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 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-2.48K- 14.58% |
$67K - $75.9K
|
14.5K
$577K
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
SELL
|
- |
-2.5K- 7.54% |
$67.4K - $76.4K
|
30.7K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-2.5K- 41.67% |
$67.5K - $76.4K
|
3.5K
$139K
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.54K- 10.64% |
$68.4K - $77.5K
|
21.3K
$845K
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.56K- 2.06% |
$69.1K - $78.2K
|
122K
$4.84M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-2.56K- 1.72% |
$69.1K - $78.3K
|
147K
$5.82M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-2.56K- 1.72% |
$69.1K - $78.3K
|
147K
$5.82M
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-2.6K- 2.5% |
$70.1K - $79.4K
|
101K
$4.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-2.6K- 0.51% |
$70.1K - $79.4K
|
507K
$20.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-2.61K- 5.92% |
$70.5K - $79.8K
|
41.5K
$1.65M
|
|
|
Aug 08, 2023
Q2 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-2.62K- 9.48% |
$70.7K - $80.1K
|
25K
$993K
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-2.64K- 26.28% |
$71.1K - $80.6K
|
7.4K
$294K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.65K- 7.36% |
$71.5K - $80.9K
|
33.3K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2.66K- 7.34% |
$71.7K - $81.1K
|
33.5K
$1.33M
|
|
|
Jul 24, 2023
Q2 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-2.7K- 4.36% |
$72.8K - $82.5K
|
59.2K
$2.35M
|
|
|
Jul 19, 2023
Q2 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-2.7K- 43.65% |
$72.9K - $82.5K
|
3.49K
$138K
|
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-2.73K- 65.82% |
$73.7K - $83.5K
|
1.42K
$56.3K
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-2.77K- 23.6% |
$74.9K - $84.8K
|
8.98K
$356K
|
|
|
Jul 27, 2023
Q2 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-2.77K- 15.96% |
$74.9K - $84.8K
|
14.6K
$580K
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2.79K- 4.61% |
$75.4K - $85.4K
|
57.9K
$2.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-2.81K- 29.58% |
$75.7K - $85.7K
|
6.68K
$265K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-2.81K- 12.49% |
$75.8K - $85.8K
|
19.7K
$781K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2.83K- 24.42% |
$76.4K - $86.5K
|
8.76K
$348K
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.87K- 19.79% |
$77.3K - $87.6K
|
11.6K
$461K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.88K- 0.22% |
$77.8K - $88.1K
|
1.28M
$50.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-2.9K- 3.86% |
$78.3K - $88.7K
|
72.4K
$2.87M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.91K- 24.67% |
$78.6K - $89K
|
8.89K
$353K
|
|
|
Jul 07, 2023
Q2 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-2.93K- 1.15% |
$79.1K - $89.6K
|
252K
$10M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.97K- 17.7% |
$80.2K - $90.8K
|
13.8K
$548K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.97K- 3.91% |
$80.2K - $90.8K
|
73.1K
$2.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-2.99K- 3.35% |
$80.6K - $91.2K
|
86.1K
$3.42M
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2.99K- 13.45% |
$80.8K - $91.4K
|
19.3K
$764K
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-3K- 0.94% |
$80.9K - $91.6K
|
315K
$12.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-3K- 10.4% |
$81K - $91.7K
|
25.9K
$1.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.02K- 10.54% |
$81.6K - $92.4K
|
25.7K
$1.02M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-3.06K- 0.35% |
$82.5K - $93.4K
|
861K
$34.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Arnhold LLC
|
SELL
|
- |
-3.06K- 1.03% |
$82.6K - $93.5K
|
294K
$11.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-3.08K- 5.06% |
$83.2K - $94.2K
|
57.9K
$2.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-3.15K- 1.78% |
$85.1K - $96.3K
|
174K
$6.89M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3.16K- 4.43% |
$85.2K - $96.4K
|
68.1K
$2.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-3.16K- 12.67% |
$85.2K - $96.4K
|
21.8K
$864K
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-3.17K- 23.73% |
$85.6K - $97K
|
10.2K
$405K
|
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-3.2K- 13.79% |
$86.4K - $97.8K
|
20K
$794K
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.21K- 2.73% |
$86.5K - $97.9K
|
114K
$4.52M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.21K- 3.0% |
$86.7K - $98.2K
|
104K
$4.12M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3.24K- 2.95% |
$87.4K - $99K
|
107K
$4.24M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-3.26K- 2.41% |
$88K - $99.6K
|
132K
$5.23M
|
|
|
Sep 19, 2023
Q2 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-3.3K- 3.79% |
$89.1K - $101K
|
83.8K
$3.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-3.3K- 0.55% |
$89.1K - $101K
|
593K
$23.5M
|
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-3.33K- 18.88% |
$89.8K - $102K
|
14.3K
$567K
|