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 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1K+ 41.61% |
$27.2K - $32.7K
|
3.4K
$157K
|
|
|
Nov 14, 2023
Q3 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
1K+ 1.95% |
$27.2K - $32.7K
|
52.4K
$2.42M
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
995+ 7.67% |
$27K - $32.5K
|
14K
$645K
|
|
|
Oct 30, 2023
Q3 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
991+ 3.45% |
$26.9K - $32.4K
|
29.7K
$1.37M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
984+ 7.07% |
$26.7K - $32.1K
|
14.9K
$689K
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
956+ 7.21% |
$26K - $31.2K
|
14.2K
$657K
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
947+ 7.43% |
$25.7K - $30.9K
|
13.7K
$633K
|
|
|
Nov 13, 2023
Q3 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
916+ 5.12% |
$24.9K - $29.9K
|
18.8K
$869K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
914New |
$24.8K - $29.8K
|
914
$42.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Jacobsen Capital Management
|
BUY
|
- |
907+ 12.81% |
$24.6K - $29.6K
|
7.99K
$369K
|
|
|
Nov 01, 2023
Q3 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
906+ 3.16% |
$24.6K - $29.6K
|
29.5K
$1.37M
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
BUY
|
- |
905+ 1.66% |
$24.6K - $29.5K
|
55.3K
$2.56M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
901+ 5.66% |
$24.5K - $29.4K
|
16.8K
$778K
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
900+ 4.02% |
$24.5K - $29.4K
|
23.3K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
900+ 6.49% |
$24.5K - $29.4K
|
14.8K
$683K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
898+ 4.01% |
$24.4K - $29.3K
|
23.3K
$1.08M
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
895+ 0.5% |
$24.3K - $29.2K
|
179K
$8.26M
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
BUY
|
- |
888+ 6.62% |
$24.1K - $29K
|
14.3K
$661K
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
874+ 0.15% |
$23.7K - $28.5K
|
594K
$27.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
872+ 3.33% |
$23.7K - $28.5K
|
27.1K
$1.25M
|
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
869+ 5.71% |
$23.6K - $28.4K
|
16.1K
$743K
|
|
|
Nov 07, 2023
Q3 2023
|
Hc Advisors, LLC
|
BUY
|
- |
867+ 7.59% |
$23.6K - $28.3K
|
12.3K
$568K
|
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
866+ 47.71% |
$23.5K - $28.3K
|
2.68K
$124K
|
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
866+ 5.83% |
$23.5K - $28.3K
|
15.7K
$727K
|
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
858+ 1.29% |
$23.3K - $28K
|
67.2K
$3.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
855+ 7.04% |
$23.2K - $27.9K
|
13K
$600K
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
850+ 2.16% |
$23.1K - $27.8K
|
40.2K
$1.86M
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
849+ 6.73% |
$23.1K - $27.7K
|
13.5K
$622K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
848+ 16.92% |
$23K - $27.7K
|
5.86K
$271K
|
|
|
Nov 06, 2023
Q3 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
845+ 11.81% |
$23K - $27.6K
|
8K
$370K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
844+ 1.08% |
$22.9K - $27.6K
|
79.3K
$3.66M
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
BUY
|
- |
835+ 10.3% |
$22.7K - $27.3K
|
8.94K
$413K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
828+ 2.67% |
$22.5K - $27K
|
31.9K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
823+ 2.17% |
$22.4K - $26.9K
|
38.8K
$1.79M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
821+ 4.87% |
$22.3K - $26.8K
|
17.7K
$817K
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
811+ 2.85% |
$22K - $26.5K
|
29.2K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
809+ 2.79% |
$22K - $26.4K
|
29.8K
$1.38M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
802+ 0.65% |
$21.8K - $26.2K
|
124K
$5.75M
|
|
|
Nov 08, 2023
Q3 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
791+ 0.37% |
$21.5K - $25.8K
|
217K
$10M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
786+ 1.5% |
$21.4K - $25.7K
|
53.1K
$2.45M
|
|
|
Nov 07, 2023
Q3 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
785+ 8.01% |
$21.3K - $25.6K
|
10.6K
$489K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
775+ 6.73% |
$21.1K - $25.3K
|
12.3K
$568K
|
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
773+ 5.36% |
$21K - $25.2K
|
15.2K
$702K
|
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
BUY
|
- |
767+ 0.27% |
$20.8K - $25K
|
283K
$13.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
765+ 6.52% |
$20.8K - $25K
|
12.5K
$577K
|
|
|
Nov 03, 2023
Q3 2023
|
Centric Wealth Management
|
BUY
|
- |
764+ 7.96% |
$20.8K - $24.9K
|
10.4K
$479K
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
757+ 10.51% |
$20.6K - $24.7K
|
7.96K
$368K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
757+ 0.06% |
$20.6K - $24.7K
|
1.19M
$54.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
755+ 0.21% |
$20.5K - $24.7K
|
357K
$16.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
742+ 0.18% |
$20.2K - $24.2K
|
416K
$19.2M
|