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 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-445- 5.28% |
$12K - $13.6K
|
7.98K
$354K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-445- 24.82% |
$12K - $13.6K
|
1.35K
$59.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-451- 5.16% |
$12.2K - $13.8K
|
8.29K
$368K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-466- 8.51% |
$12.6K - $14.2K
|
5.01K
$222K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-469- 2.0% |
$12.7K - $14.3K
|
23K
$1.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-471- 4.22% |
$12.7K - $14.4K
|
10.7K
$474K
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-476- 1.19% |
$12.8K - $14.5K
|
39.7K
$1.76M
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-478- 2.38% |
$12.9K - $14.6K
|
19.6K
$870K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
SELL
|
- |
-481- 3.2% |
$13K - $14.7K
|
14.6K
$646K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-483- 9.2% |
$13K - $14.8K
|
4.77K
$211K
|
|
|
Aug 09, 2023
Q2 2023
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-490- 0.32% |
$13.2K - $15K
|
152K
$6.75M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-492- 48.33% |
$13.3K - $15K
|
526
$23.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-492- 6.17% |
$13.3K - $15K
|
7.49K
$332K
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-492- 4.37% |
$13.3K - $15K
|
10.8K
$478K
|
|
|
Aug 11, 2023
Q2 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-493- 4.14% |
$13.3K - $15.1K
|
11.4K
$506K
|
|
|
Jul 12, 2023
Q2 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-495- 5.19% |
$13.4K - $15.1K
|
9.04K
$401K
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-499- 2.55% |
$13.5K - $15.2K
|
19K
$844K
|
|
|
Aug 01, 2023
Q2 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-500- 4.76% |
$13.5K - $15.3K
|
10K
$444K
|
|
|
Aug 11, 2023
Q2 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-500- 2.75% |
$13.5K - $15.3K
|
17.7K
$783K
|
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-500- 2.99% |
$13.5K - $15.3K
|
16.3K
$721K
|
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-503- 2.05% |
$13.6K - $15.4K
|
24K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-504- 37.33% |
$13.6K - $15.4K
|
846
$37.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-512- 1.35% |
$13.8K - $15.6K
|
37.3K
$1.65M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-521- 0.98% |
$14.1K - $15.9K
|
52.8K
$2.34M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-528- 5.24% |
$14.3K - $16.1K
|
9.54K
$423K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-532- 4.58% |
$14.4K - $16.3K
|
11.1K
$492K
|
|
|
Aug 04, 2023
Q2 2023
|
Hemington Wealth Management
|
SELL
|
- |
-536- 3.83% |
$14.5K - $16.4K
|
13.5K
$597K
|
|
|
Sep 05, 2023
Q2 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-536- 3.11% |
$14.5K - $16.4K
|
16.7K
$741K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-540- 4.4% |
$14.6K - $16.5K
|
11.7K
$520K
|
|
|
Jul 12, 2023
Q2 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-543- 1.31% |
$14.7K - $16.6K
|
40.9K
$1.81M
|
|
|
Jul 28, 2023
Q2 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-544- 5.69% |
$14.7K - $16.6K
|
9.02K
$400K
|
|
|
Aug 14, 2023
Q2 2023
|
X Square Capital, LLC
|
SELL
|
- |
-548- 2.31% |
$14.8K - $16.7K
|
23.2K
$1.03M
|
|
|
Jul 21, 2023
Q2 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-550- 0.64% |
$14.8K - $16.8K
|
84.9K
$3.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-556- 0.1% |
$15K - $17K
|
562K
$24.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-565- 5.38% |
$15.2K - $17.3K
|
9.94K
$441K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-570- 0.81% |
$15.4K - $17.4K
|
69.7K
$3.09M
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-580- 1.3% |
$15.7K - $17.7K
|
44K
$1.95M
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-585- 5.69% |
$15.8K - $17.9K
|
9.71K
$430K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-589- 3.11% |
$15.9K - $18K
|
18.4K
$815K
|
|
|
Aug 02, 2023
Q2 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-598- 0.3% |
$16.1K - $18.3K
|
198K
$8.77M
|
|
|
Jul 13, 2023
Q2 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-600- 2.23% |
$16.2K - $18.3K
|
26.3K
$1.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-602- 7.72% |
$16.2K - $18.4K
|
7.2K
$319K
|
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-610- 5.46% |
$16.5K - $18.6K
|
10.6K
$469K
|
|
|
Jul 14, 2023
Q2 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-612- 4.67% |
$16.5K - $18.7K
|
12.5K
$554K
|
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-616- 1.76% |
$16.6K - $18.8K
|
34.4K
$1.52M
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-627- 5.23% |
$16.9K - $19.2K
|
11.4K
$504K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-627- 1.69% |
$16.9K - $19.2K
|
36.4K
$1.61M
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
SELL
|
- |
-629- 2.33% |
$17K - $19.2K
|
26.3K
$1.17M
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-632- 2.37% |
$17.1K - $19.3K
|
26K
$1.15M
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-636- 5.6% |
$17.2K - $19.4K
|
10.7K
$476K
|