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 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-638- 1.7% |
$17.2K - $19.5K
|
37K
$1.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-640- 7.11% |
$17.3K - $19.6K
|
8.36K
$367K
|
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-647- 3.08% |
$17.5K - $19.8K
|
20.3K
$893K
|
|
|
Jul 28, 2023
Q2 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-647- 6.96% |
$17.5K - $19.8K
|
8.66K
$380K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-650- 5.3% |
$17.5K - $19.9K
|
11.6K
$511K
|
|
|
Jul 14, 2023
Q2 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-657- 8.45% |
$17.7K - $20.1K
|
7.12K
$313K
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-659- 3.07% |
$17.8K - $20.1K
|
20.8K
$914K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-666- 32.03% |
$18K - $20.4K
|
1.41K
$62.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-684- 5.22% |
$18.5K - $20.9K
|
12.4K
$545K
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-690- 3.3% |
$18.6K - $21.1K
|
20.2K
$887K
|
|
|
Jul 31, 2023
Q2 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-694- 1.81% |
$18.7K - $21.2K
|
37.7K
$1.66M
|
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-697- 1.22% |
$18.8K - $21.3K
|
56.4K
$2.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-697- 0.32% |
$18.8K - $21.3K
|
219K
$9.61M
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-699- 0.62% |
$18.9K - $21.4K
|
112K
$4.94M
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-700- 3.57% |
$18.9K - $21.4K
|
18.9K
$832K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
SELL
|
- |
-709- 2.27% |
$19.1K - $21.7K
|
30.6K
$1.34M
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-711- 4.62% |
$19.2K - $21.7K
|
14.7K
$645K
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-740- 28.79% |
$20K - $22.6K
|
1.83K
$80.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-740- 0.6% |
$20K - $22.6K
|
123K
$5.43M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-743- 0.99% |
$20.1K - $22.7K
|
74.2K
$3.26M
|
|
|
Jul 20, 2023
Q2 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-746- 0.37% |
$20.1K - $22.8K
|
203K
$8.94M
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-747- 0.87% |
$20.2K - $22.8K
|
84.9K
$3.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-750- 0.54% |
$20.2K - $22.9K
|
137K
$6.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-750- 6.61% |
$20.2K - $22.9K
|
10.6K
$466K
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-754- 2.97% |
$20.4K - $23K
|
24.6K
$1.08M
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-756- 7.39% |
$20.4K - $23.1K
|
9.47K
$416K
|
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-760- 22.39% |
$20.5K - $23.2K
|
2.64K
$116K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-779- 2.0% |
$21K - $23.8K
|
38.3K
$1.68M
|
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-780- 7.69% |
$21.1K - $23.8K
|
9.36K
$412K
|
|
|
Aug 17, 2023
Q2 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-783- 0.23% |
$21.1K - $23.9K
|
345K
$15.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-786- 1.11% |
$21.2K - $24K
|
70.2K
$3.09M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-789- 9.21% |
$21.3K - $24.1K
|
7.77K
$342K
|
|
|
Apr 02, 2024
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-789- 8.79% |
$21.3K - $24.1K
|
8.19K
$360K
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-793- 4.75% |
$21.4K - $24.2K
|
15.9K
$700K
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-800- 79.44% |
$21.6K - $24.4K
|
207
$9.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-801- 4.63% |
$21.6K - $24.5K
|
16.5K
$725K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-803- 4.94% |
$21.7K - $24.5K
|
15.4K
$678K
|
|
|
Nov 16, 2023
Q2 2023
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-813Closed |
$21.9K - $24.8K
|
0
$0
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-826- 8.05% |
$22.3K - $25.2K
|
9.44K
$415K
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
SELL
|
- |
-827- 6.1% |
$22.3K - $25.3K
|
12.7K
$559K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-827- 0.92% |
$22.3K - $25.3K
|
89.5K
$3.93M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-828- 0.43% |
$22.3K - $25.3K
|
192K
$8.45M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-830- 4.46% |
$22.4K - $25.4K
|
17.8K
$781K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-837- 0.5% |
$22.6K - $25.6K
|
165K
$7.27M
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-845- 1.21% |
$22.8K - $25.8K
|
68.9K
$3.03M
|
|
|
Jul 10, 2023
Q2 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-846- 2.19% |
$22.8K - $25.9K
|
37.8K
$1.66M
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-850- 3.71% |
$22.9K - $26K
|
22K
$969K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-855- 1.26% |
$23.1K - $26.1K
|
67.1K
$2.95M
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-870- 7.27% |
$23.5K - $26.6K
|
11.1K
$488K
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
SELL
|
- |
-872- 1.46% |
$23.5K - $26.6K
|
58.7K
$2.58M
|