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 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-4.5K- 8.79% |
$121K - $138K
|
46.7K
$2.07M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-4.54K- 18.61% |
$123K - $139K
|
19.9K
$880K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-4.57K- 0.74% |
$123K - $140K
|
614K
$27.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-4.6K- 3.65% |
$124K - $141K
|
121K
$5.38M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-4.68K- 1.6% |
$126K - $143K
|
289K
$12.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-4.7K- 1.76% |
$127K - $144K
|
262K
$11.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-4.74K- 6.93% |
$128K - $145K
|
63.7K
$2.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-4.75K- 12.5% |
$128K - $145K
|
33.3K
$1.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-4.76K- 9.56% |
$128K - $145K
|
45.1K
$2M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-4.78K- 54.2% |
$129K - $146K
|
4.04K
$179K
|
|
|
Aug 28, 2024
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-4.84K- 30.99% |
$131K - $148K
|
10.8K
$477K
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
SELL
|
- |
-4.86K- 3.48% |
$131K - $148K
|
135K
$5.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-4.87K- 3.78% |
$131K - $149K
|
124K
$5.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-4.87K- 12.34% |
$131K - $149K
|
34.6K
$1.53M
|
|
|
Aug 15, 2023
Q2 2023
|
Nbw Capital LLC
|
SELL
|
- |
-4.88K- 24.62% |
$132K - $149K
|
14.9K
$661K
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-4.9K- 1.37% |
$132K - $150K
|
354K
$15.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-4.92K- 23.52% |
$133K - $150K
|
16K
$709K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-4.93K- 4.2% |
$133K - $151K
|
112K
$4.98M
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-4.96K- 8.53% |
$134K - $152K
|
53.2K
$2.36M
|
|
|
Jul 13, 2023
Q2 2023
|
Greenhaven Associates Inc
|
SELL
|
- |
-5K- 0.4% |
$135K - $153K
|
1.24M
$55.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-5.01K- 8.4% |
$135K - $153K
|
54.7K
$2.42M
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-5.02K- 5.16% |
$136K - $153K
|
92.2K
$4.08M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-5.13K- 9.65% |
$138K - $157K
|
48K
$2.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-5.19K- 25.63% |
$140K - $159K
|
15.1K
$667K
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-5.2K- 11.09% |
$140K - $159K
|
41.7K
$1.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Humankind Investments LLC
|
SELL
|
- |
-5.21K- 29.17% |
$141K - $159K
|
12.6K
$560K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-5.24K- 3.56% |
$141K - $160K
|
142K
$6.28M
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-5.33K- 39.45% |
$144K - $163K
|
8.17K
$362K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.36K- 32.78% |
$145K - $164K
|
11K
$486K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.36K- 32.78% |
$145K - $164K
|
11K
$486K
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-5.36K- 17.84% |
$145K - $164K
|
24.7K
$1.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-5.42K- 23.12% |
$146K - $166K
|
18K
$799K
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-5.43K- 20.74% |
$146K - $166K
|
20.7K
$918K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-5.58K- 37.44% |
$150K - $170K
|
9.32K
$413K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-5.6K- 24.96% |
$151K - $171K
|
16.8K
$745K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-5.65K- 22.18% |
$152K - $173K
|
19.8K
$878K
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-5.66K- 4.14% |
$153K - $173K
|
131K
$5.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-5.83K- 1.76% |
$157K - $178K
|
325K
$14.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-5.84K- 17.03% |
$158K - $178K
|
28.4K
$1.26M
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-5.85K- 24.71% |
$158K - $179K
|
17.8K
$789K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5.89K- 0.77% |
$159K - $180K
|
763K
$33.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-5.9K- 30.47% |
$159K - $180K
|
13.5K
$596K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5.9K- 0.82% |
$159K - $180K
|
713K
$31.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-5.98K- 10.47% |
$162K - $183K
|
51.2K
$2.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-6K- 17.96% |
$162K - $183K
|
27.4K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Epacria Capital Partners, LLC
Boulder, CO |
SELL
|
- |
-6K- 14.4% |
$162K - $183K
|
35.7K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-6.08K- 11.16% |
$164K - $186K
|
48.4K
$2.14M
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-6.17K- 3.43% |
$166K - $188K
|
173K
$7.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-6.19K- 2.5% |
$167K - $189K
|
241K
$10.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-6.28K- 6.41% |
$169K - $192K
|
91.6K
$4.06M
|