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 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
421+ 1.19% |
$15.5K - $18.2K
|
35.8K
$1.59M
|
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
BUY
|
- |
413+ 1.45% |
$15.3K - $17.9K
|
29K
$1.29M
|
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
409+ 3.83% |
$15.1K - $17.7K
|
11.1K
$492K
|
|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
405+ 1.62% |
$15K - $17.5K
|
25.4K
$1.12M
|
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
404+ 1.05% |
$14.9K - $17.5K
|
38.7K
$1.72M
|
|
|
Oct 15, 2021
Q3 2021
|
Peoples Financial Services Corp.
|
BUY
|
- |
400+ 2.6% |
$14.8K - $17.3K
|
15.8K
$701K
|
|
|
Oct 27, 2021
Q3 2021
|
Tl Private Wealth
|
BUY
|
- |
400+ 6.93% |
$14.8K - $17.3K
|
6.18K
$274K
|
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
397+ 0.72% |
$14.7K - $17.2K
|
55.7K
$2.47M
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
395+ 2.01% |
$14.6K - $17.1K
|
20.1K
$891K
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
392+ 0.17% |
$14.5K - $17K
|
232K
$10.3M
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
392+ 5.7% |
$14.5K - $17K
|
7.27K
$322K
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
388+ 3.49% |
$14.3K - $16.8K
|
11.5K
$510K
|
|
|
Oct 18, 2021
Q3 2021
|
Sabal Trust CO
|
BUY
|
- |
388+ 5.15% |
$14.3K - $16.8K
|
7.93K
$352K
|
|
|
Oct 21, 2021
Q3 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
387+ 4.41% |
$14.3K - $16.7K
|
9.17K
$407K
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
381+ 0.73% |
$14.1K - $16.5K
|
52.7K
$2.34M
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
380+ 1.29% |
$14K - $16.4K
|
29.9K
$1.32M
|
|
|
Oct 13, 2021
Q3 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
371+ 2.25% |
$13.7K - $16K
|
16.8K
$747K
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
371+ 198.4% |
$13.7K - $16K
|
558
$24.7K
|
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
BUY
|
- |
366+ 4.32% |
$13.5K - $15.8K
|
8.84K
$392K
|
|
|
Oct 19, 2021
Q3 2021
|
Royal Harbor Partners, LLC
|
BUY
|
- |
359+ 0.94% |
$13.3K - $15.5K
|
38.6K
$1.71M
|
|
|
Oct 29, 2021
Q3 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
355+ 2.33% |
$13.1K - $15.4K
|
15.6K
$690K
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
353+ 67.11% |
$13K - $15.3K
|
879
$39K
|
|
|
Nov 16, 2021
Q3 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
352+ 2.16% |
$13K - $15.2K
|
16.7K
$740K
|
|
|
Nov 12, 2021
Q3 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
350+ 3.52% |
$12.9K - $15.1K
|
10.3K
$457K
|
|
|
Oct 26, 2021
Q3 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
344+ 2.14% |
$12.7K - $14.9K
|
16.4K
$728K
|
|
|
Oct 29, 2021
Q3 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
344+ 1.86% |
$12.7K - $14.9K
|
18.9K
$837K
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
341+ 3.91% |
$12.6K - $14.8K
|
9.05K
$401K
|
|
|
Nov 02, 2021
Q3 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
336+ 2.06% |
$12.4K - $14.5K
|
16.6K
$737K
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
334+ 1.47% |
$12.3K - $14.4K
|
23K
$1.02M
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
331+ 1.28% |
$12.2K - $14.3K
|
26.2K
$1.16M
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
324+ 1.66% |
$12K - $14K
|
19.8K
$878K
|
|
|
Nov 04, 2021
Q3 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
323+ 0.75% |
$11.9K - $14K
|
43.4K
$1.92M
|
|
|
Nov 12, 2021
Q3 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
315+ 0.77% |
$11.6K - $13.6K
|
41.3K
$1.83M
|
|
|
Nov 09, 2021
Q3 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
311+ 1.62% |
$11.5K - $13.5K
|
19.5K
$864K
|
|
|
Nov 15, 2021
Q3 2021
|
Kercheville Advisors, LLC
|
BUY
|
- |
306+ 2.34% |
$11.3K - $13.2K
|
13.4K
$594K
|
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
BUY
|
- |
303+ 11.02% |
$11.2K - $13.1K
|
3.05K
$135K
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
302+ 4.29% |
$11.2K - $13.1K
|
7.34K
$325K
|
|
|
Nov 02, 2021
Q3 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
301+ 0.55% |
$11.1K - $13K
|
54.6K
$2.42M
|
|
|
Nov 03, 2021
Q3 2021
|
Granite Investment Partners, LLC
|
BUY
|
- |
300+ 0.96% |
$11.1K - $13K
|
31.4K
$1.39M
|
|
|
Oct 28, 2021
Q3 2021
|
Terra Nova Asset Management LLC
|
BUY
|
- |
300+ 2.14% |
$11.1K - $13K
|
14.3K
$634K
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
300+ 2.35% |
$11.1K - $13K
|
13K
$578K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
300New |
$11.1K - $13K
|
300
$13.3K
|
|
|
Nov 08, 2021
Q3 2021
|
Curated Wealth Partners LLC
|
BUY
|
- |
297+ 0.92% |
$11K - $12.8K
|
32.6K
$1.44M
|
|
|
Oct 26, 2021
Q3 2021
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
295+ 0.73% |
$10.9K - $12.8K
|
40.5K
$1.8M
|
|
|
Oct 20, 2021
Q3 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
291+ 3.58% |
$10.7K - $12.6K
|
8.43K
$374K
|
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
291+ 0.5% |
$10.7K - $12.6K
|
58.7K
$2.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
290+ 3.79% |
$10.7K - $12.5K
|
7.95K
$352K
|
|
|
Oct 18, 2021
Q3 2021
|
First Bank & Trust
|
BUY
|
- |
289+ 3.35% |
$10.7K - $12.5K
|
8.93K
$396K
|
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
285+ 0.22% |
$10.5K - $12.3K
|
131K
$5.82M
|
|
|
Nov 15, 2021
Q3 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
284+ 0.61% |
$10.5K - $12.3K
|
47.1K
$2.09M
|