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
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
1.33K+ 0.69% |
$36K - $43.3K
|
194K
$8.98M
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1.32K+ 15.85% |
$35.9K - $43.2K
|
9.66K
$446K
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.32K+ 8.55% |
$35.8K - $43K
|
16.7K
$773K
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.32K+ 72.63% |
$35.8K - $43K
|
3.13K
$145K
|
|
Oct 23, 2023
Q3 2023
|
Hoertkorn Richard Charles
|
BUY
|
- |
1.31K+ 0.41% |
$35.7K - $42.9K
|
320K
$14.8M
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1.3K+ 1.9% |
$35.4K - $42.6K
|
69.9K
$3.23M
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.28K+ 11.56% |
$34.9K - $41.9K
|
12.4K
$573K
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1.28K+ 16.6% |
$34.9K - $41.9K
|
9.01K
$416K
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.28K+ 3.52% |
$34.8K - $41.8K
|
37.6K
$1.74M
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1.26K+ 6.99% |
$34.2K - $41.1K
|
19.3K
$892K
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
1.25K+ 1.8% |
$34K - $40.9K
|
71K
$3.28M
|
|
Oct 10, 2023
Q3 2023
|
Greylin Investment Mangement Inc
|
BUY
|
- |
1.24K+ 0.49% |
$33.7K - $40.5K
|
253K
$11.7M
|
|
Nov 14, 2023
Q3 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
1.22K+ 2.16% |
$33.1K - $39.8K
|
57.6K
$2.66M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.22K+ 1.31% |
$33K - $39.7K
|
94.2K
$4.35M
|
|
Nov 13, 2023
Q3 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.21K+ 2.05% |
$32.9K - $39.5K
|
60.3K
$2.79M
|
|
Oct 19, 2023
Q3 2023
|
Denali Advisors LLC
|
BUY
|
- |
1.2K+ 4.08% |
$32.6K - $39.2K
|
30.6K
$1.41M
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.2K+ 14.39% |
$32.5K - $39K
|
9.5K
$439K
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
BUY
|
- |
1.18K+ 2.53% |
$32.1K - $38.6K
|
47.9K
$2.21M
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.17K+ 2.1% |
$31.8K - $38.3K
|
56.9K
$2.63M
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1.17K+ 11.05% |
$31.8K - $38.2K
|
11.8K
$544K
|
|
Oct 20, 2023
Q3 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
1.17K+ 2.81% |
$31.7K - $38.1K
|
42.7K
$1.97M
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.16K+ 2.7% |
$31.4K - $37.7K
|
44K
$2.03M
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.15K+ 2.77% |
$31.3K - $37.6K
|
42.8K
$1.98M
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.15K+ 39.95% |
$31.2K - $37.4K
|
4.02K
$186K
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.14K+ 2.71% |
$31.1K - $37.4K
|
43.3K
$2M
|
|
Oct 10, 2023
Q3 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.14K+ 1.3% |
$30.9K - $37.1K
|
88.7K
$4.1M
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.14K+ 5.01% |
$30.9K - $37.1K
|
23.8K
$1.1M
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.13K+ 3.91% |
$30.6K - $36.7K
|
29.9K
$1.38M
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.13K+ 3.91% |
$30.6K - $36.7K
|
29.9K
$1.38M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.12K+ 3.22% |
$30.5K - $36.7K
|
36K
$1.66M
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.12K+ 1.1% |
$30.4K - $36.5K
|
103K
$4.75M
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.11K+ 33.26% |
$30.2K - $36.2K
|
4.45K
$205K
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.11K+ 1.75% |
$30.1K - $36.2K
|
64.5K
$2.98M
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.11K+ 15.77% |
$30K - $36.1K
|
8.11K
$375K
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
BUY
|
- |
1.1K+ 7.57% |
$29.9K - $36K
|
15.7K
$723K
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.08K+ 1.02% |
$29.3K - $35.2K
|
107K
$4.94M
|
|
Oct 10, 2023
Q3 2023
|
Albert D Mason Inc
|
BUY
|
- |
1.08K+ 6.53% |
$29.3K - $35.2K
|
17.6K
$813K
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.07K+ 4.37% |
$29.2K - $35.1K
|
25.6K
$1.18M
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
1.07K+ 3.07% |
$29.1K - $35K
|
36K
$1.66M
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.06K+ 7.42% |
$28.8K - $34.6K
|
15.4K
$710K
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.04K+ 3.22% |
$28.3K - $34K
|
33.4K
$1.54M
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.04K+ 23.45% |
$28.2K - $33.9K
|
5.47K
$253K
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
1K+ 3.67% |
$27.3K - $32.8K
|
28.3K
$1.31M
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
1K+ 9.7% |
$27.2K - $32.7K
|
11.3K
$524K
|
|
Nov 01, 2023
Q3 2023
|
Chapman Investment Management, LLC
|
BUY
|
- |
1K+ 8.22% |
$27.2K - $32.7K
|
13.2K
$610K
|
|
Oct 13, 2023
Q3 2023
|
Guardian Investment Management
|
BUY
|
- |
1K+ 1.16% |
$27.2K - $32.7K
|
87K
$4.02M
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
1K+ 9.04% |
$27.2K - $32.7K
|
12.1K
$558K
|
|
Oct 31, 2023
Q3 2023
|
Hedges Asset Management LLC
|
BUY
|
- |
1K+ 4.12% |
$27.2K - $32.7K
|
25.3K
$1.17M
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1K+ 10.7% |
$27.2K - $32.7K
|
10.3K
$478K
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
1K+ 7.13% |
$27.2K - $32.7K
|
15K
$694K
|