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 01, 2023
Q2 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
773+ 6.86% |
$20.9K - $23.6K
|
12K
$536K
|
|
|
Jul 27, 2023
Q2 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
770+ 2.36% |
$20.8K - $23.5K
|
33.4K
$1.49M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
750+ 0.3% |
$20.2K - $22.9K
|
247K
$11M
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
750New |
$20.2K - $22.9K
|
750
$33.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
744+ 5.06% |
$20.1K - $22.7K
|
15.4K
$688K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
737+ 1602.17% |
$19.9K - $22.5K
|
783
$34.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
733+ 333.18% |
$19.8K - $22.4K
|
953
$42.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
729+ 5.37% |
$19.7K - $22.3K
|
14.3K
$638K
|
|
|
Jul 21, 2023
Q2 2023
|
Asset Planning Services Inc
|
BUY
|
- |
725+ 0.59% |
$19.6K - $22.2K
|
125K
$5.55M
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
724+ 5.11% |
$19.5K - $22.1K
|
14.9K
$664K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
723+ 12.96% |
$19.5K - $22.1K
|
6.3K
$281K
|
|
|
Aug 11, 2023
Q2 2023
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
718+ 0.21% |
$19.4K - $21.9K
|
348K
$15.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
714+ 2.09% |
$19.3K - $21.8K
|
34.9K
$1.55M
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
706+ 1.7% |
$19.1K - $21.6K
|
42.2K
$1.88M
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
700+ 1.53% |
$18.9K - $21.4K
|
46.6K
$2.08M
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
699+ 3.87% |
$18.9K - $21.4K
|
18.7K
$835K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
687+ 15.91% |
$18.5K - $21K
|
5.01K
$223K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
681+ 0.73% |
$18.4K - $20.8K
|
94.1K
$4.19M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
678+ 1.82% |
$18.3K - $20.7K
|
38K
$1.69M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
664+ 0.91% |
$17.9K - $20.3K
|
73.6K
$3.28M
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
652+ 5.75% |
$17.6K - $19.9K
|
12K
$534K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
642+ 0.7% |
$17.3K - $19.6K
|
92.7K
$4.13M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
639+ 7.34% |
$17.2K - $19.5K
|
9.34K
$416K
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
639+ 1.52% |
$17.2K - $19.5K
|
42.8K
$1.91M
|
|
|
Jul 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
BUY
|
- |
620+ 1.53% |
$16.7K - $18.9K
|
41K
$1.83M
|
|
|
Aug 08, 2023
Q2 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
618+ 4.41% |
$16.7K - $18.9K
|
14.6K
$651K
|
|
|
Jul 20, 2023
Q2 2023
|
Blossom Wealth Management
|
BUY
|
- |
616+ 3.88% |
$16.6K - $18.8K
|
16.5K
$735K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
612+ 2.53% |
$16.5K - $18.7K
|
24.8K
$1.11M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
601+ 6.37% |
$16.2K - $18.4K
|
10K
$447K
|
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
BUY
|
- |
572+ 14.97% |
$15.4K - $17.5K
|
4.39K
$196K
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
563+ 5.79% |
$15.2K - $17.2K
|
10.3K
$459K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
561+ 14.65% |
$15.1K - $17.1K
|
4.39K
$196K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
558+ 0.51% |
$15.1K - $17.1K
|
110K
$4.91M
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
555+ 4.2% |
$15K - $17K
|
13.8K
$614K
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
554+ 3.06% |
$15K - $16.9K
|
18.7K
$832K
|
|
|
Aug 01, 2023
Q2 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
554+ 0.52% |
$15K - $16.9K
|
107K
$4.79M
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
543+ 2.58% |
$14.7K - $16.6K
|
21.6K
$963K
|
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
543+ 2.58% |
$14.7K - $16.6K
|
21.6K
$963K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
536+ 3.76% |
$14.5K - $16.4K
|
14.8K
$658K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
535+ 0.22% |
$14.4K - $16.3K
|
249K
$11.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
533+ 9.32% |
$14.4K - $16.3K
|
6.25K
$279K
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
525+ 3.26% |
$14.2K - $16K
|
16.6K
$740K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
516+ 10.74% |
$13.9K - $15.8K
|
5.32K
$237K
|
|
|
Aug 11, 2023
Q2 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
503+ 3.91% |
$13.6K - $15.4K
|
13.4K
$595K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
500New |
$13.5K - $15.3K
|
500
$22.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
500+ 6.57% |
$13.5K - $15.3K
|
8.12K
$362K
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
500+ 6.12% |
$13.5K - $15.3K
|
8.67K
$386K
|
|
|
Jul 31, 2023
Q2 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
500New |
$13.5K - $15.3K
|
500
$22.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
500+ 3.53% |
$13.5K - $15.3K
|
14.7K
$653K
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
BUY
|
- |
494+ 6.0% |
$13.3K - $15.1K
|
8.72K
$389K
|