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 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
91.4K+ 24.28% |
$2.46M - $3.36M
|
468K
$21.5M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
90.9K+ 22.84% |
$2.45M - $3.34M
|
489K
$22.5M
|
|
|
May 15, 2023
Q1 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
90.6KNew |
$2.44M - $3.33M
|
90.6K
$4.17M
|
|
|
May 04, 2023
Q1 2023
|
Skylands Capital, LLC
|
BUY
|
- |
89.9K+ 184.12% |
$2.42M - $3.3M
|
139K
$6.39M
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
89.2KNew |
$2.41M - $3.28M
|
89.2K
$4.11M
|
|
|
Apr 20, 2023
Q1 2023
|
Lincoln Capital Corp
|
BUY
|
- |
86.5K+ 935.05% |
$2.33M - $3.18M
|
95.7K
$4.41M
|
|
|
May 08, 2023
Q1 2023
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
85.1KNew |
$2.3M - $3.13M
|
85.1K
$3.92M
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
83.5K+ 80.08% |
$2.25M - $3.07M
|
188K
$8.65M
|
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
BUY
|
- |
82.8K+ 16.32% |
$2.23M - $3.04M
|
590K
$27.2M
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
82.4K+ 87.69% |
$2.22M - $3.03M
|
176K
$8.12M
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
82.3K+ 3.76% |
$2.22M - $3.03M
|
2.27M
$104M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
81.7K+ 85.27% |
$2.2M - $3.01M
|
178K
$8.18M
|
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
80.6KNew |
$2.17M - $2.96M
|
80.6K
$3.71M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
80.4K+ 4.08% |
$2.17M - $2.96M
|
2.05M
$94.5M
|
|
|
May 11, 2023
Q1 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
78.9K+ 22.34% |
$2.13M - $2.9M
|
432K
$19.9M
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
78.7K+ 12.84% |
$2.12M - $2.89M
|
692K
$31.9M
|
|
|
May 10, 2023
Q1 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
78.6KNew |
$2.12M - $2.89M
|
78.6K
$3.62M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
76.9K+ 3.26% |
$2.08M - $2.83M
|
2.44M
$112M
|
|
|
May 09, 2023
Q1 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
76K+ 611.63% |
$2.05M - $2.8M
|
88.5K
$4.07M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
76K+ 132.84% |
$2.05M - $2.79M
|
133K
$6.13M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
75.8K+ 52.14% |
$2.04M - $2.79M
|
221K
$10.2M
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
75.5K+ 2.3% |
$2.04M - $2.78M
|
3.35M
$154M
|
|
|
May 15, 2023
Q1 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
75K+ 51.16% |
$2.02M - $2.76M
|
222K
$10.2M
|
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
74.1K+ 35.76% |
$2M - $2.73M
|
281K
$13M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
71.3K+ 10.66% |
$1.92M - $2.62M
|
740K
$34.1M
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
71.1K+ 1.45% |
$1.92M - $2.61M
|
4.96M
$228M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
70.9K+ 22.88% |
$1.91M - $2.61M
|
381K
$17.5M
|
|
|
May 15, 2023
Q1 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
70K+ 11.29% |
$1.89M - $2.57M
|
690K
$31.8M
|
|
|
May 15, 2023
Q1 2023
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
70KNew |
$1.89M - $2.57M
|
70K
$3.22M
|
|
|
Apr 17, 2023
Q1 2023
|
Viking Fund Management LLC
|
BUY
|
- |
70K+ 53.85% |
$1.89M - $2.57M
|
200K
$9.21M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
69.1K+ 14.39% |
$1.86M - $2.54M
|
549K
$25.3M
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
68.2KNew |
$1.84M - $2.51M
|
68.2K
$3.14M
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
67.2K+ 108.55% |
$1.81M - $2.47M
|
129K
$5.94M
|
|
|
Apr 20, 2023
Q1 2023
|
Feng He Fund Management Pte. Ltd.
Singapore, U0 |
BUY
|
- |
66.5KNew |
$1.79M - $2.45M
|
66.5K
$3.06M
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
66.2KNew |
$1.79M - $2.43M
|
66.2K
$3.05M
|
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
66.2KNew |
$1.78M - $2.43M
|
66.2K
$3.05M
|
|
|
May 05, 2023
Q1 2023
|
Guardian Investment Management
|
BUY
|
- |
66.2K+ 74.43% |
$1.78M - $2.43M
|
155K
$7.14M
|
|
|
Apr 17, 2023
Q1 2023
|
Deltec Asset Management LLC
|
BUY
|
- |
66K+ 573.91% |
$1.78M - $2.43M
|
77.5K
$3.57M
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
65.6K+ 941.52% |
$1.77M - $2.41M
|
72.5K
$3.34M
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
64.8KNew |
$1.75M - $2.38M
|
64.8K
$2.99M
|
|
|
Apr 27, 2023
Q1 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
63.3K+ 183.21% |
$1.71M - $2.33M
|
97.9K
$4.51M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
61.7K+ 4.97% |
$1.66M - $2.27M
|
1.3M
$60.1M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
61.7K+ 771.3% |
$1.66M - $2.27M
|
69.7K
$3.21M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
61.1K+ 12.95% |
$1.65M - $2.25M
|
533K
$24.5M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
59.9K+ 10.3% |
$1.61M - $2.2M
|
641K
$29.5M
|
|
|
May 12, 2023
Q1 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
59.7K+ 97.55% |
$1.61M - $2.2M
|
121K
$5.57M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
59.4K+ 43.71% |
$1.6M - $2.19M
|
195K
$9M
|
|
|
May 22, 2023
Q1 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
59.4KNew |
$1.6M - $2.18M
|
59.4K
$2.74M
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
58.8K+ 21.52% |
$1.59M - $2.16M
|
332K
$15.3M
|
|
|
Apr 24, 2023
Q1 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
58.7K+ 107.63% |
$1.58M - $2.16M
|
113K
$5.22M
|