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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.1K- 1.65% |
$29.9K - $35.9K
|
65.7K
$3.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.12K- 2.42% |
$30.3K - $36.4K
|
44.9K
$2.08M
|
|
|
Oct 17, 2023
Q3 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1.13K- 10.87% |
$30.7K - $36.9K
|
9.27K
$428K
|
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.13K- 4.29% |
$30.7K - $36.9K
|
25.2K
$1.16M
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.13K- 3.07% |
$30.8K - $37K
|
35.8K
$1.66M
|
|
|
Nov 02, 2023
Q3 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-1.14K- 0.14% |
$31K - $37.3K
|
813K
$37.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-1.15K- 1.61% |
$31.2K - $37.5K
|
70.4K
$3.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.16K- 0.24% |
$31.6K - $37.9K
|
482K
$22.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.18K- 9.24% |
$32K - $38.4K
|
11.6K
$534K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1.18K- 4.77% |
$32K - $38.5K
|
23.5K
$1.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.2K- 2.75% |
$32.6K - $39.2K
|
42.4K
$1.96M
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.2K- 7.62% |
$32.6K - $39.2K
|
14.5K
$672K
|
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.2K- 4.98% |
$32.6K - $39.2K
|
22.9K
$1.06M
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.2K- 10.58% |
$32.7K - $39.2K
|
10.2K
$469K
|
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.2K- 7.29% |
$32.7K - $39.3K
|
15.3K
$707K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.21K- 21.58% |
$32.9K - $39.5K
|
4.4K
$203K
|
|
|
Nov 13, 2023
Q3 2023
|
Ns Partners LTD
|
SELL
|
- |
-1.22K- 0.24% |
$33K - $39.7K
|
510K
$23.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.22K- 6.05% |
$33K - $39.7K
|
18.9K
$872K
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.22K- 3.76% |
$33.1K - $39.8K
|
31.3K
$1.44M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-1.23K- 0.88% |
$33.4K - $40.2K
|
139K
$6.41M
|
|
|
Nov 07, 2023
Q3 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-1.24K- 0.44% |
$33.6K - $40.3K
|
281K
$13M
|
|
|
Nov 08, 2023
Q3 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.24K- 12.91% |
$33.7K - $40.5K
|
8.36K
$386K
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.25K- 1.57% |
$33.9K - $40.7K
|
78.1K
$3.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-1.25K- 4.07% |
$34K - $40.8K
|
29.4K
$1.36M
|
|
|
Nov 08, 2023
Q3 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-1.26K- 0.81% |
$34.1K - $41K
|
153K
$7.07M
|
|
|
Oct 24, 2023
Q3 2023
|
James Hambro & Partners
|
SELL
|
- |
-1.27K- 7.27% |
$34.4K - $41.3K
|
16.1K
$746K
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-1.28K- 14.05% |
$34.7K - $41.7K
|
7.81K
$361K
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.3K- 14.07% |
$35.2K - $42.3K
|
7.91K
$365K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.3K- 1.43% |
$35.2K - $42.3K
|
89.4K
$4.13M
|
|
|
Nov 14, 2023
Q3 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-1.3K- 3.65% |
$35.3K - $42.4K
|
34.3K
$1.58M
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1.3K- 88.98% |
$35.3K - $42.4K
|
161
$7.44K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.33K- 1.1% |
$36.2K - $43.5K
|
120K
$5.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.34K- 3.19% |
$36.4K - $43.8K
|
40.7K
$1.88M
|
|
|
Nov 09, 2023
Q3 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-1.35K- 1.79% |
$36.8K - $44.2K
|
74.1K
$3.43M
|
|
|
Oct 13, 2023
Q3 2023
|
Jacobs & CO
|
SELL
|
- |
-1.36K- 12.34% |
$36.8K - $44.3K
|
9.63K
$445K
|
|
|
Nov 13, 2023
Q3 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.36K- 1.93% |
$37K - $44.5K
|
69.3K
$3.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
SELL
|
- |
-1.36K- 1.6% |
$37.1K - $44.5K
|
83.8K
$3.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.36K- 1.1% |
$37.1K - $44.5K
|
122K
$5.64M
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.37K- 3.21% |
$37.3K - $44.9K
|
41.4K
$1.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.39K- 2.43% |
$37.7K - $45.3K
|
55.7K
$2.57M
|
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.39K- 2.85% |
$37.9K - $45.5K
|
47.6K
$2.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.4K- 2.29% |
$38K - $45.6K
|
59.7K
$2.76M
|
|
|
Oct 27, 2023
Q3 2023
|
Montgomery Investment Management Inc
|
SELL
|
- |
-1.4K- 0.72% |
$38K - $45.7K
|
193K
$8.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-1.41K- 0.15% |
$38.2K - $45.9K
|
908K
$42M
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.41K- 1.57% |
$38.3K - $46K
|
88.1K
$4.07M
|
|
|
Dec 09, 2024
Q3 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-1.45K- 0.02% |
$39.3K - $47.2K
|
6.75M
$312M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.46K- 6.21% |
$39.6K - $47.5K
|
22K
$1.02M
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
SELL
|
- |
-1.47K- 3.56% |
$39.9K - $47.9K
|
39.8K
$1.84M
|
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-1.48K- 15.79% |
$40.2K - $48.3K
|
7.89K
$364K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.48K- 4.45% |
$40.2K - $48.3K
|
31.8K
$1.47M
|