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 02, 2021
Q3 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
845+ 3.22% |
$31.2K - $36.6K
|
27.1K
$1.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
842+ 0.48% |
$31.1K - $36.4K
|
175K
$7.79M
|
|
|
Feb 11, 2022
Q3 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
834+ 15.63% |
$30.8K - $36.1K
|
6.17K
$275K
|
|
|
Nov 12, 2021
Q3 2021
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
832+ 1.1% |
$30.7K - $36K
|
76.7K
$3.42M
|
|
|
Nov 08, 2021
Q3 2021
|
Northeast Investment Management
|
BUY
|
- |
832+ 0.41% |
$30.7K - $36K
|
206K
$9.16M
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
828+ 166.6% |
$30.6K - $35.8K
|
1.33K
$59K
|
|
|
Nov 12, 2021
Q3 2021
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
820+ 2.98% |
$30.3K - $35.5K
|
28.3K
$1.26M
|
|
|
Nov 03, 2021
Q3 2021
|
Kornitzer Capital Management Inc
|
BUY
|
- |
810+ 0.84% |
$29.9K - $35K
|
96.8K
$4.31M
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
803+ 3.89% |
$29.7K - $34.7K
|
21.5K
$956K
|
|
|
Nov 05, 2021
Q3 2021
|
Core Alternative Capital
|
BUY
|
- |
803New |
$29.7K - $34.7K
|
803
$35.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
799+ 0.62% |
$29.5K - $34.6K
|
130K
$5.78M
|
|
|
Oct 04, 2021
Q3 2021
|
Canandaigua National Corp
|
BUY
|
- |
794+ 0.73% |
$29.3K - $34.3K
|
110K
$4.89M
|
|
|
Nov 12, 2021
Q3 2021
|
Impax Asset Management Group PLC
|
BUY
|
- |
791+ 0.32% |
$29.2K - $34.2K
|
249K
$11.1M
|
|
|
Oct 08, 2021
Q3 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
781+ 0.86% |
$28.8K - $33.8K
|
91.9K
$4.09M
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
780+ 13.15% |
$28.8K - $33.7K
|
6.71K
$299K
|
|
|
Nov 05, 2021
Q3 2021
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
778+ 0.85% |
$28.7K - $33.7K
|
92.7K
$4.13M
|
|
|
Nov 12, 2021
Q3 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
767+ 0.27% |
$28.3K - $33.2K
|
280K
$12.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Tlwm
San Antonio, TX |
BUY
|
- |
763+ 3.81% |
$28.2K - $33K
|
20.8K
$925K
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
759+ 3.28% |
$28K - $32.8K
|
23.9K
$1.07M
|
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
BUY
|
- |
756+ 6.91% |
$27.9K - $32.7K
|
11.7K
$521K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
756+ 3.97% |
$27.9K - $32.7K
|
19.8K
$882K
|
|
|
Nov 02, 2021
Q3 2021
|
Rnc Capital Management LLC
|
BUY
|
- |
750+ 0.04% |
$27.7K - $32.4K
|
1.69M
$75.2M
|
|
|
Oct 18, 2021
Q3 2021
|
De Dora Capital, Inc.
|
BUY
|
- |
750+ 15.21% |
$27.7K - $32.4K
|
5.68K
$253K
|
|
|
Nov 15, 2021
Q3 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
750+ 12.73% |
$27.7K - $32.4K
|
6.64K
$296K
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
745+ 0.79% |
$27.5K - $32.2K
|
94.6K
$4.21M
|
|
|
Nov 12, 2021
Q3 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
744+ 7.47% |
$27.5K - $32.2K
|
10.7K
$477K
|
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
740+ 1.06% |
$27.3K - $32K
|
70.6K
$3.14M
|
|
|
Jul 11, 2022
Q3 2021
|
Range Financial Group LLC
|
BUY
|
- |
728+ 12.32% |
$26.9K - $31.5K
|
6.64K
$296K
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
725+ 2.92% |
$26.8K - $31.4K
|
25.6K
$1.14M
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
723+ 4.58% |
$26.7K - $31.3K
|
16.5K
$735K
|
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
719+ 0.23% |
$26.6K - $31.1K
|
310K
$13.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Buckley Wealth Management, LLC
|
BUY
|
- |
718+ 1.75% |
$26.5K - $31.1K
|
41.9K
$1.86M
|
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
BUY
|
- |
713+ 2.07% |
$26.3K - $30.8K
|
35.2K
$1.57M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
707+ 1.02% |
$26.1K - $30.6K
|
69.7K
$3.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
705+ 9.7% |
$26K - $30.5K
|
7.98K
$355K
|
|
|
Nov 15, 2021
Q3 2021
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
700+ 5.53% |
$25.9K - $30.3K
|
13.4K
$595K
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
700+ 1.89% |
$25.9K - $30.3K
|
37.7K
$1.68M
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
699+ 21.53% |
$25.8K - $30.2K
|
3.95K
$176K
|
|
|
Oct 28, 2021
Q3 2021
|
Sp Asset Management
|
BUY
|
- |
686+ 0.15% |
$25.3K - $29.7K
|
454K
$20.2M
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
685+ 1.03% |
$25.3K - $29.6K
|
67.3K
$3M
|
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
669+ 0.56% |
$24.7K - $28.9K
|
121K
$5.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
668+ 0.91% |
$24.7K - $28.9K
|
74.3K
$3.31M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
657+ 0.14% |
$24.3K - $28.4K
|
486K
$21.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Welch Group, LLC
|
BUY
|
- |
654+ 0.86% |
$24.2K - $28.3K
|
76.4K
$3.4M
|
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
648+ 8.53% |
$23.9K - $28K
|
8.24K
$367K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
643+ 0.91% |
$23.7K - $27.8K
|
71K
$3.16M
|
|
|
Nov 22, 2021
Q3 2021
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
640+ 2.56% |
$23.6K - $27.7K
|
25.6K
$1.14M
|
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
638+ 4.08% |
$23.6K - $27.6K
|
16.3K
$725K
|
|
|
Nov 05, 2021
Q3 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
637+ 7.83% |
$23.5K - $27.6K
|
8.77K
$391K
|
|
|
Nov 04, 2021
Q3 2021
|
Cookson Peirce & CO Inc
|
BUY
|
- |
633+ 2.73% |
$23.4K - $27.4K
|
23.8K
$1.06M
|