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 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.11K+ 1.19% |
$29.9K - $33.9K
|
94.1K
$4.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.11K+ 4.0% |
$29.8K - $33.8K
|
28.7K
$1.27M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.11K+ 10.45% |
$29.8K - $33.8K
|
11.7K
$518K
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.09K+ 0.24% |
$29.4K - $33.2K
|
453K
$20.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
1.09K+ 8.51% |
$29.3K - $33.2K
|
13.8K
$614K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
BUY
|
- |
1.09K+ 3.65% |
$29.3K - $33.2K
|
30.8K
$1.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
1.08K+ 0.4% |
$29.1K - $33K
|
273K
$12.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.07K+ 6.55% |
$29K - $32.8K
|
17.5K
$774K
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
1.06K+ 6.37% |
$28.7K - $32.5K
|
17.7K
$786K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.06K+ 5.77% |
$28.6K - $32.4K
|
19.4K
$862K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
1.06K+ 6.42% |
$28.6K - $32.4K
|
17.6K
$779K
|
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.05K+ 6.41% |
$28.4K - $32.2K
|
17.5K
$775K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.05K+ 4.71% |
$28.4K - $32.1K
|
23.3K
$1.04M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.05K+ 4.91% |
$28.3K - $32.1K
|
22.5K
$995K
|
|
|
Aug 14, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
1.05K+ 12.6% |
$28.3K - $32.1K
|
9.38K
$416K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.05K+ 8.65% |
$28.2K - $31.9K
|
13.1K
$582K
|
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.03K+ 9.24% |
$27.9K - $31.6K
|
12.2K
$542K
|
|
|
Jul 11, 2023
Q2 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
1K+ 10.86% |
$27K - $30.6K
|
10.2K
$453K
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1K+ 9.49% |
$27K - $30.6K
|
11.5K
$512K
|
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
986+ 5.84% |
$26.6K - $30.1K
|
17.9K
$792K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
965+ 0.53% |
$26K - $29.5K
|
182K
$8.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
965+ 0.58% |
$26K - $29.5K
|
167K
$7.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
942+ 0.29% |
$25.4K - $28.8K
|
325K
$14.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
941+ 8.66% |
$25.4K - $28.8K
|
11.8K
$524K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
938+ 280.84% |
$25.3K - $28.7K
|
1.27K
$56.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
933+ 1.37% |
$25.2K - $28.5K
|
69.1K
$3.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
924+ 4.2% |
$24.9K - $28.2K
|
22.9K
$1.02M
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
915+ 1.26% |
$24.7K - $28K
|
73.3K
$3.25M
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
909+ 4.47% |
$24.5K - $27.8K
|
21.2K
$941K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
908+ 6.98% |
$24.5K - $27.7K
|
13.9K
$617K
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
903+ 2.0% |
$24.4K - $27.6K
|
45.9K
$2.04M
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
903New |
$24.4K - $27.6K
|
903
$40K
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
900+ 5.52% |
$24.3K - $27.5K
|
17.2K
$763K
|
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
892+ 3.65% |
$24.1K - $27.3K
|
25.3K
$1.12M
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
886+ 2.04% |
$23.9K - $27.1K
|
44.3K
$1.96M
|
|
|
Jul 31, 2023
Q2 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
885+ 5.69% |
$23.9K - $27K
|
16.5K
$729K
|
|
|
Aug 11, 2023
Q2 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
885+ 6.7% |
$23.9K - $27K
|
14.1K
$625K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
877+ 2.01% |
$23.7K - $26.8K
|
44.4K
$1.97M
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
873+ 48.99% |
$23.6K - $26.7K
|
2.66K
$118K
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
850+ 3.74% |
$22.9K - $26K
|
23.6K
$1.05M
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
850+ 1.95% |
$22.9K - $26K
|
44.4K
$1.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
843+ 5.79% |
$22.8K - $25.8K
|
15.4K
$683K
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
838+ 2.03% |
$22.6K - $25.6K
|
42K
$1.86M
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
835+ 6.57% |
$22.5K - $25.5K
|
13.5K
$600K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
797+ 15.02% |
$21.5K - $24.4K
|
6.1K
$271K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
794+ 8.44% |
$21.4K - $24.3K
|
10.2K
$452K
|
|
|
Aug 10, 2023
Q2 2023
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
790+ 0.23% |
$21.3K - $24.1K
|
340K
$15.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
785+ 1.37% |
$21.2K - $24K
|
58K
$2.57M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
783+ 1.35% |
$21.1K - $23.9K
|
58.9K
$2.61M
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
774+ 0.86% |
$20.9K - $23.7K
|
91.1K
$4.04M
|