Purchases and Sales Made in Q1 2023 in Bank Of America Corp (BAC)

BAC Quotes by TradingView

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 01, 2023 Q1 2023
Qv Investors Inc.

SELL
 -
-11.5K
- 3.26%
$310K - $422K
341K $13.5M
Apr 20, 2023 Q1 2023
Davis Rea Ltd.

SELL
 -
-11.5K
- 4.29%
$311K - $424K
257K $10.2M
May 12, 2023 Q1 2023
Wetherby Asset Management Inc

San Francisco, CA
SELL
 -
-11.5K
- 5.55%
$311K - $424K
196K $7.79M
May 11, 2023 Q1 2023
Sit Investment Associates Inc

Minneapolis, MN
SELL
 -
-11.6K
- 14.5%
$314K - $427K
68.6K $2.72M
Jan 15, 2025 Q1 2023
Goldstone Financial Group, LLC

Oakbrook Terrace, IL
SELL
 -
-11.7K
- 62.23%
$315K - $429K
7.09K $281K
May 16, 2023 Q1 2023
Cim Investment Management Inc

Pittsburgh, PA
SELL
 -
-11.7K
- 47.77%
$316K - $431K
12.8K $508K
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-11.8K
- 2.79%
$319K - $435K
412K $16.4M
May 10, 2023 Q1 2023
Amg National Trust Bank

SELL
 -
-11.8K
- 6.48%
$319K - $435K
171K $6.78M
May 03, 2023 Q1 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
SELL
 -
-12.1K
- 29.03%
$326K - $445K
29.6K $1.17M
May 15, 2023 Q1 2023
Stephens Inc

SELL
 -
-12.2K
- 1.58%
$329K - $449K
762K $30.2M
May 12, 2023 Q1 2023
Independent Advisor Alliance

SELL
 -
-12.3K
- 3.11%
$333K - $454K
385K $15.3M
May 03, 2023 Q1 2023
Pinnacle Wealth Planning Services, Inc.

SELL
 -
-12.5K
- 25.51%
$336K - $458K
36.4K $1.44M
May 12, 2023 Q1 2023
Rational Advisors LLC

Huntington, NY
SELL
 -
-12.5K
- 91.16%
$338K - $460K
1.21K $48.2K
Apr 26, 2023 Q1 2023
Ls Investment Advisors, LLC

SELL
 -
-12.7K
- 4.06%
$342K - $466K
299K $11.9M
May 11, 2023 Q1 2023
Icon Wealth Partners, LLC

SELL
 -
-12.8K
- 7.46%
$346K - $471K
159K $6.31M
May 12, 2023 Q1 2023
Bleakley Financial Group, LLC

Fairfield, NJ
SELL
 -
-13.2K
- 8.0%
$356K - $485K
152K $6.02M
May 15, 2023 Q1 2023
Drw Securities, LLC

Chicago, IL
SELL
 -
-13.3K
- 55.44%
$360K - $491K
10.7K $426K
May 15, 2023 Q1 2023
Rosenblum Silverman Sutton S F Inc

San Francisco, CA
SELL
 -
-13.4K
- 15.58%
$360K - $491K
72.4K $2.87M
May 12, 2023 Q1 2023
Sheets Smith Wealth Management

SELL
 -
-13.4K
- 99.78%
$361K - $493K
29 $1.15K
May 11, 2023 Q1 2023
Jones Financial Companies Lllp

SELL
 -
-13.5K
- 3.62%
$365K - $497K
360K $14.3M
May 05, 2023 Q1 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
SELL
 -
-13.9K
- 9.28%
$374K - $509K
135K $5.38M
May 02, 2023 Q1 2023
Sky Oak Wealth, LLC

SELL
 -
-13.9K
- 22.83%
$374K - $510K
46.9K $1.86M
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

SELL
 -
-13.9K
- 9.49%
$374K - $510K
132K $5.25M
May 11, 2023 Q1 2023
Synovus Financial Corp

Columbus, GA
SELL
 -
-13.9K
- 1.78%
$376K - $512K
769K $30.5M
May 09, 2023 Q1 2023
Unigestion Holding Sa

