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 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-12.5K- 91.16% |
$338K - $460K
|
1.21K
$55.9K
|
|
Apr 26, 2023
Q1 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-12.7K- 4.06% |
$342K - $466K
|
299K
$13.8M
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-12.8K- 7.46% |
$346K - $471K
|
159K
$7.33M
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-13.2K- 8.0% |
$356K - $485K
|
152K
$6.99M
|
|
May 15, 2023
Q1 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-13.3K- 55.44% |
$360K - $491K
|
10.7K
$494K
|
|
May 15, 2023
Q1 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-13.4K- 15.58% |
$360K - $491K
|
72.4K
$3.33M
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-13.4K- 99.78% |
$361K - $493K
|
29
$1.34K
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-13.5K- 3.62% |
$365K - $497K
|
360K
$16.6M
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-13.9K- 9.28% |
$374K - $509K
|
135K
$6.24M
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-13.9K- 22.83% |
$374K - $510K
|
46.9K
$2.16M
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-13.9K- 9.49% |
$374K - $510K
|
132K
$6.1M
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-13.9K- 1.78% |
$376K - $512K
|
769K
$35.4M
|
|
May 09, 2023
Q1 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-13.9K- 44.49% |
$376K - $512K
|
17.4K
$801K
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-13.9K- 39.61% |
$376K - $513K
|
21.3K
$979K
|
|
May 05, 2023
Q1 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-14K- 13.39% |
$378K - $515K
|
90.5K
$4.17M
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-14.1K- 0.77% |
$380K - $518K
|
1.82M
$83.9M
|
|
May 08, 2023
Q1 2023
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-14.4K- 12.6% |
$389K - $530K
|
99.9K
$4.6M
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-14.4K- 7.58% |
$389K - $530K
|
176K
$8.1M
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-14.4K- 1.8% |
$389K - $530K
|
785K
$36.1M
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-14.4K- 3.0% |
$389K - $531K
|
466K
$21.5M
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-14.7K- 16.35% |
$395K - $539K
|
74.9K
$3.45M
|
|
Apr 26, 2023
Q1 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-14.9K- 49.87% |
$402K - $547K
|
15K
$689K
|
|
Jun 05, 2023
Q1 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-14.9KClosed |
$402K - $548K
|
0
$0
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-15.2K- 1.56% |
$410K - $559K
|
962K
$44.3M
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
SELL
|
- |
-15.3K- 24.45% |
$413K - $564K
|
47.4K
$2.18M
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-15.3K- 10.59% |
$414K - $564K
|
129K
$5.96M
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-15.4K- 21.4% |
$415K - $565K
|
56.5K
$2.6M
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-15.4K- 8.36% |
$415K - $566K
|
169K
$7.78M
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15.5K- 7.1% |
$417K - $568K
|
202K
$9.32M
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-15.7K- 29.76% |
$425K - $579K
|
37.2K
$1.71M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16.1K- 7.3% |
$434K - $592K
|
204K
$9.41M
|
|
May 15, 2023
Q1 2023
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-16.1K- 13.26% |
$435K - $592K
|
105K
$4.86M
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-16.1K- 11.99% |
$435K - $593K
|
118K
$5.45M
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-16.3K- 14.81% |
$440K - $600K
|
93.9K
$4.32M
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-16.7K- 9.5% |
$451K - $615K
|
159K
$7.34M
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-16.8K- 25.75% |
$453K - $617K
|
48.4K
$2.23M
|
|
May 12, 2023
Q1 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-16.9K- 61.67% |
$455K - $620K
|
10.5K
$483K
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-16.9K- 50.09% |
$456K - $622K
|
16.9K
$777K
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-17K- 32.09% |
$459K - $626K
|
36K
$1.66M
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
SELL
|
- |
-17.2K- 8.75% |
$464K - $633K
|
180K
$8.27M
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-17.4K- 48.95% |
$470K - $641K
|
18.2K
$837K
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-17.6K- 6.26% |
$473K - $646K
|
263K
$12.1M
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-17.7K- 5.51% |
$476K - $649K
|
303K
$13.9M
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-18.1K- 31.37% |
$489K - $667K
|
39.7K
$1.83M
|
|
May 15, 2023
Q1 2023
|
Avenir Corp
Washington, DC |
SELL
|
- |
-18.2K- 2.31% |
$491K - $670K
|
772K
$35.5M
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-18.4K- 3.94% |
$497K - $678K
|
449K
$20.7M
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-18.5K- 14.71% |
$498K - $679K
|
107K
$4.93M
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-18.6K- 46.9% |
$502K - $684K
|
21.1K
$971K
|
|
May 15, 2023
Q1 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-18.9K- 10.03% |
$511K - $696K
|
170K
$7.82M
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-19.4K- 25.36% |
$524K - $714K
|
57.1K
$2.63M
|