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 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
10.7KNew |
$288K - $326K
|
10.7K
$474K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.6K+ 12.93% |
$287K - $325K
|
93K
$4.13M
|
|
|
Nov 13, 2023
Q2 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
10.6K+ 2.55% |
$287K - $325K
|
427K
$19M
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
10.6K+ 23.09% |
$286K - $324K
|
56.5K
$2.51M
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
10.6K+ 3.41% |
$285K - $323K
|
320K
$14.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Eagle Capital Management LLC
New York, NY |
BUY
|
- |
10.6K+ 15.71% |
$285K - $322K
|
77.7K
$3.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10.5K+ 23.71% |
$284K - $322K
|
55K
$2.44M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10.5K+ 8.95% |
$283K - $320K
|
127K
$5.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
10.5KNew |
$282K - $320K
|
10.5K
$464K
|
|
|
Aug 01, 2023
Q2 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
10.4KNew |
$281K - $318K
|
10.4K
$461K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.3K+ 36.15% |
$278K - $315K
|
38.8K
$1.72M
|
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
10.3K+ 22.48% |
$278K - $315K
|
56.1K
$2.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
10.3K+ 4.17% |
$277K - $313K
|
256K
$11.4M
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
10.3K+ 4.17% |
$277K - $313K
|
256K
$11.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
10.1K+ 89.62% |
$273K - $310K
|
21.4K
$951K
|
|
|
Aug 01, 2023
Q2 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
10.1K+ 54.47% |
$273K - $309K
|
28.6K
$1.27M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
10K+ 61.87% |
$271K - $307K
|
26.3K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
10K+ 11.08% |
$271K - $307K
|
101K
$4.47M
|
|
|
Jul 25, 2023
Q2 2023
|
Homestead Advisers Corp
|
BUY
|
- |
10K+ 0.58% |
$270K - $306K
|
1.73M
$76.7M
|
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
9.92KNew |
$268K - $303K
|
9.92K
$440K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
9.87K+ 7.84% |
$266K - $302K
|
136K
$6.03M
|
|
|
Jul 31, 2023
Q2 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
9.8K+ 14.02% |
$265K - $299K
|
79.7K
$3.54M
|
|
|
Aug 14, 2023
Q2 2023
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
9.8KNew |
$264K - $299K
|
9.8K
$435K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
9.68K+ 5.31% |
$261K - $296K
|
192K
$8.51M
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
9.63KNew |
$260K - $294K
|
9.63K
$427K
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
9.62K+ 55.18% |
$260K - $294K
|
27K
$1.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
9.58K+ 2.36% |
$259K - $293K
|
415K
$18.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
9.57K+ 5.59% |
$258K - $292K
|
181K
$8.02M
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
9.55K+ 11.06% |
$258K - $292K
|
95.9K
$4.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
9.54KNew |
$257K - $292K
|
9.54K
$423K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
9.52K+ 10.41% |
$257K - $291K
|
101K
$4.48M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
9.52K+ 10.41% |
$257K - $291K
|
101K
$4.48M
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
9.51K+ 0.84% |
$257K - $291K
|
1.15M
$50.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
9.48K+ 12.4% |
$256K - $290K
|
85.9K
$3.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Worth Venture Partners, LLC
Fort Lee, NJ |
BUY
|
- |
9.39K+ 30.39% |
$253K - $287K
|
40.3K
$1.79M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
9.3K+ 33.37% |
$251K - $284K
|
37.2K
$1.65M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.3KNew |
$251K - $284K
|
9.3K
$413K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9.22K+ 20.4% |
$249K - $282K
|
54.4K
$2.41M
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
9.2KNew |
$248K - $281K
|
9.2K
$408K
|
|
|
Jul 14, 2023
Q2 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
9.18K+ 16.26% |
$248K - $280K
|
65.6K
$2.91M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
9.16K+ 816.67% |
$247K - $280K
|
10.3K
$456K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
9.11KNew |
$246K - $278K
|
9.11K
$404K
|
|
|
Aug 11, 2023
Q2 2023
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
9.08KNew |
$245K - $278K
|
9.08K
$403K
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
9.02KNew |
$244K - $276K
|
9.02K
$400K
|
|
|
Aug 11, 2023
Q2 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
9K+ 34.48% |
$243K - $275K
|
35.1K
$1.56M
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
9K+ 80.29% |
$243K - $275K
|
20.2K
$896K
|
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
BUY
|
- |
8.95K+ 29.11% |
$242K - $274K
|
39.7K
$1.76M
|
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
8.94K+ 102.46% |
$241K - $273K
|
17.7K
$784K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.87K+ 18.11% |
$239K - $271K
|
57.8K
$2.57M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
8.86KNew |
$239K - $271K
|
8.86K
$393K
|