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 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-7.95K- 0.5% |
$216K - $259K
|
1.58M
$72.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-7.97K- 4.39% |
$217K - $260K
|
174K
$8.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-8K- 9.29% |
$217K - $261K
|
78.1K
$3.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-8.02K- 48.61% |
$218K - $262K
|
8.48K
$392K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-8.05K- 7.61% |
$219K - $263K
|
97.8K
$4.52M
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-8.1K- 20.37% |
$220K - $264K
|
31.7K
$1.46M
|
|
|
Oct 23, 2023
Q3 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-8.4K- 13.82% |
$228K - $274K
|
52.4K
$2.42M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-8.42K- 2.59% |
$229K - $275K
|
316K
$14.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-8.44K- 15.25% |
$229K - $276K
|
46.9K
$2.17M
|
|
|
Oct 12, 2023
Q3 2023
|
Capital City Trust CO
|
SELL
|
- |
-8.54K- 51.77% |
$232K - $279K
|
7.96K
$368K
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-8.56K- 1.77% |
$233K - $280K
|
474K
$21.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.57K- 3.29% |
$233K - $280K
|
252K
$11.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-8.57K- 42.69% |
$233K - $280K
|
11.5K
$532K
|
|
|
Oct 10, 2023
Q3 2023
|
Woodstock Corp
|
SELL
|
- |
-8.61K- 5.01% |
$234K - $281K
|
163K
$7.54M
|
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-8.63K- 2.99% |
$234K - $282K
|
280K
$12.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Harbor Island Capital LLC
|
SELL
|
- |
-8.68K- 6.15% |
$236K - $283K
|
133K
$6.12M
|
|
|
Oct 18, 2023
Q3 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-8.68K- 16.82% |
$236K - $283K
|
42.9K
$1.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-8.74K- 2.02% |
$237K - $285K
|
423K
$19.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-8.74K- 1.18% |
$237K - $285K
|
734K
$33.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-8.77K- 3.91% |
$238K - $286K
|
215K
$9.95M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-8.81K- 14.04% |
$239K - $288K
|
53.9K
$2.49M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-8.87K- 16.6% |
$241K - $290K
|
44.6K
$2.06M
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-9.01K- 18.32% |
$245K - $294K
|
40.1K
$1.86M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-9.05K- 23.55% |
$246K - $295K
|
29.4K
$1.36M
|
|
|
Nov 13, 2023
Q3 2023
|
R.M.Sincerbeaux Capital Management LLC
|
SELL
|
- |
-9.28K- 5.23% |
$252K - $303K
|
168K
$7.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-9.3K- 11.53% |
$253K - $304K
|
71.3K
$3.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-9.39K- 1.91% |
$255K - $307K
|
483K
$22.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-9.39K- 21.62% |
$255K - $307K
|
34K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.43K- 1.15% |
$256K - $308K
|
809K
$37.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-9.51K- 28.43% |
$258K - $310K
|
23.9K
$1.11M
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-9.53K- 1.38% |
$259K - $311K
|
682K
$31.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-9.55K- 4.84% |
$259K - $312K
|
188K
$8.67M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-9.57K- 0.88% |
$260K - $313K
|
1.08M
$49.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-9.58K- 26.46% |
$260K - $313K
|
26.6K
$1.23M
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-9.66K- 2.35% |
$263K - $316K
|
401K
$18.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
SELL
|
- |
-9.67K- 50.43% |
$263K - $316K
|
9.51K
$439K
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-9.71K- 35.89% |
$264K - $317K
|
17.3K
$801K
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-9.71K- 2.34% |
$264K - $317K
|
406K
$18.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-9.71K- 11.44% |
$264K - $317K
|
75.2K
$3.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-9.79K- 2.81% |
$266K - $320K
|
338K
$15.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-9.8K- 5.73% |
$266K - $320K
|
161K
$7.44M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-9.81K- 4.78% |
$267K - $320K
|
195K
$9.03M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-9.95K- 6.63% |
$270K - $325K
|
140K
$6.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-9.97K- 3.33% |
$271K - $326K
|
290K
$13.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Continental Advisors LLC
Chicago, IL |
SELL
|
- |
-10K- 29.04% |
$272K - $327K
|
24.4K
$1.13M
|
|
|
Nov 15, 2023
Q3 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-10K- 49.5% |
$272K - $327K
|
10.2K
$471K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-10.1K- 5.82% |
$273K - $328K
|
163K
$7.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-10.1K- 47.21% |
$275K - $330K
|
11.3K
$523K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-10.2K- 3.85% |
$277K - $333K
|
254K
$11.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-10.3K- 4.57% |
$279K - $335K
|
214K
$9.91M
|