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 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4+ 0.01% |
$108 - $122
|
38.9K
$1.73M
|
|
|
Aug 10, 2023
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
4+ 0.01% |
$108 - $122
|
42.6K
$1.89M
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
4+ 0.05% |
$108 - $122
|
7.99K
$354K
|
|
|
Apr 25, 2024
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
4+ 0.01% |
$108 - $122
|
42.6K
$1.89M
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
3+ 0.01% |
$81 - $91.7
|
26.4K
$1.17M
|
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$81 - $91.7
|
11.4K
$505K
|
|
|
Aug 09, 2023
Q2 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
3+ 0.04% |
$81 - $91.7
|
7.79K
$345K
|
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$81 - $91.7
|
11.4K
$507K
|
|
|
Aug 11, 2023
Q2 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
3+ 0.01% |
$81 - $91.7
|
22.4K
$993K
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
3+ 0.01% |
$81 - $91.7
|
23.1K
$1.03M
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
3+ 0.07% |
$81 - $91.7
|
4.39K
$195K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2+ 0.11% |
$54 - $61.1
|
1.81K
$80.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Cohen Klingenstein LLC
|
BUY
|
- |
2+ 0.0% |
$54 - $61.1
|
289K
$12.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
2+ 0.01% |
$54 - $61.1
|
22.1K
$981K
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2+ 0.02% |
$54 - $61.1
|
8.51K
$377K
|
|
|
Jul 26, 2023
Q2 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
2+ 0.02% |
$54 - $61.1
|
8.03K
$356K
|
|
|
Jul 31, 2023
Q2 2023
|
Chapman Investment Management, LLC
|
BUY
|
- |
2+ 0.02% |
$54 - $61.1
|
12.2K
$540K
|
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$54 - $61.1
|
15K
$664K
|
|
|
Jul 14, 2023
Q2 2023
|
Sara Bay Financial
|
BUY
|
- |
1+ 0.01% |
$27 - $30.6
|
10.2K
$452K
|
|
|
Jul 14, 2023
Q2 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
1+ 0.24% |
$27 - $30.6
|
422
$18.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
BUY
|
- |
1+ 0.01% |
$27 - $30.6
|
7.14K
$317K
|
|
|
Jul 18, 2023
Q2 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1+ 0.01% |
$27 - $30.6
|
7.4K
$328K
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 0.03% |
$27 - $30.6
|
2.98K
$132K
|
|
|
Aug 07, 2023
Q2 2023
|
Granite Investment Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$27 - $30.6
|
7.17K
$318K
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$27 - $30.6
|
8.41K
$373K
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
BUY
|
- |
1+ 0.01% |
$27 - $30.6
|
11.6K
$516K
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1+ 0.1% |
$27 - $30.6
|
992
$44K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-2- 0.13% |
$54 - $61.1
|
1.51K
$66.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Founders Capital Management, LLC
|
SELL
|
- |
-3- 0.02% |
$81 - $91.7
|
18.9K
$840K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-3- 0.03% |
$81 - $91.7
|
9.99K
$443K
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-4- 0.01% |
$108 - $122
|
47.2K
$2.09M
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
SELL
|
- |
-6- 0.13% |
$162 - $183
|
4.65K
$206K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-6- 0.02% |
$162 - $183
|
38.5K
$1.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-7- 0.08% |
$189 - $214
|
8.5K
$377K
|
|
|
Aug 14, 2023
Q2 2023
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-7- 0.07% |
$189 - $214
|
10.6K
$470K
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-8- 0.08% |
$216 - $244
|
10.3K
$456K
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-10- 0.08% |
$270 - $306
|
12.1K
$537K
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-10- 4.12% |
$270 - $306
|
233
$10.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-11- 0.11% |
$297 - $336
|
10.3K
$458K
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-12- 0.03% |
$324 - $367
|
43.4K
$1.93M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-13- 0.03% |
$351 - $397
|
37.2K
$1.65M
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-14- 0.2% |
$378 - $428
|
7.13K
$316K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-14- 0.04% |
$378 - $428
|
36K
$1.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-15- 0.71% |
$405 - $458
|
2.1K
$93.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-16- 0.03% |
$432 - $489
|
55.5K
$2.46M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-20- 0.21% |
$540 - $611
|
9.65K
$428K
|
|
|
Aug 01, 2023
Q2 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-21- 0.24% |
$567 - $642
|
8.71K
$386K
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-23- 10.7% |
$621 - $703
|
192
$8.51K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-24- 0.25% |
$648 - $733
|
9.57K
$424K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-26- 0.29% |
$702 - $795
|
8.9K
$394K
|