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 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-254- 1.16% |
$6.9K - $8.29K
|
21.7K
$1M
|
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-259- 3.09% |
$7.04K - $8.46K
|
8.12K
$375K
|
|
|
Nov 13, 2023
Q3 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-260- 0.72% |
$7.06K - $8.49K
|
35.7K
$1.65M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-261- 2.28% |
$7.09K - $8.52K
|
11.2K
$517K
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-266- 1.48% |
$7.23K - $8.68K
|
17.8K
$820K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-266- 0.71% |
$7.23K - $8.68K
|
37.1K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-268- 2.09% |
$7.28K - $8.75K
|
12.6K
$580K
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-271- 0.33% |
$7.36K - $8.85K
|
82.4K
$3.81M
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
SELL
|
- |
-273- 1.64% |
$7.42K - $8.91K
|
16.4K
$756K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-276- 3.11% |
$7.5K - $9.01K
|
8.61K
$398K
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-280- 32.18% |
$7.61K - $9.14K
|
590
$27.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-280- 1.1% |
$7.61K - $9.14K
|
25.2K
$1.17M
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-285- 0.55% |
$7.74K - $9.31K
|
51.3K
$2.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-286- 2.72% |
$7.77K - $9.34K
|
10.2K
$473K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-295- 1.8% |
$8.02K - $9.63K
|
16.1K
$743K
|
|
|
Nov 08, 2023
Q3 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-297- 0.08% |
$8.07K - $9.7K
|
375K
$17.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-298- 1.23% |
$8.1K - $9.73K
|
24K
$1.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-300- 3.45% |
$8.15K - $9.8K
|
8.41K
$388K
|
|
|
Oct 25, 2023
Q3 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-300- 1.64% |
$8.15K - $9.8K
|
18K
$830K
|
|
|
Oct 27, 2023
Q3 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-300- 1.82% |
$8.15K - $9.8K
|
16.2K
$750K
|
|
|
Nov 09, 2023
Q3 2023
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-300- 3.59% |
$8.15K - $9.8K
|
8.06K
$372K
|
|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-300- 0.55% |
$8.15K - $9.8K
|
54.6K
$2.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-300- 1.47% |
$8.15K - $9.8K
|
20.2K
$932K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-302- 2.18% |
$8.21K - $9.86K
|
13.6K
$626K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-304- 2.05% |
$8.26K - $9.93K
|
14.5K
$672K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-306- 0.55% |
$8.31K - $9.99K
|
55.7K
$2.57M
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-306- 3.77% |
$8.31K - $9.99K
|
7.8K
$361K
|
|
|
Nov 08, 2023
Q3 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-307- 3.92% |
$8.34K - $10K
|
7.52K
$347K
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-311- 0.58% |
$8.45K - $10.2K
|
53.4K
$2.47M
|
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-313- 1.79% |
$8.5K - $10.2K
|
17.1K
$792K
|
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-315- 2.83% |
$8.56K - $10.3K
|
10.8K
$500K
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-316- 2.14% |
$8.59K - $10.3K
|
14.5K
$668K
|
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-319- 1.71% |
$8.67K - $10.4K
|
18.3K
$846K
|
|
|
Oct 24, 2023
Q3 2023
|
Arnhold LLC
|
SELL
|
- |
-323- 0.11% |
$8.78K - $10.5K
|
294K
$13.6M
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
SELL
|
- |
-324- 1.61% |
$8.8K - $10.6K
|
19.8K
$914K
|
|
|
Nov 13, 2023
Q3 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-324- 0.85% |
$8.8K - $10.6K
|
37.6K
$1.74M
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-330- 3.89% |
$8.97K - $10.8K
|
8.16K
$377K
|
|
|
Nov 02, 2023
Q3 2023
|
Asset Management Advisors, LLC
|
SELL
|
- |
-330- 0.28% |
$8.97K - $10.8K
|
115K
$5.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-332- 1.74% |
$9.02K - $10.8K
|
18.8K
$867K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-335- 1.95% |
$9.1K - $10.9K
|
16.9K
$779K
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-338- 0.9% |
$9.18K - $11K
|
37.3K
$1.72M
|
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-343- 1.84% |
$9.32K - $11.2K
|
18.3K
$847K
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-349- 1.51% |
$9.48K - $11.4K
|
22.7K
$1.05M
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-350- 2.83% |
$9.51K - $11.4K
|
12K
$555K
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-355- 0.9% |
$9.65K - $11.6K
|
39.1K
$1.81M
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-356- 1.81% |
$9.67K - $11.6K
|
19.3K
$891K
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-357- 19.28% |
$9.7K - $11.7K
|
1.5K
$69.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-362- 1.43% |
$9.84K - $11.8K
|
25K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-371- 3.88% |
$10.1K - $12.1K
|
9.2K
$425K
|
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-373- 1.28% |
$10.1K - $12.2K
|
28.8K
$1.33M
|