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 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3.91K+ 41.76% |
$105K - $119K
|
13.3K
$588K
|
|
|
Aug 02, 2023
Q2 2023
|
Fusion Capital, LLC
|
BUY
|
- |
3.9K+ 2.6% |
$105K - $119K
|
154K
$6.82M
|
|
|
Aug 09, 2023
Q2 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
3.86K+ 1.57% |
$104K - $118K
|
250K
$11.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
3.85K+ 6.47% |
$104K - $118K
|
63.4K
$2.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.84K+ 8.37% |
$104K - $117K
|
49.7K
$2.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
3.8K+ 8.15% |
$103K - $116K
|
50.4K
$2.24M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
3.79K+ 9.02% |
$102K - $116K
|
45.9K
$2.04M
|
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
BUY
|
- |
3.76K+ 29.46% |
$101K - $115K
|
16.5K
$732K
|
|
|
Aug 03, 2023
Q2 2023
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
3.74K+ 20.45% |
$101K - $114K
|
22K
$978K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
3.74K+ 3.93% |
$101K - $114K
|
98.8K
$4.38M
|
|
|
Nov 07, 2024
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
3.69K+ 16.35% |
$99.6K - $113K
|
26.3K
$1.17M
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.68K+ 26.71% |
$99.4K - $113K
|
17.5K
$775K
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.65K+ 10.19% |
$98.6K - $112K
|
39.5K
$1.75M
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
3.64K+ 8.37% |
$98.3K - $111K
|
47.2K
$2.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Miramar Capital, LLC
|
BUY
|
- |
3.63K+ 14.02% |
$97.9K - $111K
|
29.5K
$1.31M
|
|
|
Aug 04, 2023
Q2 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
3.63K+ 15.19% |
$97.9K - $111K
|
27.5K
$1.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.58K+ 6.57% |
$96.5K - $109K
|
58K
$2.57M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
3.56KNew |
$96K - $109K
|
3.56K
$158K
|
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
3.55K+ 6.14% |
$95.8K - $108K
|
61.4K
$2.72M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.54K+ 2.24% |
$95.5K - $108K
|
162K
$7.17M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.53K+ 43.52% |
$95.3K - $108K
|
11.6K
$517K
|
|
|
Jul 27, 2023
Q2 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
3.52K+ 1.45% |
$95K - $108K
|
246K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
3.5K+ 14.18% |
$94.5K - $107K
|
28.2K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
3.46K+ 6.28% |
$93.4K - $106K
|
58.5K
$2.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
3.44K+ 1.61% |
$92.9K - $105K
|
217K
$9.61M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.44K+ 4.16% |
$92.8K - $105K
|
86.1K
$3.82M
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
3.41K+ 135.82% |
$91.9K - $104K
|
5.91K
$262K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.4K+ 35.41% |
$91.7K - $104K
|
13K
$577K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.36K+ 4.39% |
$90.6K - $103K
|
79.8K
$3.54M
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
3.34K+ 13.75% |
$90.2K - $102K
|
27.6K
$1.23M
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
3.31K+ 11.2% |
$89.4K - $101K
|
32.9K
$1.46M
|
|
|
Aug 10, 2023
Q2 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
3.27K+ 3.01% |
$88.2K - $99.8K
|
112K
$4.96M
|
|
|
Jul 20, 2023
Q2 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
3.24K+ 1.08% |
$87.5K - $99.1K
|
303K
$13.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
3.22K+ 36.16% |
$87K - $98.5K
|
12.1K
$539K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3.2K+ 10.36% |
$86.4K - $97.9K
|
34.1K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
3.2K+ 10.55% |
$86.4K - $97.8K
|
33.5K
$1.49M
|
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
BUY
|
- |
3.19K+ 5.81% |
$86.2K - $97.6K
|
58.1K
$2.58M
|
|
|
Jul 20, 2023
Q2 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
3.18K+ 2.53% |
$85.7K - $97K
|
129K
$5.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
3.18K+ 2.53% |
$85.7K - $97K
|
129K
$5.72M
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
BUY
|
- |
3.17K+ 9.2% |
$85.5K - $96.8K
|
37.6K
$1.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
3.14K+ 4.92% |
$84.7K - $96K
|
67K
$2.97M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
3.12K+ 1.41% |
$84.2K - $95.3K
|
224K
$9.95M
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
3.07K+ 19.48% |
$82.9K - $93.9K
|
18.8K
$836K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
3.04K+ 228.38% |
$82.1K - $93K
|
4.37K
$194K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.03K+ 0.72% |
$81.8K - $92.6K
|
426K
$18.9M
|
|
|
Sep 18, 2023
Q2 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
3K+ 9.02% |
$81K - $91.7K
|
36.3K
$1.61M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.99K+ 6.71% |
$80.6K - $91.3K
|
47.5K
$2.11M
|
|
|
Jul 19, 2023
Q2 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
2.96K+ 3.97% |
$80K - $90.5K
|
77.6K
$3.44M
|
|
|
Sep 14, 2023
Q2 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
2.95K+ 4.84% |
$79.5K - $90.1K
|
63.8K
$2.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
2.93K+ 6.18% |
$79.1K - $89.5K
|
50.4K
$2.24M
|