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 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.83K+ 5.34% |
$49.6K - $59.6K
|
36K
$1.66M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.82K+ 1.87% |
$49.5K - $59.5K
|
99.3K
$4.59M
|
|
|
Nov 07, 2023
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.8K+ 16.71% |
$48.9K - $58.8K
|
12.6K
$581K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
1.8K+ 4.03% |
$48.9K - $58.8K
|
46.4K
$2.15M
|
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.8K+ 16.71% |
$48.9K - $58.8K
|
12.6K
$581K
|
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.8K+ 0.7% |
$48.8K - $58.6K
|
258K
$11.9M
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.8K+ 0.7% |
$48.8K - $58.6K
|
258K
$11.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.79K+ 6.67% |
$48.7K - $58.5K
|
28.6K
$1.32M
|
|
|
Oct 24, 2023
Q3 2023
|
Mechanics Financial Corp
|
BUY
|
- |
1.77K+ 11.63% |
$48.2K - $57.9K
|
17K
$787K
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
1.77K+ 1.77% |
$48K - $57.7K
|
101K
$4.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
1.76K+ 17.66% |
$47.8K - $57.5K
|
11.7K
$542K
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.74K+ 0.74% |
$47.3K - $56.9K
|
237K
$11M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.74K+ 3.67% |
$47.3K - $56.9K
|
49.3K
$2.28M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.74K+ 13.05% |
$47.2K - $56.7K
|
15.1K
$695K
|
|
|
Oct 05, 2023
Q3 2023
|
Bay Rivers Group
|
BUY
|
- |
1.73K+ 20.39% |
$46.9K - $56.3K
|
10.2K
$471K
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.71K+ 1.56% |
$46.3K - $55.7K
|
111K
$5.12M
|
|
|
Oct 11, 2023
Q3 2023
|
Grassi Investment Management
|
BUY
|
- |
1.7K+ 0.38% |
$46.2K - $55.5K
|
445K
$20.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
1.7K+ 1.07% |
$46.2K - $55.5K
|
161K
$7.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.68K+ 3.03% |
$45.5K - $54.7K
|
56.9K
$2.63M
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
1.67K+ 1.53% |
$45.2K - $54.4K
|
110K
$5.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.65K+ 2500.0% |
$44.8K - $53.9K
|
1.72K
$79.3K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.65K+ 20.2% |
$44.7K - $53.7K
|
9.79K
$452K
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
BUY
|
- |
1.59K+ 2.34% |
$43.3K - $52K
|
69.6K
$3.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
1.57K+ 3.9% |
$42.7K - $51.4K
|
41.9K
$1.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1.56K+ 17.26% |
$42.3K - $50.8K
|
10.6K
$489K
|
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1.55K+ 45.23% |
$42K - $50.5K
|
4.97K
$230K
|
|
|
Nov 14, 2023
Q3 2023
|
Garner Asset Management Corp
|
BUY
|
- |
1.54K+ 5.5% |
$41.8K - $50.2K
|
29.5K
$1.36M
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1.53K+ 107.47% |
$41.4K - $49.8K
|
2.94K
$136K
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
1.51K+ 12.22% |
$41K - $49.3K
|
13.9K
$641K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.51K+ 2.6% |
$41K - $49.2K
|
59.6K
$2.75M
|
|
|
Oct 25, 2023
Q3 2023
|
Westhampton Capital, LLC
|
BUY
|
- |
1.5K+ 8.11% |
$40.8K - $49K
|
20K
$924K
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
1.49K+ 8.86% |
$40.5K - $48.6K
|
18.3K
$846K
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.49K+ 0.4% |
$40.4K - $48.5K
|
373K
$17.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.46K+ 0.81% |
$39.7K - $47.7K
|
182K
$8.41M
|
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
BUY
|
- |
1.46K+ 2.61% |
$39.6K - $47.6K
|
57.3K
$2.65M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
1.43K+ 1.59% |
$38.9K - $46.8K
|
91.5K
$4.23M
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.43K+ 8.56% |
$38.8K - $46.7K
|
18.1K
$837K
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
1.43K+ 3.17% |
$38.8K - $46.6K
|
46.5K
$2.15M
|
|
|
Oct 13, 2023
Q3 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
1.43K+ 0.82% |
$38.7K - $46.5K
|
175K
$8.09M
|
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.4K+ 3.54% |
$38K - $45.7K
|
40.9K
$1.89M
|
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
1.4K+ 2.48% |
$38K - $45.6K
|
57.7K
$2.67M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
1.4K+ 13.82% |
$38K - $45.6K
|
11.5K
$532K
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.39K+ 2.41% |
$37.9K - $45.5K
|
59.3K
$2.74M
|
|
|
Oct 10, 2023
Q3 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
1.39K+ 7.33% |
$37.8K - $45.4K
|
20.3K
$940K
|
|
|
Nov 09, 2023
Q3 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.36K+ 20.42% |
$37.1K - $44.5K
|
8.04K
$372K
|
|
|
Nov 01, 2023
Q3 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.34K+ 3.42% |
$36.5K - $43.9K
|
40.6K
$1.88M
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.34K+ 6.48% |
$36.5K - $43.8K
|
22.1K
$1.02M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.34K+ 1.1% |
$36.3K - $43.6K
|
122K
$5.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.33K+ 4.01% |
$36.2K - $43.5K
|
34.5K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.33K+ 7.08% |
$36.1K - $43.4K
|
20.1K
$928K
|