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 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-803- 4.94% |
$21.7K - $24.5K
|
15.4K
$723K
|
|
|
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
$442K
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
SELL
|
- |
-827- 6.1% |
$22.3K - $25.3K
|
12.7K
$596K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-827- 0.92% |
$22.3K - $25.3K
|
89.5K
$4.19M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-828- 0.43% |
$22.3K - $25.3K
|
192K
$9.01M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-830- 4.46% |
$22.4K - $25.4K
|
17.8K
$833K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-837- 0.5% |
$22.6K - $25.6K
|
165K
$7.75M
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-845- 1.21% |
$22.8K - $25.8K
|
68.9K
$3.23M
|
|
|
Jul 10, 2023
Q2 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-846- 2.19% |
$22.8K - $25.9K
|
37.8K
$1.77M
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-850- 3.71% |
$22.9K - $26K
|
22K
$1.03M
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-855- 1.26% |
$23.1K - $26.1K
|
67.1K
$3.14M
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-870- 7.27% |
$23.5K - $26.6K
|
11.1K
$520K
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
SELL
|
- |
-872- 1.46% |
$23.5K - $26.6K
|
58.7K
$2.75M
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-875- 6.61% |
$23.6K - $26.7K
|
12.4K
$579K
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
SELL
|
- |
-876- 2.54% |
$23.6K - $26.8K
|
33.6K
$1.57M
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-886- 2.0% |
$23.9K - $27.1K
|
43.5K
$2.04M
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-887- 1.55% |
$23.9K - $27.1K
|
56.3K
$2.64M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-888- 1.2% |
$24K - $27.1K
|
73.4K
$3.44M
|
|
|
Aug 08, 2023
Q2 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-895- 2.74% |
$24.2K - $27.4K
|
31.8K
$1.49M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-901- 8.61% |
$24.3K - $27.5K
|
9.56K
$448K
|
|
|
Aug 02, 2023
Q2 2023
|
Emerald Advisors, LLC
|
SELL
|
- |
-906- 7.69% |
$24.5K - $27.7K
|
10.9K
$510K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-906- 1.24% |
$24.5K - $27.7K
|
72.4K
$3.39M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-907- 2.28% |
$24.5K - $27.7K
|
38.9K
$1.82M
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-910- 6.66% |
$24.6K - $27.8K
|
12.7K
$597K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-910- 5.66% |
$24.6K - $27.8K
|
15.2K
$710K
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-911- 1.67% |
$24.6K - $27.8K
|
53.8K
$2.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-918- 7.02% |
$24.8K - $28.1K
|
12.2K
$570K
|
|
|
Jul 31, 2023
Q2 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-920- 10.98% |
$24.8K - $28.1K
|
7.46K
$349K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-924- 0.7% |
$24.9K - $28.2K
|
131K
$6.16M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-931- 4.4% |
$25.1K - $28.5K
|
20.2K
$948K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-932- 11.38% |
$25.2K - $28.5K
|
7.26K
$340K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-935- 3.13% |
$25.2K - $28.6K
|
29K
$1.36M
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-937- 2.17% |
$25.3K - $28.6K
|
42.3K
$1.98M
|
|
|
May 28, 2025
Q2 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-945- 2.59% |
$25.5K - $28.9K
|
35.5K
$1.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-950- 5.31% |
$25.6K - $29K
|
16.9K
$794K
|
|
|
Jul 28, 2023
Q2 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-956- 10.89% |
$25.8K - $29.2K
|
7.83K
$367K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-959- 3.64% |
$25.9K - $29.3K
|
25.4K
$1.19M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-959- 3.64% |
$25.9K - $29.3K
|
25.4K
$1.19M
|
|
|
Jul 20, 2023
Q2 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-962- 3.55% |
$26K - $29.4K
|
26.1K
$1.22M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-969- 3.01% |
$26.2K - $29.6K
|
31.2K
$1.46M
|
|
|
Aug 01, 2023
Q2 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-986- 1.34% |
$26.6K - $30.1K
|
72.8K
$3.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-989- 9.33% |
$26.7K - $30.2K
|
9.61K
$450K
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-990- 49.45% |
$26.7K - $30.3K
|
1.01K
$47.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-991- 12.39% |
$26.7K - $30.3K
|
7.01K
$328K
|
|
|
Jul 07, 2023
Q2 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-1K- 0.31% |
$27K - $30.6K
|
319K
$14.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1K- 78.77% |
$27K - $30.6K
|
270
$12.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.01K- 12.43% |
$27.1K - $30.7K
|
7.08K
$332K
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
SELL
|
- |
-1.01K- 0.35% |
$27.2K - $30.7K
|
283K
$13.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-1.01K- 1.02% |
$27.2K - $30.8K
|
97.8K
$4.58M
|