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 26, 2023
Q2 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-200- 1.2% |
$5.4K - $6.11K
|
16.5K
$732K
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-200- 1.68% |
$5.4K - $6.11K
|
11.7K
$518K
|
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-205- 2.21% |
$5.53K - $6.26K
|
9.07K
$402K
|
|
|
Aug 03, 2023
Q2 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-205- 2.06% |
$5.53K - $6.26K
|
9.76K
$433K
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-206- 0.49% |
$5.56K - $6.3K
|
41.7K
$1.85M
|
|
|
Aug 03, 2023
Q2 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-209- 0.91% |
$5.64K - $6.39K
|
22.6K
$1M
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-211- 1.91% |
$5.69K - $6.45K
|
10.8K
$480K
|
|
|
Jul 19, 2023
Q2 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-216- 1.15% |
$5.83K - $6.6K
|
18.6K
$826K
|
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-216- 0.21% |
$5.83K - $6.6K
|
102K
$4.54M
|
|
|
Sep 27, 2024
Q2 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-216- 1.15% |
$5.83K - $6.6K
|
18.6K
$826K
|
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-218- 1.52% |
$5.88K - $6.66K
|
14.1K
$627K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-221- 2.67% |
$5.96K - $6.75K
|
8.07K
$358K
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-222- 7.93% |
$5.99K - $6.78K
|
2.58K
$114K
|
|
|
Aug 14, 2023
Q2 2023
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-222- 0.21% |
$5.99K - $6.78K
|
105K
$4.67M
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-224- 1.05% |
$6.05K - $6.85K
|
21.1K
$937K
|
|
|
Mar 06, 2024
Q2 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-225- 3.02% |
$6.07K - $6.88K
|
7.23K
$321K
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-226- 2.26% |
$6.1K - $6.91K
|
9.76K
$433K
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-226- 0.97% |
$6.1K - $6.91K
|
23.1K
$1.02M
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-230- 0.17% |
$6.21K - $7.03K
|
133K
$5.89M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-234- 1.76% |
$6.32K - $7.15K
|
13.1K
$580K
|
|
|
Aug 04, 2023
Q2 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-242- 3.27% |
$6.53K - $7.4K
|
7.15K
$317K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-249- 0.38% |
$6.72K - $7.61K
|
65.7K
$2.91M
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-249- 0.48% |
$6.72K - $7.61K
|
51.6K
$2.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-249- 1.56% |
$6.72K - $7.61K
|
15.7K
$698K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-250- 7.39% |
$6.75K - $7.64K
|
3.14K
$139K
|
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-250- 2.6% |
$6.75K - $7.64K
|
9.35K
$414K
|
|
|
Jul 31, 2023
Q2 2023
|
Bank Of Stockton
|
SELL
|
- |
-253- 1.18% |
$6.83K - $7.73K
|
21.3K
$943K
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-254- 12.06% |
$6.86K - $7.76K
|
1.85K
$82.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-254- 2.95% |
$6.86K - $7.76K
|
8.36K
$371K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-254- 1.12% |
$6.86K - $7.76K
|
22.4K
$992K
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-256- 1.27% |
$6.91K - $7.82K
|
20K
$885K
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-260- 72.63% |
$7.02K - $7.95K
|
98
$4.35K
|
|
|
Jul 18, 2023
Q2 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-260- 2.96% |
$7.02K - $7.95K
|
8.54K
$379K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-262- 1.06% |
$7.07K - $8.01K
|
24.5K
$1.09M
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-263- 2.09% |
$7.1K - $8.04K
|
12.3K
$545K
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-263- 2.62% |
$7.1K - $8.04K
|
9.77K
$433K
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-267- 0.48% |
$7.21K - $8.16K
|
55.6K
$2.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-276- 0.9% |
$7.45K - $8.43K
|
30.4K
$1.35M
|
|
|
Jul 13, 2023
Q2 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-280- 0.35% |
$7.56K - $8.56K
|
80K
$3.55M
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-281- 1.1% |
$7.58K - $8.59K
|
25.2K
$1.12M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-284- 10.44% |
$7.67K - $8.68K
|
2.44K
$108K
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-287- 0.99% |
$7.75K - $8.77K
|
28.6K
$1.27M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-287- 1.35% |
$7.75K - $8.77K
|
20.9K
$929K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-289- 4.93% |
$7.8K - $8.83K
|
5.58K
$247K
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-289- 4.78% |
$7.8K - $8.83K
|
5.76K
$255K
|
|
|
Aug 11, 2023
Q2 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-289- 0.4% |
$7.8K - $8.83K
|
72.6K
$3.22M
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-293- 0.97% |
$7.91K - $8.95K
|
29.8K
$1.32M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-295- 3.96% |
$7.96K - $9.02K
|
7.16K
$317K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-297- 0.78% |
$8.02K - $9.08K
|
37.7K
$1.67M
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-300- 0.67% |
$8.1K - $9.17K
|
44.6K
$1.98M
|