SELL
 -
-13.9K
- 44.49%
$376K - $512K
17.4K $690K
Apr 26, 2024 Q1 2023
Prestige Wealth Management Group LLC

SELL
 -
-13.9K
- 39.61%
$376K - $513K
21.3K $844K
May 05, 2023 Q1 2023
Affinity Investment Advisors, LLC

SELL
 -
-14K
- 13.39%
$378K - $515K
90.5K $3.59M
May 02, 2023 Q1 2023
Amalgamated Bank

New York, NY
SELL
 -
-14.1K
- 0.77%
$380K - $518K
1.82M $72.3M
May 08, 2023 Q1 2023
Charles Carroll Financial Partners, LLC

SELL
 -
-14.4K
- 12.6%
$389K - $530K
99.9K $3.97M
May 11, 2023 Q1 2023
Greenleaf Trust

Kalamazoo, MI
SELL
 -
-14.4K
- 7.58%
$389K - $530K
176K $6.98M
May 02, 2023 Q1 2023
Sumitomo Mitsui Ds Asset Management Company, LTD

SELL
 -
-14.4K
- 1.8%
$389K - $530K
785K $31.1M
May 15, 2023 Q1 2023
Dana Investment Advisors, Inc.

Brookfield, WI
SELL
 -
-14.4K
- 3.0%
$389K - $531K
466K $18.5M
Apr 27, 2023 Q1 2023
Ballentine Partners, LLC

Waltham, MA
SELL
 -
-14.7K
- 16.35%
$395K - $539K
74.9K $2.97M
Apr 26, 2023 Q1 2023
Wespac Advisors, LLC

SELL
 -
-14.9K
- 49.87%
$402K - $547K
15K $594K
Jun 05, 2023 Q1 2023
Invictus Private Wealth, LLC

Denver, CO
SELL
 -
-14.9K
Closed
$402K - $548K
0 $0
Apr 17, 2023 Q1 2023
State Of Alaska, Department Of Revenue

SELL
 -
-15.2K
- 1.56%
$410K - $559K
962K $38.2M
May 12, 2023 Q1 2023
Credit Agricole S A

SELL
 -
-15.3K
- 24.45%
$413K - $564K
47.4K $1.88M
May 17, 2023 Q1 2023
D L Carlson Investment Group Inc

Concord, NH
SELL
 -
-15.3K
- 10.59%
$414K - $564K
129K $5.14M
May 05, 2023 Q1 2023
Carson Advisory Inc.

SELL
 -
-15.4K
- 21.4%
$415K - $565K
56.5K $2.24M
May 15, 2023 Q1 2023
Williams Jones Wealth Management, Llc.

New York, NY
SELL
 -
-15.4K
- 8.36%
$415K - $566K
169K $6.7M
Aug 30, 2023 Q1 2023
Orion Portfolio Solutions, LLC

SELL
 -
-15.5K
- 7.1%
$417K - $568K
202K $8.03M
May 03, 2023 Q1 2023
North Rock Partners, LLC

SELL
 -
-15.7K
- 29.76%
$425K - $579K
37.2K $1.48M
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-16.1K
- 7.3%
$434K - $592K
204K $8.11M
May 15, 2023 Q1 2023
London & Capital Asset Management LTD

London, X0
SELL
 -
-16.1K
- 13.26%
$435K - $592K
105K $4.18M
May 03, 2023 Q1 2023
Lyell Wealth Management, LP

SELL
 -
-16.1K
- 11.99%
$435K - $593K
118K $4.7M
Apr 12, 2023 Q1 2023
Transcend Capital Advisors, LLC

SELL
 -
-16.3K
- 14.81%
$440K - $600K
93.9K $3.73M
May 15, 2023 Q1 2023
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-16.7K
- 9.5%
$451K - $615K
159K $6.32M
May 03, 2023 Q1 2023
Alpha Star Capital Management, LLC

SELL
 -
-16.8K
- 25.75%
$453K - $617K
48.4K $1.92M
May 12, 2023 Q1 2023
Childress Capital Advisors, LLC

Houston, TX
SELL
 -
-16.9K
- 61.67%
$455K - $620K
10.5K $416K

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