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 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
500+ 3.01% |
$13.6K - $16.3K
|
17.1K
$791K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
500New |
$13.6K - $16.3K
|
500
$23.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
500+ 4.12% |
$13.6K - $16.3K
|
12.6K
$583K
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
495+ 3.19% |
$13.4K - $16.2K
|
16K
$740K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
493+ 5.63% |
$13.4K - $16.1K
|
9.25K
$427K
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
490+ 3.22% |
$13.3K - $16K
|
15.7K
$726K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
481+ 0.6% |
$13.1K - $15.7K
|
80.3K
$3.71M
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
471+ 5.25% |
$12.8K - $15.4K
|
9.45K
$437K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
464+ 4.3% |
$12.6K - $15.1K
|
11.3K
$520K
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
461+ 1.96% |
$12.5K - $15.1K
|
24K
$1.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
460+ 9.9% |
$12.5K - $15K
|
5.11K
$236K
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
460+ 3.4% |
$12.5K - $15K
|
14K
$647K
|
|
|
Nov 13, 2023
Q3 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
460+ 4.4% |
$12.5K - $15K
|
10.9K
$505K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
455New |
$12.4K - $14.9K
|
455
$21K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
452+ 0.18% |
$12.3K - $14.8K
|
250K
$11.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
447+ 2.2% |
$12.1K - $14.6K
|
20.8K
$960K
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
444+ 2.03% |
$12.1K - $14.5K
|
22.4K
$1.03M
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
BUY
|
- |
437+ 6.17% |
$11.9K - $14.3K
|
7.52K
$347K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
428+ 11.55% |
$11.6K - $14K
|
4.13K
$191K
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
424+ 3.42% |
$11.5K - $13.8K
|
12.8K
$593K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
402+ 0.43% |
$10.9K - $13.1K
|
94.5K
$4.37M
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
400+ 3.47% |
$10.9K - $13.1K
|
11.9K
$552K
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
400New |
$10.9K - $13.1K
|
400
$18.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
391+ 1.68% |
$10.6K - $12.8K
|
23.7K
$1.09M
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
388+ 2.07% |
$10.5K - $12.7K
|
19.1K
$884K
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
387+ 3.15% |
$10.5K - $12.6K
|
12.7K
$586K
|
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
385+ 0.79% |
$10.5K - $12.6K
|
48.8K
$2.26M
|
|
|
Oct 19, 2023
Q3 2023
|
Ckw Financial Group
|
BUY
|
- |
382+ 1.86% |
$10.4K - $12.5K
|
20.9K
$965K
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
372+ 0.5% |
$10.1K - $12.1K
|
74.9K
$3.46M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
370+ 0.44% |
$10.1K - $12.1K
|
84.5K
$3.91M
|
|
|
Oct 16, 2023
Q3 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
365+ 1.68% |
$9.92K - $11.9K
|
22K
$1.02M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
362+ 1.35% |
$9.84K - $11.8K
|
27.2K
$1.26M
|
|
|
Oct 13, 2023
Q3 2023
|
Baugh & Associates, LLC
|
BUY
|
- |
348+ 0.23% |
$9.46K - $11.4K
|
152K
$7.04M
|
|
|
Oct 30, 2023
Q3 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
347+ 2.49% |
$9.43K - $11.3K
|
14.3K
$661K
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
346+ 0.14% |
$9.4K - $11.3K
|
248K
$11.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
343+ 4.43% |
$9.32K - $11.2K
|
8.09K
$374K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
335+ 0.12% |
$9.1K - $10.9K
|
289K
$13.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
335+ 0.12% |
$9.1K - $10.9K
|
280K
$12.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
330+ 0.25% |
$8.97K - $10.8K
|
133K
$6.15M
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
328+ 0.93% |
$8.91K - $10.7K
|
35.6K
$1.64M
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
328+ 2.62% |
$8.91K - $10.7K
|
12.8K
$593K
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
321+ 2.19% |
$8.72K - $10.5K
|
15K
$693K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
320+ 2.83% |
$8.69K - $10.4K
|
11.6K
$538K
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
316+ 0.69% |
$8.59K - $10.3K
|
46.3K
$2.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
308+ 1.49% |
$8.37K - $10.1K
|
21K
$969K
|
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
300+ 0.41% |
$8.15K - $9.8K
|
72.7K
$3.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
300+ 10.54% |
$8.15K - $9.8K
|
3.15K
$145K
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
299+ 0.61% |
$8.12K - $9.76K
|
49.5K
$2.29M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
295+ 5.39% |
$8.02K - $9.63K
|
5.76K
$266K
|
|
|
Oct 19, 2023
Q3 2023
|
Mason & Associates Inc
|
BUY
|
- |
286+ 1.89% |
$7.77K - $9.34K
|
15.5K
$714K
|