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 10, 2023
Q2 2023
|
David J Yvars Group
|
BUY
|
- |
107+ 0.1% |
$2.89K - $3.27K
|
106K
$4.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
107+ 1.05% |
$2.89K - $3.27K
|
10.3K
$408K
|
|
|
Jul 10, 2023
Q2 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
105New |
$2.83K - $3.21K
|
105
$4.18K
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
105+ 5.99% |
$2.83K - $3.21K
|
1.86K
$73.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
103+ 0.5% |
$2.78K - $3.15K
|
20.7K
$824K
|
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
102+ 1.31% |
$2.75K - $3.12K
|
7.87K
$313K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
100New |
$2.7K - $3.06K
|
100
$3.98K
|
|
|
Jul 18, 2023
Q2 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
100+ 0.95% |
$2.7K - $3.06K
|
10.6K
$421K
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
100+ 0.96% |
$2.7K - $3.06K
|
10.5K
$417K
|
|
|
Jul 24, 2023
Q2 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
100+ 0.23% |
$2.7K - $3.06K
|
42.8K
$1.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
BUY
|
- |
100+ 0.66% |
$2.7K - $3.06K
|
15.3K
$607K
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
99+ 1.44% |
$2.67K - $3.03K
|
6.97K
$277K
|
|
|
Aug 11, 2023
Q2 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
96+ 0.62% |
$2.59K - $2.93K
|
15.6K
$622K
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
95+ 0.43% |
$2.56K - $2.9K
|
22.1K
$879K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
95+ 0.16% |
$2.56K - $2.9K
|
58.9K
$2.34M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
91+ 0.6% |
$2.46K - $2.78K
|
15.2K
$605K
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
91+ 0.77% |
$2.46K - $2.78K
|
11.9K
$474K
|
|
|
Jul 13, 2023
Q2 2023
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
90+ 0.11% |
$2.43K - $2.75K
|
81.1K
$3.23M
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
89+ 0.78% |
$2.4K - $2.72K
|
11.5K
$458K
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
BUY
|
- |
89+ 0.25% |
$2.4K - $2.72K
|
35.1K
$1.4M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
86+ 0.18% |
$2.32K - $2.63K
|
47K
$1.87M
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
85+ 0.43% |
$2.29K - $2.6K
|
20.1K
$798K
|
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
77+ 0.76% |
$2.08K - $2.35K
|
10.2K
$405K
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
76+ 0.69% |
$2.05K - $2.32K
|
11.1K
$441K
|
|
|
Aug 14, 2023
Q2 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
75+ 0.15% |
$2.02K - $2.29K
|
50.2K
$2M
|
|
|
Feb 10, 2025
Q2 2023
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
74+ 0.07% |
$2K - $2.26K
|
104K
$4.12M
|
|
|
Aug 01, 2023
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
73+ 0.68% |
$1.97K - $2.23K
|
10.8K
$429K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
73+ 11.09% |
$1.97K - $2.23K
|
731
$29.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
72+ 0.12% |
$1.94K - $2.2K
|
60.2K
$2.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
71+ 7.89% |
$1.92K - $2.17K
|
971
$38.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
70+ 0.14% |
$1.89K - $2.14K
|
51.9K
$2.06M
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
BUY
|
- |
70+ 0.85% |
$1.89K - $2.14K
|
8.34K
$332K
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
67+ 0.64% |
$1.81K - $2.05K
|
10.5K
$420K
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
66+ 0.39% |
$1.78K - $2.02K
|
16.9K
$670K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
65+ 7.45% |
$1.75K - $1.99K
|
937
$37.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
63+ 0.51% |
$1.7K - $1.93K
|
12.3K
$489K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
61+ 0.67% |
$1.65K - $1.86K
|
9.12K
$363K
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
59+ 0.46% |
$1.59K - $1.8K
|
13K
$516K
|
|
|
Aug 10, 2023
Q2 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
59+ 0.73% |
$1.59K - $1.8K
|
8.13K
$323K
|
|
|
Jul 17, 2023
Q2 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
56+ 0.74% |
$1.51K - $1.71K
|
7.63K
$304K
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
55+ 0.6% |
$1.48K - $1.68K
|
9.2K
$366K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
54+ 20.38% |
$1.46K - $1.65K
|
319
$12.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
54+ 0.48% |
$1.46K - $1.65K
|
11.4K
$454K
|
|
|
Sep 07, 2023
Q2 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
54+ 0.48% |
$1.46K - $1.65K
|
11.4K
$454K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
52+ 23.11% |
$1.4K - $1.59K
|
277
$11K
|
|
|
Jul 14, 2023
Q2 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
50+ 0.27% |
$1.35K - $1.53K
|
18.2K
$725K
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
50+ 0.59% |
$1.35K - $1.53K
|
8.52K
$339K
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
49+ 0.26% |
$1.32K - $1.5K
|
19.1K
$759K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
48+ 2.84% |
$1.3K - $1.47K
|
1.74K
$69.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
47+ 0.55% |
$1.27K - $1.44K
|
8.61K
$343K
|