|
152K
$7.02M
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-6.78K- 5.57% |
$183K - $249K
|
115K
$5.3M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-6.83K- 2.77% |
$184K - $251K
|
240K
$11M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-7.08K- 12.15% |
$191K - $260K
|
51.2K
$2.36M
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-7.12K- 84.24% |
$192K - $262K
|
1.33K
$61.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-7.17K- 2.63% |
$193K - $263K
|
265K
$12.2M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-7.19K- 14.56% |
$194K - $264K
|
42.2K
$1.94M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-7.21K- 7.6% |
$195K - $265K
|
87.7K
$4.04M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.22K- 7.32% |
$195K - $265K
|
91.4K
$4.21M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-7.35K- 7.0% |
$198K - $270K
|
97.7K
$4.5M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-7.36K- 5.17% |
$199K - $271K
|
135K
$6.22M
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-7.53K- 2.7% |
$203K - $277K
|
272K
$12.5M
|
|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-7.59K- 12.22% |
$205K - $279K
|
54.5K
$2.51M
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-7.59K- 26.91% |
$205K - $279K
|
20.6K
$950K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7.68K- 3.8% |
$207K - $282K
|
194K
$8.94M
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-7.69K- 41.28% |
$207K - $283K
|
10.9K
$504K
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-7.8K- 9.87% |
$210K - $287K
|
71.3K
$3.28M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-7.89K- 7.68% |
$213K - $290K
|
94.8K
$4.37M
|
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-7.93K- 5.29% |
$214K - $292K
|
142K
$6.54M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-8K- 15.94% |
$216K - $294K
|
42.2K
$1.94M
|
|
|
Apr 25, 2023
Q1 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-8K- 38.66% |
$216K - $294K
|
12.7K
$585K
|
|
|
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-8.01K- 6.5% |
$216K - $295K
|
115K
$5.31M
|