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
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3.13K+ 15.44% |
$85.1K - $102K
|
23.4K
$1.08M
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
3.11K+ 7.82% |
$84.4K - $101K
|
42.8K
$1.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
3.1K+ 17.65% |
$84.3K - $101K
|
20.7K
$956K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
3.1K+ 6.76% |
$84.2K - $101K
|
49K
$2.26M
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
3.07K+ 2.97% |
$83.3K - $100K
|
106K
$4.91M
|
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
3K+ 18.66% |
$81.5K - $98K
|
19.1K
$882K
|
|
|
Dec 08, 2023
Q3 2023
|
Ccm Investment Advisers LLC
|
BUY
|
- |
2.98K+ 0.87% |
$81K - $97.3K
|
346K
$16M
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.97K+ 3.46% |
$80.7K - $97K
|
88.9K
$4.11M
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.97K+ 4.01% |
$80.7K - $97K
|
77.1K
$3.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
2.96K+ 3.44% |
$80.3K - $96.5K
|
88.9K
$4.11M
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.93K+ 26.24% |
$79.5K - $95.6K
|
14.1K
$651K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.93K+ 0.65% |
$79.5K - $95.5K
|
456K
$21.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.88K+ 34.26% |
$78.2K - $94K
|
11.3K
$521K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.85K+ 21.75% |
$77.5K - $93.2K
|
16K
$738K
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.85K+ 6.83% |
$77.4K - $93K
|
44.6K
$2.06M
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
2.85K+ 20.54% |
$77.3K - $92.9K
|
16.7K
$772K
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
2.84K+ 1.74% |
$77.2K - $92.8K
|
166K
$7.67M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2.8KNew |
$76.1K - $91.4K
|
2.8K
$129K
|
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.79K+ 2.66% |
$75.7K - $91K
|
108K
$4.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.75K+ 29.88% |
$74.7K - $89.7K
|
11.9K
$552K
|
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.74K+ 7.98% |
$74.5K - $89.6K
|
37.1K
$1.72M
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
BUY
|
- |
2.74K+ 24.26% |
$74.3K - $89.3K
|
14K
$648K
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
2.73K+ 13.99% |
$74K - $89K
|
22.2K
$1.03M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.72K+ 5.9% |
$73.8K - $88.7K
|
48.7K
$2.25M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.72K+ 5.9% |
$73.8K - $88.7K
|
48.7K
$2.25M
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.7K+ 32.62% |
$73.3K - $88.1K
|
11K
$507K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.69K+ 0.73% |
$73K - $87.7K
|
368K
$17M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.68K+ 9.31% |
$72.9K - $87.6K
|
31.5K
$1.46M
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
2.68K+ 2.31% |
$72.9K - $87.6K
|
119K
$5.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.66K+ 3.54% |
$72.3K - $86.9K
|
77.9K
$3.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
2.66K+ 5.63% |
$72.3K - $86.8K
|
49.9K
$2.31M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.65K+ 0.08% |
$72.1K - $86.7K
|
3.33M
$154M
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
2.64K+ 6.11% |
$71.8K - $86.3K
|
45.9K
$2.12M
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.62K+ 9.12% |
$71.2K - $85.5K
|
31.3K
$1.45M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
2.58K+ 3.28% |
$70K - $84.1K
|
81.2K
$3.75M
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
BUY
|
- |
2.56K+ 8.13% |
$69.6K - $83.7K
|
34.1K
$1.58M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.55K+ 15.13% |
$69.1K - $83.1K
|
19.4K
$895K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
2.54K+ 1.93% |
$69K - $82.9K
|
134K
$6.21M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.53K+ 7.19% |
$68.7K - $82.6K
|
37.7K
$1.74M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
BUY
|
- |
2.5K+ 29.97% |
$68K - $81.7K
|
10.8K
$501K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.5K+ 341.86% |
$67.9K - $81.6K
|
3.23K
$149K
|
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
2.49K+ 122.89% |
$67.7K - $81.3K
|
4.52K
$209K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.49K+ 0.37% |
$67.6K - $81.2K
|
674K
$31.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.48K+ 1.16% |
$67.3K - $80.8K
|
215K
$9.95M
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
2.46K+ 1.51% |
$66.9K - $80.4K
|
165K
$7.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
2.46K+ 5.75% |
$66.8K - $80.3K
|
45.3K
$2.09M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.46K+ 18.13% |
$66.8K - $80.3K
|
16K
$741K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.46K+ 3.97% |
$66.7K - $80.2K
|
64.4K
$2.98M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.43K+ 3.54% |
$66.1K - $79.5K
|
71.2K
$3.29M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.38K+ 4.88% |
$64.6K - $77.7K
|
51.1K
$2.36M
|