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 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
738+ 3.35% |
$20.1K - $24.1K
|
22.8K
$1.05M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
736+ 4.68% |
$20K - $24K
|
16.5K
$761K
|
|
|
Oct 30, 2023
Q3 2023
|
Private Management Group Inc
|
BUY
|
- |
722+ 4.65% |
$19.6K - $23.6K
|
16.2K
$750K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
719+ 2.52% |
$19.5K - $23.5K
|
29.2K
$1.35M
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
710+ 2.89% |
$19.3K - $23.2K
|
25.3K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
702+ 5.7% |
$19.1K - $22.9K
|
13K
$602K
|
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
701+ 7.1% |
$19K - $22.9K
|
10.6K
$488K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
691+ 3.26% |
$18.8K - $22.6K
|
21.9K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
687+ 5.33% |
$18.7K - $22.4K
|
13.6K
$627K
|
|
|
Oct 24, 2023
Q3 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
679+ 1.8% |
$18.4K - $22.2K
|
38.4K
$1.78M
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
668+ 2.35% |
$18.1K - $21.8K
|
29.1K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
656+ 1.51% |
$17.8K - $21.4K
|
44.2K
$2.04M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
655+ 31.19% |
$17.8K - $21.4K
|
2.76K
$127K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
650New |
$17.7K - $21.2K
|
650
$30K
|
|
|
Oct 24, 2023
Q3 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
640+ 0.5% |
$17.4K - $20.9K
|
129K
$5.97M
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
637+ 2.01% |
$17.3K - $20.8K
|
32.3K
$1.49M
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
630+ 33.91% |
$17.1K - $20.6K
|
2.49K
$115K
|
|
|
Oct 24, 2023
Q3 2023
|
Mount Vernon Associates Inc
|
BUY
|
- |
628+ 0.75% |
$17.1K - $20.5K
|
84.7K
$3.92M
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
626+ 2.3% |
$17K - $20.4K
|
27.8K
$1.28M
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
BUY
|
- |
614+ 0.65% |
$16.7K - $20K
|
94.4K
$4.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
612+ 0.28% |
$16.6K - $20K
|
217K
$10M
|
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
608+ 6.14% |
$16.5K - $19.9K
|
10.5K
$486K
|
|
|
Nov 14, 2023
Q3 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
608+ 5.75% |
$16.5K - $19.9K
|
11.2K
$517K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
600+ 24.32% |
$16.3K - $19.6K
|
3.07K
$142K
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
597+ 8.06% |
$16.2K - $19.5K
|
8K
$370K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
594+ 2.54% |
$16.1K - $19.4K
|
23.9K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
582+ 1.68% |
$15.8K - $19K
|
35.2K
$1.63M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
579+ 0.65% |
$15.7K - $18.9K
|
89.7K
$4.14M
|
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
BUY
|
- |
578+ 24.37% |
$15.7K - $18.9K
|
2.95K
$136K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
559+ 0.81% |
$15.2K - $18.3K
|
69.6K
$3.22M
|
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
551+ 4.86% |
$15K - $18K
|
11.9K
$549K
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
546+ 27.67% |
$14.8K - $17.8K
|
2.52K
$116K
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
545+ 1.13% |
$14.8K - $17.8K
|
48.6K
$2.25M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
540New |
$14.7K - $17.6K
|
540
$25K
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
531+ 1.95% |
$14.4K - $17.3K
|
27.7K
$1.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
530+ 4.17% |
$14.4K - $17.3K
|
13.2K
$612K
|
|
|
Oct 23, 2023
Q3 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
524+ 3.72% |
$14.2K - $17.1K
|
14.6K
$675K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
524+ 7.15% |
$14.2K - $17.1K
|
7.86K
$363K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
522+ 1.34% |
$14.2K - $17K
|
39.4K
$1.82M
|
|
|
Nov 08, 2023
Q3 2023
|
Salzhauer Michael
|
BUY
|
- |
522+ 0.11% |
$14.2K - $17K
|
456K
$21.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
518+ 0.95% |
$14.1K - $16.9K
|
55.1K
$2.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Arga Investment Management, LP
|
BUY
|
- |
518+ 0.64% |
$14.1K - $16.9K
|
81K
$3.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
517+ 0.68% |
$14K - $16.9K
|
76.4K
$3.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
517+ 0.52% |
$14K - $16.9K
|
99.3K
$4.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
513+ 1.77% |
$13.9K - $16.7K
|
29.5K
$1.36M
|
|
|
Nov 17, 2023
Q3 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
513+ 0.91% |
$13.9K - $16.7K
|
56.7K
$2.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
505+ 0.55% |
$13.7K - $16.5K
|
92.4K
$4.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
504+ 5.37% |
$13.7K - $16.5K
|
9.88K
$457K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
504+ 98.05% |
$13.7K - $16.5K
|
1.02K
$47K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
502+ 2.41% |
$13.6K - $16.4K
|
21.3K
$984K
|