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 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
282+ 2.54% |
$7.66K - $9.21K
|
11.4K
$526K
|
|
Nov 03, 2023
Q3 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
277+ 1.27% |
$7.53K - $9.04K
|
22.2K
$1.02M
|
|
Oct 31, 2023
Q3 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
274+ 2.96% |
$7.44K - $8.95K
|
9.53K
$440K
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
273+ 2.74% |
$7.42K - $8.91K
|
10.2K
$473K
|
|
Oct 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
BUY
|
- |
273+ 3.82% |
$7.42K - $8.91K
|
7.41K
$343K
|
|
Oct 10, 2023
Q3 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
272+ 0.92% |
$7.39K - $8.88K
|
29.8K
$1.38M
|
|
Nov 13, 2023
Q3 2023
|
Granger Management LLC
|
BUY
|
- |
270+ 2.21% |
$7.34K - $8.82K
|
12.5K
$577K
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
268+ 1.78% |
$7.28K - $8.75K
|
15.3K
$708K
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
267+ 3.74% |
$7.25K - $8.72K
|
7.41K
$342K
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
264+ 3.22% |
$7.17K - $8.62K
|
8.47K
$392K
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
264+ 3.46% |
$7.17K - $8.62K
|
7.89K
$364K
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
258+ 0.63% |
$7.01K - $8.42K
|
40.9K
$1.89M
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
258+ 1.64% |
$7.01K - $8.42K
|
16K
$740K
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
258+ 4.36% |
$7.01K - $8.42K
|
6.18K
$285K
|
|
Nov 08, 2023
Q3 2023
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
256+ 0.12% |
$6.96K - $8.36K
|
212K
$9.78M
|
|
Oct 19, 2023
Q3 2023
|
Blossom Wealth Management
|
BUY
|
- |
252+ 1.53% |
$6.85K - $8.23K
|
16.7K
$774K
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
250+ 1.32% |
$6.79K - $8.16K
|
19.2K
$887K
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
250+ 12.84% |
$6.79K - $8.16K
|
2.2K
$102K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
250+ 4.1% |
$6.79K - $8.16K
|
6.35K
$294K
|
|
Nov 09, 2023
Q3 2023
|
Hardy Reed LLC
|
BUY
|
- |
246+ 2.91% |
$6.68K - $8.03K
|
8.71K
$402K
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
244+ 2.02% |
$6.63K - $7.97K
|
12.3K
$569K
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
242+ 2.07% |
$6.58K - $7.9K
|
11.9K
$551K
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
241+ 1.3% |
$6.55K - $7.87K
|
18.8K
$869K
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
234+ 2.97% |
$6.36K - $7.64K
|
8.11K
$375K
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
232+ 1.04% |
$6.3K - $7.57K
|
22.6K
$1.05M
|
|
Oct 25, 2023
Q3 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
225+ 2.71% |
$6.11K - $7.35K
|
8.52K
$393K
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
225+ 2.34% |
$6.11K - $7.35K
|
9.84K
$455K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
222New |
$6.03K - $7.25K
|
222
$10.3K
|
|
Nov 09, 2023
Q3 2023
|
S&Co Inc
Boston, MA |
BUY
|
- |
222+ 0.18% |
$6.03K - $7.25K
|
127K
$5.85M
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
218+ 9.3% |
$5.92K - $7.12K
|
2.56K
$118K
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
215+ 0.21% |
$5.84K - $7.02K
|
102K
$4.73M
|
|
Nov 09, 2023
Q3 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
213+ 0.03% |
$5.79K - $6.95K
|
614K
$28.4M
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
211New |
$5.73K - $6.89K
|
211
$9.75K
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
210+ 0.94% |
$5.71K - $6.86K
|
22.6K
$1.04M
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
210+ 1.32% |
$5.71K - $6.86K
|
16.1K
$744K
|
|
Nov 02, 2023
Q3 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
209+ 0.32% |
$5.68K - $6.82K
|
64.8K
$2.99M
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
206+ 0.93% |
$5.6K - $6.73K
|
22.3K
$1.03M
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
202+ 0.86% |
$5.49K - $6.6K
|
23.8K
$1.1M
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
196+ 1.16% |
$5.33K - $6.4K
|
17.1K
$788K
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
196+ 2.05% |
$5.33K - $6.4K
|
9.74K
$450K
|
|
Nov 06, 2023
Q3 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
195+ 0.07% |
$5.3K - $6.37K
|
263K
$12.1M
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
194+ 1.27% |
$5.27K - $6.33K
|
15.4K
$712K
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
193+ 0.21% |
$5.24K - $6.3K
|
91.5K
$4.23M
|
|
Oct 31, 2023
Q3 2023
|
Asio Capital, LLC
|
BUY
|
- |
191+ 0.11% |
$5.19K - $6.24K
|
176K
$8.11M
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
190+ 0.93% |
$5.16K - $6.2K
|
20.7K
$958K
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
188+ 1.92% |
$5.11K - $6.14K
|
9.99K
$462K
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
186+ 1.95% |
$5.05K - $6.07K
|
9.75K
$450K
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
186+ 87.32% |
$5.05K - $6.07K
|
399
$18.4K
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
185+ 0.19% |
$5.03K - $6.04K
|
95.9K
$4.43M
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
180+ 0.92% |
$4.89K - $5.88K
|
19.8K
$915K
|