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 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
15.3K+ 10.72% |
$412K - $467K
|
158K
$7M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
15.3K+ 34.95% |
$412K - $466K
|
58.9K
$2.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
14.8K+ 44.85% |
$400K - $453K
|
47.9K
$2.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
14.8K+ 13.48% |
$399K - $452K
|
125K
$5.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
14.5K+ 2627.27% |
$390K - $442K
|
15K
$666K
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
BUY
|
- |
14.4K+ 30.41% |
$389K - $441K
|
61.9K
$2.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
14.1K+ 9.3% |
$381K - $431K
|
166K
$7.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
14.1K+ 5.05% |
$381K - $431K
|
294K
$13M
|
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
13.8K+ 214.28% |
$373K - $423K
|
20.3K
$900K
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
13.6K+ 22.48% |
$368K - $417K
|
74.4K
$3.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
13.6K+ 35.74% |
$367K - $415K
|
51.6K
$2.29M
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
13.5K+ 4.82% |
$363K - $411K
|
293K
$13M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
13.4K+ 14.49% |
$362K - $410K
|
106K
$4.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
13.4K+ 25.87% |
$361K - $409K
|
65.1K
$2.89M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
13.4K+ 52.15% |
$361K - $409K
|
39K
$1.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
13.2K+ 3.74% |
$356K - $403K
|
366K
$16.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
13.1K+ 1.72% |
$354K - $400K
|
776K
$34.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
BUY
|
- |
12.9K+ 27.33% |
$349K - $396K
|
60.3K
$2.68M
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
12.8K+ 26.39% |
$346K - $392K
|
61.5K
$2.73M
|
|
|
Sep 13, 2023
Q2 2023
|
Ims Capital Management
|
BUY
|
- |
12.8K+ 71.17% |
$346K - $391K
|
30.8K
$1.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
12.8K+ 6.83% |
$344K - $390K
|
199K
$8.85M
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
12.6K+ 26.6% |
$341K - $386K
|
60.1K
$2.67M
|
|
|
Jul 26, 2023
Q2 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
12.6KNew |
$340K - $385K
|
12.6K
$559K
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
12.5KNew |
$338K - $383K
|
12.5K
$557K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.5K+ 0.51% |
$338K - $383K
|
2.45M
$109M
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
12.5K+ 5.61% |
$337K - $382K
|
235K
$10.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
12.5K+ 12.39% |
$337K - $382K
|
113K
$5.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
12.2K+ 2.09% |
$329K - $373K
|
594K
$26.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
12.1KNew |
$327K - $370K
|
12.1K
$537K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
12.1K+ 1.05% |
$326K - $369K
|
1.17M
$51.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
12KNew |
$325K - $368K
|
12K
$534K
|
|
|
Jul 25, 2023
Q2 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
12K+ 7.02% |
$324K - $367K
|
183K
$8.12M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
BUY
|
- |
11.9K+ 5.72% |
$322K - $364K
|
220K
$9.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
11.8K+ 6.01% |
$319K - $361K
|
208K
$9.23M
|
|
|
Apr 05, 2024
Q2 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
11.8K+ 3.68% |
$318K - $361K
|
332K
$14.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
11.8K+ 20.06% |
$318K - $360K
|
70.4K
$3.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
11.5K+ 1.82% |
$311K - $352K
|
645K
$28.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Uss Investment Management LTD
|
BUY
|
- |
11.5K+ 1.02% |
$311K - $352K
|
1.14M
$50.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
11.5KNew |
$310K - $351K
|
11.5K
$510K
|
|
|
Aug 03, 2023
Q2 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
11.5K+ 28.08% |
$309K - $350K
|
52.3K
$2.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
11.5KNew |
$309K - $350K
|
11.5K
$508K
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
11.3KNew |
$305K - $346K
|
11.3K
$502K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
11.3K+ 11.75% |
$305K - $345K
|
107K
$4.76M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
11.3K+ 126.52% |
$304K - $344K
|
20.2K
$895K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
11.2KNew |
$301K - $341K
|
11.2K
$495K
|
|
|
Jul 11, 2023
Q2 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
11.2K+ 46.94% |
$301K - $341K
|
34.9K
$1.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
11.1K+ 2.57% |
$301K - $340K
|
445K
$19.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
11.1K+ 22.24% |
$299K - $339K
|
60.9K
$2.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10.9K+ 25.63% |
$294K - $333K
|
53.5K
$2.37M
|
|
|
Jul 25, 2023
Q2 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
10.8K+ 3.97% |
$291K - $329K
|
282K
$12.5M
|