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 |
---|---|---|---|---|---|---|---|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
193+ 0.51% |
$5.21K - $5.9K
|
37.8K
$1.68M
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
193+ 1.95% |
$5.21K - $5.9K
|
10.1K
$447K
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
193+ 0.45% |
$5.21K - $5.9K
|
43.5K
$1.93M
|
|
Aug 11, 2023
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
191+ 1.58% |
$5.16K - $5.84K
|
12.3K
$546K
|
|
Oct 09, 2024
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
191+ 1.18% |
$5.16K - $5.84K
|
16.3K
$723K
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
190New |
$5.13K - $5.81K
|
190
$8.42K
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
190+ 1.6% |
$5.13K - $5.81K
|
12K
$534K
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
184+ 0.16% |
$4.97K - $5.62K
|
112K
$4.96M
|
|
Aug 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
183+ 0.46% |
$4.94K - $5.59K
|
39.8K
$1.77M
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
183+ 1.08% |
$4.94K - $5.59K
|
17.1K
$759K
|
|
Jul 24, 2023
Q2 2023
|
Benin Management Corp
|
BUY
|
- |
181+ 1.47% |
$4.89K - $5.53K
|
12.5K
$553K
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
BUY
|
- |
180+ 0.43% |
$4.86K - $5.5K
|
42.1K
$1.87M
|
|
Jul 18, 2023
Q2 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
175+ 1.1% |
$4.72K - $5.35K
|
16K
$711K
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
175+ 3.75% |
$4.72K - $5.35K
|
4.84K
$214K
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
174+ 0.71% |
$4.7K - $5.32K
|
24.6K
$1.09M
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
172+ 1.0% |
$4.64K - $5.26K
|
17.3K
$768K
|
|
Jul 25, 2023
Q2 2023
|
Sky Investment Group LLC
|
BUY
|
- |
170+ 1.06% |
$4.59K - $5.2K
|
16.2K
$717K
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
169+ 1.71% |
$4.56K - $5.16K
|
10K
$445K
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
169+ 1.36% |
$4.56K - $5.16K
|
12.6K
$560K
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
167+ 0.9% |
$4.51K - $5.1K
|
18.8K
$832K
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
161+ 0.79% |
$4.35K - $4.92K
|
20.7K
$916K
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
BUY
|
- |
158+ 2.21% |
$4.26K - $4.83K
|
7.32K
$324K
|
|
Jul 26, 2023
Q2 2023
|
Close Asset Management LTD
|
BUY
|
- |
152+ 0.75% |
$4.1K - $4.65K
|
20.4K
$902K
|
|
Jul 18, 2023
Q2 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
151+ 0.82% |
$4.08K - $4.61K
|
18.6K
$826K
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
151+ 0.36% |
$4.08K - $4.61K
|
41.6K
$1.85M
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
145+ 0.82% |
$3.91K - $4.43K
|
17.8K
$791K
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
142+ 1.76% |
$3.83K - $4.34K
|
8.21K
$364K
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
140+ 0.17% |
$3.78K - $4.28K
|
84.6K
$3.75M
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
138+ 0.15% |
$3.72K - $4.22K
|
95.2K
$4.22M
|
|
Aug 11, 2023
Q2 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
135+ 0.24% |
$3.64K - $4.13K
|
55.4K
$2.45M
|
|
Jul 26, 2023
Q2 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
134+ 0.36% |
$3.62K - $4.1K
|
37.9K
$1.68M
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
124+ 18.21% |
$3.35K - $3.79K
|
805
$35.7K
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
122+ 0.56% |
$3.29K - $3.73K
|
22.1K
$980K
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
BUY
|
- |
122+ 6.52% |
$3.29K - $3.73K
|
1.99K
$88.3K
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
120+ 0.84% |
$3.24K - $3.67K
|
14.4K
$640K
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
117+ 0.6% |
$3.16K - $3.58K
|
19.6K
$870K
|
|
Aug 08, 2023
Q2 2023
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
117+ 0.02% |
$3.16K - $3.58K
|
737K
$32.7M
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
114+ 0.22% |
$3.08K - $3.48K
|
51.1K
$2.26M
|
|
Aug 01, 2023
Q2 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
112+ 0.19% |
$3.02K - $3.42K
|
58.8K
$2.61M
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
112+ 1.13% |
$3.02K - $3.42K
|
10K
$445K
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
111+ 0.53% |
$3K - $3.39K
|
20.9K
$927K
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
111+ 0.81% |
$3K - $3.39K
|
13.8K
$612K
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
109+ 0.61% |
$2.94K - $3.33K
|
17.9K
$795K
|
|
Jul 10, 2023
Q2 2023
|
David J Yvars Group
|
BUY
|
- |
107+ 0.1% |
$2.89K - $3.27K
|
106K
$4.69M
|
|
Aug 10, 2023
Q2 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
107+ 1.05% |
$2.89K - $3.27K
|
10.3K
$455K
|
|
Jul 10, 2023
Q2 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
105New |
$2.83K - $3.21K
|
105
$4.66K
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
105+ 5.99% |
$2.83K - $3.21K
|
1.86K
$82.4K
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
103+ 0.5% |
$2.78K - $3.15K
|
20.7K
$919K
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
102+ 1.31% |
$2.75K - $3.12K
|
7.87K
$349K
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
100New |
$2.7K - $3.06K
|
100
$4.43K
|