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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
2.36K+ 3372.86% |
$64.1K - $77.1K
|
2.43K
$112K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.33K+ 3.69% |
$63.4K - $76.1K
|
65.5K
$3.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
2.33K+ 0.85% |
$63.3K - $76K
|
276K
$12.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.32K+ 8.99% |
$62.9K - $75.6K
|
28.1K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.32K+ 5.3% |
$62.9K - $75.6K
|
46K
$2.12M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.27K+ 2.85% |
$61.8K - $74.2K
|
82.1K
$3.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.27K+ 4.69% |
$61.6K - $74.1K
|
50.7K
$2.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.26K+ 2.64% |
$61.4K - $73.8K
|
87.8K
$4.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.23K+ 2.21% |
$60.7K - $72.9K
|
103K
$4.77M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.23K+ 2.21% |
$60.7K - $72.9K
|
103K
$4.77M
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
2.22K+ 10.14% |
$60.3K - $72.5K
|
24.1K
$1.11M
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.21K+ 18.98% |
$60K - $72.2K
|
13.9K
$640K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2.2K+ 12.31% |
$59.9K - $71.9K
|
20.1K
$929K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2.2K+ 94.75% |
$59.8K - $71.9K
|
4.52K
$209K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.17K+ 3.81% |
$59.1K - $71K
|
59.2K
$2.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2.16K+ 2.94% |
$58.7K - $70.5K
|
75.6K
$3.49M
|
|
|
Nov 02, 2023
Q3 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
2.14K+ 7.8% |
$58.3K - $70K
|
29.6K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Unison Asset Management LLC
|
BUY
|
- |
2.14K+ 1.3% |
$58.1K - $69.8K
|
167K
$7.72M
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.14K+ 34.31% |
$58K - $69.7K
|
8.36K
$386K
|
|
|
Nov 14, 2023
Q3 2023
|
Worth Venture Partners, LLC
Fort Lee, NJ |
BUY
|
- |
2.13K+ 5.29% |
$57.9K - $69.6K
|
42.4K
$1.96M
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
2.12KNew |
$57.6K - $69.2K
|
2.12K
$98K
|
|
|
Oct 11, 2023
Q3 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2.1K+ 2.62% |
$56.9K - $68.4K
|
82.1K
$3.79M
|
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
2.09K+ 3.3% |
$56.8K - $68.3K
|
65.5K
$3.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.09KNew |
$56.8K - $68.2K
|
2.09K
$96.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2.05K+ 5.28% |
$55.6K - $66.8K
|
40.8K
$1.89M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
2.04K+ 1.9% |
$55.4K - $66.5K
|
109K
$5.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.03K+ 12.13% |
$55.3K - $66.4K
|
18.8K
$869K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.02K+ 879.91% |
$54.7K - $65.8K
|
2.24K
$104K
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
2.01K+ 44.52% |
$54.5K - $65.5K
|
6.52K
$301K
|
|
|
Nov 02, 2023
Q3 2023
|
Hourglass Capital, LLC
|
BUY
|
- |
2K+ 2.91% |
$54.3K - $65.3K
|
70.8K
$3.27M
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2K+ 22.46% |
$54.3K - $65.3K
|
10.9K
$504K
|
|
|
Nov 13, 2023
Q3 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
2K+ 6.35% |
$54.3K - $65.3K
|
33.5K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.99K+ 28.15% |
$54.1K - $65.1K
|
9.07K
$419K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.99K+ 2.8% |
$54K - $64.8K
|
73K
$3.37M
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.99K+ 4.15% |
$53.9K - $64.8K
|
49.8K
$2.3M
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.98K+ 1.1% |
$53.7K - $64.6K
|
182K
$8.39M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.97K+ 3.63% |
$53.6K - $64.5K
|
56.4K
$2.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.97K+ 1.45% |
$53.4K - $64.2K
|
138K
$6.35M
|
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
1.96K+ 4.95% |
$53.3K - $64.1K
|
41.6K
$1.92M
|
|
|
Nov 03, 2023
Q3 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1.94K+ 13.5% |
$52.7K - $63.3K
|
16.3K
$754K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.93K+ 111.28% |
$52.5K - $63.1K
|
3.67K
$170K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.93K+ 1.15% |
$52.3K - $62.9K
|
169K
$7.8M
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.92K+ 19.91% |
$52.1K - $62.6K
|
11.5K
$534K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.89K+ 14.56% |
$51.4K - $61.8K
|
14.9K
$688K
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.87K+ 15.09% |
$50.7K - $61K
|
14.2K
$658K
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.86K+ 7.76% |
$50.6K - $60.8K
|
25.9K
$1.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.86K+ 6.23% |
$50.4K - $60.6K
|
31.6K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.86K+ 15.01% |
$50.4K - $60.6K
|
14.2K
$657K
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.85K+ 3.67% |
$50.1K - $60.2K
|
52.1K
$2.41M
|
|
|
Oct 30, 2023
Q3 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
1.83K+ 1.64% |
$49.6K - $59.7K
|
114K
$5.25M
|