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
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
100+ 0.59% |
$2.72K - $3.27K
|
17K
$788K
|
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
100+ 0.55% |
$2.72K - $3.27K
|
18.3K
$844K
|
|
|
Oct 24, 2023
Q3 2023
|
Sippican Capital Advisors
|
BUY
|
- |
96+ 0.38% |
$2.61K - $3.13K
|
25.3K
$1.17M
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
93+ 0.38% |
$2.53K - $3.04K
|
24.7K
$1.14M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
93+ 0.05% |
$2.53K - $3.04K
|
201K
$9.31M
|
|
|
Oct 25, 2023
Q3 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
92+ 0.75% |
$2.5K - $3K
|
12.4K
$574K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
91+ 0.93% |
$2.47K - $2.97K
|
9.86K
$455K
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
88+ 0.74% |
$2.39K - $2.87K
|
12K
$554K
|
|
|
Nov 01, 2023
Q3 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
86+ 0.8% |
$2.34K - $2.81K
|
10.9K
$503K
|
|
|
Nov 06, 2023
Q3 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
85+ 0.46% |
$2.31K - $2.78K
|
18.7K
$865K
|
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
84+ 1.13% |
$2.28K - $2.74K
|
7.54K
$349K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
83+ 0.52% |
$2.26K - $2.71K
|
16.1K
$743K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
80+ 9.46% |
$2.17K - $2.61K
|
926
$42.8K
|
|
|
Oct 20, 2023
Q3 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
77+ 0.76% |
$2.09K - $2.51K
|
10.3K
$474K
|
|
|
Nov 03, 2023
Q3 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
74+ 0.36% |
$2.01K - $2.42K
|
20.4K
$944K
|
|
|
Oct 28, 2024
Q3 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
72+ 0.88% |
$1.96K - $2.35K
|
8.28K
$383K
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
69+ 0.4% |
$1.87K - $2.25K
|
17.2K
$794K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
68+ 0.52% |
$1.85K - $2.22K
|
13.1K
$608K
|
|
|
Oct 27, 2023
Q3 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
68+ 0.89% |
$1.85K - $2.22K
|
7.67K
$355K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
68+ 0.43% |
$1.85K - $2.22K
|
15.8K
$730K
|
|
|
Oct 19, 2023
Q3 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
67+ 0.67% |
$1.82K - $2.19K
|
10.1K
$467K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
64+ 1.58% |
$1.74K - $2.09K
|
4.12K
$190K
|
|
|
Nov 09, 2023
Q3 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
61+ 0.37% |
$1.66K - $1.99K
|
16.4K
$759K
|
|
|
Oct 11, 2023
Q3 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
60+ 0.52% |
$1.63K - $1.96K
|
11.6K
$536K
|
|
|
Nov 02, 2023
Q3 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
59+ 0.73% |
$1.6K - $1.93K
|
8.19K
$378K
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
59+ 0.16% |
$1.6K - $1.93K
|
36.1K
$1.67M
|
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
BUY
|
- |
58+ 0.76% |
$1.58K - $1.89K
|
7.73K
$357K
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
53+ 0.53% |
$1.44K - $1.73K
|
10.1K
$468K
|
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
52+ 0.2% |
$1.41K - $1.7K
|
26.4K
$1.22M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
51+ 0.37% |
$1.39K - $1.67K
|
13.7K
$632K
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
51+ 0.44% |
$1.39K - $1.67K
|
11.5K
$533K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
48+ 96.0% |
$1.3K - $1.57K
|
98
$4.53K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
48+ 3.56% |
$1.3K - $1.57K
|
1.4K
$64.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
48+ 0.56% |
$1.3K - $1.57K
|
8.66K
$400K
|
|
|
Nov 13, 2023
Q3 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
48+ 0.31% |
$1.3K - $1.57K
|
15.7K
$725K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
47+ 0.22% |
$1.28K - $1.53K
|
21K
$970K
|
|
|
Nov 13, 2023
Q3 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
47+ 0.32% |
$1.28K - $1.53K
|
14.9K
$691K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
46+ 0.44% |
$1.25K - $1.5K
|
10.4K
$481K
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
46+ 0.33% |
$1.25K - $1.5K
|
14K
$649K
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
46+ 0.4% |
$1.25K - $1.5K
|
11.6K
$535K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
43+ 0.77% |
$1.17K - $1.4K
|
5.62K
$260K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
40+ 0.26% |
$1.09K - $1.31K
|
15.5K
$715K
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
40+ 0.75% |
$1.09K - $1.31K
|
5.41K
$250K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
38+ 0.26% |
$1.03K - $1.24K
|
14.6K
$674K
|
|
|
Oct 10, 2023
Q3 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
36+ 0.14% |
$978 - $1.18K
|
24.9K
$1.15M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
35+ 0.19% |
$951 - $1.14K
|
18.6K
$859K
|
|
|
Oct 17, 2023
Q3 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
33+ 0.45% |
$897 - $1.08K
|
7.31K
$338K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
33+ 0.27% |
$897 - $1.08K
|
12.2K
$564K
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
30+ 0.17% |
$815 - $980
|
17.7K
$818K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
30+ 0.24% |
$815 - $980
|
12.4K
$573K
|