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 15, 2021
Q3 2021
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-469- 0.57% |
$17.3K - $20.3K
|
81.2K
$3.6M
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-470- 0.54% |
$17.4K - $20.3K
|
86.7K
$3.84M
|
|
Oct 25, 2021
Q3 2021
|
Baxter Bros Inc
|
SELL
|
- |
-471- 0.45% |
$17.4K - $20.4K
|
103K
$4.57M
|
|
Oct 12, 2021
Q3 2021
|
Grassi Investment Management
|
SELL
|
- |
-476- 0.12% |
$17.6K - $20.6K
|
396K
$17.5M
|
|
Nov 02, 2021
Q3 2021
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-476- 1.72% |
$17.6K - $20.6K
|
27.2K
$1.21M
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-485- 0.79% |
$17.9K - $21K
|
61.1K
$2.71M
|
|
Nov 03, 2021
Q3 2021
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-488- 2.53% |
$18K - $21.1K
|
18.8K
$834K
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-494- 1.4% |
$18.2K - $21.4K
|
34.7K
$1.54M
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-494- 1.4% |
$18.2K - $21.4K
|
34.7K
$1.54M
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-496- 0.32% |
$18.3K - $21.5K
|
156K
$6.93M
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-497- 99.4% |
$18.4K - $21.5K
|
3
$133
|
|
Nov 12, 2021
Q3 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-497- 2.93% |
$18.4K - $21.5K
|
16.5K
$730K
|
|
Nov 15, 2021
Q3 2021
|
Family Management Corp
New York, NY |
SELL
|
- |
-498- 5.26% |
$18.4K - $21.5K
|
8.96K
$397K
|
|
Oct 07, 2021
Q3 2021
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-499- 0.08% |
$18.4K - $21.6K
|
628K
$27.8M
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-499- 1.47% |
$18.4K - $21.6K
|
33.5K
$1.48M
|
|
Nov 02, 2021
Q3 2021
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-500- 14.06% |
$18.5K - $21.6K
|
3.06K
$135K
|
|
Oct 14, 2021
Q3 2021
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-500- 3.37% |
$18.5K - $21.6K
|
14.4K
$636K
|
|
Oct 29, 2021
Q3 2021
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-500- 7.94% |
$18.5K - $21.6K
|
5.8K
$257K
|
|
Nov 12, 2021
Q3 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-500- 4.03% |
$18.5K - $21.6K
|
11.9K
$528K
|
|
Oct 27, 2021
Q3 2021
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-501- 3.03% |
$18.5K - $21.7K
|
16K
$710K
|
|
Nov 15, 2021
Q3 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-503- 1.68% |
$18.6K - $21.8K
|
29.4K
$1.3M
|
|
Nov 12, 2021
Q3 2021
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-510- 0.31% |
$18.8K - $22.1K
|
166K
$7.37M
|
|
Oct 21, 2021
Q3 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-513- 0.58% |
$18.9K - $22.2K
|
87.7K
$3.89M
|
|
Nov 10, 2021
Q3 2021
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-520- 0.52% |
$19.2K - $22.5K
|
99.6K
$4.41M
|
|
Nov 04, 2021
Q3 2021
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-520- 1.69% |
$19.2K - $22.5K
|
30.2K
$1.34M
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-529- 1.05% |
$19.5K - $22.9K
|
50.1K
$2.22M
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-530- 0.9% |
$19.6K - $22.9K
|
58.2K
$2.58M
|
|
Oct 21, 2021
Q3 2021
|
Regent Investment Management LLC
|
SELL
|
- |
-535- 0.5% |
$19.8K - $23.1K
|
107K
$4.75M
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-538- 0.87% |
$19.9K - $23.3K
|
61.5K
$2.73M
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-542- 3.08% |
$20K - $23.4K
|
17.1K
$757K
|
|
Nov 12, 2021
Q3 2021
|
Burney CO
Reston, VA |
SELL
|
- |
-545- 1.09% |
$20.1K - $23.6K
|
49.7K
$2.2M
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-546- 1.18% |
$20.2K - $23.6K
|
45.6K
$2.02M
|
|
Oct 22, 2021
Q3 2021
|
Exeter Financial, LLC
|
SELL
|
- |
-550- 1.03% |
$20.3K - $23.8K
|
52.8K
$2.34M
|
|
Nov 09, 2021
Q3 2021
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-560- 2.26% |
$20.7K - $24.2K
|
24.2K
$1.07M
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-562- 9.05% |
$20.8K - $24.3K
|
5.65K
$250K
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-565- 3.27% |
$20.9K - $24.4K
|
16.7K
$742K
|
|
Oct 29, 2021
Q3 2021
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-567- 6.26% |
$20.9K - $24.5K
|
8.49K
$376K
|
|
Nov 10, 2021
Q3 2021
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-570- 1.55% |
$21.1K - $24.7K
|
36.1K
$1.6M
|
|
Oct 13, 2021
Q3 2021
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-574- 0.29% |
$21.2K - $24.8K
|
199K
$8.84M
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-575- 0.41% |
$21.2K - $24.9K
|
138K
$6.12M
|
|
Nov 12, 2021
Q3 2021
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-578- 1.19% |
$21.3K - $25K
|
47.9K
$2.12M
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
SELL
|
- |
-579- 4.76% |
$21.4K - $25K
|
11.6K
$514K
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-580- 15.46% |
$21.4K - $25.1K
|
3.17K
$141K
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-587Closed |
$21.7K - $25.4K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-589- 6.73% |
$21.8K - $25.5K
|
8.16K
$362K
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
SELL
|
- |
-591- 4.21% |
$21.8K - $25.6K
|
13.5K
$596K
|
|
Nov 04, 2021
Q3 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-596- 3.26% |
$22K - $25.8K
|
17.7K
$783K
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-598- 9.41% |
$22.1K - $25.9K
|
5.76K
$255K
|
|
Nov 12, 2021
Q3 2021
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-600Closed |
$22.2K - $26K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-600- 3.9% |
$22.2K - $26K
|
14.8K
$655K
|