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
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.55K- 11.02% |
$41.8K - $47.3K
|
12.5K
$550K
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
SELL
|
- |
-1.56K- 5.85% |
$42K - $47.5K
|
25K
$1.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.56K- 2.99% |
$42.1K - $47.7K
|
50.6K
$2.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-1.56K- 11.0% |
$42.1K - $47.7K
|
12.6K
$555K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.57K- 0.62% |
$42.2K - $47.8K
|
249K
$11M
|
|
|
Jul 27, 2023
Q2 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-1.57K- 2.34% |
$42.5K - $48.1K
|
65.7K
$2.89M
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.58K- 5.23% |
$42.5K - $48.2K
|
28.6K
$1.26M
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-1.58K- 5.38% |
$42.7K - $48.3K
|
27.8K
$1.22M
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1.61K- 13.25% |
$43.4K - $49.1K
|
10.5K
$463K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.61K- 4.94% |
$43.5K - $49.3K
|
31K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-1.64K- 1.57% |
$44.3K - $50.1K
|
103K
$4.51M
|
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
SELL
|
- |
-1.65K- 14.99% |
$44.5K - $50.4K
|
9.35K
$411K
|
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.67K- 11.32% |
$45K - $50.9K
|
13.1K
$574K
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-1.68K- 3.0% |
$45.2K - $51.2K
|
54.2K
$2.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.68K- 0.89% |
$45.3K - $51.2K
|
188K
$8.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-1.68K- 15.35% |
$45.3K - $51.3K
|
9.26K
$407K
|
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.68K- 1.98% |
$45.3K - $51.3K
|
82.9K
$3.65M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.71K- 3.17% |
$46.1K - $52.2K
|
52.2K
$2.29M
|
|
|
Jul 26, 2023
Q2 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1.72K- 2.64% |
$46.4K - $52.5K
|
63.4K
$2.79M
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
SELL
|
- |
-1.73K- 9.66% |
$46.8K - $53K
|
16.2K
$712K
|
|
|
Jul 28, 2023
Q2 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.74K- 2.4% |
$47K - $53.2K
|
70.8K
$3.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-1.75K- 1.42% |
$47.2K - $53.4K
|
121K
$5.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-1.75K- 11.49% |
$47.3K - $53.6K
|
13.5K
$594K
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
SELL
|
- |
-1.76K- 11.26% |
$47.4K - $53.7K
|
13.9K
$609K
|
|
|
Aug 02, 2023
Q2 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-1.76K- 10.59% |
$47.5K - $53.8K
|
14.9K
$653K
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.77K- 11.51% |
$47.8K - $54.2K
|
13.6K
$599K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.78K- 22.74% |
$48.2K - $54.5K
|
6.06K
$266K
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
SELL
|
- |
-1.8K- 15.76% |
$48.4K - $54.9K
|
9.59K
$422K
|
|
|
Oct 19, 2023
Q2 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-1.8K- 0.79% |
$48.6K - $55K
|
225K
$9.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.82K- 6.35% |
$49.2K - $55.7K
|
26.9K
$1.18M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-1.83K- 6.32% |
$49.4K - $56K
|
27.2K
$1.19M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.84K- 10.18% |
$49.5K - $56.1K
|
16.2K
$712K
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.84K- 2.48% |
$49.5K - $56.1K
|
72.1K
$3.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Potomac Capital Management, Inc.
|
SELL
|
- |
-1.84K- 6.78% |
$49.6K - $56.1K
|
25.2K
$1.11M
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.84K- 17.77% |
$49.6K - $56.1K
|
8.5K
$374K
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.84K- 13.09% |
$49.7K - $56.3K
|
12.2K
$537K
|
|
|
Jul 12, 2023
Q2 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-1.85K- 10.85% |
$49.9K - $56.5K
|
15.2K
$668K
|
|
|
Jul 21, 2023
Q2 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-1.86K- 8.6% |
$50.1K - $56.7K
|
19.7K
$867K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-1.87K- 1.23% |
$50.5K - $57.2K
|
151K
$6.62M
|
|
|
Jul 06, 2023
Q2 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.9K- 2.76% |
$51.3K - $58.1K
|
66.8K
$2.94M
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-1.9K- 52.05% |
$51.3K - $58.1K
|
1.75K
$76.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.9K- 60.62% |
$51.4K - $58.2K
|
1.24K
$54.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.91K- 4.98% |
$51.4K - $58.2K
|
36.4K
$1.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.94K- 14.4% |
$52.3K - $59.2K
|
11.5K
$506K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.94K- 0.83% |
$52.4K - $59.3K
|
231K
$10.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.94K- 1.45% |
$52.4K - $59.4K
|
132K
$5.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-1.98K- 16.82% |
$53.5K - $60.6K
|
9.8K
$431K
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.99K- 10.6% |
$53.7K - $60.8K
|
16.8K
$737K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.99K- 3.17% |
$53.7K - $60.8K
|
60.8K
$2.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.99K- 4.52% |
$53.8K - $60.9K
|
42.1K
$1.85M
|