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
|
Pro Share Advisors LLC
|
SELL
|
- |
-42.1K- 2.54% |
$1.14M - $1.29M
|
1.61M
$63.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-43.1K- 2.37% |
$1.16M - $1.32M
|
1.78M
$70.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-45.5K- 79.35% |
$1.23M - $1.39M
|
11.8K
$469K
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-45.9K- 3.97% |
$1.24M - $1.4M
|
1.11M
$43.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-46K- 8.54% |
$1.24M - $1.41M
|
492K
$19.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-46.4K- 46.47% |
$1.25M - $1.42M
|
53.5K
$2.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-47.8K- 13.95% |
$1.29M - $1.46M
|
295K
$11.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-48K- 41.66% |
$1.3M - $1.47M
|
67.2K
$2.66M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-48.8K- 0.65% |
$1.32M - $1.49M
|
7.44M
$295M
|
|
|
Aug 14, 2023
Q2 2023
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-48.9K- 1.11% |
$1.32M - $1.5M
|
4.37M
$173M
|
|
|
Aug 07, 2023
Q2 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-49K- 15.41% |
$1.32M - $1.5M
|
269K
$10.6M
|
|
|
Aug 11, 2023
Q2 2023
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-50K- 12.72% |
$1.35M - $1.53M
|
343K
$13.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Allie Family Office LLC
|
SELL
|
- |
-50K- 71.03% |
$1.35M - $1.53M
|
20.4K
$807K
|
|
|
Aug 14, 2023
Q2 2023
|
Old West Investment Management, LLC
Los Angeles, CA |
SELL
|
- |
-50.1K- 70.24% |
$1.35M - $1.53M
|
21.2K
$840K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-50.1K- 35.22% |
$1.35M - $1.53M
|
92.2K
$3.65M
|
|
|
Aug 02, 2023
Q2 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-50.2K- 1.03% |
$1.35M - $1.53M
|
4.8M
$190M
|
|
|
Aug 10, 2023
Q2 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-50.3K- 5.24% |
$1.36M - $1.54M
|
910K
$36M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-51.1K- 61.71% |
$1.38M - $1.56M
|
31.7K
$1.26M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-51.6K- 59.05% |
$1.39M - $1.58M
|
35.8K
$1.42M
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-51.9K- 9.5% |
$1.4M - $1.59M
|
494K
$19.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-52.4K- 41.35% |
$1.41M - $1.6M
|
74.3K
$2.94M
|
|
|
Nov 14, 2024
Q2 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-53.5K- 26.25% |
$1.44M - $1.64M
|
150K
$5.95M
|
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-53.5K- 82.57% |
$1.44M - $1.64M
|
11.3K
$447K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-53.9K- 76.57% |
$1.46M - $1.65M
|
16.5K
$653K
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-55.6K- 4.44% |
$1.5M - $1.7M
|
1.2M
$47.3M
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
SELL
|
- |
-55.9K- 59.62% |
$1.51M - $1.71M
|
37.9K
$1.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-57.4K- 40.36% |
$1.55M - $1.75M
|
84.8K
$3.36M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-58.7K- 36.28% |
$1.58M - $1.79M
|
103K
$4.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-61.5K- 24.12% |
$1.66M - $1.88M
|
193K
$7.65M
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-63.4K- 0.47% |
$1.71M - $1.94M
|
13.5M
$536M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-64K- 0.76% |
$1.73M - $1.95M
|
8.34M
$330M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-64.4K- 31.53% |
$1.74M - $1.97M
|
140K
$5.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-65.1K- 27.19% |
$1.76M - $1.99M
|
174K
$6.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-68K- 52.67% |
$1.83M - $2.08M
|
61.1K
$2.42M
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-68.4K- 1.66% |
$1.85M - $2.09M
|
4.04M
$160M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-68.9K- 18.1% |
$1.86M - $2.11M
|
312K
$12.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Guardian Investment Management
|
SELL
|
- |
-69.1K- 44.54% |
$1.86M - $2.11M
|
86K
$3.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-69.5K- 27.05% |
$1.87M - $2.12M
|
187K
$7.42M
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
SELL
|
- |
-70.3K- 42.63% |
$1.9M - $2.15M
|
94.6K
$3.74M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-70.4K- 41.21% |
$1.9M - $2.15M
|
100K
$3.98M
|
|
|
Aug 09, 2023
Q2 2023
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-70.5K- 2.43% |
$1.9M - $2.16M
|
2.83M
$112M
|
|
|
Jul 25, 2023
Q2 2023
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-70.9K- 2.95% |
$1.91M - $2.17M
|
2.33M
$92.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-71K- 16.43% |
$1.92M - $2.17M
|
361K
$14.3M
|
|
|
Aug 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-71.7K- 55.34% |
$1.93M - $2.19M
|
57.8K
$2.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-72.1K- 99.35% |
$1.95M - $2.2M
|
468
$18.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-73.2K- 52.56% |
$1.98M - $2.24M
|
66.1K
$2.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-74.5K- 1.82% |
$2.01M - $2.28M
|
4.01M
$159M
|
|
|
Aug 14, 2023
Q2 2023
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-76.5K- 50.1% |
$2.06M - $2.34M
|
76.2K
$3.02M
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-77.1K- 90.12% |
$2.08M - $2.36M
|
8.46K
$335K
|
|
|
Aug 01, 2023
Q2 2023
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-77.2K- 17.35% |
$2.08M - $2.36M
|
368K
$14.6M
|