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 02, 2023
Q3 2023
|
Channing Global Advisors, LLC
|
BUY
|
- |
4.34K+ 17.58% |
$118K - $142K
|
29K
$1.34M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.3K+ 7.41% |
$117K - $140K
|
62.3K
$2.88M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.27K+ 15.19% |
$116K - $139K
|
32.4K
$1.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
4.19K+ 8.18% |
$114K - $137K
|
55.3K
$2.56M
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
4.18K+ 35.12% |
$113K - $136K
|
16.1K
$742K
|
|
|
Oct 18, 2023
Q3 2023
|
Ballast, Inc.
|
BUY
|
- |
4.13K+ 10.99% |
$112K - $135K
|
41.7K
$1.93M
|
|
|
Nov 02, 2023
Q3 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
4.02K+ 0.94% |
$109K - $131K
|
433K
$20M
|
|
|
Oct 27, 2023
Q3 2023
|
Harbor Advisory Corp
|
BUY
|
- |
4K+ 16.1% |
$109K - $131K
|
28.8K
$1.33M
|
|
|
Nov 02, 2023
Q3 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
4K+ 7.91% |
$109K - $131K
|
54.6K
$2.52M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.98K+ 4.75% |
$108K - $130K
|
87.6K
$4.05M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.97K+ 7.26% |
$108K - $130K
|
58.6K
$2.71M
|
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
3.95K+ 5.45% |
$107K - $129K
|
76.4K
$3.53M
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3.93K+ 21.99% |
$107K - $128K
|
21.8K
$1.01M
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
3.93K+ 20.84% |
$107K - $128K
|
22.8K
$1.05M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.93K+ 3.71% |
$107K - $128K
|
110K
$5.08M
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.92K+ 42.06% |
$106K - $128K
|
13.2K
$612K
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.9K+ 15.48% |
$106K - $127K
|
29.1K
$1.35M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
3.89K+ 11.75% |
$106K - $127K
|
37K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.86K+ 35.1% |
$105K - $126K
|
14.8K
$686K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.85K+ 1.19% |
$105K - $126K
|
327K
$15.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
3.85K+ 43.87% |
$104K - $126K
|
12.6K
$583K
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.81K+ 14.83% |
$104K - $124K
|
29.5K
$1.36M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
3.81K+ 8.47% |
$104K - $124K
|
48.8K
$2.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.77K+ 1.46% |
$102K - $123K
|
261K
$12.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
3.77K+ 98.17% |
$102K - $123K
|
7.6K
$351K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.76K+ 14.64% |
$102K - $123K
|
29.4K
$1.36M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
3.73KNew |
$101K - $122K
|
3.73K
$172K
|
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
3.72K+ 9.96% |
$101K - $122K
|
41.1K
$1.9M
|
|
|
Nov 07, 2024
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
3.69K+ 16.35% |
$100K - $120K
|
26.3K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
3.57K+ 2.08% |
$97K - $117K
|
176K
$8.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.52K+ 9.84% |
$95.7K - $115K
|
39.3K
$1.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
BUY
|
- |
3.51K+ 25.78% |
$95.5K - $115K
|
17.1K
$792K
|
|
|
Oct 16, 2023
Q3 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
3.5K+ 1.91% |
$95K - $114K
|
186K
$8.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.48K+ 6.97% |
$94.5K - $114K
|
53.4K
$2.47M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
3.46K+ 37.36% |
$94K - $113K
|
12.7K
$588K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.44K+ 1.23% |
$93.5K - $112K
|
284K
$13.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
3.37K+ 31.13% |
$91.5K - $110K
|
14.2K
$656K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.35K+ 0.42% |
$91.1K - $109K
|
806K
$37.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
3.35K+ 7.82% |
$91K - $109K
|
46.2K
$2.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.31K+ 34.14% |
$90K - $108K
|
13K
$602K
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3.31K+ 17.85% |
$90K - $108K
|
21.9K
$1.01M
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
BUY
|
- |
3.3K+ 1.11% |
$89.8K - $108K
|
302K
$14M
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3.3K+ 0.29% |
$89.7K - $108K
|
1.15M
$53.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
3.29K+ 2.54% |
$89.3K - $107K
|
132K
$6.12M
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
BUY
|
- |
3.26K+ 183.54% |
$88.5K - $106K
|
5.03K
$232K
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
BUY
|
- |
3.25K+ 11.67% |
$88.2K - $106K
|
31.1K
$1.43M
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
3.21K+ 3.51% |
$87.2K - $105K
|
94.8K
$4.38M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
3.2K+ 14.3% |
$86.9K - $104K
|
25.6K
$1.18M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.17K+ 2.55% |
$86.1K - $104K
|
127K
$5.88M
|
|
|
Dec 13, 2023
Q3 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
3.15K+ 3.76% |
$85.5K - $103K
|
86.9K
$4.02M
|