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 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.14K- 1.03% |
$30.7K - $34.8K
|
109K
$4.79M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.14K- 2.54% |
$30.8K - $34.9K
|
43.7K
$1.92M
|
|
|
Aug 07, 2023
Q2 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-1.17K- 3.32% |
$31.5K - $35.7K
|
34K
$1.49M
|
|
|
Aug 21, 2023
Q2 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-1.18K- 0.34% |
$31.7K - $35.9K
|
343K
$15.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Tobam
|
SELL
|
- |
-1.18K- 3.61% |
$31.9K - $36.1K
|
31.5K
$1.39M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.19K- 5.45% |
$32.2K - $36.5K
|
20.7K
$911K
|
|
|
Jul 11, 2023
Q2 2023
|
Grassi Investment Management
|
SELL
|
- |
-1.2K- 0.27% |
$32.4K - $36.7K
|
443K
$19.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.2K- 0.31% |
$32.4K - $36.7K
|
386K
$17M
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-1.2K- 13.73% |
$32.4K - $36.7K
|
7.55K
$332K
|
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
SELL
|
- |
-1.21K- 11.58% |
$32.6K - $36.9K
|
9.23K
$406K
|
|
|
Aug 10, 2023
Q2 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-1.22K- 0.44% |
$32.9K - $37.2K
|
278K
$12.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.23K- 7.65% |
$33.3K - $37.6K
|
14.9K
$654K
|
|
|
Jul 26, 2023
Q2 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-1.24K- 4.08% |
$33.3K - $37.7K
|
29.1K
$1.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.25K- 2.49% |
$33.6K - $38K
|
48.7K
$2.14M
|
|
|
Aug 02, 2023
Q2 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-1.25K- 12.63% |
$33.7K - $38.2K
|
8.65K
$380K
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.25K- 8.26% |
$33.7K - $38.2K
|
13.9K
$610K
|
|
|
Aug 14, 2023
Q2 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.27K- 8.43% |
$34.2K - $38.7K
|
13.8K
$605K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.3K- 77.82% |
$35K - $39.7K
|
370
$16.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.3K- 10.12% |
$35.1K - $39.7K
|
11.5K
$507K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.31K- 3.78% |
$35.2K - $39.9K
|
33.2K
$1.46M
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.32K- 13.06% |
$35.5K - $40.2K
|
8.77K
$385K
|
|
|
Aug 14, 2023
Q2 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-1.32K- 2.28% |
$35.5K - $40.2K
|
56.4K
$2.48M
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-1.33K- 0.16% |
$35.8K - $40.5K
|
821K
$36.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.33K- 8.76% |
$35.9K - $40.7K
|
13.9K
$609K
|
|
|
Aug 14, 2023
Q2 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-1.34K- 1.14% |
$36.2K - $41K
|
116K
$5.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.36K- 1.68% |
$36.6K - $41.5K
|
79.3K
$3.49M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.36K- 10.78% |
$36.7K - $41.5K
|
11.2K
$494K
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-1.36K- 13.01% |
$36.7K - $41.5K
|
9.09K
$399K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.36K- 7.33% |
$36.8K - $41.7K
|
17.3K
$758K
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.37K- 3.5% |
$36.9K - $41.7K
|
37.6K
$1.65M
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.37K- 77.92% |
$36.9K - $41.8K
|
388
$17.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
SELL
|
- |
-1.37K- 7.61% |
$36.9K - $41.8K
|
16.6K
$731K
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-1.37K- 2.16% |
$37K - $41.9K
|
62.1K
$2.73M
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.37K- 8.72% |
$37.1K - $42K
|
14.4K
$631K
|
|
|
Jul 27, 2023
Q2 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-1.4K- 0.11% |
$37.7K - $42.6K
|
1.26M
$55.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.41K- 2.75% |
$38.1K - $43.2K
|
49.9K
$2.19M
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.41K- 6.13% |
$38.1K - $43.2K
|
21.7K
$952K
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.42K- 0.14% |
$38.2K - $43.2K
|
997K
$43.8M
|
|
|
Aug 11, 2023
Q2 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-1.42K- 10.94% |
$38.4K - $43.5K
|
11.6K
$509K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-1.49K- 11.6% |
$40.3K - $45.7K
|
11.4K
$500K
|
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-1.5K- 10.1% |
$40.4K - $45.7K
|
13.3K
$585K
|
|
|
Jul 26, 2023
Q2 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-1.5K- 11.39% |
$40.5K - $45.9K
|
11.7K
$513K
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.5K- 0.95% |
$40.6K - $45.9K
|
156K
$6.87M
|
|
|
Jul 20, 2023
Q2 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-1.51K- 11.4% |
$40.8K - $46.2K
|
11.8K
$517K
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.51K- 0.28% |
$40.8K - $46.2K
|
540K
$23.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-1.52K- 2.18% |
$41K - $46.4K
|
68.2K
$3M
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.53K- 0.83% |
$41.2K - $46.7K
|
182K
$8M
|
|
|
Jul 27, 2023
Q2 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-1.53K- 1.67% |
$41.4K - $46.9K
|
90.4K
$3.97M
|
|
|
Aug 22, 2023
Q2 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.54K- 4.13% |
$41.4K - $46.9K
|
35.6K
$1.57M
|
|
|
Jul 24, 2023
Q2 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-1.55K- 10.38% |
$41.7K - $47.2K
|
13.3K
$586K
|