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 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
6.52K+ 65.69% |
$177K - $213K
|
16.5K
$760K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
6.41KNew |
$174K - $209K
|
6.41K
$296K
|
|
|
Nov 07, 2023
Q3 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
6.38K+ 47.8% |
$173K - $208K
|
19.7K
$911K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.29K+ 0.88% |
$171K - $205K
|
719K
$33.2M
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
6.13KNew |
$166K - $200K
|
6.13K
$283K
|
|
|
Nov 08, 2023
Q3 2023
|
Shayne & Co., LLC
|
BUY
|
- |
6.11K+ 55.58% |
$166K - $200K
|
17.1K
$791K
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6K+ 12.66% |
$163K - $196K
|
53.3K
$2.47M
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
6K+ 33.51% |
$163K - $196K
|
23.9K
$1.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
5.87K+ 67.92% |
$159K - $192K
|
14.5K
$671K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.83K+ 5.61% |
$158K - $190K
|
110K
$5.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
5.83K+ 5.79% |
$158K - $190K
|
106K
$4.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Nbw Capital LLC
|
BUY
|
- |
5.81K+ 38.93% |
$158K - $190K
|
20.7K
$958K
|
|
|
Nov 07, 2023
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
5.8K+ 25.52% |
$158K - $189K
|
28.5K
$1.32M
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
5.8K+ 25.52% |
$158K - $189K
|
28.5K
$1.32M
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
5.75K+ 1.96% |
$156K - $188K
|
298K
$13.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
5.67K+ 5.54% |
$154K - $185K
|
108K
$5M
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
5.65K+ 11.99% |
$154K - $185K
|
52.8K
$2.44M
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
5.63K+ 6.1% |
$153K - $184K
|
97.9K
$4.52M
|
|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
5.52K+ 209.49% |
$150K - $180K
|
8.16K
$377K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
5.5K+ 0.46% |
$149K - $180K
|
1.2M
$55.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
5.5K+ 0.17% |
$149K - $179K
|
3.22M
$149M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.48K+ 1.83% |
$149K - $179K
|
305K
$14.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
5.45KNew |
$148K - $178K
|
5.45K
$252K
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
5.38K+ 7.45% |
$146K - $176K
|
77.5K
$3.58M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
5.36K+ 11.48% |
$146K - $175K
|
52K
$2.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
5.33K+ 9.42% |
$145K - $174K
|
61.9K
$2.86M
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Advisors LLC
|
BUY
|
- |
5.31K+ 0.17% |
$144K - $173K
|
3.12M
$144M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
5.28K+ 6.47% |
$143K - $172K
|
86.9K
$4.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
5.25K+ 22.7% |
$143K - $172K
|
28.4K
$1.31M
|
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
5.22K+ 33.99% |
$142K - $170K
|
20.6K
$951K
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
5.21K+ 32.14% |
$141K - $170K
|
21.4K
$989K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
5.13KNew |
$139K - $168K
|
5.13K
$237K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
5.09K+ 19.37% |
$138K - $166K
|
31.3K
$1.45M
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
BUY
|
- |
5.05K+ 0.18% |
$137K - $165K
|
2.85M
$132M
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
4.97K+ 347.52% |
$135K - $162K
|
6.4K
$296K
|
|
|
Nov 14, 2023
Q3 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
4.8K+ 46.33% |
$130K - $157K
|
15.2K
$701K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
4.76K+ 2.47% |
$129K - $155K
|
197K
$9.11M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.75K+ 24.8% |
$129K - $155K
|
23.9K
$1.1M
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4.71K+ 41.75% |
$128K - $154K
|
16K
$739K
|
|
|
Oct 18, 2023
Q3 2023
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
4.68K+ 7.02% |
$127K - $153K
|
71.3K
$3.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
4.65KNew |
$126K - $152K
|
4.65K
$215K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4.63K+ 28.08% |
$126K - $151K
|
21.1K
$977K
|
|
|
Oct 23, 2023
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
4.62K+ 4.37% |
$125K - $151K
|
110K
$5.1M
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4.56K+ 70.76% |
$124K - $149K
|
11K
$508K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
4.51K+ 4.6% |
$123K - $147K
|
102K
$4.74M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.44K+ 2.72% |
$121K - $145K
|
167K
$7.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.43K+ 37.44% |
$120K - $145K
|
16.3K
$752K
|
|
|
Nov 14, 2023
Q3 2023
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
4.43K+ 21.98% |
$120K - $145K
|
24.6K
$1.14M
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
4.4K+ 3.24% |
$120K - $144K
|
140K
$6.48M
|
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
4.38K+ 0.82% |
$119K - $143K
|
537K
$24.8M
|