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 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
175+ 104.17% |
$4.75K - $5.71K
|
343
$15.9K
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
173+ 1.16% |
$4.7K - $5.65K
|
15.1K
$697K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
173New |
$4.7K - $5.65K
|
173
$7.99K
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
171+ 2.03% |
$4.65K - $5.58K
|
8.58K
$396K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
169+ 7.06% |
$4.59K - $5.52K
|
2.56K
$118K
|
|
|
Nov 03, 2023
Q3 2023
|
Check Capital Management Inc
|
BUY
|
- |
168+ 0.11% |
$4.56K - $5.49K
|
158K
$7.3M
|
|
|
Jan 31, 2024
Q3 2023
|
Check Capital Management Inc
|
BUY
|
- |
168+ 0.11% |
$4.56K - $5.49K
|
158K
$7.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
166+ 8.52% |
$4.51K - $5.42K
|
2.11K
$97.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
162+ 0.2% |
$4.4K - $5.29K
|
82.6K
$3.82M
|
|
|
Oct 19, 2023
Q3 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
160+ 0.61% |
$4.35K - $5.22K
|
26.3K
$1.21M
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
160+ 0.35% |
$4.35K - $5.22K
|
45.4K
$2.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
159+ 0.87% |
$4.32K - $5.19K
|
18.4K
$850K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
156+ 51.32% |
$4.24K - $5.09K
|
460
$21.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
152+ 0.08% |
$4.13K - $4.96K
|
182K
$8.42M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
152+ 0.16% |
$4.13K - $4.96K
|
92.8K
$4.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
148+ 1.04% |
$4.02K - $4.83K
|
14.4K
$664K
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
148+ 5.39% |
$4.02K - $4.83K
|
2.9K
$134K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
147+ 2.08% |
$3.99K - $4.8K
|
7.22K
$334K
|
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
146+ 1.06% |
$3.97K - $4.77K
|
13.9K
$643K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
145+ 1.52% |
$3.94K - $4.73K
|
9.69K
$448K
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
145+ 1.04% |
$3.94K - $4.73K
|
14K
$649K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
143+ 22.92% |
$3.89K - $4.67K
|
767
$35.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
141+ 0.07% |
$3.83K - $4.6K
|
192K
$8.87M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
139+ 5.87% |
$3.78K - $4.54K
|
2.51K
$116K
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
138+ 0.32% |
$3.75K - $4.51K
|
42.8K
$1.98M
|
|
|
Nov 07, 2023
Q3 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
138+ 1.72% |
$3.75K - $4.51K
|
8.18K
$378K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
137New |
$3.72K - $4.47K
|
137
$6.33K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
137+ 1.48% |
$3.72K - $4.47K
|
9.41K
$435K
|
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
136+ 0.73% |
$3.7K - $4.44K
|
18.8K
$868K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
134+ 0.15% |
$3.64K - $4.38K
|
90.6K
$4.19M
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
130+ 13.99% |
$3.53K - $4.24K
|
1.06K
$48.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
128+ 0.85% |
$3.48K - $4.18K
|
15.1K
$698K
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
126+ 0.06% |
$3.42K - $4.11K
|
212K
$9.79M
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
125+ 0.75% |
$3.4K - $4.08K
|
16.9K
$780K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
125+ 1.22% |
$3.4K - $4.08K
|
10.3K
$478K
|
|
|
Oct 13, 2023
Q3 2023
|
David J Yvars Group
|
BUY
|
- |
123+ 0.12% |
$3.34K - $4.02K
|
106K
$4.89M
|
|
|
Oct 30, 2023
Q3 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
123+ 0.53% |
$3.34K - $4.02K
|
23.4K
$1.08M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
122+ 0.42% |
$3.31K - $3.98K
|
29.1K
$1.34M
|
|
|
Nov 07, 2023
Q3 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
121+ 1.43% |
$3.29K - $3.95K
|
8.56K
$396K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
118+ 0.47% |
$3.21K - $3.85K
|
25.1K
$1.16M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
117+ 1.05% |
$3.18K - $3.82K
|
11.2K
$518K
|
|
|
Oct 13, 2023
Q3 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
116+ 1.03% |
$3.15K - $3.79K
|
11.4K
$525K
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
113New |
$3.07K - $3.69K
|
113
$5.22K
|
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
112+ 0.61% |
$3.04K - $3.66K
|
18.4K
$852K
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
111+ 1.06% |
$3.02K - $3.62K
|
10.5K
$487K
|
|
|
Nov 07, 2023
Q3 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
108+ 0.16% |
$2.93K - $3.53K
|
68.3K
$3.16M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
106+ 0.74% |
$2.88K - $3.46K
|
14.4K
$666K
|
|
|
Nov 01, 2023
Q3 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
105+ 0.62% |
$2.85K - $3.43K
|
17K
$786K
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
102+ 3.43% |
$2.77K - $3.33K
|
3.08K
$142K
|
|
|
Nov 07, 2023
Q3 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
100+ 0.64% |
$2.72K - $3.27K
|
15.7K
$727K
|