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 07, 2023
Q3 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
27+ 0.09% |
$734 - $882
|
31.5K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Management Associates
New York, NY |
BUY
|
- |
27+ 0.11% |
$734 - $882
|
24.6K
$1.14M
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
26+ 0.31% |
$706 - $849
|
8.39K
$388K
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
26+ 0.21% |
$706 - $849
|
12.3K
$569K
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
26+ 0.81% |
$706 - $849
|
3.22K
$149K
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
26+ 0.06% |
$706 - $849
|
45.9K
$2.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
24+ 0.1% |
$652 - $784
|
25.3K
$1.17M
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
22+ 0.12% |
$598 - $718
|
17.7K
$817K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
21+ 0.11% |
$571 - $686
|
19.2K
$888K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
21+ 0.31% |
$571 - $686
|
6.84K
$316K
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
20+ 0.14% |
$543 - $653
|
13.9K
$643K
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
19+ 0.14% |
$516 - $620
|
13.4K
$618K
|
|
|
Oct 25, 2023
Q3 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
17+ 0.05% |
$462 - $555
|
31.2K
$1.44M
|
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
17+ 0.1% |
$462 - $555
|
17.5K
$808K
|
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
17+ 0.09% |
$462 - $555
|
18.2K
$841K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
17+ 0.07% |
$462 - $555
|
22.9K
$1.06M
|
|
|
Nov 06, 2023
Q3 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
16+ 0.16% |
$435 - $522
|
10.1K
$469K
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
16+ 0.09% |
$435 - $522
|
17.9K
$825K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
15+ 0.12% |
$408 - $490
|
12.3K
$571K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
15+ 0.33% |
$408 - $490
|
4.61K
$213K
|
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
14+ 0.08% |
$380 - $457
|
17.5K
$807K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
14+ 0.12% |
$380 - $457
|
11.8K
$546K
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
11+ 0.91% |
$299 - $359
|
1.22K
$56.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
9+ 0.05% |
$245 - $294
|
16.5K
$761K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
9+ 2.67% |
$245 - $294
|
346
$16K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
9+ 0.71% |
$245 - $294
|
1.28K
$59.2K
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
8+ 0.11% |
$217 - $261
|
7.5K
$346K
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
8+ 0.07% |
$217 - $261
|
10.8K
$500K
|
|
|
Nov 14, 2023
Q3 2023
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
8+ 0.08% |
$217 - $261
|
10.6K
$490K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
7+ 0.41% |
$190 - $229
|
1.72K
$79.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
7+ 0.09% |
$190 - $229
|
7.39K
$341K
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
7+ 0.03% |
$190 - $229
|
20.7K
$958K
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
7New |
$190 - $229
|
7
$323
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
BUY
|
- |
6+ 0.07% |
$163 - $196
|
8.18K
$378K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
6+ 0.05% |
$163 - $196
|
11K
$508K
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
BUY
|
- |
6+ 0.02% |
$163 - $196
|
35.1K
$1.62M
|
|
|
Oct 12, 2023
Q3 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
5+ 0.01% |
$136 - $163
|
51.9K
$2.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
5+ 0.09% |
$136 - $163
|
5.58K
$258K
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.05% |
$109 - $131
|
8.22K
$380K
|
|
|
Oct 31, 2023
Q3 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
4+ 0.04% |
$109 - $131
|
11.4K
$526K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.6% |
$109 - $131
|
667
$30.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
4+ 0.05% |
$109 - $131
|
8K
$370K
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
4+ 0.01% |
$109 - $131
|
37.6K
$1.74M
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
3+ 0.02% |
$81.5 - $97.9
|
14.7K
$678K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3+ 0.81% |
$81.5 - $97.9
|
373
$17.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
3+ 1.11% |
$81.5 - $97.9
|
273
$12.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.52% |
$54.3 - $65.3
|
390
$18K
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
BUY
|
- |
2+ 0.01% |
$54.3 - $65.3
|
14.1K
$654K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2+ 0.38% |
$54.3 - $65.3
|
528
$24.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2+ 0.0% |
$54.3 - $65.3
|
47.2K
$2.18M
|