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 14, 2023
Q2 2023
|
Baxter Bros Inc
|
BUY
|
- |
489+ 0.46% |
$13.2K - $14.9K
|
106K
$4.69M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
482+ 2.2% |
$13K - $14.7K
|
22.4K
$991K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
482+ 2.73% |
$13K - $14.7K
|
18.1K
$803K
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
BUY
|
- |
476+ 3.52% |
$12.8K - $14.5K
|
14K
$621K
|
|
|
Jul 25, 2023
Q2 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
466+ 1.19% |
$12.6K - $14.2K
|
39.5K
$1.75M
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
454+ 30.39% |
$12.3K - $13.9K
|
1.95K
$86.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
450+ 2.12% |
$12.1K - $13.8K
|
21.7K
$963K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
450+ 2.12% |
$12.1K - $13.8K
|
21.7K
$963K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
449+ 3.93% |
$12.1K - $13.7K
|
11.9K
$527K
|
|
|
Jul 24, 2023
Q2 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
446+ 1.76% |
$12K - $13.6K
|
25.8K
$1.15M
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
442+ 1.36% |
$11.9K - $13.5K
|
32.9K
$1.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
441+ 1.69% |
$11.9K - $13.5K
|
26.6K
$1.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
440+ 4.98% |
$11.9K - $13.4K
|
9.27K
$411K
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
BUY
|
- |
425+ 1.79% |
$11.5K - $13K
|
24.2K
$1.07M
|
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
BUY
|
- |
420+ 3.35% |
$11.3K - $12.8K
|
13K
$575K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
BUY
|
- |
418+ 2.08% |
$11.3K - $12.8K
|
20.5K
$911K
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
409+ 4.03% |
$11K - $12.5K
|
10.6K
$468K
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
409+ 2.26% |
$11K - $12.5K
|
18.5K
$822K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
405+ 0.2% |
$10.9K - $12.4K
|
201K
$8.93M
|
|
|
Aug 01, 2023
Q2 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
404+ 1.08% |
$10.9K - $12.3K
|
37.9K
$1.68M
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
401+ 0.29% |
$10.8K - $12.3K
|
140K
$6.22M
|
|
|
Jul 11, 2023
Q2 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
400+ 0.86% |
$10.8K - $12.2K
|
46.8K
$2.08M
|
|
|
Jul 31, 2023
Q2 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
400+ 2.95% |
$10.8K - $12.2K
|
14K
$619K
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
400+ 2.08% |
$10.8K - $12.2K
|
19.7K
$872K
|
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
397+ 75.91% |
$10.7K - $12.1K
|
920
$40.8K
|
|
|
Aug 10, 2023
Q2 2023
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
396+ 0.12% |
$10.7K - $12.1K
|
338K
$15M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
394+ 2.54% |
$10.6K - $12K
|
15.9K
$705K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
392+ 7.45% |
$10.6K - $12K
|
5.66K
$251K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
390+ 1.08% |
$10.5K - $11.9K
|
36.3K
$1.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
381+ 5.43% |
$10.3K - $11.6K
|
7.4K
$328K
|
|
|
Aug 10, 2023
Q2 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
380+ 0.51% |
$10.3K - $11.6K
|
74.3K
$3.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
378+ 4.75% |
$10.2K - $11.6K
|
8.34K
$370K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
377+ 1.33% |
$10.2K - $11.5K
|
28.7K
$1.27M
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
377+ 1.33% |
$10.2K - $11.5K
|
28.7K
$1.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
376+ 0.48% |
$10.1K - $11.5K
|
78.5K
$3.48M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
370+ 1.53% |
$9.99K - $11.3K
|
24.5K
$1.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
365+ 6.63% |
$9.85K - $11.2K
|
5.87K
$260K
|
|
|
Aug 07, 2023
Q2 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
357+ 0.65% |
$9.64K - $10.9K
|
55.7K
$2.47M
|
|
|
Jul 24, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
356+ 2.16% |
$9.61K - $10.9K
|
16.8K
$745K
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
356+ 0.34% |
$9.61K - $10.9K
|
106K
$4.69M
|
|
|
Aug 03, 2023
Q2 2023
|
Asio Capital, LLC
|
BUY
|
- |
355+ 0.2% |
$9.58K - $10.8K
|
175K
$7.78M
|
|
|
Aug 04, 2023
Q2 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
350+ 0.66% |
$9.45K - $10.7K
|
53.3K
$2.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
348+ 10.37% |
$9.39K - $10.6K
|
3.71K
$164K
|
|
|
Jul 27, 2023
Q2 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
346+ 1.62% |
$9.34K - $10.6K
|
21.7K
$961K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
346+ 1.99% |
$9.34K - $10.6K
|
17.8K
$788K
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
345+ 1.28% |
$9.31K - $10.5K
|
27.3K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
337New |
$9.1K - $10.3K
|
337
$14.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
335+ 1.24% |
$9.04K - $10.2K
|
27.3K
$1.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
333+ 2.41% |
$8.99K - $10.2K
|
14.1K
$627K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
330+ 7.9% |
$8.91K - $10.1K
|
4.51K
$200K
|