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 21, 2021
Q3 2021
|
Oak Asset Management, LLC
|
SELL
|
- |
-50- 0.69% |
$1.85K - $2.16K
|
7.2K
$319K
|
|
|
Nov 02, 2021
Q3 2021
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-50- 1.0% |
$1.85K - $2.16K
|
4.98K
$221K
|
|
|
Nov 09, 2021
Q3 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-50- 0.75% |
$1.85K - $2.16K
|
6.6K
$293K
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-50Closed |
$1.85K - $2.16K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Heritage Wealth Advisors
|
SELL
|
- |
-50- 0.06% |
$1.85K - $2.16K
|
86.4K
$3.83M
|
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-51- 1.15% |
$1.88K - $2.21K
|
4.39K
$195K
|
|
|
Nov 03, 2021
Q3 2021
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-52- 0.11% |
$1.92K - $2.25K
|
45.3K
$2.01M
|
|
|
Dec 19, 2024
Q3 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-55- 7.28% |
$2.03K - $2.38K
|
700
$31K
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
SELL
|
- |
-57- 0.42% |
$2.11K - $2.47K
|
13.4K
$596K
|
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-58- 0.97% |
$2.14K - $2.51K
|
5.91K
$262K
|
|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-60- 4.21% |
$2.22K - $2.6K
|
1.36K
$60.5K
|
|
|
Oct 12, 2021
Q3 2021
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-62- 0.6% |
$2.29K - $2.68K
|
10.2K
$452K
|
|
|
Oct 22, 2021
Q3 2021
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-62- 0.08% |
$2.29K - $2.68K
|
81.4K
$3.61M
|
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-62- 0.41% |
$2.29K - $2.68K
|
15.2K
$675K
|
|
|
Nov 12, 2021
Q3 2021
|
Univest Financial Corp
|
SELL
|
- |
-63- 0.66% |
$2.33K - $2.73K
|
9.51K
$421K
|
|
|
Nov 12, 2021
Q3 2021
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-65Closed |
$2.4K - $2.81K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-66- 0.53% |
$2.44K - $2.86K
|
12.5K
$554K
|
|
|
Nov 02, 2021
Q3 2021
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-70- 0.05% |
$2.59K - $3.03K
|
132K
$5.85M
|
|
|
Nov 12, 2021
Q3 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-70- 0.07% |
$2.59K - $3.03K
|
98.6K
$4.37M
|
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-74- 0.04% |
$2.73K - $3.2K
|
210K
$9.3M
|
|
|
Oct 25, 2021
Q3 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-75- 0.93% |
$2.77K - $3.24K
|
8.02K
$356K
|
|
|
Nov 05, 2021
Q3 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-75- 0.85% |
$2.77K - $3.24K
|
8.76K
$388K
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-76- 0.82% |
$2.81K - $3.29K
|
9.19K
$408K
|
|
|
Nov 12, 2021
Q3 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-77- 0.08% |
$2.84K - $3.33K
|
98K
$4.34M
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-79- 0.43% |
$2.92K - $3.42K
|
18.3K
$810K
|
|
|
Nov 03, 2021
Q3 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-79- 0.11% |
$2.92K - $3.42K
|
71.9K
$3.19M
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-79- 0.43% |
$2.92K - $3.42K
|
18.3K
$810K
|
|
|
Oct 13, 2021
Q3 2021
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-80- 0.73% |
$2.95K - $3.46K
|
10.8K
$481K
|
|
|
Nov 01, 2021
Q3 2021
|
Hallmark Capital Management Inc
|
SELL
|
- |
-81- 0.07% |
$2.99K - $3.5K
|
114K
$5.06M
|
|
|
Nov 05, 2021
Q3 2021
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-82- 19.03% |
$3.03K - $3.55K
|
349
$15.5K
|
|
|
Oct 13, 2021
Q3 2021
|
Jacobs & CO
|
SELL
|
- |
-85- 0.73% |
$3.14K - $3.68K
|
11.5K
$510K
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
SELL
|
- |
-85- 0.23% |
$3.14K - $3.68K
|
36.3K
$1.61M
|
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-85- 0.14% |
$3.14K - $3.68K
|
62K
$2.75M
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-85- 0.39% |
$3.14K - $3.68K
|
21.7K
$964K
|
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-86- 17.99% |
$3.18K - $3.72K
|
392
$17.4K
|
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-86- 1.07% |
$3.18K - $3.72K
|
7.97K
$353K
|
|
|
Nov 05, 2021
Q3 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-88- 0.42% |
$3.25K - $3.81K
|
20.7K
$918K
|
|
|
Nov 12, 2021
Q3 2021
|
Wills Financial Group, Inc.
|
SELL
|
- |
-92- 1.84% |
$3.4K - $3.98K
|
4.91K
$218K
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-93- 1.3% |
$3.43K - $4.02K
|
7.07K
$314K
|
|
|
Oct 15, 2021
Q3 2021
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-96- 1.28% |
$3.55K - $4.15K
|
7.42K
$329K
|
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
SELL
|
- |
-98- 0.11% |
$3.62K - $4.24K
|
87.1K
$3.86M
|
|
|
Nov 12, 2021
Q3 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-99- 5.17% |
$3.66K - $4.28K
|
1.82K
$80.5K
|
|
|
Oct 14, 2021
Q3 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-100- 0.58% |
$3.69K - $4.33K
|
17.1K
$758K
|
|
|
Oct 12, 2021
Q3 2021
|
Addison Capital CO
|
SELL
|
- |
-100- 0.46% |
$3.69K - $4.33K
|
21.5K
$952K
|
|
|
Oct 12, 2021
Q3 2021
|
Piscataqua Savings Bank
|
SELL
|
- |
-100- 0.14% |
$3.69K - $4.33K
|
72.4K
$3.21M
|
|
|
Nov 05, 2021
Q3 2021
|
Shufro Rose & CO LLC
|
SELL
|
- |
-100- 0.2% |
$3.69K - $4.33K
|
49.4K
$2.19M
|
|
|
Oct 21, 2021
Q3 2021
|
Chiron Capital Management, LLC
|
SELL
|
- |
-100- 1.87% |
$3.69K - $4.33K
|
5.25K
$233K
|
|
|
Nov 08, 2021
Q3 2021
|
Citizens National Bank Trust Department
|
SELL
|
- |
-100- 0.46% |
$3.69K - $4.33K
|
21.5K
$953K
|
|
|
Oct 14, 2021
Q3 2021
|
Lantz Financial LLC
|
SELL
|
- |
-100- 0.79% |
$3.69K - $4.33K
|
12.5K
$554K
|
|
|
Nov 12, 2021
Q3 2021
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-100- 0.47% |
$3.69K - $4.33K
|
21.2K
$938K
|