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 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2+ 0.86% |
$54.3 - $65.3
|
235
$10.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Sara Bay Financial
|
BUY
|
- |
1+ 0.01% |
$27.2 - $32.7
|
10.2K
$471K
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1+ 0.0% |
$27.2 - $32.7
|
50.4K
$2.33M
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.05% |
$27.2 - $32.7
|
1.89K
$87.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
1+ 0.0% |
$27.2 - $32.7
|
22.1K
$1.02M
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.04% |
$27.2 - $32.7
|
2.58K
$119K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1+ 0.33% |
$27.2 - $32.7
|
300
$13.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1+ 0.1% |
$27.2 - $32.7
|
993
$45.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 0.09% |
$27.2 - $32.7
|
1.09K
$50.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Belmont Capital, LLC
|
SELL
|
- |
-5- -0.0% |
$136 - $163
|
143K
$6.61M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-7- 0.12% |
$190 - $229
|
5.87K
$271K
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-8- 0.03% |
$217 - $261
|
23.6K
$1.09M
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-9- 0.17% |
$245 - $294
|
5.31K
$245K
|
|
|
Oct 13, 2023
Q3 2023
|
Veery Capital, LLC
|
SELL
|
- |
-10- 0.13% |
$272 - $327
|
7.65K
$354K
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-11- 5.73% |
$299 - $359
|
181
$8.36K
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-16- 0.1% |
$435 - $522
|
16.1K
$746K
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-17- 0.22% |
$462 - $555
|
7.62K
$352K
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-17- 0.16% |
$462 - $555
|
10.5K
$484K
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-18- 0.18% |
$489 - $588
|
10.2K
$473K
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-21- 0.07% |
$571 - $686
|
28.6K
$1.32M
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-21- 0.23% |
$571 - $686
|
9.28K
$429K
|
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-22- 5.21% |
$598 - $718
|
400
$18.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-25- 0.57% |
$679 - $816
|
4.35K
$201K
|
|
|
Nov 09, 2023
Q3 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-26- 0.07% |
$706 - $849
|
39.7K
$1.83M
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-26- 0.23% |
$706 - $849
|
11.4K
$526K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-26- 0.23% |
$706 - $849
|
11.4K
$527K
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-27- 0.13% |
$734 - $882
|
20K
$925K
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-28- 0.05% |
$761 - $914
|
56.3K
$2.6M
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-35- 0.45% |
$951 - $1.14K
|
7.74K
$358K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-40- 4.35% |
$1.09K - $1.31K
|
880
$40.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-40- 0.31% |
$1.09K - $1.31K
|
12.8K
$590K
|
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-43- 0.5% |
$1.17K - $1.4K
|
8.48K
$392K
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-44- 0.43% |
$1.2K - $1.44K
|
10.2K
$469K
|
|
|
Oct 24, 2023
Q3 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-48- 0.04% |
$1.3K - $1.57K
|
108K
$5M
|
|
|
Oct 17, 2023
Q3 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-50- 0.15% |
$1.36K - $1.63K
|
34.2K
$1.58M
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-50- 32.26% |
$1.36K - $1.63K
|
105
$4.85K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-53- 0.22% |
$1.44K - $1.73K
|
24K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-55- 5.66% |
$1.49K - $1.8K
|
916
$42.3K
|
|
|
Oct 16, 2023
Q3 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-57- 0.44% |
$1.55K - $1.86K
|
12.9K
$597K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-60- 6.4% |
$1.63K - $1.96K
|
877
$40.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-60- 0.03% |
$1.63K - $1.96K
|
198K
$9.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Kidder Stephen W
|
SELL
|
- |
-60- 0.2% |
$1.63K - $1.96K
|
30.6K
$1.41M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-62- 0.13% |
$1.68K - $2.02K
|
47.8K
$2.21M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-66- 0.27% |
$1.79K - $2.15K
|
24.5K
$1.13M
|
|
|
Nov 08, 2023
Q3 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-66- 0.61% |
$1.79K - $2.15K
|
10.8K
$500K
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-70- 0.52% |
$1.9K - $2.29K
|
13.5K
$624K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-72- 2.95% |
$1.96K - $2.35K
|
2.37K
$109K
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-73- 0.49% |
$1.98K - $2.38K
|
14.8K
$685K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-75- 0.22% |
$2.04K - $2.45K
|
34K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-75- 0.64% |
$2.04K - $2.45K
|
11.6K
$536K
|