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 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.34K- 18.85% |
$90K - $102K
|
14.4K
$568K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-3.34K- 18.71% |
$90.2K - $102K
|
14.5K
$575K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.36K- 2.92% |
$90.7K - $103K
|
112K
$4.42M
|
|
|
Aug 01, 2023
Q2 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-3.38K- 0.41% |
$91.3K - $103K
|
814K
$32.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-3.41K- 21.44% |
$92K - $104K
|
12.5K
$494K
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-3.43K- 3.83% |
$92.6K - $105K
|
86.2K
$3.41M
|
|
|
Aug 07, 2023
Q2 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-3.45K- 13.62% |
$93.1K - $105K
|
21.9K
$866K
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-3.46K- 16.1% |
$93.3K - $106K
|
18K
$713K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3.48K- 12.99% |
$93.8K - $106K
|
23.3K
$922K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.48K- 23.89% |
$94K - $106K
|
11.1K
$439K
|
|
|
Aug 03, 2023
Q2 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-3.51K- 23.69% |
$94.7K - $107K
|
11.3K
$447K
|
|
|
Aug 14, 2023
Q2 2023
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-3.52K- 0.26% |
$94.9K - $107K
|
1.36M
$53.8M
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-3.52K- 10.21% |
$94.9K - $107K
|
30.9K
$1.22M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-3.53K- 2.22% |
$95.2K - $108K
|
156K
$6.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-3.56K- 6.39% |
$96K - $109K
|
52.2K
$2.06M
|
|
|
Aug 02, 2023
Q2 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-3.58K- 33.58% |
$96.7K - $109K
|
7.08K
$280K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.59K- 1.99% |
$96.9K - $110K
|
177K
$7M
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.68K- 21.97% |
$99.3K - $112K
|
13.1K
$517K
|
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-3.68K- 24.85% |
$99.4K - $113K
|
11.1K
$441K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.69K- 5.55% |
$99.6K - $113K
|
62.7K
$2.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-3.75K- 5.46% |
$101K - $115K
|
65K
$2.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-3.79K- 8.16% |
$102K - $116K
|
42.6K
$1.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.81K- 19.29% |
$103K - $116K
|
15.9K
$630K
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-3.85K- 2.17% |
$104K - $118K
|
174K
$6.88M
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-3.88K- 20.47% |
$105K - $119K
|
15.1K
$597K
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-3.91K- 1.08% |
$105K - $119K
|
359K
$14.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Howard Capital Management Inc.
|
SELL
|
- |
-3.94K- 9.38% |
$106K - $120K
|
38K
$1.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Mason & Associates Inc
|
SELL
|
- |
-3.95K- 20.66% |
$107K - $121K
|
15.2K
$601K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.95K- 3.76% |
$107K - $121K
|
101K
$4M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-3.95K- 62.99% |
$107K - $121K
|
2.32K
$91.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.95K- 3.35% |
$107K - $121K
|
114K
$4.52M
|
|
|
Aug 02, 2023
Q2 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-4K- 19.46% |
$108K - $122K
|
16.6K
$655K
|
|
|
Aug 04, 2023
Q2 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-4K- 1.99% |
$108K - $122K
|
197K
$7.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-4.02K- 5.42% |
$109K - $123K
|
70.2K
$2.78M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-4.07K- 10.72% |
$110K - $124K
|
33.8K
$1.34M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-4.07K- 0.44% |
$110K - $124K
|
919K
$36.4M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-4.08K- 9.85% |
$110K - $125K
|
37.4K
$1.48M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.09K- 6.97% |
$110K - $125K
|
54.6K
$2.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-4.12K- 28.46% |
$111K - $126K
|
10.4K
$410K
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-4.14K- 14.09% |
$112K - $126K
|
25.2K
$998K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.14K- 0.52% |
$112K - $127K
|
792K
$31.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.17K- 2.34% |
$112K - $127K
|
174K
$6.87M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.19K- 4.88% |
$113K - $128K
|
81.6K
$3.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.19K- 13.4% |
$113K - $128K
|
27.1K
$1.07M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.19K- 13.4% |
$113K - $128K
|
27.1K
$1.07M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.2K- 4.86% |
$113K - $128K
|
82.2K
$3.25M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-4.2K- 4.75% |
$113K - $128K
|
84.2K
$3.33M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.22K- 14.29% |
$114K - $129K
|
25.3K
$1M
|
|
|
Aug 02, 2023
Q2 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-4.23K- 1.27% |
$114K - $129K
|
328K
$13M
|
|
|
Aug 09, 2023
Q2 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-4.29K- 4.34% |
$116K - $131K
|
94.6K
$3.74M
|