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 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-373- 0.57% |
$10.1K - $12.2K
|
64.7K
$2.99M
|
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-374- 0.47% |
$10.2K - $12.2K
|
78.4K
$3.62M
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-374- 3.64% |
$10.2K - $12.2K
|
9.9K
$457K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-377- 0.4% |
$10.2K - $12.3K
|
94.8K
$4.38M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-382- 0.45% |
$10.4K - $12.5K
|
84.2K
$3.89M
|
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-383- 0.8% |
$10.4K - $12.5K
|
47.2K
$2.18M
|
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-383- 0.8% |
$10.4K - $12.5K
|
47.2K
$2.18M
|
|
|
Nov 01, 2023
Q3 2023
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-388- 1.28% |
$10.5K - $12.7K
|
29.8K
$1.38M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-390- 35.23% |
$10.6K - $12.7K
|
717
$33.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-400- 2.49% |
$10.9K - $13.1K
|
15.7K
$723K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-400- 0.37% |
$10.9K - $13.1K
|
106K
$4.92M
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-400- 0.37% |
$10.9K - $13.1K
|
109K
$5.02M
|
|
|
Nov 15, 2023
Q3 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-400- 0.46% |
$10.9K - $13.1K
|
86.4K
$3.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-405- 2.06% |
$11K - $13.2K
|
19.3K
$890K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-408- 0.62% |
$11.1K - $13.3K
|
65.3K
$3.02M
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-408- 2.02% |
$11.1K - $13.3K
|
19.8K
$913K
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-417- 1.46% |
$11.3K - $13.6K
|
28.2K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-417- 1.66% |
$11.3K - $13.6K
|
24.8K
$1.14M
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-432- 0.98% |
$11.7K - $14.1K
|
43.9K
$2.03M
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-437- 1.77% |
$11.9K - $14.3K
|
24.2K
$1.12M
|
|
|
Oct 12, 2023
Q3 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-450- 41.1% |
$12.2K - $14.7K
|
645
$29.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-450- 4.93% |
$12.2K - $14.7K
|
8.67K
$401K
|
|
|
Nov 13, 2023
Q3 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-450- 0.62% |
$12.2K - $14.7K
|
71.9K
$3.32M
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-450- 2.55% |
$12.2K - $14.7K
|
17.2K
$795K
|
|
|
Oct 30, 2023
Q3 2023
|
Leisure Capital Management
|
SELL
|
- |
-451- 2.26% |
$12.3K - $14.7K
|
19.5K
$902K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-453- 0.36% |
$12.3K - $14.8K
|
127K
$5.87M
|
|
|
Oct 25, 2023
Q3 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-454- 3.33% |
$12.3K - $14.8K
|
13.2K
$609K
|
|
|
Nov 13, 2023
Q3 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-456- 3.11% |
$12.4K - $14.9K
|
14.2K
$657K
|
|
|
Oct 25, 2023
Q3 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-457- 0.78% |
$12.4K - $14.9K
|
58.4K
$2.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Keystone Financial Services
|
SELL
|
- |
-461- 4.54% |
$12.5K - $15.1K
|
9.7K
$448K
|
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-462- 1.82% |
$12.6K - $15.1K
|
24.9K
$1.15M
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-474- 82.29% |
$12.9K - $15.5K
|
102
$4.71K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-475- 0.87% |
$12.9K - $15.5K
|
54K
$2.49M
|
|
|
Oct 25, 2023
Q3 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-480- 3.92% |
$13K - $15.7K
|
11.8K
$544K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-481- 9.45% |
$13.1K - $15.7K
|
4.61K
$213K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-483- 34.18% |
$13.1K - $15.8K
|
930
$43K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-484- 15.83% |
$13.2K - $15.8K
|
2.57K
$119K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-486- 0.22% |
$13.2K - $15.9K
|
218K
$10.1M
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-490- 1.59% |
$13.3K - $16K
|
30.4K
$1.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-490- 1.79% |
$13.3K - $16K
|
26.8K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-490- 2.83% |
$13.3K - $16K
|
16.8K
$778K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-491- 3.51% |
$13.3K - $16K
|
13.5K
$624K
|
|
|
Nov 09, 2023
Q3 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-492- 1.75% |
$13.4K - $16.1K
|
27.7K
$1.28M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-493- 28.17% |
$13.4K - $16.1K
|
1.26K
$58.1K
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
SELL
|
- |
-496- 1.65% |
$13.5K - $16.2K
|
29.5K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-498- 1.98% |
$13.5K - $16.3K
|
24.7K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-499- 1.85% |
$13.6K - $16.3K
|
26.5K
$1.22M
|
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-500- 3.05% |
$13.6K - $16.3K
|
15.9K
$733K
|
|
|
Nov 03, 2023
Q3 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-500- 0.46% |
$13.6K - $16.3K
|
108K
$4.99M
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-500- 9.89% |
$13.6K - $16.3K
|
4.55K
$210K
|