Purchases and Sales Made in Q2 2023 in Bank Of America Corp (BAC)
This table provides information about the institutional ownership of Bank Of America Corp (BAC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
8.81K+ 1.23% |
$238K - $269K
|
727K
$34M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
8.81K+ 19.62% |
$238K - $269K
|
53.7K
$2.51M
|
|
|
Aug 03, 2023
Q2 2023
|
Skylands Capital, LLC
|
BUY
|
- |
8.8K+ 6.35% |
$238K - $269K
|
147K
$6.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
BUY
|
- |
8.65K+ 4.15% |
$233K - $264K
|
217K
$10.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8.49K+ 4.32% |
$229K - $259K
|
205K
$9.61M
|
|
|
Aug 04, 2023
Q2 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
8.45K+ 4.2% |
$228K - $258K
|
210K
$9.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
8.44KNew |
$228K - $258K
|
8.44K
$395K
|
|
|
Jul 27, 2023
Q2 2023
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
8.36KNew |
$226K - $255K
|
8.36K
$391K
|
|
|
Jul 21, 2023
Q2 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
8.35K+ 48.66% |
$225K - $255K
|
25.5K
$1.19M
|
|
|
Aug 04, 2023
Q2 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
8.32K+ 19.96% |
$225K - $254K
|
50K
$2.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
8.31K+ 15.51% |
$224K - $254K
|
61.9K
$2.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
8.27K+ 3.26% |
$223K - $253K
|
262K
$12.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
8.25KNew |
$223K - $252K
|
8.25K
$386K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.21KNew |
$222K - $251K
|
8.21K
$384K
|
|
|
Oct 28, 2024
Q2 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
8.21KNew |
$222K - $251K
|
8.21K
$384K
|
|
|
Aug 14, 2023
Q2 2023
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
8.2K+ 4.44% |
$221K - $251K
|
193K
$9.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
8.14K+ 34.62% |
$220K - $249K
|
31.7K
$1.48M
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
BUY
|
- |
8.11KNew |
$219K - $248K
|
8.11K
$380K
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
8.07K+ 23.67% |
$218K - $247K
|
42.2K
$1.98M
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
7.94K+ 5.59% |
$214K - $243K
|
150K
$7.02M
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
7.93K+ 5.59% |
$214K - $242K
|
150K
$7.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
7.79K+ 0.34% |
$210K - $238K
|
2.28M
$107M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
7.75KNew |
$209K - $237K
|
7.75K
$363K
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
7.74KNew |
$209K - $236K
|
7.74K
$362K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.72K+ 1.69% |
$208K - $236K
|
463K
$21.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
BUY
|
- |
7.67KNew |
$207K - $234K
|
7.67K
$359K
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
7.65KNew |
$206K - $234K
|
7.65K
$358K
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
7.62KNew |
$206K - $233K
|
7.62K
$357K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
7.62KNew |
$206K - $233K
|
7.62K
$357K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
7.56K+ 3.43% |
$204K - $231K
|
228K
$10.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
7.49KNew |
$202K - $229K
|
7.49K
$351K
|
|
|
Jul 26, 2023
Q2 2023
|
Oak Thistle LLC
|
BUY
|
- |
7.48K+ 51.1% |
$202K - $229K
|
22.1K
$1.04M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
7.41KNew |
$200K - $226K
|
7.41K
$347K
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
7.4K+ 63.08% |
$200K - $226K
|
19.1K
$896K
|
|
|
Jul 13, 2023
Q2 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
7.35KNew |
$198K - $225K
|
7.35K
$344K
|
|
|
Jul 20, 2023
Q2 2023
|
Baugh & Associates, LLC
|
BUY
|
- |
7.35K+ 5.07% |
$198K - $224K
|
152K
$7.12M
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
7.34K+ 19.66% |
$198K - $224K
|
44.7K
$2.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
7.23K+ 1.79% |
$195K - $221K
|
412K
$19.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
7.23KNew |
$195K - $221K
|
7.23K
$339K
|
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
7.21K+ 49.04% |
$195K - $220K
|
21.9K
$1.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
7.14KNew |
$193K - $218K
|
7.14K
$334K
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
7.14KNew |
$193K - $218K
|
7.14K
$334K
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
7.12K+ 86.82% |
$192K - $217K
|
15.3K
$717K
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
BUY
|
- |
7.1K+ 21.77% |
$192K - $217K
|
39.7K
$1.86M
|
|
|
Jul 10, 2023
Q2 2023
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
7.09KNew |
$191K - $217K
|
7.09K
$332K
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
7.08KNew |
$191K - $216K
|
7.08K
$332K
|
|
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
BUY
|
- |
7.08KNew |
$191K - $216K
|
7.08K
$331K
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
7.06K+ 6.16% |
$190K - $216K
|
122K
$5.69M
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
7.03KNew |
$190K - $215K
|
7.03K
$329K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
7.03K+ 9.29% |
$190K - $215K
|
82.7K
$3.87M
|