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 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.75K+ 3.41% |
$102K - $119K
|
83.5K
$3.71M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.72K+ 6.4% |
$100K - $118K
|
45.2K
$2.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
2.72K+ 42.74% |
$100K - $118K
|
9.08K
$403K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.68K+ 5.04% |
$98.9K - $116K
|
55.9K
$2.48M
|
|
|
Nov 04, 2021
Q3 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2.62K+ 45.81% |
$96.7K - $113K
|
8.33K
$370K
|
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.6KNew |
$96K - $112K
|
2.6K
$115K
|
|
|
Oct 28, 2021
Q3 2021
|
Winton Group LTD
London, X0 |
BUY
|
- |
2.59K+ 6.69% |
$95.8K - $112K
|
41.3K
$1.83M
|
|
|
Oct 14, 2021
Q3 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2.59K+ 47.24% |
$95.6K - $112K
|
8.07K
$358K
|
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
2.57K+ 24.34% |
$95K - $111K
|
13.1K
$583K
|
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
2.56K+ 2.79% |
$94.5K - $111K
|
94.4K
$4.19M
|
|
|
Oct 27, 2021
Q3 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.53K+ 2.95% |
$93.5K - $110K
|
88.4K
$3.92M
|
|
|
Nov 15, 2021
Q3 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
2.46K+ 7.62% |
$90.7K - $106K
|
34.7K
$1.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Wms Partners, LLC
|
BUY
|
- |
2.45K+ 30.6% |
$90.4K - $106K
|
10.5K
$464K
|
|
|
Nov 15, 2021
Q3 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
2.43K+ 6.88% |
$89.6K - $105K
|
37.7K
$1.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
2.42K+ 6.97% |
$89.4K - $105K
|
37.1K
$1.65M
|
|
|
Nov 12, 2021
Q3 2021
|
Tobam
|
BUY
|
- |
2.41K+ 85.51% |
$88.9K - $104K
|
5.22K
$232K
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.41K+ 46.34% |
$88.9K - $104K
|
7.6K
$337K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.37K+ 2.0% |
$87.6K - $103K
|
121K
$5.36M
|
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.36K+ 36.2% |
$87K - $102K
|
8.87K
$393K
|
|
|
Nov 12, 2021
Q3 2021
|
Ballast, Inc.
|
BUY
|
- |
2.31K+ 10.82% |
$85.4K - $100K
|
23.7K
$1.05M
|
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.31K+ 11.67% |
$85.3K - $99.9K
|
22.1K
$981K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.3KNew |
$84.9K - $99.5K
|
2.3K
$102K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.29K+ 1.25% |
$84.6K - $99.2K
|
186K
$8.25M
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.27K+ 4.9% |
$83.9K - $98.3K
|
48.6K
$2.16M
|
|
|
Oct 29, 2021
Q3 2021
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
2.27K+ 3.25% |
$83.9K - $98.2K
|
72.1K
$3.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.27K+ 5.84% |
$83.7K - $98.1K
|
41.1K
$1.82M
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.26K+ 13.15% |
$83.4K - $97.7K
|
19.4K
$863K
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.26K+ 4.32% |
$83.4K - $97.6K
|
54.5K
$2.42M
|
|
|
Oct 22, 2021
Q3 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.25K+ 22.84% |
$83.2K - $97.5K
|
12.1K
$538K
|
|
|
Oct 04, 2021
Q3 2021
|
Private Asset Management Inc
|
BUY
|
- |
2.25K+ 0.35% |
$83.2K - $97.4K
|
650K
$28.8M
|
|
|
Nov 15, 2021
Q3 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.24K+ 1.35% |
$82.6K - $96.7K
|
168K
$7.45M
|
|
|
Nov 01, 2021
Q3 2021
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
2.23K+ 1.15% |
$82.2K - $96.3K
|
196K
$8.71M
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.2K+ 11.15% |
$81.3K - $95.3K
|
22K
$974K
|
|
|
Nov 12, 2021
Q3 2021
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
2.2K+ 1.01% |
$81.2K - $95.2K
|
221K
$9.79M
|
|
|
Nov 15, 2021
Q3 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
2.19K+ 33.41% |
$80.8K - $94.7K
|
8.74K
$388K
|
|
|
Oct 22, 2021
Q3 2021
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.18K+ 3.06% |
$80.7K - $94.5K
|
73.5K
$3.26M
|
|
|
Oct 08, 2021
Q3 2021
|
Hall Capital Management CO Inc
|
BUY
|
- |
2.17K+ 13.48% |
$80.3K - $94K
|
18.3K
$812K
|
|
|
Oct 25, 2021
Q3 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
2.17K+ 9.9% |
$80K - $93.7K
|
24K
$1.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.14K+ 8.59% |
$79.1K - $92.6K
|
27.1K
$1.2M
|
|
|
Oct 07, 2021
Q3 2021
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
2.14K+ 2.68% |
$79K - $92.5K
|
82K
$3.64M
|
|
|
Oct 20, 2021
Q3 2021
|
Ledyard National Bank
|
BUY
|
- |
2.14K+ 15.68% |
$78.9K - $92.4K
|
15.8K
$700K
|
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.14K+ 34.14% |
$78.9K - $92.4K
|
8.4K
$373K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.13K+ 14.84% |
$78.7K - $92.2K
|
16.5K
$732K
|
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
2.13K+ 2.89% |
$78.7K - $92.1K
|
75.7K
$3.36M
|
|
|
Oct 12, 2021
Q3 2021
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
2.11K+ 0.51% |
$77.7K - $91.1K
|
418K
$18.6M
|
|
|
Oct 25, 2021
Q3 2021
|
Capital Advisors Inc
|
BUY
|
- |
2.08K+ 4.58% |
$76.9K - $90.1K
|
47.6K
$2.11M
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.08K+ 4.73% |
$76.8K - $89.9K
|
46K
$2.04M
|
|
|
Nov 10, 2021
Q3 2021
|
Compton Capital Management Inc
|
BUY
|
- |
2.05K+ 4.03% |
$75.7K - $88.7K
|
52.9K
$2.35M
|
|
|
Oct 07, 2021
Q3 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
2.04K+ 1.98% |
$75.4K - $88.4K
|
105K
$4.67M
|
|
|
Nov 04, 2021
Q3 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.02K+ 26.11% |
$74.5K - $87.2K
|
9.74K
$432K
|