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 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-653- 0.19% |
$17.7K - $21.3K
|
349K
$16.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-667- 0.9% |
$18.1K - $21.8K
|
73.7K
$3.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-679- 2.94% |
$18.4K - $22.2K
|
22.4K
$1.04M
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-683- 0.22% |
$18.6K - $22.3K
|
312K
$14.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-683- 4.59% |
$18.6K - $22.3K
|
14.2K
$656K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-692- 1.64% |
$18.8K - $22.6K
|
41.4K
$1.92M
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-694- 1.24% |
$18.9K - $22.7K
|
55.3K
$2.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-700- 0.25% |
$19K - $22.9K
|
280K
$12.9M
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-704- 0.97% |
$19.1K - $23K
|
71.7K
$3.31M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-705- 90.04% |
$19.2K - $23K
|
78
$3.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-709- 5.62% |
$19.3K - $23.1K
|
11.9K
$551K
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-710- 4.67% |
$19.3K - $23.2K
|
14.5K
$669K
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-715- 1.57% |
$19.4K - $23.3K
|
44.8K
$2.07M
|
|
|
Oct 16, 2023
Q3 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-716- 7.92% |
$19.5K - $23.4K
|
8.32K
$384K
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-725- 0.23% |
$19.7K - $23.7K
|
321K
$14.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-726- 4.7% |
$19.7K - $23.7K
|
14.7K
$680K
|
|
|
Nov 01, 2023
Q3 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-726- 6.03% |
$19.7K - $23.7K
|
11.3K
$523K
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-735- 0.57% |
$20K - $24K
|
128K
$5.94M
|
|
|
Nov 09, 2023
Q3 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-740- 98.67% |
$20.1K - $24.2K
|
10
$462
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-742- 4.3% |
$20.2K - $24.2K
|
16.5K
$763K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-752- 1.81% |
$20.4K - $24.6K
|
40.8K
$1.89M
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-758- 1.61% |
$20.6K - $24.7K
|
46.4K
$2.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-758- 3.5% |
$20.6K - $24.7K
|
20.9K
$966K
|
|
|
Oct 26, 2023
Q3 2023
|
Middleton & CO Inc
|
SELL
|
- |
-760- 6.1% |
$20.6K - $24.8K
|
11.7K
$541K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-764- 1.54% |
$20.8K - $24.9K
|
48.9K
$2.26M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-775- 23.97% |
$21.1K - $25.3K
|
2.46K
$114K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-778- 1.49% |
$21.1K - $25.4K
|
51.3K
$2.37M
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-778- 5.26% |
$21.1K - $25.4K
|
14K
$647K
|
|
|
Nov 13, 2023
Q3 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-790- 6.82% |
$21.5K - $25.8K
|
10.8K
$499K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-800- 4.46% |
$21.7K - $26.1K
|
17.1K
$791K
|
|
|
Nov 09, 2023
Q3 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-800- 22.54% |
$21.7K - $26.1K
|
2.75K
$127K
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-800- 14.17% |
$21.7K - $26.1K
|
4.85K
$224K
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-805- 3.54% |
$21.9K - $26.3K
|
21.9K
$1.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-806- 4.52% |
$21.9K - $26.3K
|
17K
$786K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-810- 9.15% |
$22K - $26.4K
|
8.04K
$371K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-810- 2.38% |
$22K - $26.4K
|
33.2K
$1.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-826- 0.18% |
$22.4K - $27K
|
469K
$21.7M
|
|
|
Nov 21, 2023
Q3 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-828- 0.24% |
$22.5K - $27K
|
344K
$15.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-835- 1.98% |
$22.7K - $27.3K
|
41.4K
$1.91M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-836- 3.68% |
$22.7K - $27.3K
|
21.9K
$1.01M
|
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-841- 7.29% |
$22.8K - $27.5K
|
10.7K
$495K
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-850- 1.66% |
$23.1K - $27.8K
|
50.5K
$2.33M
|
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
SELL
|
- |
-857- 6.73% |
$23.3K - $28K
|
11.9K
$549K
|
|
|
Feb 15, 2024
Q3 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-857- 8.77% |
$23.3K - $28K
|
8.92K
$412K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-861- 10.13% |
$23.4K - $28.1K
|
7.64K
$353K
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-865- 9.76% |
$23.5K - $28.2K
|
8K
$370K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-865- 2.14% |
$23.5K - $28.2K
|
39.6K
$1.83M
|
|
|
Oct 20, 2023
Q3 2023
|
Hemington Wealth Management
|
SELL
|
- |
-870- 6.46% |
$23.6K - $28.4K
|
12.6K
$582K
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-875- 2.66% |
$23.8K - $28.6K
|
32K
$1.48M
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-880- 2.21% |
$23.9K - $28.7K
|
39K
$1.8M
|