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
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-166- 33.0% |
$4.51K - $5.42K
|
337
$15.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-169- 0.53% |
$4.59K - $5.52K
|
31.6K
$1.46M
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-172- 1.61% |
$4.67K - $5.62K
|
10.5K
$486K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-172- 1.73% |
$4.67K - $5.62K
|
9.76K
$451K
|
|
|
Oct 13, 2023
Q3 2023
|
Cohen Klingenstein LLC
|
SELL
|
- |
-174- 0.06% |
$4.73K - $5.68K
|
289K
$13.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-175- 0.6% |
$4.75K - $5.71K
|
29.2K
$1.35M
|
|
|
Oct 11, 2023
Q3 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-176- 2.01% |
$4.78K - $5.75K
|
8.58K
$397K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-178- 0.04% |
$4.84K - $5.81K
|
416K
$19.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-179- 0.5% |
$4.86K - $5.84K
|
35.3K
$1.63M
|
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-180- 1.93% |
$4.89K - $5.88K
|
9.17K
$424K
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-180- 0.33% |
$4.89K - $5.88K
|
54K
$2.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-180- 2.22% |
$4.89K - $5.88K
|
7.94K
$367K
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-180- 2.58% |
$4.89K - $5.88K
|
6.79K
$314K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-180- 2.37% |
$4.89K - $5.88K
|
7.41K
$342K
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-184- 2.31% |
$5K - $6.01K
|
7.78K
$359K
|
|
|
Nov 08, 2023
Q3 2023
|
Terril Brothers, Inc.
|
SELL
|
- |
-185- 1.01% |
$5.03K - $6.04K
|
18.1K
$836K
|
|
|
Nov 13, 2023
Q3 2023
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-185- 0.12% |
$5.03K - $6.04K
|
152K
$7.02M
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-186- 3.49% |
$5.05K - $6.07K
|
5.14K
$238K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-186- 4.24% |
$5.05K - $6.07K
|
4.2K
$194K
|
|
|
Nov 09, 2023
Q3 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-189- 0.38% |
$5.14K - $6.17K
|
49.8K
$2.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-190- 0.76% |
$5.16K - $6.2K
|
24.8K
$1.15M
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-191- 0.14% |
$5.19K - $6.24K
|
138K
$6.36M
|
|
|
Oct 19, 2023
Q3 2023
|
Benin Management Corp
|
SELL
|
- |
-192- 1.54% |
$5.22K - $6.27K
|
12.3K
$568K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-193- 2.05% |
$5.24K - $6.3K
|
9.24K
$427K
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-193- 0.44% |
$5.24K - $6.3K
|
43.3K
$2M
|
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-194- 1.7% |
$5.27K - $6.33K
|
11.2K
$519K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-198- 5.81% |
$5.38K - $6.46K
|
3.21K
$148K
|
|
|
Nov 15, 2023
Q3 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-199- 0.49% |
$5.41K - $6.5K
|
40.2K
$1.86M
|
|
|
Oct 10, 2023
Q3 2023
|
Gen Trust, LLC
|
SELL
|
- |
-200- 2.17% |
$5.43K - $6.53K
|
9.03K
$417K
|
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-200- 0.92% |
$5.43K - $6.53K
|
21.6K
$996K
|
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-200- 2.4% |
$5.43K - $6.53K
|
8.12K
$375K
|
|
|
Oct 31, 2023
Q3 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-200- 2.54% |
$5.43K - $6.53K
|
7.67K
$355K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-203- 1.03% |
$5.52K - $6.63K
|
19.4K
$897K
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-205- 1.17% |
$5.57K - $6.69K
|
17.3K
$798K
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-205- 0.89% |
$5.57K - $6.69K
|
22.8K
$1.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-218- 0.37% |
$5.92K - $7.12K
|
58.5K
$2.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-220- 23.08% |
$5.98K - $7.18K
|
733
$33.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-220- 0.9% |
$5.98K - $7.18K
|
24.3K
$1.12M
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-221- 3.23% |
$6K - $7.22K
|
6.63K
$306K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-225- 1.48% |
$6.11K - $7.35K
|
15K
$692K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-225- 19.05% |
$6.11K - $7.35K
|
956
$44.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-226- 1.57% |
$6.14K - $7.38K
|
14.1K
$653K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-227- 31.22% |
$6.17K - $7.41K
|
500
$23.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-227- 1.12% |
$6.17K - $7.41K
|
20K
$925K
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-229- 1.66% |
$6.22K - $7.48K
|
13.6K
$626K
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-234- 3.06% |
$6.36K - $7.64K
|
7.41K
$342K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-238- 0.26% |
$6.47K - $7.77K
|
89.7K
$4.14M
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-241- 0.8% |
$6.55K - $7.87K
|
29.9K
$1.38M
|
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-249- 1.29% |
$6.77K - $8.13K
|
19K
$878K
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-254- 13.52% |
$6.9K - $8.29K
|
1.63K
$75.1K
|