Purchases and Sales Made in Q3 2023 in Bank Of America Corp (BAC)
This table provides information about the institutional ownership of Bank Of America Corp (BAC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
8.35K+ 4.9% |
$227K - $273K
|
179K
$8.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
8.35KNew |
$227K - $273K
|
8.35K
$386K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
8.27K+ 12.7% |
$225K - $270K
|
73.4K
$3.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
8.26K+ 9.77% |
$225K - $270K
|
92.8K
$4.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
8.25K+ 8.33% |
$224K - $269K
|
107K
$4.95M
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
8.24KNew |
$224K - $269K
|
8.24K
$381K
|
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
8.23KNew |
$224K - $269K
|
8.23K
$380K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
8.18K+ 28.12% |
$222K - $267K
|
37.3K
$1.72M
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
8.16KNew |
$222K - $266K
|
8.16K
$377K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
8.09KNew |
$220K - $264K
|
8.09K
$374K
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
8.08KNew |
$220K - $264K
|
8.08K
$373K
|
|
|
Nov 09, 2023
Q3 2023
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
BUY
|
- |
8.06K+ 0.59% |
$219K - $263K
|
1.38M
$63.9M
|
|
|
Nov 13, 2023
Q3 2023
|
First Washington Corp
Seattle, WA |
BUY
|
- |
8.04K+ 2.34% |
$219K - $263K
|
351K
$16.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
8.03KNew |
$218K - $262K
|
8.03K
$371K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
7.95K+ 3.79% |
$216K - $259K
|
218K
$10.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.92KNew |
$215K - $259K
|
7.92K
$366K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
7.92K+ 3.24% |
$215K - $258K
|
252K
$11.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7.91KNew |
$215K - $258K
|
7.91K
$366K
|
|
|
Oct 16, 2023
Q3 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
7.9K+ 3.2% |
$215K - $258K
|
255K
$11.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
7.89KNew |
$214K - $257K
|
7.89K
$364K
|
|
|
Nov 06, 2023
Q3 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
7.85K+ 34.27% |
$213K - $256K
|
30.8K
$1.42M
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
7.82KNew |
$212K - $255K
|
7.82K
$361K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.81K+ 0.28% |
$212K - $255K
|
2.75M
$127M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.78K+ 7.06% |
$211K - $254K
|
118K
$5.45M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.7K+ 10.53% |
$209K - $252K
|
80.8K
$3.74M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
7.65K+ 1.8% |
$208K - $250K
|
434K
$20M
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
7.58KNew |
$206K - $247K
|
7.58K
$350K
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
7.5K+ 9.88% |
$204K - $245K
|
83.4K
$3.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
7.49K+ 1.72% |
$204K - $245K
|
442K
$20.4M
|
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
7.46KNew |
$203K - $244K
|
7.46K
$345K
|
|
|
Oct 23, 2023
Q3 2023
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
7.41KNew |
$201K - $242K
|
7.41K
$343K
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
7.41KNew |
$201K - $242K
|
7.41K
$342K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
7.39K+ 17.29% |
$201K - $241K
|
50.2K
$2.32M
|
|
|
Nov 07, 2023
Q3 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
7.39KNew |
$201K - $241K
|
7.39K
$341K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
7.37K+ 38.81% |
$200K - $240K
|
26.3K
$1.22M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7.27K+ 115.39% |
$198K - $237K
|
13.6K
$627K
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
7.2K+ 31.42% |
$196K - $235K
|
30.1K
$1.39M
|
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
7.07K+ 74.66% |
$192K - $231K
|
16.5K
$764K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.02K+ 12.1% |
$191K - $229K
|
65K
$3.01M
|
|
|
Oct 09, 2024
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
7K+ 69.82% |
$190K - $228K
|
17K
$786K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
7K+ 5.85% |
$190K - $228K
|
127K
$5.85M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
6.96K+ 2.65% |
$189K - $227K
|
269K
$12.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
BUY
|
- |
6.92K+ 3.14% |
$188K - $226K
|
227K
$10.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
6.92K+ 4.39% |
$188K - $226K
|
165K
$7.61M
|
|
|
Oct 05, 2023
Q3 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
6.91K+ 2.58% |
$188K - $226K
|
275K
$12.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Planning Services Inc
|
BUY
|
- |
6.88K+ 5.52% |
$187K - $224K
|
131K
$6.07M
|
|
|
Oct 27, 2023
Q3 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
6.73KNew |
$183K - $220K
|
6.73K
$311K
|
|
|
Oct 20, 2023
Q3 2023
|
Exane Asset Management
|
BUY
|
- |
6.72K+ 0.75% |
$183K - $220K
|
900K
$41.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
6.72K+ 3.19% |
$182K - $219K
|
217K
$10M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
6.62K+ 15.14% |
$180K - $216K
|
50.3K
$2.33M
|