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 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.13K+ 8.64% |
$57.6K - $65.2K
|
26.8K
$1.19M
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.13K+ 1.55% |
$57.5K - $65.1K
|
139K
$6.18M
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.11K+ 1.65% |
$57K - $64.6K
|
130K
$5.79M
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.1K+ 9.09% |
$56.8K - $64.3K
|
25.2K
$1.12M
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.1K+ 185.35% |
$56.7K - $64.2K
|
3.23K
$143K
|
|
Aug 09, 2023
Q2 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
2.1K+ 14.31% |
$56.7K - $64.2K
|
16.8K
$745K
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.08K+ 14.2% |
$56K - $63.4K
|
16.7K
$740K
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.06K+ 13.63% |
$55.7K - $63K
|
17.2K
$763K
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2.02K+ 4.18% |
$54.4K - $61.6K
|
50.3K
$2.23M
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
2.01K+ 15.23% |
$54.3K - $61.5K
|
15.2K
$675K
|
|
Jul 28, 2023
Q2 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
2K+ 13.37% |
$54K - $61.2K
|
17K
$753K
|
|
Jul 18, 2023
Q2 2023
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
2K+ 21.04% |
$54K - $61.1K
|
11.5K
$511K
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
2KNew |
$54K - $61.1K
|
2K
$88.8K
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
1.98K+ 11.66% |
$53.5K - $60.6K
|
19K
$842K
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.95K+ 4.67% |
$52.5K - $59.5K
|
43.6K
$1.93M
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.94K+ 0.68% |
$52.2K - $59.1K
|
286K
$12.7M
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.93K+ 4.79% |
$52K - $58.9K
|
42.2K
$1.87M
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
1.92K+ 8.13% |
$51.9K - $58.8K
|
25.6K
$1.13M
|
|
Jul 21, 2023
Q2 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.9K+ 1.65% |
$51.4K - $58.2K
|
117K
$5.19M
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.88K+ 1.12% |
$50.6K - $57.3K
|
170K
$7.53M
|
|
Jul 26, 2023
Q2 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.86K+ 2.09% |
$50.3K - $56.9K
|
91.1K
$4.04M
|
|
Jul 10, 2023
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.85K+ 7.6% |
$50K - $56.7K
|
26.3K
$1.17M
|
|
Aug 11, 2023
Q2 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
1.8K+ 4.67% |
$48.6K - $55.1K
|
40.4K
$1.79M
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1.8KNew |
$48.6K - $55K
|
1.8K
$79.9K
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
1.77KNew |
$47.9K - $54.2K
|
1.77K
$78.7K
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.77K+ 1.66% |
$47.7K - $54.1K
|
108K
$4.8M
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
BUY
|
- |
1.75K+ 1.05% |
$47.3K - $53.6K
|
169K
$7.51M
|
|
Aug 07, 2023
Q2 2023
|
Private Management Group Inc
|
BUY
|
- |
1.74K+ 12.63% |
$46.9K - $53.1K
|
15.5K
$688K
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.73K+ 0.15% |
$46.6K - $52.7K
|
1.15M
$50.8M
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.72KNew |
$46.5K - $52.7K
|
1.72K
$76.5K
|
|
Jul 19, 2023
Q2 2023
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
1.72K+ 1.2% |
$46.4K - $52.6K
|
145K
$6.45M
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.72K+ 8.17% |
$46.3K - $52.4K
|
22.7K
$1.01M
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.7K+ 20.73% |
$45.9K - $52K
|
9.9K
$439K
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.69K+ 1.9% |
$45.6K - $51.6K
|
90.7K
$4.02M
|
|
Jul 31, 2023
Q2 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
1.68K+ 8.47% |
$45.2K - $51.2K
|
21.5K
$952K
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.67K+ 4.11% |
$45.2K - $51.1K
|
42.4K
$1.88M
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.63K+ 3.37% |
$44K - $49.8K
|
50K
$2.22M
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.62K+ 1.37% |
$43.8K - $49.5K
|
120K
$5.31M
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.61K+ 8.72% |
$43.4K - $49.1K
|
20.1K
$890K
|
|
Jul 31, 2023
Q2 2023
|
West Bancorporation Inc
|
BUY
|
- |
1.6K+ 17.55% |
$43.2K - $48.9K
|
10.7K
$475K
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
1.59K+ 6.21% |
$42.9K - $48.5K
|
27.2K
$1.21M
|
|
Jul 13, 2023
Q2 2023
|
Consolidated Capital Management, LLC
|
BUY
|
- |
1.58K+ 1.38% |
$42.8K - $48.4K
|
116K
$5.15M
|
|
Aug 11, 2023
Q2 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.58K+ 8.27% |
$42.6K - $48.3K
|
20.7K
$918K
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.57K+ 14.56% |
$42.3K - $47.9K
|
12.3K
$547K
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.56K+ 6.22% |
$42.1K - $47.7K
|
26.6K
$1.18M
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
1.53K+ 8.49% |
$41.2K - $46.7K
|
19.5K
$866K
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.51K+ 1.59% |
$40.6K - $46K
|
96.5K
$4.28M
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.51K+ 6.87% |
$40.6K - $46K
|
23.4K
$1.04M
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.5K+ 20.5% |
$40.5K - $45.8K
|
8.82K
$391K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.5KNew |
$40.4K - $45.7K
|
1.5K
$66.4K
|