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
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-505- 0.98% |
$13.7K - $16.5K
|
51.2K
$2.37M
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-514- 50.79% |
$14K - $16.8K
|
498
$23K
|
|
|
Nov 01, 2023
Q3 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-519- 1.52% |
$14.1K - $16.9K
|
33.7K
$1.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-519- 1.33% |
$14.1K - $16.9K
|
38.5K
$1.78M
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
SELL
|
- |
-520- 1.7% |
$14.1K - $17K
|
30.1K
$1.39M
|
|
|
Oct 12, 2023
Q3 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-521- 0.64% |
$14.2K - $17K
|
80.6K
$3.72M
|
|
|
Nov 08, 2023
Q3 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-527- 1.31% |
$14.3K - $17.2K
|
39.8K
$1.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-531- 5.8% |
$14.4K - $17.3K
|
8.63K
$399K
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-532- 2.9% |
$14.5K - $17.4K
|
17.8K
$824K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-532- 0.23% |
$14.5K - $17.4K
|
227K
$10.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-535- 0.7% |
$14.5K - $17.5K
|
76K
$3.51M
|
|
|
Oct 10, 2023
Q3 2023
|
Grey Street Capital, LLC
Chicago, IL |
SELL
|
- |
-537- 1.85% |
$14.6K - $17.5K
|
28.5K
$1.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-541- 1.32% |
$14.7K - $17.7K
|
40.5K
$1.87M
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-544- 2.58% |
$14.8K - $17.8K
|
20.6K
$951K
|
|
|
Oct 16, 2023
Q3 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-547- 2.12% |
$14.9K - $17.9K
|
25.3K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Humankind Investments LLC
|
SELL
|
- |
-547- 4.32% |
$14.9K - $17.9K
|
12.1K
$559K
|
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-549- 2.76% |
$14.9K - $17.9K
|
19.3K
$892K
|
|
|
Oct 16, 2023
Q3 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-550- 2.71% |
$14.9K - $18K
|
19.8K
$914K
|
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-551- 1.24% |
$15K - $18K
|
43.9K
$2.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-555- 5.39% |
$15.1K - $18.1K
|
9.73K
$450K
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-559- 4.26% |
$15.2K - $18.3K
|
12.6K
$581K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-559- 1.32% |
$15.2K - $18.3K
|
41.8K
$1.93M
|
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-564- 3.18% |
$15.3K - $18.4K
|
17.2K
$793K
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-568- 6.68% |
$15.4K - $18.5K
|
7.94K
$367K
|
|
|
Nov 14, 2023
Q3 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-573- 2.9% |
$15.6K - $18.7K
|
19.2K
$885K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-579- 9.26% |
$15.7K - $18.9K
|
5.67K
$262K
|
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-581- 1.91% |
$15.8K - $19K
|
29.8K
$1.38M
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-582- 1.81% |
$15.8K - $19K
|
31.5K
$1.46M
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-585- 5.64% |
$15.9K - $19.1K
|
9.79K
$452K
|
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-586- 0.33% |
$15.9K - $19.1K
|
174K
$8.06M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-587- 2.36% |
$15.9K - $19.2K
|
24.2K
$1.12M
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-588- 1.02% |
$16K - $19.2K
|
57.2K
$2.64M
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-589- 68.57% |
$16K - $19.2K
|
270
$12.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-596- 0.85% |
$16.2K - $19.5K
|
69.8K
$3.23M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-598- 0.81% |
$16.2K - $19.5K
|
73K
$3.37M
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-600- 0.14% |
$16.3K - $19.6K
|
428K
$19.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-601- 2.68% |
$16.3K - $19.6K
|
21.9K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-607- 4.5% |
$16.5K - $19.8K
|
12.9K
$595K
|
|
|
Oct 27, 2023
Q3 2023
|
Narwhal Capital Management
|
SELL
|
- |
-613- 6.96% |
$16.7K - $20K
|
8.19K
$378K
|
|
|
Oct 16, 2023
Q3 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-618- 4.23% |
$16.8K - $20.2K
|
14K
$647K
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-627- 4.16% |
$17K - $20.5K
|
14.5K
$668K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-628- 0.84% |
$17.1K - $20.5K
|
74K
$3.42M
|
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-631- 0.9% |
$17.1K - $20.6K
|
69.6K
$3.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-632- 4.73% |
$17.2K - $20.6K
|
12.7K
$588K
|
|
|
Nov 01, 2023
Q3 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-635- 1.06% |
$17.3K - $20.7K
|
59.3K
$2.74M
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-639- 2.54% |
$17.4K - $20.9K
|
24.5K
$1.13M
|
|
|
Oct 31, 2023
Q3 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-641- 1.89% |
$17.4K - $20.9K
|
33.4K
$1.54M
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-642- 3.74% |
$17.4K - $21K
|
16.5K
$763K
|
|
|
Oct 31, 2023
Q3 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-650- 2.24% |
$17.7K - $21.2K
|
28.4K
$1.31M
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-650- 1.26% |
$17.7K - $21.2K
|
50.8K
$2.35M
|