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 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
33.8K+ 5.68% |
$917K - $1.1M
|
628K
$28.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
33.7K+ 18.84% |
$916K - $1.1M
|
213K
$9.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
33.7KNew |
$916K - $1.1M
|
33.7K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
33.7KNew |
$916K - $1.1M
|
33.7K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
33.6KNew |
$912K - $1.1M
|
33.6K
$1.55M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
33.1K+ 1.68% |
$898K - $1.08M
|
2M
$92.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
32.8K+ 79.52% |
$892K - $1.07M
|
74.2K
$3.42M
|
|
|
Nov 01, 2023
Q3 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
32.8K+ 85.45% |
$892K - $1.07M
|
71.2K
$3.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
32.2K+ 28.82% |
$875K - $1.05M
|
144K
$6.63M
|
|
|
Sep 30, 2024
Q3 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
31.7K+ 49.0% |
$862K - $1.04M
|
96.5K
$4.45M
|
|
|
Nov 02, 2023
Q3 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
31.5K+ 129.36% |
$856K - $1.03M
|
55.9K
$2.57M
|
|
|
Oct 30, 2023
Q3 2023
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
31.5K+ 18.97% |
$856K - $1.03M
|
198K
$9.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
30.6K+ 37.88% |
$831K - $998K
|
111K
$5.13M
|
|
|
Oct 11, 2023
Q3 2023
|
Adams Asset Advisors, LLC
|
BUY
|
- |
30.4K+ 9.68% |
$825K - $992K
|
344K
$15.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Uss Investment Management LTD
|
BUY
|
- |
30.3K+ 2.65% |
$822K - $988K
|
1.17M
$54M
|
|
|
Oct 12, 2023
Q3 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
29.7KNew |
$808K - $971K
|
29.7K
$1.37M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
28.9K+ 7.89% |
$786K - $945K
|
396K
$18.2M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
28.7K+ 22.61% |
$781K - $938K
|
156K
$7.18M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
28.6K+ 73.44% |
$777K - $934K
|
67.5K
$3.11M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
28.6K+ 73.24% |
$777K - $934K
|
67.6K
$3.12M
|
|
|
Nov 14, 2023
Q3 2023
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
28.5K+ 291.19% |
$775K - $931K
|
38.3K
$1.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
27.9K+ 2.04% |
$759K - $912K
|
1.4M
$64.5M
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
27.6K+ 138.59% |
$751K - $903K
|
47.6K
$2.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
27.3KNew |
$742K - $891K
|
27.3K
$1.26M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
27.1K+ 0.44% |
$736K - $884K
|
6.18M
$285M
|
|
|
Nov 09, 2023
Q3 2023
|
Homestead Advisers Corp
|
BUY
|
- |
27K+ 1.56% |
$734K - $882K
|
1.75M
$80.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Spectrum Financial Alliance LTD LLC
|
BUY
|
- |
26.6K+ 2.48% |
$722K - $867K
|
1.1M
$50.6M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
26.3KNew |
$714K - $858K
|
26.3K
$1.21M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
26.2K+ 67.42% |
$711K - $854K
|
65K
$2.99M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
25.9K+ 6.43% |
$705K - $847K
|
430K
$19.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
25.8K+ 25.03% |
$700K - $841K
|
129K
$5.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
25.7K+ 3.25% |
$699K - $840K
|
818K
$37.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
25.5K+ 31.97% |
$694K - $834K
|
105K
$4.86M
|
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
25.3K+ 3.41% |
$688K - $827K
|
768K
$35.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
25.2KNew |
$684K - $822K
|
25.2K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Tegean Capital Management, LLC
New York, NY |
BUY
|
- |
25KNew |
$679K - $816K
|
25K
$1.15M
|
|
|
Oct 30, 2023
Q3 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
24.8KNew |
$675K - $811K
|
24.8K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
24.7K+ 28.46% |
$672K - $808K
|
112K
$5.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
24.6KNew |
$669K - $805K
|
24.6K
$1.14M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
24.1K+ 54.57% |
$655K - $787K
|
68.3K
$3.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
23.6K+ 17.34% |
$641K - $770K
|
160K
$7.35M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
23.3K+ 51.41% |
$634K - $762K
|
68.7K
$3.17M
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
23.1K+ 140.09% |
$628K - $755K
|
39.6K
$1.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
23.1K+ 1756.77% |
$627K - $754K
|
24.4K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
23.1KNew |
$626K - $753K
|
23.1K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
23K+ 2.2% |
$624K - $749K
|
1.07M
$49.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
22.8K+ 71.85% |
$619K - $744K
|
54.5K
$2.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
22.7KNew |
$618K - $742K
|
22.7K
$1.05M
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
22.6K+ 188.77% |
$614K - $738K
|
34.6K
$1.59M
|
|
|
Oct 23, 2023
Q3 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
22.2KNew |
$604K - $725K
|
22.2K
$1.02M
|