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 24, 2023
Q2 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
29.5K+ 4277.97% |
$797K - $902K
|
30.2K
$1.41M
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
29.5K+ 28.31% |
$796K - $901K
|
134K
$6.26M
|
|
Jul 10, 2023
Q2 2023
|
Stolper CO
|
BUY
|
- |
29.4K+ 20.34% |
$794K - $899K
|
174K
$8.14M
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
29K+ 4.19% |
$782K - $885K
|
721K
$33.8M
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
28.8K+ 13.38% |
$778K - $881K
|
244K
$11.4M
|
|
Aug 11, 2023
Q2 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
28.8K+ 17.36% |
$777K - $880K
|
195K
$9.12M
|
|
Aug 11, 2023
Q2 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
28.7KNew |
$776K - $878K
|
28.7K
$1.35M
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
28.5K+ 18.91% |
$768K - $870K
|
179K
$8.38M
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
27.9K+ 18.3% |
$754K - $853K
|
181K
$8.45M
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
27.9K+ 894.9% |
$753K - $853K
|
31K
$1.45M
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
27.8K+ 28.41% |
$750K - $850K
|
126K
$5.88M
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
27.7K+ 23.35% |
$747K - $846K
|
146K
$6.85M
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
27.6K+ 20.45% |
$746K - $844K
|
163K
$7.62M
|
|
Oct 04, 2023
Q2 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
27.5K+ 28.01% |
$743K - $841K
|
126K
$5.89M
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
27.4K+ 13.41% |
$740K - $838K
|
232K
$10.9M
|
|
Aug 14, 2023
Q2 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
27.3KNew |
$736K - $834K
|
27.3K
$1.28M
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
27.2KNew |
$734K - $831K
|
27.2K
$1.27M
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
27.1K+ 8.5% |
$731K - $828K
|
346K
$16.2M
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
27.1K+ 47.89% |
$731K - $827K
|
83.6K
$3.91M
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
26.8K+ 5.63% |
$722K - $818K
|
502K
$23.5M
|
|
Aug 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
26.7K+ 11.69% |
$720K - $816K
|
255K
$11.9M
|
|
Jul 28, 2023
Q2 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
26.3K+ 6.98% |
$711K - $805K
|
404K
$18.9M
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
26.3KNew |
$710K - $804K
|
26.3K
$1.23M
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
26K+ 11.8% |
$702K - $795K
|
246K
$11.5M
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
26K+ 2.19% |
$701K - $794K
|
1.21M
$56.6M
|
|
Jul 27, 2023
Q2 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
25.1K+ 112.92% |
$677K - $766K
|
47.3K
$2.21M
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
25KNew |
$675K - $765K
|
25K
$1.17M
|
|
Aug 14, 2023
Q2 2023
|
Gifford Fong Associates
Lafayette, CA |
BUY
|
- |
25K+ 7.51% |
$675K - $764K
|
358K
$16.8M
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
24.6K+ 112.82% |
$665K - $753K
|
46.4K
$2.17M
|
|
Aug 14, 2023
Q2 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
24.4KNew |
$660K - $747K
|
24.4K
$1.14M
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
BUY
|
- |
24.4K+ 8.88% |
$658K - $745K
|
299K
$14M
|
|
Jul 10, 2023
Q2 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
24.2K+ 9.93% |
$653K - $739K
|
268K
$12.5M
|
|
Aug 08, 2023
Q2 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
24.1K+ 21.51% |
$650K - $736K
|
136K
$6.37M
|
|
Aug 04, 2023
Q2 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
24.1K+ 315.77% |
$650K - $736K
|
31.7K
$1.48M
|
|
Aug 14, 2023
Q2 2023
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
23.9K+ 19.69% |
$646K - $731K
|
145K
$6.81M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
23.9K+ 9.13% |
$644K - $729K
|
285K
$13.4M
|
|
Aug 11, 2023
Q2 2023
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
23.5K+ 10.13% |
$634K - $717K
|
255K
$11.9M
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
23.4K+ 9.65% |
$631K - $715K
|
266K
$12.4M
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
23.3K+ 28.3% |
$630K - $713K
|
106K
$4.95M
|
|
Aug 14, 2023
Q2 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
23.1K+ 288.75% |
$623K - $706K
|
31.1K
$1.46M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
23K+ 6.67% |
$620K - $702K
|
367K
$17.2M
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
22.9K+ 115.07% |
$618K - $700K
|
42.8K
$2M
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
22.6K+ 76.57% |
$609K - $690K
|
52.1K
$2.44M
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
22.5K+ 2.7% |
$608K - $688K
|
858K
$40.2M
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
22.3K+ 11.0% |
$603K - $682K
|
225K
$10.5M
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
22.2K+ 315.15% |
$598K - $677K
|
29.2K
$1.37M
|
|
Aug 11, 2023
Q2 2023
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
22.1K+ 0.57% |
$598K - $677K
|
3.92M
$183M
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
22.1K+ 54.92% |
$596K - $675K
|
62.3K
$2.92M
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
21.9K+ 0.71% |
$590K - $668K
|
3.12M
$146M
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
21.8K+ 13.86% |
$588K - $666K
|
179K
$8.38M
|