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 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
38+ 0.38% |
$1.03K - $1.16K
|
10.1K
$448K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
37+ 127.59% |
$999 - $1.13K
|
66
$2.93K
|
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
36+ 0.15% |
$972 - $1.1K
|
23.3K
$1.03M
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
36+ 27.27% |
$972 - $1.1K
|
168
$7.45K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
34+ 0.4% |
$918 - $1.04K
|
8.49K
$376K
|
|
|
Aug 02, 2023
Q2 2023
|
Keystone Financial Services
|
BUY
|
- |
33+ 0.33% |
$891 - $1.01K
|
10.2K
$450K
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
32+ 0.24% |
$864 - $978
|
13.1K
$582K
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
BUY
|
- |
32+ 0.13% |
$864 - $978
|
24.9K
$1.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
32+ 0.33% |
$864 - $978
|
9.86K
$437K
|
|
|
Jul 24, 2023
Q2 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
31+ 0.25% |
$837 - $947
|
12.3K
$547K
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
28+ 0.06% |
$756 - $856
|
43.1K
$1.91M
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
28+ 0.22% |
$756 - $856
|
12.8K
$569K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
26+ 0.42% |
$702 - $795
|
6.23K
$276K
|
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
BUY
|
- |
25+ 0.33% |
$675 - $764
|
7.66K
$340K
|
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
25+ 55.56% |
$675 - $764
|
70
$3.1K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
23+ 0.72% |
$621 - $703
|
3.2K
$142K
|
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
23+ 0.12% |
$621 - $703
|
18.7K
$827K
|
|
|
Jul 25, 2023
Q2 2023
|
Albert D Mason Inc
|
BUY
|
- |
22+ 0.13% |
$594 - $672
|
16.5K
$732K
|
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
BUY
|
- |
22+ 0.04% |
$594 - $672
|
54.4K
$2.41M
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
20+ 0.06% |
$540 - $611
|
34.2K
$1.52M
|
|
|
Jul 10, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
18+ 0.67% |
$486 - $550
|
2.72K
$121K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
18+ 19.78% |
$486 - $550
|
109
$4.83K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
17+ 0.24% |
$459 - $520
|
7.07K
$314K
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
17+ 0.16% |
$459 - $520
|
10.5K
$465K
|
|
|
Jul 12, 2023
Q2 2023
|
Threadgill Financial, LLC
|
BUY
|
- |
15+ 0.04% |
$405 - $458
|
42.8K
$1.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
15+ 0.06% |
$405 - $458
|
23.3K
$1.03M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
14+ 0.31% |
$378 - $428
|
4.59K
$204K
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
11+ 0.02% |
$297 - $336
|
51.7K
$2.29M
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
11+ 0.05% |
$297 - $336
|
20.6K
$915K
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
11+ 0.53% |
$297 - $336
|
2.07K
$91.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
10+ 0.84% |
$270 - $306
|
1.21K
$53.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 0.42% |
$270 - $306
|
2.37K
$105K
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
10+ 0.06% |
$270 - $306
|
17.9K
$792K
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
10+ 0.08% |
$270 - $306
|
12.4K
$548K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9+ 0.38% |
$243 - $275
|
2.4K
$106K
|
|
|
Jul 20, 2023
Q2 2023
|
Nvest Financial, LLC
|
BUY
|
- |
9+ 0.1% |
$243 - $275
|
9.36K
$415K
|
|
|
Aug 08, 2023
Q2 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
8+ 0.63% |
$216 - $244
|
1.28K
$56.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
8+ 0.02% |
$216 - $244
|
41K
$1.82M
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
7+ 0.06% |
$189 - $214
|
10.8K
$479K
|
|
|
Jul 24, 2023
Q2 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
6+ 0.03% |
$162 - $183
|
22.5K
$1M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
6+ 0.11% |
$162 - $183
|
5.57K
$247K
|
|
|
Aug 07, 2023
Q2 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
6+ 0.04% |
$162 - $183
|
15.7K
$694K
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
6+ 0.1% |
$162 - $183
|
5.92K
$262K
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
6+ 0.08% |
$162 - $183
|
7.22K
$320K
|
|
|
Jul 18, 2023
Q2 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
5+ 0.06% |
$135 - $153
|
8.29K
$368K
|
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$135 - $153
|
24.3K
$1.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
5+ 0.0% |
$135 - $153
|
143K
$6.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
5+ 0.05% |
$135 - $153
|
9.97K
$442K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.61% |
$108 - $122
|
663
$29.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4+ 0.17% |
$108 - $122
|
2.4K
$107K
|