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
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.49K- 9.28% |
$40.5K - $48.6K
|
14.6K
$673K
|
|
|
Oct 27, 2023
Q3 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-1.5K- 2.53% |
$40.7K - $48.9K
|
57.7K
$2.67M
|
|
|
Oct 20, 2023
Q3 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-1.5K- 0.67% |
$40.8K - $49K
|
224K
$10.3M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.51K- 4.63% |
$40.9K - $49.2K
|
31K
$1.43M
|
|
|
Nov 15, 2023
Q3 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-1.52K- 0.88% |
$41.3K - $49.6K
|
170K
$7.87M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.54K- 15.3% |
$41.7K - $50.1K
|
8.5K
$393K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-1.54K- 0.5% |
$41.9K - $50.3K
|
309K
$14.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.55K- 1.8% |
$42.1K - $50.6K
|
84.6K
$3.91M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.55K- 18.9% |
$42.2K - $50.7K
|
6.66K
$308K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.55K- 4.94% |
$42.2K - $50.7K
|
29.9K
$1.38M
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.58K- 6.17% |
$42.9K - $51.5K
|
24K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.58K- 1.48% |
$42.9K - $51.6K
|
105K
$4.86M
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-1.62K- 2.92% |
$44.1K - $53K
|
54K
$2.49M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.63K- 1.78% |
$44.2K - $53.1K
|
90K
$4.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.63K- 0.92% |
$44.3K - $53.3K
|
177K
$8.16M
|
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-1.64K- 7.06% |
$44.6K - $53.6K
|
21.6K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.65K- 4.35% |
$44.8K - $53.9K
|
36.3K
$1.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.66K- 11.55% |
$45.1K - $54.2K
|
12.7K
$587K
|
|
|
Oct 31, 2023
Q3 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-1.67K- 1.84% |
$45.3K - $54.4K
|
88.8K
$4.1M
|
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
SELL
|
- |
-1.69K- 18.03% |
$45.8K - $55K
|
7.67K
$354K
|
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.69K- 4.17% |
$45.8K - $55K
|
38.7K
$1.79M
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.7K- 1.77% |
$46.2K - $55.5K
|
94.2K
$4.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.7K- 16.66% |
$46.2K - $55.5K
|
8.5K
$393K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.71K- 5.24% |
$46.5K - $55.9K
|
30.9K
$1.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.71K- 2.68% |
$46.6K - $56K
|
62.1K
$2.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-1.72K- 8.02% |
$46.8K - $56.2K
|
19.7K
$912K
|
|
|
Oct 26, 2023
Q3 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-1.72K- 2.86% |
$46.8K - $56.2K
|
58.5K
$2.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1.73K- 18.68% |
$46.9K - $56.4K
|
7.52K
$347K
|
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
SELL
|
- |
-1.73K- 16.14% |
$46.9K - $56.4K
|
8.98K
$415K
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.73K- 1.52% |
$46.9K - $56.4K
|
112K
$5.19M
|
|
|
Oct 04, 2023
Q3 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-1.76K- 7.03% |
$47.8K - $57.5K
|
23.3K
$1.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-1.77K- 10.53% |
$48.1K - $57.8K
|
15K
$695K
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-1.77K- 9.56% |
$48.1K - $57.9K
|
16.8K
$774K
|
|
|
Oct 10, 2023
Q3 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-1.78K- 1.53% |
$48.4K - $58.1K
|
114K
$5.28M
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.8K- 2.92% |
$48.8K - $58.6K
|
59.7K
$2.76M
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.8K- 3.86% |
$48.9K - $58.8K
|
44.8K
$2.07M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.81K- 0.6% |
$49.2K - $59.1K
|
300K
$13.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.81K- 1.56% |
$49.3K - $59.2K
|
115K
$5.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-1.83K- 1.76% |
$49.6K - $59.6K
|
102K
$4.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-1.83K- 2.95% |
$49.7K - $59.7K
|
60.2K
$2.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.85K- 1.97% |
$50.4K - $60.5K
|
92.3K
$4.26M
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.86K- 16.41% |
$50.5K - $60.7K
|
9.47K
$438K
|
|
|
Nov 06, 2023
Q3 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-1.87K- 1.92% |
$50.8K - $61.1K
|
95.5K
$4.41M
|
|
|
Nov 01, 2023
Q3 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-1.87K- 8.72% |
$50.8K - $61.1K
|
19.6K
$905K
|
|
|
Oct 25, 2023
Q3 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-1.88K- 19.21% |
$50.9K - $61.2K
|
7.89K
$364K
|
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.88K- 18.97% |
$51.1K - $61.4K
|
8.04K
$372K
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.88K- 0.81% |
$51.2K - $61.5K
|
230K
$10.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.9K- 6.97% |
$51.7K - $62.1K
|
25.4K
$1.17M
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-1.91K- 17.75% |
$51.8K - $62.2K
|
8.83K
$408K
|
|
|
Oct 23, 2023
Q3 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1.91K- 5.05% |
$51.9K - $62.3K
|
35.9K
$1.66M
|