Purchases and Sales Made in Q3 2021 in Bank Of America Corp (BAC)
This table provides information about the institutional ownership of Bank Of America Corp (BAC) during Q3 2021. 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 26, 2021
Q3 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
4.97KNew |
$184K - $215K
|
4.97K
$221K
|
|
Nov 10, 2021
Q3 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
4.97K+ 2.39% |
$184K - $215K
|
213K
$9.47M
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.96K+ 43.57% |
$183K - $215K
|
16.4K
$726K
|
|
Nov 05, 2021
Q3 2021
|
Forbes J M & CO LLP
|
BUY
|
- |
4.95K+ 1.0% |
$183K - $214K
|
498K
$22.1M
|
|
Nov 02, 2021
Q3 2021
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
4.93K+ 10.27% |
$182K - $213K
|
53K
$2.35M
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
4.92KNew |
$182K - $213K
|
4.92K
$219K
|
|
Oct 22, 2021
Q3 2021
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
4.92KNew |
$182K - $213K
|
4.92K
$218K
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.89KNew |
$181K - $212K
|
4.89K
$217K
|
|
Oct 19, 2021
Q3 2021
|
First Bancorp, Inc
|
BUY
|
- |
4.88KNew |
$180K - $211K
|
4.88K
$216K
|
|
Oct 27, 2021
Q3 2021
|
Hedeker Wealth, LLC
|
BUY
|
- |
4.87K+ 3.49% |
$180K - $211K
|
144K
$6.41M
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
4.85K+ 12.22% |
$179K - $210K
|
44.6K
$1.98M
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.84KNew |
$179K - $209K
|
4.84K
$215K
|
|
Nov 01, 2021
Q3 2021
|
Meyer Handelman CO
|
BUY
|
- |
4.8KNew |
$177K - $208K
|
4.8K
$213K
|
|
Oct 18, 2021
Q3 2021
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
4.79KNew |
$177K - $207K
|
4.79K
$212K
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.77K+ 2.08% |
$176K - $206K
|
234K
$10.4M
|
|
Oct 07, 2021
Q3 2021
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
4.77KNew |
$176K - $206K
|
4.77K
$211K
|
|
Oct 22, 2021
Q3 2021
|
Palmer Knight CO
|
BUY
|
- |
4.73KNew |
$175K - $205K
|
4.73K
$210K
|
|
Nov 04, 2021
Q3 2021
|
Human Investing LLC
|
BUY
|
- |
4.73KNew |
$175K - $204K
|
4.73K
$210K
|
|
Nov 09, 2021
Q3 2021
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
4.72KNew |
$174K - $204K
|
4.72K
$209K
|
|
Dec 27, 2021
Q3 2021
|
Financial Advisors Network, Inc.
|
BUY
|
- |
4.68KNew |
$173K - $203K
|
4.68K
$208K
|
|
Nov 08, 2021
Q3 2021
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
4.67K+ 21.62% |
$172K - $202K
|
26.3K
$1.17M
|
|
Nov 04, 2021
Q3 2021
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
4.58KNew |
$169K - $198K
|
4.58K
$203K
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
4.56K+ 3.95% |
$168K - $197K
|
120K
$5.32M
|
|
Nov 05, 2021
Q3 2021
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
4.53K+ 2.24% |
$167K - $196K
|
206K
$9.16M
|
|
Nov 02, 2021
Q3 2021
|
Eagle Ridge Investment Management
|
BUY
|
- |
4.52K+ 1.71% |
$167K - $195K
|
269K
$11.9M
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4.46K+ 19.58% |
$165K - $193K
|
27.3K
$1.21M
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.42K+ 29.33% |
$163K - $191K
|
19.5K
$865K
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
4.4K+ 14.46% |
$163K - $191K
|
34.9K
$1.55M
|
|
Oct 13, 2021
Q3 2021
|
Buffington Mohr Mc Neal
|
BUY
|
- |
4.37K+ 10.16% |
$161K - $189K
|
47.4K
$2.1M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.36K+ 1.18% |
$161K - $189K
|
375K
$16.6M
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
4.36K+ 5.55% |
$161K - $189K
|
82.9K
$3.68M
|
|
Oct 22, 2021
Q3 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
4.34K+ 10.69% |
$160K - $188K
|
44.9K
$1.99M
|
|
Oct 27, 2021
Q3 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
4.26K+ 1.73% |
$157K - $184K
|
250K
$11.1M
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
BUY
|
- |
4.26K+ 1.09% |
$157K - $184K
|
394K
$17.5M
|
|
Nov 05, 2021
Q3 2021
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
4.23K+ 1.02% |
$156K - $183K
|
418K
$18.6M
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
BUY
|
- |
4.21K+ 21.7% |
$155K - $182K
|
23.6K
$1.05M
|
|
Oct 29, 2021
Q3 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
4.19K+ 24.31% |
$155K - $181K
|
21.4K
$951K
|
|
Oct 06, 2021
Q3 2021
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
4.15K+ 2.02% |
$153K - $180K
|
209K
$9.29M
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.09K+ 1.75% |
$151K - $177K
|
238K
$10.6M
|
|
Nov 10, 2021
Q3 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
4.07K+ 36.33% |
$150K - $176K
|
15.3K
$678K
|
|
Nov 05, 2021
Q3 2021
|
Prospect Hill Management, LLC
|
BUY
|
- |
4K+ 1.14% |
$148K - $173K
|
355K
$15.8M
|
|
Nov 12, 2021
Q3 2021
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
4K+ 5.53% |
$148K - $173K
|
76.3K
$3.39M
|
|
Oct 08, 2021
Q3 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.97K+ 43.33% |
$147K - $172K
|
13.1K
$583K
|
|
Oct 21, 2021
Q3 2021
|
Ls Investment Advisors, LLC
|
BUY
|
- |
3.96K+ 1.05% |
$146K - $171K
|
382K
$17M
|
|
Nov 05, 2021
Q3 2021
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3.96K+ 40.93% |
$146K - $171K
|
13.6K
$605K
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
3.95K+ 0.92% |
$146K - $171K
|
431K
$19.1M
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.94K+ 5.59% |
$145K - $170K
|
74.4K
$3.3M
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
3.93K+ 30.26% |
$145K - $170K
|
16.9K
$751K
|
|
Oct 18, 2021
Q3 2021
|
Ellsworth Advisors, LLC
|
BUY
|
- |
3.9KNew |
$144K - $169K
|
3.9K
$173K
|
|
Nov 10, 2021
Q3 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
3.9K+ 4.6% |
$144K - $169K
|
88.6K
$3.93M
|