Purchases and Sales Made in Q1 2023 in Bank Of America Corp (BAC)
This table provides information about the institutional ownership of Bank Of America Corp (BAC) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 28, 2023
Q1 2023
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
38.8KNew |
$1.05M - $1.43M
|
38.8K
$1.81M
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
38.7K+ 457.5% |
$1.04M - $1.42M
|
47.1K
$2.19M
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
38.5K+ 31.24% |
$1.04M - $1.42M
|
162K
$7.52M
|
|
May 15, 2023
Q1 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
38.3KNew |
$1.03M - $1.41M
|
38.3K
$1.78M
|
|
Apr 13, 2023
Q1 2023
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
38.2K+ 31.16% |
$1.03M - $1.4M
|
161K
$7.48M
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
37.3K+ 126.29% |
$1.01M - $1.37M
|
66.9K
$3.11M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
36.8K+ 16.76% |
$993K - $1.35M
|
256K
$11.9M
|
|
May 15, 2023
Q1 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
36.8KNew |
$992K - $1.35M
|
36.8K
$1.71M
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
36.6K+ 22.49% |
$987K - $1.35M
|
199K
$9.28M
|
|
May 12, 2023
Q1 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
36.5K+ 305.39% |
$986K - $1.34M
|
48.5K
$2.26M
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
36.5K+ 2.85% |
$984K - $1.34M
|
1.32M
$61.3M
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
36.3K+ 36.73% |
$979K - $1.33M
|
135K
$6.28M
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
36.2K+ 14.91% |
$977K - $1.33M
|
279K
$13M
|
|
May 16, 2023
Q1 2023
|
Check Capital Management Inc
|
BUY
|
- |
35.8K+ 30.42% |
$965K - $1.32M
|
153K
$7.14M
|
|
Jan 31, 2024
Q1 2023
|
Check Capital Management Inc
|
BUY
|
- |
35.8K+ 30.42% |
$965K - $1.32M
|
153K
$7.14M
|
|
Apr 11, 2023
Q1 2023
|
Consolidated Capital Management, LLC
|
BUY
|
- |
34.8K+ 43.62% |
$938K - $1.28M
|
114K
$5.33M
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
34.7KNew |
$937K - $1.28M
|
34.7K
$1.62M
|
|
Apr 06, 2023
Q1 2023
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
34.6K+ 4.83% |
$932K - $1.27M
|
751K
$34.9M
|
|
May 12, 2023
Q1 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
34.5K+ 418.09% |
$930K - $1.27M
|
42.7K
$1.99M
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
33.9K+ 15.48% |
$915K - $1.25M
|
253K
$11.8M
|
|
May 15, 2023
Q1 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
32.8K+ 1.33% |
$886K - $1.21M
|
2.5M
$116M
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
32.4K+ 27.41% |
$874K - $1.19M
|
151K
$7M
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
32.4K+ 11.67% |
$873K - $1.19M
|
310K
$14.4M
|
|
Apr 25, 2023
Q1 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
32.3K+ 10.75% |
$871K - $1.19M
|
333K
$15.5M
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
32KNew |
$863K - $1.18M
|
32K
$1.49M
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
31.6K+ 4.36% |
$851K - $1.16M
|
755K
$35.1M
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
31.3KNew |
$844K - $1.15M
|
31.3K
$1.46M
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
31K+ 2.11% |
$836K - $1.14M
|
1.5M
$69.9M
|
|
May 01, 2023
Q1 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
30.9K+ 18.0% |
$834K - $1.14M
|
203K
$9.43M
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
30.7K+ 356.46% |
$828K - $1.13M
|
39.3K
$1.83M
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
29.3KNew |
$792K - $1.08M
|
29.3K
$1.37M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29K+ 0.9% |
$783K - $1.07M
|
3.25M
$151M
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
29K+ 345.83% |
$781K - $1.07M
|
37.4K
$1.74M
|
|
May 11, 2023
Q1 2023
|
Arnhold LLC
|
BUY
|
- |
28.6K+ 10.66% |
$771K - $1.05M
|
297K
$13.8M
|
|
Apr 17, 2023
Q1 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
28.4KNew |
$765K - $1.04M
|
28.4K
$1.32M
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
28K+ 38.56% |
$756K - $1.03M
|
101K
$4.68M
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
28K+ 10.84% |
$755K - $1.03M
|
286K
$13.3M
|
|
May 11, 2023
Q1 2023
|
Good Haven Capital Management, LLC
Millburn, NJ |
BUY
|
- |
27.8K+ 16.05% |
$751K - $1.02M
|
201K
$9.36M
|
|
May 12, 2023
Q1 2023
|
Uss Investment Management LTD
|
BUY
|
- |
27.6K+ 2.51% |
$745K - $1.02M
|
1.13M
$52.5M
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
27.1K+ 70.44% |
$730K - $995K
|
65.5K
$3.05M
|
|
May 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
27K+ 79.75% |
$729K - $993K
|
60.9K
$2.83M
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
26.9K+ 0.43% |
$725K - $989K
|
6.33M
$294M
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
26.8KNew |
$722K - $985K
|
26.8K
$1.25M
|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
26.8K+ 17.08% |
$722K - $985K
|
184K
$8.54M
|
|
May 05, 2023
Q1 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
26.7K+ 17.83% |
$721K - $983K
|
177K
$8.22M
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
26.3K+ 2.29% |
$710K - $968K
|
1.18M
$54.8M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26.3K+ 6.81% |
$709K - $966K
|
412K
$19.2M
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
26.2K+ 31.44% |
$707K - $964K
|
110K
$5.1M
|
|
May 10, 2023
Q1 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
26.1KNew |
$704K - $960K
|
26.1K
$1.21M
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
26K+ 4.7% |
$702K - $957K
|
580K
$27M
|