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 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-12.1K- 3.85% |
$327K - $370K
|
303K
$11.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-12.2K- 2.12% |
$330K - $374K
|
566K
$21.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-12.4K- 18.35% |
$335K - $379K
|
55.2K
$2.11M
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-12.5K- 10.53% |
$336K - $381K
|
106K
$4.06M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-12.5K- 5.34% |
$336K - $381K
|
221K
$8.47M
|
|
|
Jul 26, 2023
Q2 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-12.5K- 13.05% |
$337K - $382K
|
83.2K
$3.19M
|
|
|
Aug 15, 2023
Q2 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-12.6K- 34.43% |
$340K - $385K
|
24K
$920K
|
|
|
Aug 14, 2023
Q2 2023
|
Seven Eight Capital, LP
|
SELL
|
- |
-12.6K- 45.98% |
$341K - $386K
|
14.9K
$569K
|
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-12.7K- 8.92% |
$342K - $387K
|
129K
$4.95M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-12.7K- 7.24% |
$343K - $389K
|
163K
$6.25M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-12.8K- 1.16% |
$345K - $391K
|
1.09M
$41.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-12.9K- 47.39% |
$348K - $395K
|
14.3K
$549K
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-13.1K- 61.27% |
$353K - $400K
|
8.27K
$317K
|
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-13.1K- 4.36% |
$355K - $402K
|
289K
$11.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-13.2K- 3.69% |
$355K - $402K
|
344K
$13.2M
|
|
|
Aug 04, 2023
Q2 2023
|
First Dallas Securities Inc.
|
SELL
|
- |
-13.4K- 15.5% |
$360K - $408K
|
72.8K
$2.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Pentwater Capital Management LP
Naples, FL |
SELL
|
- |
-13.5K- 20.79% |
$365K - $413K
|
51.5K
$1.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-13.6K- 27.97% |
$368K - $417K
|
35.1K
$1.35M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-13.9K- 52.93% |
$375K - $425K
|
12.4K
$474K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-14.1K- 17.89% |
$381K - $431K
|
64.8K
$2.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Avenir Corp
Washington, DC |
SELL
|
- |
-14.2K- 1.83% |
$382K - $432K
|
758K
$29M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-14.3K- 10.37% |
$386K - $438K
|
124K
$4.74M
|
|
|
Dec 01, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-14.4K- 60.58% |
$389K - $441K
|
9.38K
$360K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-14.6K- 10.29% |
$394K - $446K
|
127K
$4.87M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-14.6K- 10.34% |
$394K - $446K
|
127K
$4.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-14.7K- 3.85% |
$396K - $448K
|
366K
$14M
|
|
|
Aug 14, 2023
Q2 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-14.7K- 7.92% |
$397K - $449K
|
171K
$6.55M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-14.8K- 22.17% |
$400K - $453K
|
52.1K
$2M
|
|
|
Aug 14, 2023
Q2 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-14.9K- 51.64% |
$402K - $455K
|
14K
$535K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-15K- 8.67% |
$405K - $459K
|
158K
$6.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-15.1K- 1.82% |
$409K - $463K
|
818K
$31.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-15.2K- 3.4% |
$410K - $464K
|
432K
$16.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-15.5K- 7.91% |
$419K - $475K
|
181K
$6.93M
|
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-15.6K- 39.23% |
$420K - $476K
|
24.1K
$924K
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-15.8K- 3.47% |
$427K - $483K
|
439K
$16.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-15.8K- 2.15% |
$427K - $484K
|
721K
$27.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-15.9K- 36.91% |
$430K - $487K
|
27.3K
$1.04M
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
SELL
|
- |
-16.2K- 12.5% |
$437K - $495K
|
113K
$4.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16.6K- 28.55% |
$449K - $508K
|
41.6K
$1.59M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-16.7K- 5.93% |
$450K - $510K
|
264K
$10.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-16.9K- 4.7% |
$457K - $517K
|
343K
$13.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-17.2K- 24.3% |
$465K - $527K
|
53.7K
$2.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-17.3K- 13.63% |
$467K - $529K
|
110K
$4.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-17.4K- 1.17% |
$468K - $530K
|
1.47M
$56.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-17.4K- 11.75% |
$469K - $531K
|
131K
$5.01M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-17.4K- 0.51% |
$470K - $532K
|
3.4M
$130M
|
|
|
Aug 14, 2023
Q2 2023
|
Credit Capital Investments LLC
Short Hills, NJ |
SELL
|
- |
-18K- 13.43% |
$486K - $550K
|
116K
$4.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-18.1K- 6.57% |
$489K - $553K
|
258K
$9.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-18.3K- 16.94% |
$493K - $558K
|
89.5K
$3.43M
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-18.3K- 4.26% |
$493K - $558K
|
411K
$15.7M
|