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 28, 2021
Q3 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.98K+ 13.39% |
$73.2K - $85.7K
|
16.8K
$745K
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.98K+ 4.67% |
$73K - $85.5K
|
44.2K
$1.96M
|
|
Nov 12, 2021
Q3 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
1.97KNew |
$72.8K - $85.3K
|
1.97K
$87.5K
|
|
Oct 28, 2021
Q3 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.96K+ 22.71% |
$72.3K - $84.7K
|
10.6K
$470K
|
|
Nov 15, 2021
Q3 2021
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.96K+ 12.78% |
$72.3K - $84.7K
|
17.3K
$767K
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.95K+ 3.02% |
$72K - $84.4K
|
66.6K
$2.95M
|
|
Nov 05, 2021
Q3 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1.95K+ 1.06% |
$72K - $84.4K
|
186K
$8.25M
|
|
Oct 28, 2021
Q3 2021
|
Excalibur Management Corp
|
BUY
|
- |
1.95K+ 4.59% |
$72K - $84.3K
|
44.4K
$1.97M
|
|
Oct 25, 2021
Q3 2021
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
1.91K+ 1.06% |
$70.6K - $82.7K
|
183K
$8.12M
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.89K+ 5.51% |
$69.6K - $81.6K
|
36.1K
$1.6M
|
|
Nov 12, 2021
Q3 2021
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.87K+ 1.25% |
$69.1K - $81K
|
152K
$6.74M
|
|
Nov 15, 2021
Q3 2021
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.86K+ 3.3% |
$68.7K - $80.4K
|
58.2K
$2.58M
|
|
Oct 14, 2021
Q3 2021
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.85K+ 3.21% |
$68.2K - $79.9K
|
59.5K
$2.64M
|
|
Oct 13, 2021
Q3 2021
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.85K+ 0.55% |
$68.2K - $79.9K
|
338K
$15M
|
|
Oct 27, 2021
Q3 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.84K+ 5.29% |
$68K - $79.7K
|
36.7K
$1.63M
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.83KNew |
$67.5K - $79.1K
|
1.83K
$81.2K
|
|
Nov 15, 2021
Q3 2021
|
Credit Agricole S A
|
BUY
|
- |
1.83K+ 2.03% |
$67.5K - $79.1K
|
91.8K
$4.08M
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.83K+ 11.79% |
$67.5K - $79K
|
17.3K
$769K
|
|
Nov 09, 2021
Q3 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.82K+ 3.9% |
$67.2K - $78.7K
|
48.5K
$2.15M
|
|
Nov 12, 2021
Q3 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
1.8K+ 11.88% |
$66.3K - $77.7K
|
16.9K
$750K
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.77K+ 36.09% |
$65.2K - $76.4K
|
6.66K
$295K
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.76K+ 15.61% |
$65.1K - $76.2K
|
13.1K
$579K
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.76K+ 6.21% |
$65K - $76.1K
|
30.1K
$1.34M
|
|
Nov 03, 2021
Q3 2021
|
Davidson Investment Advisors
|
BUY
|
- |
1.76K+ 0.32% |
$65K - $76.1K
|
549K
$24.4M
|
|
Oct 19, 2021
Q3 2021
|
G&S Capital LLC
|
BUY
|
- |
1.74K+ 1.75% |
$64.3K - $75.4K
|
101K
$4.49M
|
|
Oct 26, 2021
Q3 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.74K+ 3.67% |
$64.1K - $75.1K
|
49K
$2.18M
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.72K+ 32.77% |
$63.7K - $74.6K
|
6.99K
$310K
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
BUY
|
- |
1.71K+ 485.55% |
$63.3K - $74.1K
|
2.07K
$91.7K
|
|
Oct 21, 2021
Q3 2021
|
Tufton Capital Management
|
BUY
|
- |
1.71K+ 0.69% |
$63K - $73.8K
|
249K
$11M
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
1.7K+ 3.78% |
$62.6K - $73.4K
|
46.5K
$2.06M
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.69K+ 4.05% |
$62.3K - $72.9K
|
43.3K
$1.92M
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.68K+ 3.49% |
$62.2K - $72.8K
|
49.9K
$2.21M
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.67K+ 7.95% |
$61.8K - $72.4K
|
22.7K
$1.01M
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.66K+ 52.03% |
$61.4K - $71.9K
|
4.86K
$216K
|
|
Nov 02, 2021
Q3 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.65K+ 0.3% |
$60.7K - $71.2K
|
555K
$24.6M
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.64K+ 1.58% |
$60.6K - $71K
|
105K
$4.67M
|
|
Oct 13, 2021
Q3 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.63K+ 1.41% |
$60.3K - $70.6K
|
118K
$5.22M
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.63K+ 5.63% |
$60.1K - $70.4K
|
30.5K
$1.35M
|
|
Nov 15, 2021
Q3 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
1.61K+ 10.08% |
$59.4K - $69.6K
|
17.6K
$780K
|
|
Oct 22, 2021
Q3 2021
|
Cadence Bank Na
|
BUY
|
- |
1.57K+ 2.07% |
$58K - $67.9K
|
77.6K
$3.44M
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.55K+ 3984.62% |
$57.4K - $67.2K
|
1.59K
$70.7K
|
|
Nov 12, 2021
Q3 2021
|
Weil Company, Inc.
|
BUY
|
- |
1.55K+ 3.49% |
$57.2K - $67.1K
|
46K
$2.04M
|
|
Oct 13, 2021
Q3 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.53K+ 1.72% |
$56.5K - $66.2K
|
90.7K
$4.03M
|
|
Oct 01, 2021
Q3 2021
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.53K+ 1.5% |
$56.4K - $66.1K
|
103K
$4.59M
|
|
Oct 18, 2021
Q3 2021
|
Rmr Wealth Builders
|
BUY
|
- |
1.52K+ 12.87% |
$56.2K - $65.8K
|
13.4K
$592K
|
|
Nov 12, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
1.52K+ 6.02% |
$56.1K - $65.8K
|
26.8K
$1.19M
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.51K+ 3.08% |
$55.8K - $65.3K
|
50.5K
$2.24M
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.51K+ 1.77% |
$55.7K - $65.2K
|
86.4K
$3.84M
|
|
Nov 05, 2021
Q3 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.5K+ 11.39% |
$55.4K - $64.9K
|
14.7K
$651K
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.49K+ 3.63% |
$55K - $64.4K
|
42.5K
$1.89M
|