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
|
North Rock Partners, LLC
|
SELL
|
- |
-13- 0.03% |
$351 - $397
|
37.2K
$1.48M
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-14- 0.2% |
$378 - $428
|
7.13K
$284K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-14- 0.04% |
$378 - $428
|
36K
$1.43M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-15- 0.71% |
$405 - $458
|
2.1K
$83.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-16- 0.03% |
$432 - $489
|
55.5K
$2.21M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-20- 0.21% |
$540 - $611
|
9.65K
$384K
|
|
|
Aug 01, 2023
Q2 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-21- 0.24% |
$567 - $642
|
8.71K
$346K
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-23- 10.7% |
$621 - $703
|
192
$7.64K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-24- 0.25% |
$648 - $733
|
9.57K
$381K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-26- 0.29% |
$702 - $795
|
8.9K
$354K
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-26- 0.17% |
$702 - $795
|
15.2K
$606K
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-28- 0.2% |
$756 - $856
|
14K
$559K
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-28- 0.05% |
$756 - $856
|
54.3K
$2.16M
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-28- 0.17% |
$756 - $856
|
16.3K
$650K
|
|
|
Jul 19, 2023
Q2 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-30- 0.49% |
$810 - $917
|
6.15K
$244K
|
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
SELL
|
- |
-31- 1.61% |
$837 - $947
|
1.9K
$75.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-35- 0.32% |
$945 - $1.07K
|
11.1K
$440K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-36- 1.17% |
$972 - $1.1K
|
3.04K
$121K
|
|
|
Jul 31, 2023
Q2 2023
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-38- 0.41% |
$1.03K - $1.16K
|
9.25K
$368K
|
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-39- 0.11% |
$1.05K - $1.19K
|
35.5K
$1.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-39- 0.01% |
$1.05K - $1.19K
|
525K
$20.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-40- 0.04% |
$1.08K - $1.22K
|
114K
$4.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-40- 0.43% |
$1.08K - $1.22K
|
9.2K
$366K
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-41- 0.24% |
$1.11K - $1.25K
|
17.3K
$687K
|
|
|
Jul 28, 2023
Q2 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-41- 0.14% |
$1.11K - $1.25K
|
29.9K
$1.19M
|
|
|
Jul 28, 2023
Q2 2023
|
Lattice Capital Management, LLC
|
SELL
|
- |
-41- 0.3% |
$1.11K - $1.25K
|
13.8K
$549K
|
|
|
Aug 11, 2023
Q2 2023
|
Granger Management LLC
|
SELL
|
- |
-43- 0.35% |
$1.16K - $1.31K
|
12.2K
$486K
|
|
|
Aug 10, 2023
Q2 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-44- 0.16% |
$1.19K - $1.34K
|
28.2K
$1.12M
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-45- 0.3% |
$1.21K - $1.38K
|
14.8K
$588K
|
|
|
Jul 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-45- 0.28% |
$1.21K - $1.38K
|
15.9K
$631K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-49- 0.17% |
$1.32K - $1.5K
|
28.5K
$1.13M
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-50- 0.42% |
$1.35K - $1.53K
|
11.8K
$470K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-50- 4.32% |
$1.35K - $1.53K
|
1.11K
$44K
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-51- 0.08% |
$1.38K - $1.56K
|
66.4K
$2.64M
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-52- 0.34% |
$1.4K - $1.59K
|
15.2K
$605K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-54- 5.49% |
$1.46K - $1.65K
|
929
$37K
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-60- 0.21% |
$1.62K - $1.83K
|
28.6K
$1.14M
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-60- 0.66% |
$1.62K - $1.83K
|
9.03K
$359K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-61- 0.53% |
$1.65K - $1.86K
|
11.4K
$455K
|
|
|
Jul 12, 2023
Q2 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-67- 0.67% |
$1.81K - $2.05K
|
9.87K
$393K
|
|
|
Aug 11, 2023
Q2 2023
|
Good Haven Capital Management, LLC
Millburn, NJ |
SELL
|
- |
-67- 0.03% |
$1.81K - $2.05K
|
201K
$8M
|
|
|
Jul 20, 2023
Q2 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-68- 0.91% |
$1.84K - $2.08K
|
7.38K
$294K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-69- 0.9% |
$1.86K - $2.11K
|
7.59K
$302K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-76- 1.0% |
$2.05K - $2.32K
|
7.55K
$300K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-78- 0.4% |
$2.11K - $2.38K
|
19.2K
$763K
|
|
|
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-79- 0.55% |
$2.13K - $2.41K
|
14.3K
$570K
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-81- 0.28% |
$2.19K - $2.48K
|
29.2K
$1.16M
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
SELL
|
- |
-85- 4.74% |
$2.29K - $2.6K
|
1.71K
$68K
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-85- 0.6% |
$2.29K - $2.6K
|
14K
$558K
|
|
|
Jul 18, 2023
Q2 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-89- 0.58% |
$2.4K - $2.72K
|
15.2K
$604K
|