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
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-100- 0.29% |
$2.7K - $3.06K
|
34.3K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
SELL
|
- |
-100- 0.51% |
$2.7K - $3.06K
|
19.6K
$871K
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-101- 0.87% |
$2.73K - $3.09K
|
11.5K
$512K
|
|
|
Aug 14, 2023
Q2 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-101- 0.43% |
$2.73K - $3.09K
|
23.3K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-104- 0.42% |
$2.81K - $3.18K
|
24.6K
$1.09M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
SELL
|
- |
-108- 0.63% |
$2.91K - $3.3K
|
17.2K
$761K
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-108- 0.79% |
$2.91K - $3.3K
|
13.6K
$604K
|
|
|
Aug 07, 2023
Q2 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-110- 0.22% |
$2.97K - $3.36K
|
50.6K
$2.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-111- 0.67% |
$3K - $3.39K
|
16.4K
$726K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-112- 0.75% |
$3.02K - $3.42K
|
14.8K
$658K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-117- 0.6% |
$3.16K - $3.58K
|
19.2K
$853K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-117- 5.84% |
$3.16K - $3.58K
|
1.89K
$83.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-119- 1.07% |
$3.21K - $3.64K
|
11K
$487K
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-121- 1.44% |
$3.27K - $3.7K
|
8.3K
$368K
|
|
|
Jul 26, 2023
Q2 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-122- 0.51% |
$3.29K - $3.73K
|
23.9K
$1.06M
|
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-123- 1.55% |
$3.32K - $3.76K
|
7.8K
$346K
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-129- 0.4% |
$3.48K - $3.94K
|
32.3K
$1.43M
|
|
|
Sep 12, 2023
Q2 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-132- 0.06% |
$3.56K - $4.03K
|
235K
$10.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-145- 0.91% |
$3.91K - $4.43K
|
15.7K
$698K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-146- 1.75% |
$3.94K - $4.46K
|
8.22K
$364K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-146- 0.27% |
$3.94K - $4.46K
|
54.7K
$2.42M
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-147- 1.8% |
$3.97K - $4.49K
|
8.02K
$356K
|
|
|
Jul 07, 2023
Q2 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-148- 1.03% |
$3.99K - $4.52K
|
14.2K
$630K
|
|
|
Aug 08, 2023
Q2 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-150- 0.73% |
$4.05K - $4.58K
|
20.5K
$907K
|
|
|
Aug 14, 2023
Q2 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-150- 0.41% |
$4.05K - $4.58K
|
36K
$1.6M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-151- 0.03% |
$4.08K - $4.61K
|
533K
$23.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-151- 1.44% |
$4.08K - $4.61K
|
10.4K
$459K
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
SELL
|
- |
-159- 1.96% |
$4.29K - $4.86K
|
7.95K
$352K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-159- 1.86% |
$4.29K - $4.86K
|
8.4K
$373K
|
|
|
Jul 11, 2023
Q2 2023
|
Jacobs & CO
|
SELL
|
- |
-160- 1.43% |
$4.32K - $4.89K
|
11K
$487K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-161- 1.85% |
$4.35K - $4.92K
|
8.53K
$378K
|
|
|
Aug 23, 2023
Q2 2023
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-162- 4.97% |
$4.37K - $4.95K
|
3.1K
$137K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-163- 0.29% |
$4.4K - $4.98K
|
56K
$2.48M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-165- 0.64% |
$4.45K - $5.04K
|
25.7K
$1.14M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-166- 0.99% |
$4.48K - $5.07K
|
16.6K
$735K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-169- 0.08% |
$4.56K - $5.16K
|
212K
$9.38M
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-171- 0.54% |
$4.62K - $5.23K
|
31.5K
$1.4M
|
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-171- 0.43% |
$4.62K - $5.23K
|
39.8K
$1.76M
|
|
|
Aug 10, 2023
Q2 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-172- 1.57% |
$4.64K - $5.26K
|
10.8K
$479K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
SELL
|
- |
-174- 4.86% |
$4.7K - $5.32K
|
3.41K
$151K
|
|
|
Jul 11, 2023
Q2 2023
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-175- 0.72% |
$4.72K - $5.35K
|
24.2K
$1.07M
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-176- 1.07% |
$4.75K - $5.38K
|
16.3K
$723K
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-177- 0.58% |
$4.78K - $5.41K
|
30.1K
$1.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-177- 0.69% |
$4.78K - $5.41K
|
25.4K
$1.12M
|
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-192- 0.23% |
$5.18K - $5.87K
|
84.4K
$3.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-193- 1.3% |
$5.21K - $5.9K
|
14.7K
$651K
|
|
|
Jul 13, 2023
Q2 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-194- 1.7% |
$5.24K - $5.93K
|
11.2K
$498K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-194- 2.61% |
$5.24K - $5.93K
|
7.23K
$321K
|
|
|
Aug 11, 2023
Q2 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-195- 1.63% |
$5.26K - $5.96K
|
11.8K
$521K
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-197- 0.83% |
$5.32K - $6.02K
|
23.6K
$1.05M
|