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 18, 2023
Q2 2023
|
Capital Advisors Inc
|
SELL
|
- |
-2K- 3.62% |
$53.9K - $61.1K
|
53.3K
$2.34M
|
|
|
Aug 02, 2023
Q2 2023
|
Montgomery Investment Management Inc
|
SELL
|
- |
-2K- 1.02% |
$54K - $61.2K
|
194K
$8.52M
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-2K- 1.11% |
$54K - $61.2K
|
178K
$7.83M
|
|
|
Aug 07, 2023
Q2 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-2.01K- 2.02% |
$54.2K - $61.4K
|
97.4K
$4.28M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-2.05K- 2.34% |
$55.2K - $62.5K
|
85.5K
$3.76M
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.06K- 7.09% |
$55.5K - $62.9K
|
27K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-2.07K- 7.98% |
$55.7K - $63.1K
|
23.8K
$1.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.11K- 3.57% |
$57K - $64.5K
|
57.1K
$2.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-2.13K- 20.6% |
$57.4K - $65K
|
8.2K
$360K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
SELL
|
- |
-2.15K- 5.78% |
$58.1K - $65.8K
|
35.1K
$1.54M
|
|
|
Aug 15, 2023
Q2 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-2.16K- 4.29% |
$58.2K - $65.9K
|
48K
$2.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.16K- 11.93% |
$58.4K - $66.1K
|
16K
$702K
|
|
|
Jul 19, 2023
Q2 2023
|
Spectrum Financial Alliance LTD LLC
|
SELL
|
- |
-2.19K- 0.2% |
$59.1K - $66.9K
|
1.07M
$47.1M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.19K- 15.98% |
$59.1K - $66.9K
|
11.5K
$506K
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.19K- 7.89% |
$59.2K - $67K
|
25.6K
$1.12M
|
|
|
Jul 25, 2023
Q2 2023
|
Hikari Power LTD
|
SELL
|
- |
-2.2K- 5.18% |
$59.4K - $67.2K
|
40.2K
$1.77M
|
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-2.22K- 1.25% |
$59.8K - $67.8K
|
175K
$7.69M
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
SELL
|
- |
-2.25K- 13.36% |
$60.8K - $68.8K
|
14.6K
$642K
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
SELL
|
- |
-2.27K- 14.46% |
$61.2K - $69.3K
|
13.4K
$589K
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-2.28K- 4.59% |
$61.5K - $69.6K
|
47.3K
$2.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-2.28K- 1.07% |
$61.5K - $69.7K
|
211K
$9.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-2.29K- 12.26% |
$61.7K - $69.9K
|
16.4K
$719K
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-2.29K- 10.51% |
$61.8K - $69.9K
|
19.5K
$856K
|
|
|
Aug 10, 2023
Q2 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-2.3K- 4.52% |
$62K - $70.2K
|
48.5K
$2.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-2.3K- 19.77% |
$62.2K - $70.4K
|
9.35K
$411K
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-2.32K- 0.16% |
$62.5K - $70.7K
|
1.45M
$63.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2.34K- 1.97% |
$63.2K - $71.6K
|
117K
$5.13M
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-2.34K- 22.75% |
$63.3K - $71.6K
|
7.96K
$350K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.35K- 4.13% |
$63.3K - $71.7K
|
54.4K
$2.39M
|
|
|
Aug 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-2.38K- 13.77% |
$64.2K - $72.7K
|
14.9K
$655K
|
|
|
Aug 11, 2023
Q2 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-2.38K- 5.57% |
$64.3K - $72.8K
|
40.4K
$1.77M
|
|
|
Aug 09, 2023
Q2 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.4K- 12.39% |
$64.6K - $73.2K
|
16.9K
$745K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-2.4K- 11.75% |
$64.8K - $73.4K
|
18K
$793K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.41K- 6.61% |
$65K - $73.6K
|
34K
$1.49M
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-2.42K- 2.17% |
$65.3K - $74K
|
109K
$4.8M
|
|
|
Jul 12, 2023
Q2 2023
|
Hoese & CO LLP
|
SELL
|
- |
-2.43K- 20.99% |
$65.5K - $74.2K
|
9.14K
$402K
|
|
|
Aug 04, 2023
Q2 2023
|
Hodges Capital Management Inc.
|
SELL
|
- |
-2.45K- 1.98% |
$66.2K - $74.9K
|
121K
$5.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.45K- 0.86% |
$66.2K - $74.9K
|
281K
$12.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-2.46K- 13.67% |
$66.3K - $75.1K
|
15.5K
$682K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.48K- 14.67% |
$66.8K - $75.6K
|
14.4K
$633K
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-2.48K- 14.58% |
$67K - $75.9K
|
14.5K
$639K
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
SELL
|
- |
-2.5K- 7.54% |
$67.4K - $76.4K
|
30.7K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-2.5K- 41.67% |
$67.5K - $76.4K
|
3.5K
$154K
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.54K- 10.64% |
$68.4K - $77.5K
|
21.3K
$936K
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.56K- 2.06% |
$69.1K - $78.2K
|
122K
$5.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-2.56K- 1.72% |
$69.1K - $78.3K
|
147K
$6.45M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-2.56K- 1.72% |
$69.1K - $78.3K
|
147K
$6.45M
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-2.6K- 2.5% |
$70.1K - $79.4K
|
101K
$4.45M
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-2.6K- 0.51% |
$70.1K - $79.4K
|
507K
$22.3M
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-2.61K- 5.92% |
$70.5K - $79.8K
|
41.5K
$1.82M
|