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 09, 2021
Q3 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
77+ 0.82% |
$2.84K - $3.33K
|
9.46K
$420K
|
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
76+ 0.86% |
$2.81K - $3.29K
|
8.9K
$394K
|
|
|
Nov 03, 2021
Q3 2021
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
73+ 0.15% |
$2.7K - $3.16K
|
47.7K
$2.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
70+ 0.38% |
$2.59K - $3.03K
|
18.7K
$829K
|
|
|
Oct 18, 2021
Q3 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
69+ 1.19% |
$2.55K - $2.98K
|
5.88K
$261K
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
69+ 0.26% |
$2.55K - $2.98K
|
26.7K
$1.19M
|
|
|
Oct 28, 2021
Q3 2021
|
Silver Lake Advisory, LLC
|
BUY
|
- |
63+ 0.49% |
$2.33K - $2.73K
|
12.9K
$570K
|
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
BUY
|
- |
62+ 0.17% |
$2.29K - $2.68K
|
37.2K
$1.65M
|
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
61+ 0.17% |
$2.25K - $2.64K
|
35.9K
$1.59M
|
|
|
Oct 19, 2021
Q3 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
60+ 0.3% |
$2.22K - $2.6K
|
20.2K
$896K
|
|
|
Nov 12, 2021
Q3 2021
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
60+ 0.01% |
$2.22K - $2.6K
|
437K
$19.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
60+ 0.4% |
$2.22K - $2.6K
|
15.1K
$669K
|
|
|
Nov 12, 2021
Q3 2021
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
60+ 0.15% |
$2.22K - $2.6K
|
40.9K
$1.82M
|
|
|
Nov 15, 2021
Q3 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
58+ 0.07% |
$2.14K - $2.51K
|
78.7K
$3.49M
|
|
|
Nov 12, 2021
Q3 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
58+ 0.49% |
$2.14K - $2.51K
|
11.8K
$523K
|
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
56+ 0.55% |
$2.07K - $2.42K
|
10.3K
$457K
|
|
|
Nov 12, 2021
Q3 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
56+ 0.84% |
$2.07K - $2.42K
|
6.68K
$296K
|
|
|
Oct 14, 2021
Q3 2021
|
Triangle Securities Wealth Management
|
BUY
|
- |
55+ 0.06% |
$2.03K - $2.38K
|
87.1K
$3.86M
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
55New |
$2.03K - $2.38K
|
55
$2.44K
|
|
|
Oct 12, 2021
Q3 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
54+ 0.3% |
$1.99K - $2.34K
|
18.3K
$812K
|
|
|
Oct 06, 2021
Q3 2021
|
Hemington Wealth Management
|
BUY
|
- |
54+ 0.55% |
$1.99K - $2.34K
|
9.95K
$441K
|
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
54+ 1.02% |
$1.99K - $2.34K
|
5.36K
$238K
|
|
|
Oct 28, 2021
Q3 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
53+ 0.22% |
$1.96K - $2.29K
|
23.8K
$1.05M
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
53+ 7.92% |
$1.96K - $2.29K
|
722
$32K
|
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.24% |
$1.85K - $2.16K
|
20.6K
$912K
|
|
|
Oct 13, 2021
Q3 2021
|
Veery Capital, LLC
|
BUY
|
- |
50+ 0.88% |
$1.85K - $2.16K
|
5.73K
$254K
|
|
|
Oct 08, 2021
Q3 2021
|
Bennett Selby Investments LP
|
BUY
|
- |
50+ 0.33% |
$1.85K - $2.16K
|
15.3K
$678K
|
|
|
Nov 12, 2021
Q3 2021
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
50+ 0.41% |
$1.85K - $2.16K
|
12.4K
$549K
|
|
|
Nov 09, 2021
Q3 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
49+ 0.56% |
$1.81K - $2.12K
|
8.75K
$388K
|
|
|
Oct 13, 2021
Q3 2021
|
Albert D Mason Inc
|
BUY
|
- |
45+ 0.28% |
$1.66K - $1.95K
|
15.9K
$704K
|
|
|
Nov 09, 2021
Q3 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
44+ 0.45% |
$1.62K - $1.9K
|
9.77K
$433K
|
|
|
Oct 26, 2021
Q3 2021
|
Triton Wealth Management, Pllc
|
BUY
|
- |
44+ 0.37% |
$1.62K - $1.9K
|
11.9K
$526K
|
|
|
Nov 10, 2021
Q3 2021
|
Fusion Capital, LLC
|
BUY
|
- |
43+ 0.34% |
$1.59K - $1.86K
|
12.7K
$565K
|
|
|
Nov 08, 2021
Q3 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
43+ 0.47% |
$1.59K - $1.86K
|
9.13K
$405K
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
40+ 0.42% |
$1.48K - $1.73K
|
9.56K
$424K
|
|
|
Nov 12, 2021
Q3 2021
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
39+ 0.14% |
$1.44K - $1.69K
|
28.9K
$1.28M
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
39+ 5.1% |
$1.44K - $1.69K
|
803
$35.6K
|
|
|
Nov 08, 2021
Q3 2021
|
Addison Advisors LLC
|
BUY
|
- |
38+ 1.73% |
$1.4K - $1.64K
|
2.24K
$99.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
36+ 0.46% |
$1.33K - $1.56K
|
7.85K
$348K
|
|
|
Nov 12, 2021
Q3 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
36+ 0.24% |
$1.33K - $1.56K
|
14.8K
$656K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
33+ 0.51% |
$1.22K - $1.43K
|
6.51K
$289K
|
|
|
Oct 21, 2021
Q3 2021
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
31+ 0.12% |
$1.14K - $1.34K
|
26K
$1.15M
|
|
|
Oct 25, 2021
Q3 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
30+ 0.19% |
$1.11K - $1.3K
|
16K
$709K
|
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
30+ 7.03% |
$1.11K - $1.3K
|
457
$20.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
27+ 0.52% |
$997 - $1.17K
|
5.24K
$232K
|
|
|
Nov 03, 2021
Q3 2021
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
25+ 0.13% |
$923 - $1.08K
|
19.1K
$848K
|
|
|
Nov 09, 2021
Q3 2021
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
21+ 0.12% |
$776 - $908
|
17.8K
$788K
|
|
|
Oct 08, 2021
Q3 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
21+ 0.07% |
$776 - $908
|
28.2K
$1.25M
|
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
20+ 0.37% |
$739 - $865
|
5.41K
$240K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
20+ 0.02% |
$739 - $865
|
130K
$5.76M
|