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
|
Symmetry Partners, LLC
|
SELL
|
- |
-4K- 7.94% |
$109K - $131K
|
46.4K
$2.14M
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-4.01K- 2.42% |
$109K - $131K
|
162K
$7.48M
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-4.01K- 22.28% |
$109K - $131K
|
14K
$647K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-4.02K- 9.06% |
$109K - $131K
|
40.3K
$1.86M
|
|
|
Oct 11, 2023
Q3 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-4.2K- 27.62% |
$114K - $137K
|
11K
$508K
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-4.23K- 9.04% |
$115K - $138K
|
42.6K
$1.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4.23K- 2.56% |
$115K - $138K
|
161K
$7.43M
|
|
|
Oct 24, 2023
Q3 2023
|
Lynch & Associates
|
SELL
|
- |
-4.24K- 2.83% |
$115K - $139K
|
146K
$6.73M
|
|
|
Oct 31, 2023
Q3 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-4.28K- 3.98% |
$116K - $140K
|
103K
$4.76M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.29K- 6.88% |
$116K - $140K
|
58K
$2.68M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-4.37K- 4.35% |
$119K - $143K
|
96.1K
$4.44M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.43K- 1.48% |
$120K - $145K
|
295K
$13.6M
|
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-4.45K- 9.39% |
$121K - $145K
|
42.9K
$1.98M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-4.55K- 12.64% |
$124K - $149K
|
31.5K
$1.45M
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-4.55K- 12.64% |
$124K - $149K
|
31.5K
$1.45M
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-4.56K- 21.41% |
$124K - $149K
|
16.7K
$774K
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-4.64K- 17.46% |
$126K - $152K
|
21.9K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-4.65K- 2.74% |
$126K - $152K
|
165K
$7.63M
|
|
|
Nov 01, 2023
Q3 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-4.65K- 7.09% |
$126K - $152K
|
61K
$2.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.72K- 0.11% |
$128K - $154K
|
4.46M
$206M
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-4.76K- 1.51% |
$129K - $155K
|
310K
$14.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-4.76K- 5.73% |
$129K - $155K
|
78.2K
$3.61M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-4.76K- 3.22% |
$129K - $156K
|
143K
$6.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.77K- 3.1% |
$130K - $156K
|
149K
$6.89M
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-4.77K- 3.64% |
$130K - $156K
|
126K
$5.84M
|
|
|
Oct 23, 2023
Q3 2023
|
Qv Investors Inc.
|
SELL
|
- |
-4.79K- 1.04% |
$130K - $156K
|
456K
$21.1M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-4.87K- 6.92% |
$132K - $159K
|
65.5K
$3.03M
|
|
|
May 17, 2024
Q3 2023
|
Baxter Bros Inc
|
SELL
|
- |
-4.89K- 4.25% |
$133K - $160K
|
110K
$5.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-4.9K- 3.96% |
$133K - $160K
|
119K
$5.49M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-4.9K- 22.99% |
$133K - $160K
|
16.4K
$758K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.98K- 3.58% |
$135K - $162K
|
134K
$6.2M
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-5K- 20.48% |
$136K - $163K
|
19.4K
$897K
|
|
|
Oct 13, 2023
Q3 2023
|
Seneca House Advisors
|
SELL
|
- |
-5.04K- 13.21% |
$137K - $164K
|
33.1K
$1.53M
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-5.06K- 1.41% |
$138K - $165K
|
354K
$16.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-5.08K- 8.62% |
$138K - $166K
|
53.8K
$2.49M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-5.1K- 19.64% |
$139K - $167K
|
20.9K
$965K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-5.1K- 9.23% |
$139K - $167K
|
50.2K
$2.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-5.12K- 10.67% |
$139K - $167K
|
42.9K
$1.98M
|
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-5.13K- 1.25% |
$139K - $167K
|
406K
$18.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-5.21K- 48.33% |
$141K - $170K
|
5.57K
$257K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-5.22K- 0.57% |
$142K - $170K
|
914K
$42.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-5.35K- 0.99% |
$145K - $175K
|
534K
$24.7M
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-5.37K- 5.31% |
$146K - $175K
|
95.8K
$4.43M
|
|
|
Nov 07, 2023
Q3 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-5.39K- 18.29% |
$147K - $176K
|
24.1K
$1.11M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.45K- 4.56% |
$148K - $178K
|
114K
$5.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-5.5K- 16.84% |
$149K - $180K
|
27.2K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.58K- 7.52% |
$151K - $182K
|
68.6K
$3.17M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.58K- 20.95% |
$152K - $182K
|
21.1K
$974K
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-5.75K- 4.4% |
$156K - $188K
|
125K
$5.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-5.78K- 2.5% |
$157K - $189K
|
225K
$10.4M
|