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 |
---|---|---|---|---|---|---|---|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.85K+ 8.24% |
$142K - $167K
|
50.6K
$2.25M
|
|
Oct 14, 2021
Q3 2021
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.85K+ 38.68% |
$142K - $167K
|
13.8K
$613K
|
|
Nov 09, 2021
Q3 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
3.79K+ 39.63% |
$140K - $164K
|
13.4K
$593K
|
|
Nov 01, 2021
Q3 2021
|
Asio Capital, LLC
|
BUY
|
- |
3.73K+ 3.0% |
$138K - $161K
|
128K
$5.68M
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.72K+ 6.47% |
$137K - $161K
|
61.2K
$2.72M
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.7K+ 4.07% |
$137K - $160K
|
94.7K
$4.2M
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.7K+ 5.1% |
$136K - $160K
|
76.2K
$3.38M
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
3.69K+ 2.68% |
$136K - $160K
|
142K
$6.28M
|
|
Oct 06, 2021
Q3 2021
|
Bath Savings Trust CO
|
BUY
|
- |
3.67K+ 62.3% |
$135K - $159K
|
9.55K
$424K
|
|
Nov 03, 2021
Q3 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
3.64K+ 42.44% |
$135K - $158K
|
12.2K
$543K
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
BUY
|
- |
3.62K+ 2.0% |
$134K - $156K
|
185K
$8.19M
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
3.59KNew |
$132K - $155K
|
3.59K
$159K
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.58K+ 0.24% |
$132K - $155K
|
1.49M
$65.9M
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
3.52K+ 4.25% |
$130K - $152K
|
86.4K
$3.84M
|
|
Oct 25, 2021
Q3 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.48K+ 20.96% |
$128K - $151K
|
20.1K
$891K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
3.47K+ 3.7% |
$128K - $150K
|
97.4K
$4.32M
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
BUY
|
- |
3.47K+ 12.3% |
$128K - $150K
|
31.6K
$1.4M
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
3.46K+ 7.01% |
$128K - $149K
|
52.7K
$2.34M
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.45K+ 5.56% |
$127K - $149K
|
65.5K
$2.91M
|
|
Nov 12, 2021
Q3 2021
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
3.44K+ 3.8% |
$127K - $149K
|
94K
$4.17M
|
|
Nov 16, 2021
Q3 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.42K+ 11.98% |
$126K - $148K
|
32K
$1.42M
|
|
Nov 15, 2021
Q3 2021
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
3.41K+ 3.92% |
$126K - $148K
|
90.4K
$4.01M
|
|
Oct 19, 2021
Q3 2021
|
Vigilare Wealth Management
|
BUY
|
- |
3.37K+ 12.24% |
$124K - $146K
|
30.9K
$1.37M
|
|
Nov 12, 2021
Q3 2021
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
3.36K+ 0.25% |
$124K - $145K
|
1.35M
$59.9M
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.35K+ 1.73% |
$124K - $145K
|
197K
$8.73M
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.33K+ 31.61% |
$123K - $144K
|
13.9K
$615K
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.32K+ 3.65% |
$122K - $143K
|
94.2K
$4.18M
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
3.3K+ 6.98% |
$122K - $143K
|
50.6K
$2.24M
|
|
Oct 12, 2021
Q3 2021
|
Arden Trust CO
|
BUY
|
- |
3.24K+ 3.47% |
$120K - $140K
|
96.6K
$4.29M
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
3.24K+ 14.06% |
$120K - $140K
|
26.3K
$1.17M
|
|
Nov 12, 2021
Q3 2021
|
X Square Capital, LLC
|
BUY
|
- |
3.24K+ 9.83% |
$120K - $140K
|
36.1K
$1.6M
|
|
Nov 15, 2021
Q3 2021
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
3.2K+ 32.27% |
$118K - $139K
|
13.1K
$583K
|
|
Nov 17, 2021
Q3 2021
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
3.2K+ 1.49% |
$118K - $138K
|
218K
$9.68M
|
|
Nov 05, 2021
Q3 2021
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
3.2K+ 31.94% |
$118K - $138K
|
13.2K
$587K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
3.13KNew |
$115K - $135K
|
3.13K
$139K
|
|
Nov 15, 2021
Q3 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
3.12K+ 27.18% |
$115K - $135K
|
14.6K
$648K
|
|
Oct 13, 2021
Q3 2021
|
Burns J W & CO Inc
|
BUY
|
- |
3.11K+ 2.9% |
$115K - $134K
|
110K
$4.9M
|
|
Oct 27, 2021
Q3 2021
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
3.05KNew |
$113K - $132K
|
3.05K
$135K
|
|
Oct 26, 2021
Q3 2021
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
3.02K+ 3.58% |
$112K - $131K
|
87.4K
$3.88M
|
|
Oct 22, 2021
Q3 2021
|
Patten & Patten Inc
|
BUY
|
- |
2.97K+ 2.09% |
$110K - $128K
|
145K
$6.43M
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
2.96K+ 7.14% |
$109K - $128K
|
44.5K
$1.97M
|
|
Oct 26, 2021
Q3 2021
|
Klingenstein Fields & CO LP
|
BUY
|
- |
2.94K+ 2.72% |
$109K - $127K
|
111K
$4.93M
|
|
Nov 12, 2021
Q3 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
2.92K+ 21.87% |
$108K - $126K
|
16.3K
$722K
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.89K+ 2.55% |
$107K - $125K
|
116K
$5.16M
|
|
Oct 20, 2021
Q3 2021
|
Riversedge Advisors, LLC
|
BUY
|
- |
2.88K+ 16.43% |
$106K - $125K
|
20.4K
$906K
|
|
Oct 26, 2021
Q3 2021
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.87K+ 1.37% |
$106K - $124K
|
212K
$9.41M
|
|
Nov 12, 2021
Q3 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.86K+ 2.51% |
$105K - $124K
|
116K
$5.17M
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
BUY
|
- |
2.83K+ 1.56% |
$105K - $122K
|
184K
$8.16M
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.81K+ 2810.0% |
$104K - $122K
|
2.91K
$129K
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
BUY
|
- |
2.81K+ 30.59% |
$104K - $121K
|
12K
$531K
|