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 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 0.14% |
$111 - $130
|
2.09K
$92.7K
|
|
|
Oct 27, 2021
Q3 2021
|
Brightworth
|
BUY
|
- |
2+ 0.02% |
$73.9 - $86.5
|
11.9K
$528K
|
|
|
Nov 02, 2021
Q3 2021
|
Tfc Financial Management
|
BUY
|
- |
2+ 0.04% |
$73.9 - $86.5
|
4.67K
$207K
|
|
|
Nov 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2+ 0.01% |
$73.9 - $86.5
|
20.8K
$924K
|
|
|
Nov 09, 2021
Q3 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
2+ 0.02% |
$73.9 - $86.5
|
11K
$490K
|
|
|
Nov 10, 2021
Q3 2021
|
Prudent Man Advisors, LLC
|
BUY
|
- |
2+ 0.0% |
$73.9 - $86.5
|
46K
$2.04M
|
|
|
Nov 10, 2021
Q3 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
2+ 0.01% |
$73.9 - $86.5
|
14.6K
$649K
|
|
|
Nov 15, 2021
Q3 2021
|
Resolute Advisors LLC
|
BUY
|
- |
2+ 0.11% |
$73.9 - $86.5
|
1.88K
$83.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2+ 0.0% |
$73.9 - $86.5
|
50.8K
$2.25M
|
|
|
Sep 01, 2023
Q3 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
2+ 0.03% |
$73.9 - $86.5
|
5.97K
$265K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 0.02% |
$73.9 - $86.5
|
9.55K
$423K
|
|
|
Nov 12, 2021
Q3 2021
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$36.9 - $43.3
|
5.92K
$262K
|
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
BUY
|
- |
1+ 0.06% |
$36.9 - $43.3
|
1.73K
$76.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Delta Investment Management, LLC
|
BUY
|
- |
1+ 0.01% |
$36.9 - $43.3
|
8.9K
$394K
|
|
|
Oct 13, 2021
Q3 2021
|
Corbenic Partners LLC
|
BUY
|
- |
1+ 0.48% |
$36.9 - $43.3
|
209
$9.27K
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1+ 0.05% |
$36.9 - $43.3
|
1.83K
$81K
|
|
|
Oct 19, 2021
Q3 2021
|
Albion Financial Group
|
BUY
|
- |
1+ 0.01% |
$36.9 - $43.3
|
14.5K
$642K
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1+ 0.12% |
$36.9 - $43.3
|
820
$36.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 1.79% |
$36.9 - $43.3
|
57
$2.53K
|
|
|
Nov 15, 2021
Q3 2021
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
1+ 0.0% |
$36.9 - $43.3
|
27.9K
$1.24M
|
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.02% |
$36.9 - $43.3
|
5.61K
$249K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 0.68% |
$36.9 - $43.3
|
145
$6.43K
|
|
|
Nov 04, 2021
Q3 2021
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1- 0.01% |
$36.9 - $43.3
|
18.9K
$838K
|
|
|
Nov 12, 2021
Q3 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2- 0.02% |
$73.9 - $86.5
|
12.1K
$538K
|
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3- 0.03% |
$111 - $130
|
8.97K
$398K
|
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-5- 35.71% |
$185 - $216
|
9
$399
|
|
|
Nov 15, 2021
Q3 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-7- 29.17% |
$259 - $303
|
17
$754
|
|
|
Nov 08, 2021
Q3 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-8- 0.6% |
$295 - $346
|
1.33K
$58.8K
|
|
|
Nov 05, 2021
Q3 2021
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-9- 0.03% |
$332 - $389
|
33.7K
$1.49M
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-11- 0.16% |
$406 - $476
|
6.87K
$305K
|
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-13- 0.17% |
$480 - $562
|
7.55K
$335K
|
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-15- 0.02% |
$554 - $649
|
97.4K
$4.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Bouchey Financial Group LTD
|
SELL
|
- |
-15- 0.03% |
$554 - $649
|
43.1K
$1.91M
|
|
|
Jun 17, 2024
Q3 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-18- 0.16% |
$665 - $779
|
11.4K
$503K
|
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-21- 6.77% |
$776 - $908
|
289
$12.8K
|
|
|
Oct 12, 2021
Q3 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-21- 0.23% |
$776 - $908
|
9.03K
$400K
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-22- 2.1% |
$812 - $952
|
1.03K
$45.5K
|
|
|
Oct 20, 2021
Q3 2021
|
44 Wealth Management LLC
|
SELL
|
- |
-24- 0.39% |
$886 - $1.04K
|
6.19K
$275K
|
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
SELL
|
- |
-25- 2.73% |
$923 - $1.08K
|
891
$39.5K
|
|
|
Nov 08, 2021
Q3 2021
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-25- 0.1% |
$923 - $1.08K
|
25.5K
$1.13M
|
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
SELL
|
- |
-29- 0.2% |
$1.07K - $1.25K
|
14.4K
$638K
|
|
|
Oct 28, 2021
Q3 2021
|
Am Investment Strategies LLC
|
SELL
|
- |
-38- 0.08% |
$1.4K - $1.64K
|
48.1K
$2.13M
|
|
|
Nov 08, 2021
Q3 2021
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-38- 9.13% |
$1.4K - $1.64K
|
378
$16.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-40- 0.2% |
$1.48K - $1.73K
|
20.1K
$892K
|
|
|
Nov 04, 2021
Q3 2021
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-42- 0.06% |
$1.55K - $1.82K
|
74.2K
$3.29M
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-44- 0.05% |
$1.62K - $1.9K
|
88.3K
$3.92M
|
|
|
Oct 20, 2021
Q3 2021
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-45- 0.71% |
$1.66K - $1.95K
|
6.31K
$280K
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-46- 0.35% |
$1.7K - $1.99K
|
13K
$576K
|
|
|
Oct 25, 2021
Q3 2021
|
Howland Capital Management LLC
|
SELL
|
- |
-49- 0.29% |
$1.81K - $2.12K
|
16.9K
$750K
|
|
|
Nov 12, 2021
Q3 2021
|
Cowen And Company, LLC
|
SELL
|
- |
-49- 0.26% |
$1.81K - $2.12K
|
18.8K
$832K
|