Purchases and Sales Made in Q2 2023 in Bank Of America Corp (BAC)

BAC Quotes by TradingView

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 17, 2023 Q2 2023
Boothe Investment Group, Inc.

Dover, DE
BUY
 -
5.21K
+ 3.24%
$141K - $159K
166K $7.37M
Aug 14, 2023 Q2 2023
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
5.1K
+ 24.36%
$138K - $156K
26K $1.16M
Aug 09, 2023 Q2 2023
River Wealth Advisors LLC

Camp Hill, PA
BUY
 -
5.09K
+ 3.08%
$137K - $156K
170K $7.56M
Aug 02, 2023 Q2 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
5.09K
New
$137K - $156K
5.09K $226K
Aug 04, 2023 Q2 2023
Stoneridge Investment Partners LLC

BUY
 -
5.08K
+ 13.1%
$137K - $155K
43.9K $1.95M
Aug 14, 2023 Q2 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
5.04K
+ 5.84%
$136K - $154K
91.3K $4.05M
Aug 07, 2023 Q2 2023
Red Door Wealth Management, LLC

BUY
 -
5.02K
+ 4.0%
$135K - $153K
130K $5.79M
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
5K
+ 15.68%
$135K - $153K
36.9K $1.64M
Jul 07, 2023 Q2 2023
Parkside Investments, LLC

BUY
 -
5K
+ 12.99%
$135K - $153K
43.5K $1.93M
Jul 27, 2023 Q2 2023
Channing Global Advisors, LLC

BUY
 -
4.99K
+ 25.38%
$135K - $153K
24.7K $1.09M
Jul 11, 2023 Q2 2023
Capital Investment Advisors, LLC

BUY
 -
4.91K
+ 0.9%
$132K - $150K
552K $24.5M
Aug 10, 2023 Q2 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
4.89K
+ 4.37%
$132K - $149K
117K $5.17M
Aug 14, 2023 Q2 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
4.84K
+ 61.53%
$131K - $148K
12.7K $564K
Aug 11, 2023 Q2 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
4.82K
+ 25.83%
$130K - $147K
23.5K $1.04M
Jul 13, 2023 Q2 2023
Marcum Wealth, LLC

BUY
 -
4.81K
+ 12.64%
$130K - $147K
42.8K $1.9M
Jul 13, 2023 Q2 2023
Patton Albertson Miller Group, LLC

BUY
 -
4.79K
+ 4.86%
$129K - $146K
103K $4.58M
Jul 20, 2023 Q2 2023
Pfg Advisors

BUY
 -
4.79K
+ 15.25%
$129K - $146K
36.2K $1.61M
Jun 17, 2024 Q2 2023
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
4.7K
+ 41.68%
$127K - $144K
16K $709K
Jul 03, 2023 Q2 2023
Canandaigua National Bank & Trust CO

Canandaigua, NY
BUY
 -
4.64K
+ 4.79%
$125K - $142K
102K $4.51M
Aug 14, 2023 Q2 2023
Fuller & Thaler Asset Management, Inc.

San Mateo, CA
BUY
 -
4.61K
+ 34.71%
$124K - $141K
17.9K $794K
Jul 31, 2023 Q2 2023
Sargent Investment Group, LLC

BUY
 -
4.59K
+ 12.83%
$124K - $140K
40.4K $1.79M
Jul 24, 2023 Q2 2023
Hexagon Capital Partners LLC

BUY
 -
4.57K
+ 7.97%
$123K - $140K
61.9K $2.75M
Aug 10, 2023 Q2 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
4.56K
+ 4.09%
$123K - $139K
116K $5.15M
Jul 10, 2023 Q2 2023
Cva Family Office, LLC

BUY
 -
4.5K
+ 71.26%
$122K - $138K
10.8K $480K
Oct 12, 2023 Q2 2023
Macquarie Group LTD

Australia, C3
BUY
 -
4.5K
+ 0.42%
$121K - $138K
1.07M $47.3M
Aug 08, 2023 Q2 2023
Jacobi Capital Management LLC

BUY
 -
4.5K
+ 2.77%
$121K - $137K
167K $7.41M
Aug 10, 2023 Q2 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
4.48K
+ 6.43%
$121K - $137K
74.1K $3.29M
Jul 25, 2023 Q2 2023
Connecticut Wealth Management, LLC

BUY
 -
4.43K
+ 13.57%
$120K - $135K
37.1K $1.65M
Aug 10, 2023 Q2 2023
Check Capital Management Inc

BUY
 -
4.43K
+ 2.89%
$120K - $135K
158K $7.01M
Jan 31, 2024 Q2 2023
Check Capital Management Inc

BUY
 -
4.43K
+ 2.89%
$120K - $135K
158K $7.01M
Aug 14, 2023 Q2 2023
Wealthsource Partners, LLC

BUY
 -
4.42K
+ 10.63%
$119K - $135K
46K $2.04M
Jul 18, 2023 Q2 2023
Denali Advisors LLC

BUY
 -
4.4K
+ 17.6%
$119K - $134K
29.4K $1.3M
Aug 24, 2023 Q2 2023
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
4.37K
+ 4.85%
$118K - $134K
94.5K $4.19M
Jul 11, 2023 Q2 2023
Cra Financial Services, LLC

BUY
 -
4.35K
+ 10.68%
$117K - $133K
45.1K $2M
Jul 06, 2023 Q2 2023
Prentice Wealth Management LLC

BUY
 -
4.33K
+ 34.86%
$117K - $132K
16.8K $744K
Aug 08, 2023 Q2 2023
Kovitz Investment Group Partners, LLC

BUY
 -
4.27K
+ 0.78%
$115K - $130K
555K $24.6M
Jul 26, 2023 Q2 2023
Arkadios Wealth Advisors

BUY
 -
4.23K
+ 10.28%
$114K - $129K
45.4K $2.01M
Jul 13, 2023 Q2 2023
Dorchester Wealth Management CO

BUY
 -
4.2K
+ 12.51%
$113K - $128K
37.8K $1.68M
Aug 14, 2023 Q2 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
4.17K
+ 16.85%
$113K - $128K
28.9K $1.28M
Jul 26, 2023 Q2 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
4.16K
+ 4.55%
$112K - $127K
95.7K $4.25M
Aug 10, 2023 Q2 2023
Probity Advisors, Inc.

Dallas, TX
BUY
 -
4.16K
+ 9.48%
$112K - $127K
48K $2.13M
Aug 08, 2023 Q2 2023
Concentric Wealth Management, LLC

Lafayette, CA
BUY
 -
4.12K
+ 3.94%
$111K - $126K
109K $4.83M
Jul 13, 2023 Q2 2023
Veriti Management LLC

BUY
 -
4.11K
+ 3.66%
$111K - $126K
116K $5.16M
Aug 11, 2023 Q2 2023
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
4.11K
+ 10.17%
$111K - $126K
44.5K $1.98M
Aug 07, 2023 Q2 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
4.11K
+ 14.18%
$111K - $125K
33.1K $1.47M
Aug 08, 2023 Q2 2023
S&Co Inc

Boston, MA
BUY
 -
4.05K
+ 3.31%
$109K - $124K
126K $5.61M
Aug 23, 2023 Q2 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
4.02K
+ 6.8%
$109K - $123K
63.2K $2.8M
Aug 11, 2023 Q2 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
3.97K
+ 7.24%
$107K - $121K
58.9K $2.61M
Jul 24, 2023 Q2 2023
Dohj, LLC

Seattle, WA
BUY
 -
3.97K
+ 10.43%
$107K - $121K
42K $1.87M

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