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 05, 2023
Q3 2023
|
Community Bank Of Raymore
|
SELL
|
- |
-10.3K- 2.89% |
$281K - $337K
|
348K
$16.1M
|
|
Nov 07, 2023
Q3 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-10.5K- 7.58% |
$285K - $342K
|
128K
$5.91M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-10.5K- 0.37% |
$285K - $343K
|
2.85M
$132M
|
|
Nov 02, 2023
Q3 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-10.8K- 12.93% |
$292K - $351K
|
72.5K
$3.35M
|
|
Nov 03, 2023
Q3 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-10.8K- 2.2% |
$295K - $354K
|
482K
$22.3M
|
|
Oct 13, 2023
Q3 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-10.9K- 55.12% |
$297K - $357K
|
8.9K
$411K
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-11.1K- 10.7% |
$301K - $362K
|
92.5K
$4.28M
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-11.1K- 10.7% |
$301K - $362K
|
92.5K
$4.28M
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-11.1K- 12.09% |
$302K - $363K
|
80.8K
$3.73M
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-11.1K- 5.89% |
$302K - $363K
|
178K
$8.21M
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-11.2K- 0.59% |
$304K - $366K
|
1.9M
$87.6M
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-11.4K- 7.55% |
$309K - $371K
|
139K
$6.43M
|
|
Nov 14, 2023
Q3 2023
|
Pentwater Capital Management LP
Naples, FL |
SELL
|
- |
-11.5K- 22.31% |
$312K - $375K
|
40K
$1.85M
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-11.5KClosed |
$313K - $376K
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-11.6K- 5.57% |
$315K - $378K
|
196K
$9.08M
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-11.8K- 66.32% |
$320K - $385K
|
5.98K
$276K
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-11.9K- 5.76% |
$323K - $388K
|
195K
$8.99M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.9K- 1.05% |
$324K - $389K
|
1.13M
$52.1M
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
SELL
|
- |
-12.1K- 0.96% |
$329K - $395K
|
1.25M
$57.9M
|
|
Oct 17, 2023
Q3 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-12.2K- 3.46% |
$332K - $399K
|
340K
$15.7M
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
SELL
|
- |
-12.2K- 19.76% |
$332K - $399K
|
49.6K
$2.29M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12.3K- 8.79% |
$334K - $402K
|
128K
$5.9M
|
|
Nov 14, 2023
Q3 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-12.3K- 2.92% |
$335K - $403K
|
411K
$19M
|
|
Oct 11, 2023
Q3 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-12.3K- 16.71% |
$335K - $403K
|
61.6K
$2.84M
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-12.4K- 9.49% |
$336K - $403K
|
118K
$5.45M
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-12.4K- 12.24% |
$337K - $405K
|
89K
$4.11M
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-12.6K- 0.29% |
$342K - $410K
|
4.36M
$201M
|
|
Nov 14, 2023
Q3 2023
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-12.7K- 0.24% |
$346K - $416K
|
5.33M
$246M
|
|
Nov 14, 2023
Q3 2023
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-12.8K- 58.1% |
$348K - $418K
|
9.24K
$427K
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-12.8K- 24.62% |
$349K - $419K
|
39.3K
$1.82M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-13.1K- 7.0% |
$357K - $428K
|
174K
$8.05M
|
|
Oct 23, 2023
Q3 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-13.3K- 21.55% |
$361K - $434K
|
48.4K
$2.24M
|
|
Oct 24, 2023
Q3 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-13.3K- 46.96% |
$362K - $435K
|
15K
$695K
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-13.4K- 14.88% |
$364K - $437K
|
76.6K
$3.54M
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-13.5K- 2.96% |
$367K - $441K
|
443K
$20.4M
|
|
Nov 14, 2023
Q3 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-13.7K- 5.36% |
$371K - $446K
|
241K
$11.1M
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-13.7K- 22.76% |
$372K - $447K
|
46.5K
$2.15M
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-13.7K- 18.58% |
$373K - $448K
|
60.1K
$2.78M
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-13.9K- 12.82% |
$377K - $453K
|
94.4K
$4.36M
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-13.9K- 2.5% |
$379K - $455K
|
544K
$25.1M
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-14K- 1.89% |
$379K - $456K
|
724K
$33.4M
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-14.1K- 9.62% |
$383K - $461K
|
133K
$6.13M
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-14.1K- 9.04% |
$384K - $461K
|
142K
$6.57M
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-14.3K- 12.29% |
$387K - $466K
|
102K
$4.7M
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-14.3K- 16.58% |
$388K - $466K
|
71.8K
$3.32M
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-14.3K- 39.27% |
$388K - $466K
|
22.1K
$1.02M
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-14.3K- 10.62% |
$388K - $467K
|
120K
$5.56M
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-14.4K- 6.54% |
$391K - $470K
|
206K
$9.51M
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-14.4K- 10.02% |
$391K - $470K
|
129K
$5.98M
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-15.1K- 40.85% |
$410K - $492K
|
21.8K
$1.01M
|