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 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
20+ 0.11% |
$739 - $865
|
18.5K
$820K
|
|
|
Oct 21, 2021
Q3 2021
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
19+ 0.19% |
$702 - $822
|
9.98K
$442K
|
|
|
Oct 13, 2021
Q3 2021
|
Wela Strategies, Inc.
|
BUY
|
- |
18+ 0.3% |
$665 - $779
|
6.06K
$269K
|
|
|
Oct 18, 2021
Q3 2021
|
David J Yvars Group
|
BUY
|
- |
18+ 0.02% |
$665 - $779
|
106K
$4.71M
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
17+ 0.27% |
$628 - $735
|
6.26K
$278K
|
|
|
Dec 03, 2021
Q3 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
17+ 0.24% |
$628 - $735
|
7.02K
$311K
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
15+ 0.1% |
$554 - $649
|
14.5K
$645K
|
|
|
Nov 12, 2021
Q3 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
15+ 0.03% |
$554 - $649
|
58.4K
$2.59M
|
|
|
Oct 29, 2021
Q3 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
13+ 0.35% |
$480 - $562
|
3.72K
$165K
|
|
|
Oct 26, 2021
Q3 2021
|
Security Asset Management
|
BUY
|
- |
13+ 0.15% |
$480 - $562
|
8.89K
$394K
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
12+ 0.18% |
$443 - $519
|
6.64K
$294K
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
12+ 0.09% |
$443 - $519
|
13.2K
$586K
|
|
|
Oct 21, 2021
Q3 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
12+ 0.16% |
$443 - $519
|
7.33K
$325K
|
|
|
Nov 09, 2021
Q3 2021
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
12+ 0.15% |
$443 - $519
|
8.2K
$364K
|
|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
12New |
$443 - $519
|
12
$532
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
11+ 0.11% |
$406 - $476
|
9.6K
$426K
|
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
11+ 0.15% |
$406 - $476
|
7.46K
$331K
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
11+ 0.08% |
$406 - $476
|
13.2K
$586K
|
|
|
Oct 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
BUY
|
- |
10+ 0.15% |
$369 - $433
|
6.8K
$301K
|
|
|
Nov 08, 2021
Q3 2021
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
10+ 0.02% |
$369 - $433
|
50.7K
$2.25M
|
|
|
Oct 29, 2021
Q3 2021
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
10+ 0.2% |
$369 - $433
|
5.12K
$227K
|
|
|
Nov 10, 2021
Q3 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
10+ 0.07% |
$369 - $433
|
13.3K
$592K
|
|
|
Nov 18, 2021
Q3 2021
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
10+ 0.02% |
$369 - $433
|
50.7K
$2.25M
|
|
|
Nov 02, 2021
Q3 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
9+ 0.11% |
$332 - $389
|
8.46K
$375K
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
9+ 0.12% |
$332 - $389
|
7.69K
$341K
|
|
|
Nov 10, 2021
Q3 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
9+ 0.45% |
$332 - $389
|
2.02K
$89.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
9+ 0.17% |
$332 - $389
|
5.27K
$234K
|
|
|
Oct 14, 2021
Q3 2021
|
First United Bank & Trust
|
BUY
|
- |
8+ 0.08% |
$295 - $346
|
10.3K
$455K
|
|
|
Oct 22, 2021
Q3 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
8+ 0.04% |
$295 - $346
|
19.3K
$856K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
8+ 0.54% |
$295 - $346
|
1.48K
$65.8K
|
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
7+ 0.13% |
$259 - $303
|
5.33K
$236K
|
|
|
Nov 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
BUY
|
- |
7+ 0.07% |
$259 - $303
|
10.6K
$471K
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
7+ 0.46% |
$259 - $303
|
1.52K
$67.5K
|
|
|
Oct 12, 2021
Q3 2021
|
S.A. Mason LLC
|
BUY
|
- |
6+ 0.02% |
$222 - $260
|
32.7K
$1.45M
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.03% |
$222 - $260
|
18.3K
$812K
|
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
6+ 0.03% |
$222 - $260
|
21K
$931K
|
|
|
Nov 01, 2021
Q3 2021
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
6+ 0.42% |
$222 - $260
|
1.43K
$63.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
5+ 0.09% |
$185 - $216
|
5.54K
$246K
|
|
|
Oct 13, 2021
Q3 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
5+ 0.05% |
$185 - $216
|
9.42K
$418K
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
5+ 0.05% |
$185 - $216
|
10.4K
$459K
|
|
|
Nov 09, 2021
Q3 2021
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
5+ 0.07% |
$185 - $216
|
6.94K
$308K
|
|
|
Nov 02, 2021
Q3 2021
|
Capital Square, LLC
|
BUY
|
- |
5+ 0.03% |
$185 - $216
|
16K
$710K
|
|
|
Oct 27, 2021
Q3 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
4+ 0.01% |
$148 - $173
|
55.9K
$2.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4+ 0.06% |
$148 - $173
|
6.99K
$310K
|
|
|
Oct 06, 2021
Q3 2021
|
Centric Wealth Management
|
BUY
|
- |
3+ 0.03% |
$111 - $130
|
11.6K
$513K
|
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
3+ 0.02% |
$111 - $130
|
14.7K
$652K
|
|
|
Oct 27, 2021
Q3 2021
|
Grant
|
BUY
|
- |
3+ 0.02% |
$111 - $130
|
13.6K
$605K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.07% |
$111 - $130
|
4.06K
$180K
|
|
|
Nov 04, 2021
Q3 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
3+ 0.03% |
$111 - $130
|
9.86K
$437K
|
|
|
Oct 18, 2021
Q3 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
3+ 0.03% |
$111 - $130
|
8.84K
$392K
|