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
Aug 04, 2023 Q2 2023
Obermeyer Wood Investment Counsel, Lllp

Aspen, CO
BUY
 -
329
+ 2.99%
$8.88K - $10.1K
11.3K $505K
Aug 07, 2023 Q2 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
328
+ 0.57%
$8.85K - $10K
58K $2.58M
Aug 15, 2023 Q2 2023
Tradewinds, Llc.

Raleigh, NC
BUY
 -
327
+ 1.91%
$8.83K - $9.99K
17.5K $778K
Jul 24, 2023 Q2 2023
Global Trust Asset Management, LLC

BUY
 -
325
+ 45.71%
$8.77K - $9.93K
1.04K $46.2K
Jul 26, 2023 Q2 2023
Sol Capital Management CO

BUY
 -
325
+ 0.2%
$8.77K - $9.93K
159K $7.08M
Jul 31, 2023 Q2 2023
Horizon Wealth Management, LLC

BUY
 -
318
+ 1.13%
$8.58K - $9.72K
28.3K $1.26M
Jul 12, 2023 Q2 2023
Covenant Asset Management, LLC

BUY
 -
307
+ 1.06%
$8.29K - $9.38K
29.4K $1.31M
Aug 14, 2023 Q2 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
300
+ 30.49%
$8.1K - $9.17K
1.28K $57.2K
Jul 06, 2023 Q2 2023
Apella Capital, LLC

BUY
 -
296
+ 3.06%
$7.99K - $9.05K
9.95K $443K
Aug 09, 2023 Q2 2023
Lokken Investment Group LLC

BUY
 -
295
+ 3.12%
$7.96K - $9.02K
9.75K $434K
Jul 13, 2023 Q2 2023
Affinity Capital Advisors, LLC

BUY
 -
285
+ 3.64%
$7.69K - $8.71K
8.11K $361K
Jul 13, 2023 Q2 2023
Bay Rivers Group

BUY
 -
275
+ 3.36%
$7.42K - $8.4K
8.46K $377K
Jul 12, 2023 Q2 2023
Beacon Capital Management, LLC

BUY
 -
272
+ 3.3%
$7.34K - $8.31K
8.52K $380K
Aug 14, 2023 Q2 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
271
+ 0.67%
$7.31K - $8.28K
40.4K $1.8M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
270
+ 0.05%
$7.29K - $8.25K
589K $26.2M
Jul 25, 2023 Q2 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
256
+ 1.22%
$6.91K - $7.82K
21.2K $946K
Aug 01, 2023 Q2 2023
Kornitzer Capital Management Inc

BUY
 -
250
+ 0.23%
$6.75K - $7.64K
107K $4.78M
Aug 09, 2023 Q2 2023
Institutional & Family Asset Management, LLC

BUY
 -
243
+ 28.89%
$6.56K - $7.43K
1.08K $48.3K
Aug 11, 2023 Q2 2023
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
240
+ 4.44%
$6.48K - $7.33K
5.65K $251K
Jul 19, 2023 Q2 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
239
+ 0.54%
$6.45K - $7.3K
44.3K $1.97M
Aug 02, 2023 Q2 2023
Newman Dignan & Sheerar, Inc.

BUY
 -
237
+ 0.43%
$6.4K - $7.24K
56K $2.49M
Jul 13, 2023 Q2 2023
Triangle Securities Wealth Management

BUY
 -
236
+ 0.29%
$6.37K - $7.21K
82.7K $3.68M
Jul 18, 2023 Q2 2023
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
233
+ 1.52%
$6.29K - $7.12K
15.6K $694K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
229
New
$6.18K - $7K
229 $10.2K
Aug 04, 2023 Q2 2023
Terril Brothers, Inc.

BUY
 -
229
+ 1.27%
$6.18K - $7K
18.3K $814K
Nov 30, 2023 Q2 2023
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
226
+ 64.57%
$6.1K - $6.91K
576 $25.7K
Aug 11, 2023 Q2 2023
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
222
+ 0.8%
$5.99K - $6.78K
28.1K $1.25M
Aug 11, 2023 Q2 2023
Wescott Financial Advisory Group, LLC

BUY
 -
220
+ 1.42%
$5.94K - $6.72K
15.7K $701K
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
216
New
$5.83K - $6.6K
216 $9.62K
Aug 03, 2023 Q2 2023
Asset Management Advisors, LLC

BUY
 -
215
+ 0.19%
$5.8K - $6.57K
116K $5.16M
Aug 11, 2023 Q2 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
215
+ 1.36%
$5.8K - $6.57K
16K $712K
Aug 03, 2023 Q2 2023
Addison Advisors LLC

BUY
 -
213
+ 1.55%
$5.75K - $6.51K
14K $623K
Jul 06, 2023 Q2 2023
St. Louis Financial Planners Asset Management, LLC

Chesterfield, MO
BUY
 -
212
+ 0.41%
$5.72K - $6.48K
52.4K $2.34M
Jul 26, 2023 Q2 2023
Websterrogers Financial Advisors, LLC

BUY
 -
211
+ 1.26%
$5.69K - $6.45K
16.9K $753K
Aug 02, 2023 Q2 2023
Meridian Wealth Management, LLC

BUY
 -
211
+ 0.51%
$5.69K - $6.45K
41.3K $1.84M
Jul 28, 2023 Q2 2023
Bogart Wealth, LLC

BUY
 -
210
+ 2.9%
$5.67K - $6.42K
7.46K $332K
Jan 24, 2024 Q2 2023
Financial Insights, Inc.

BUY
 -
208
+ 1.74%
$5.61K - $6.36K
12.1K $541K
Jun 28, 2024 Q2 2023
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
205
+ 1.77%
$5.53K - $6.26K
11.8K $526K
Jul 12, 2023 Q2 2023
Romano Brothers And Company

Evanston, IL
BUY
 -
203
+ 1.32%
$5.48K - $6.2K
15.5K $692K
Aug 14, 2023 Q2 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
201
+ 0.46%
$5.42K - $6.14K
43.7K $1.94M
Jul 13, 2023 Q2 2023
Hedges Asset Management LLC

BUY
 -
200
+ 0.83%
$5.4K - $6.11K
24.3K $1.08M
Jul 17, 2023 Q2 2023
Chesley Taft & Associates LLC

BUY
 -
200
+ 0.17%
$5.4K - $6.11K
116K $5.17M
Jul 24, 2023 Q2 2023
Mount Vernon Associates Inc

BUY
 -
200
+ 0.24%
$5.4K - $6.11K
84.1K $3.75M
Aug 01, 2023 Q2 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
200
+ 2.63%
$5.4K - $6.11K
7.8K $347K
Aug 14, 2023 Q2 2023
Elkhorn Partners Limited Partnership

Omaha, NE
BUY
 -
200
+ 5.88%
$5.4K - $6.11K
3.6K $160K
Jul 10, 2023 Q2 2023
Tsfg, LLC

BUY
 -
199
+ 3.01%
$5.37K - $6.08K
6.82K $304K
Aug 01, 2023 Q2 2023
Firethorn Wealth Partners, LLC

BUY
 -
199
+ 1.14%
$5.37K - $6.08K
17.7K $787K
Jul 27, 2023 Q2 2023
Folger Nolan Fleming Douglas Capital Management, Inc

BUY
 -
198
+ 0.41%
$5.34K - $6.05K
49K $2.18M
Aug 14, 2023 Q2 2023
Laird Norton Trust Company, LLC

BUY
 -
194
+ 2.52%
$5.24K - $5.93K
7.9K $352K

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