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 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-78- 1.78% |
$2.12K - $2.55K
|
4.32K
$199K
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-83- 0.32% |
$2.26K - $2.71K
|
26.2K
$1.21M
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
SELL
|
- |
-84- 0.58% |
$2.28K - $2.74K
|
14.5K
$671K
|
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-89- 0.77% |
$2.42K - $2.91K
|
11.4K
$528K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-90- 0.81% |
$2.45K - $2.94K
|
11K
$508K
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
SELL
|
- |
-90- 0.92% |
$2.45K - $2.94K
|
9.68K
$447K
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-91- 0.11% |
$2.47K - $2.97K
|
79.1K
$3.66M
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-95- 0.25% |
$2.58K - $3.1K
|
38.4K
$1.77M
|
|
|
Nov 07, 2023
Q3 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-95- 0.06% |
$2.58K - $3.1K
|
166K
$7.67M
|
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-99- 0.55% |
$2.69K - $3.23K
|
17.8K
$821K
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-100- 5.46% |
$2.72K - $3.27K
|
1.73K
$79.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-100- 7.79% |
$2.72K - $3.27K
|
1.18K
$54.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-100- 0.57% |
$2.72K - $3.27K
|
17.6K
$812K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-100- 0.14% |
$2.72K - $3.27K
|
73.1K
$3.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-100- 1.27% |
$2.72K - $3.27K
|
7.8K
$360K
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-104- 0.17% |
$2.83K - $3.4K
|
62K
$2.87M
|
|
|
Nov 14, 2023
Q3 2023
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-104- 0.1% |
$2.83K - $3.4K
|
105K
$4.86M
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
SELL
|
- |
-105- 1.09% |
$2.85K - $3.43K
|
9.5K
$439K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-106- 29.78% |
$2.88K - $3.46K
|
250
$11.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-107- 1.01% |
$2.91K - $3.49K
|
10.5K
$483K
|
|
|
Oct 10, 2023
Q3 2023
|
Stolper CO
|
SELL
|
- |
-109- 0.06% |
$2.96K - $3.56K
|
174K
$8.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-111- 0.53% |
$3.02K - $3.62K
|
20.8K
$961K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-113- 1.36% |
$3.07K - $3.69K
|
8.18K
$378K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-115- 0.02% |
$3.12K - $3.75K
|
563K
$26M
|
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-117- 0.7% |
$3.18K - $3.82K
|
16.7K
$771K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-117- 0.04% |
$3.18K - $3.82K
|
266K
$12.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-119- 0.5% |
$3.23K - $3.89K
|
23.8K
$1.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-121- 0.54% |
$3.29K - $3.95K
|
22.4K
$1.04M
|
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
SELL
|
- |
-125- 2.85% |
$3.4K - $4.08K
|
4.27K
$197K
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-127- 8.42% |
$3.45K - $4.15K
|
1.38K
$63.8K
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
SELL
|
- |
-133- 0.96% |
$3.61K - $4.34K
|
13.7K
$633K
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
SELL
|
- |
-133- 1.13% |
$3.61K - $4.34K
|
11.6K
$538K
|
|
|
Oct 11, 2023
Q3 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-135- 2.2% |
$3.67K - $4.41K
|
6.01K
$278K
|
|
|
Nov 14, 2023
Q3 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-135- 0.34% |
$3.67K - $4.41K
|
39.6K
$1.83M
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-143- 1.36% |
$3.89K - $4.67K
|
10.4K
$481K
|
|
|
Nov 03, 2023
Q3 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-145- 0.86% |
$3.94K - $4.73K
|
16.8K
$776K
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-148- 0.58% |
$4.02K - $4.83K
|
25.4K
$1.18M
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-149- 1.76% |
$4.05K - $4.86K
|
8.31K
$384K
|
|
|
Oct 10, 2023
Q3 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-150- 0.43% |
$4.08K - $4.9K
|
34.6K
$1.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-150- 0.36% |
$4.08K - $4.9K
|
42K
$1.94M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-150- 1.09% |
$4.08K - $4.9K
|
13.6K
$631K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-150- 18.63% |
$4.08K - $4.9K
|
655
$30.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Close Asset Management LTD
|
SELL
|
- |
-152- 0.75% |
$4.13K - $4.96K
|
20.2K
$933K
|
|
|
Oct 24, 2023
Q3 2023
|
Founders Capital Management, LLC
|
SELL
|
- |
-157- 0.83% |
$4.27K - $5.13K
|
18.8K
$868K
|
|
|
Oct 05, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-158- 1.62% |
$4.29K - $5.16K
|
9.6K
$444K
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-159- 0.56% |
$4.32K - $5.19K
|
28.4K
$1.31M
|
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-160- 1.64% |
$4.35K - $5.22K
|
9.58K
$443K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-161- 7.77% |
$4.37K - $5.26K
|
1.91K
$88.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-162- 2.08% |
$4.4K - $5.29K
|
7.62K
$352K
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
SELL
|
- |
-165- 0.68% |
$4.48K - $5.39K
|
24K
$1.11M
|