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 04, 2021
Q3 2021
|
Hardy Reed LLC
|
SELL
|
- |
-315- 3.5% |
$11.6K - $13.6K
|
8.68K
$385K
|
|
|
Oct 25, 2021
Q3 2021
|
Unison Asset Management LLC
|
SELL
|
- |
-316- 0.22% |
$11.7K - $13.7K
|
141K
$6.23M
|
|
|
Oct 21, 2021
Q3 2021
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-318- 0.19% |
$11.7K - $13.8K
|
165K
$7.31M
|
|
|
Oct 29, 2021
Q3 2021
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-319- 2.3% |
$11.8K - $13.8K
|
13.5K
$600K
|
|
|
Oct 29, 2021
Q3 2021
|
Bridge Advisory, LLC
|
SELL
|
- |
-320- 6.23% |
$11.8K - $13.8K
|
4.82K
$214K
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
SELL
|
- |
-323- 1.51% |
$11.9K - $14K
|
21.1K
$936K
|
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-326- 1.33% |
$12K - $14.1K
|
24.1K
$1.07M
|
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-327- 2.3% |
$12.1K - $14.1K
|
13.9K
$616K
|
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-329- 3.84% |
$12.1K - $14.2K
|
8.23K
$365K
|
|
|
Nov 15, 2021
Q3 2021
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-333- 3.63% |
$12.3K - $14.4K
|
8.84K
$392K
|
|
|
Oct 26, 2021
Q3 2021
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-334- 17.91% |
$12.3K - $14.4K
|
1.53K
$67.9K
|
|
|
Oct 13, 2021
Q3 2021
|
Bay Rivers Group
|
SELL
|
- |
-345- 6.55% |
$12.7K - $14.9K
|
4.92K
$218K
|
|
|
Nov 08, 2021
Q3 2021
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-346- 0.32% |
$12.8K - $15K
|
107K
$4.75M
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-349- 3.25% |
$12.9K - $15.1K
|
10.4K
$461K
|
|
|
Oct 22, 2021
Q3 2021
|
Ade, LLC
|
SELL
|
- |
-352- 21.45% |
$13K - $15.2K
|
1.29K
$57.2K
|
|
|
Oct 22, 2021
Q3 2021
|
Franklin Street Advisors Inc
|
SELL
|
- |
-354- 2.95% |
$13.1K - $15.3K
|
11.7K
$517K
|
|
|
Nov 09, 2021
Q3 2021
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-356- 2.18% |
$13.1K - $15.4K
|
15.9K
$707K
|
|
|
Nov 15, 2021
Q3 2021
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-359- 0.63% |
$13.3K - $15.5K
|
56.8K
$2.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-360- 2.9% |
$13.3K - $15.6K
|
12K
$534K
|
|
|
Oct 13, 2021
Q3 2021
|
Gfg Capital, LLC
|
SELL
|
- |
-368- 1.42% |
$13.6K - $15.9K
|
25.5K
$1.13M
|
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
SELL
|
- |
-375- 2.47% |
$13.8K - $16.2K
|
14.8K
$656K
|
|
|
Oct 22, 2021
Q3 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-377- 3.97% |
$13.9K - $16.3K
|
9.13K
$405K
|
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-380- 1.81% |
$14K - $16.4K
|
20.7K
$916K
|
|
|
Oct 13, 2021
Q3 2021
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-385- 6.21% |
$14.2K - $16.7K
|
5.82K
$258K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-385- 4.93% |
$14.2K - $16.7K
|
7.43K
$329K
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-386- 0.47% |
$14.3K - $16.7K
|
82.2K
$3.65M
|
|
|
Nov 10, 2021
Q3 2021
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-390- 6.74% |
$14.4K - $16.9K
|
5.39K
$239K
|
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-395- 0.82% |
$14.6K - $17.1K
|
48K
$2.13M
|
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-395- 4.07% |
$14.6K - $17.1K
|
9.32K
$413K
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-396- 0.58% |
$14.6K - $17.1K
|
67.5K
$2.99M
|
|
|
Oct 05, 2021
Q3 2021
|
Lvm Capital Management LTD
|
SELL
|
- |
-400- 3.13% |
$14.8K - $17.3K
|
12.4K
$549K
|
|
|
Nov 09, 2021
Q3 2021
|
Hyman Charles D
|
SELL
|
- |
-400- 0.25% |
$14.8K - $17.3K
|
159K
$7.05M
|
|
|
Nov 09, 2021
Q3 2021
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-400- 5.5% |
$14.8K - $17.3K
|
6.87K
$305K
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-400Closed |
$14.8K - $17.3K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-402- 0.57% |
$14.8K - $17.4K
|
69.7K
$3.09M
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-414- 0.44% |
$15.3K - $17.9K
|
93.8K
$4.16M
|
|
|
Oct 13, 2021
Q3 2021
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-418- 1.4% |
$15.4K - $18.1K
|
29.4K
$1.31M
|
|
|
Nov 12, 2021
Q3 2021
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-418- 0.46% |
$15.4K - $18.1K
|
90.7K
$4.02M
|
|
|
Oct 14, 2021
Q3 2021
|
Berkshire Bank
|
SELL
|
- |
-420- 0.41% |
$15.5K - $18.2K
|
101K
$4.49M
|
|
|
Oct 15, 2021
Q3 2021
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-430- 7.62% |
$15.9K - $18.6K
|
5.22K
$231K
|
|
|
Oct 28, 2021
Q3 2021
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-432- 0.88% |
$16K - $18.7K
|
48.4K
$2.15M
|
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-435- 3.87% |
$16.1K - $18.8K
|
10.8K
$479K
|
|
|
Oct 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-436- 1.21% |
$16.1K - $18.9K
|
35.6K
$1.58M
|
|
|
Oct 29, 2021
Q3 2021
|
Hartford Financial Management Inc.
|
SELL
|
- |
-438- 0.84% |
$16.2K - $18.9K
|
51.9K
$2.3M
|
|
|
Oct 06, 2021
Q3 2021
|
Life Steps Financial, Inc.
|
SELL
|
- |
-439- 5.84% |
$16.2K - $19K
|
7.08K
$314K
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-444- 1.8% |
$16.4K - $19.2K
|
24.3K
$1.08M
|
|
|
Mar 11, 2024
Q3 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-453- 1.75% |
$16.7K - $19.6K
|
25.4K
$1.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-466- 4.36% |
$17.2K - $20.2K
|
10.2K
$454K
|
|
|
Oct 07, 2021
Q3 2021
|
Moody National Bank Trust Division
|
SELL
|
- |
-467- 0.12% |
$17.2K - $20.2K
|
402K
$17.8M
|
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-467- 5.38% |
$17.2K - $20.2K
|
8.22K
$365K
|