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
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-889- 6.33% |
$24.2K - $29K
|
13.2K
$608K
|
|
|
Oct 20, 2023
Q3 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-900- 7.7% |
$24.5K - $29.4K
|
10.8K
$498K
|
|
|
Dec 12, 2024
Q3 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-900- 1.07% |
$24.5K - $29.4K
|
82.9K
$3.83M
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-903Closed |
$24.5K - $29.5K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-911- 9.29% |
$24.8K - $29.7K
|
8.89K
$411K
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-912- 1.25% |
$24.8K - $29.8K
|
72K
$3.33M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-914- 0.97% |
$24.8K - $29.8K
|
93.6K
$4.33M
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-918- 8.27% |
$24.9K - $30K
|
10.2K
$471K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-919- 5.54% |
$25K - $30K
|
15.7K
$724K
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-922- 8.96% |
$25.1K - $30.1K
|
9.37K
$433K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-925- 0.96% |
$25.1K - $30.2K
|
95.8K
$4.43M
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-931- 3.37% |
$25.3K - $30.4K
|
26.7K
$1.23M
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-938- 2.51% |
$25.5K - $30.6K
|
36.4K
$1.68M
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
SELL
|
- |
-940- 4.69% |
$25.5K - $30.7K
|
19.1K
$883K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-943- 2.79% |
$25.6K - $30.8K
|
32.9K
$1.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-944- 3.2% |
$25.6K - $30.8K
|
28.5K
$1.32M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-955- 4.91% |
$25.9K - $31.2K
|
18.5K
$855K
|
|
|
Nov 13, 2023
Q3 2023
|
Addison Capital CO
|
SELL
|
- |
-958- 5.58% |
$26K - $31.3K
|
16.2K
$749K
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-960- 1.32% |
$26.1K - $31.3K
|
71.7K
$3.31M
|
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-961- 3.65% |
$26.1K - $31.4K
|
25.4K
$1.17M
|
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-967- 11.17% |
$26.3K - $31.6K
|
7.69K
$355K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-969- 4.16% |
$26.3K - $31.6K
|
22.3K
$1.03M
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
SELL
|
- |
-974- 19.46% |
$26.5K - $31.8K
|
4.03K
$186K
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-975- 2.06% |
$26.5K - $31.8K
|
46.3K
$2.14M
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
SELL
|
- |
-981- 1.69% |
$26.7K - $32K
|
57.2K
$2.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-982- 2.4% |
$26.7K - $32.1K
|
40K
$1.85M
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-985- 2.24% |
$26.8K - $32.2K
|
43K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-987- 10.56% |
$26.8K - $32.2K
|
8.36K
$387K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-996- 1.86% |
$27.1K - $32.5K
|
52.7K
$2.43M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-996- 1.19% |
$27.1K - $32.5K
|
82.8K
$3.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-999- 0.59% |
$27.1K - $32.6K
|
168K
$7.77M
|
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1K- 0.31% |
$27.2K - $32.7K
|
319K
$14.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1K- 39.06% |
$27.2K - $32.7K
|
1.56K
$72.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1K- 8.3% |
$27.2K - $32.7K
|
11K
$510K
|
|
|
Nov 14, 2023
Q3 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-1K- 3.22% |
$27.2K - $32.7K
|
30.1K
$1.39M
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
SELL
|
- |
-1K- 31.9% |
$27.2K - $32.7K
|
2.14K
$98.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1K- 6.05% |
$27.2K - $32.7K
|
15.6K
$719K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1K- 10.45% |
$27.3K - $32.8K
|
8.61K
$398K
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-1.01K- 2.43% |
$27.3K - $32.8K
|
40.3K
$1.86M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.01K- 0.62% |
$27.4K - $32.9K
|
161K
$7.42M
|
|
|
Oct 20, 2023
Q3 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-1.02K- 4.62% |
$27.6K - $33.2K
|
21K
$970K
|
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-1.02K- 1.52% |
$27.7K - $33.2K
|
66.1K
$3.05M
|
|
|
Oct 25, 2023
Q3 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-1.03K- 2.82% |
$27.8K - $33.5K
|
35.3K
$1.63M
|
|
|
Nov 09, 2023
Q3 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-1.03K- 0.14% |
$27.8K - $33.5K
|
736K
$34M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.04K- 12.19% |
$28.3K - $34K
|
7.49K
$346K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.04K- 2.06% |
$28.3K - $34.1K
|
49.6K
$2.29M
|
|
|
Nov 03, 2023
Q3 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-1.04K- 0.89% |
$28.4K - $34.1K
|
116K
$5.36M
|
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.06K- 3.44% |
$28.9K - $34.7K
|
29.9K
$1.38M
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-1.09K- 8.16% |
$29.5K - $35.5K
|
12.2K
$565K
|
|
|
Nov 07, 2023
Q3 2023
|
Cheviot Value Management, LLC
|
SELL
|
- |
-1.1K- 5.98% |
$29.8K - $35.8K
|
17.3K
$798K
|