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
|
Belpointe Asset Management LLC
|
SELL
|
- |
-847- 1.55% |
$31.3K - $36.6K
|
53.7K
$2.38M
|
|
|
Oct 28, 2021
Q3 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-850- 2.05% |
$31.4K - $36.8K
|
40.7K
$1.8M
|
|
|
Nov 12, 2021
Q3 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-852- 5.06% |
$31.5K - $36.9K
|
16K
$709K
|
|
|
Nov 12, 2021
Q3 2021
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-855- 0.58% |
$31.6K - $37K
|
146K
$6.47M
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-859- 1.52% |
$31.7K - $37.2K
|
55.8K
$2.48M
|
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-859- 5.42% |
$31.7K - $37.2K
|
15K
$665K
|
|
|
Nov 04, 2021
Q3 2021
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-860- 0.05% |
$31.8K - $37.2K
|
1.83M
$81.1M
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-863- 34.19% |
$31.9K - $37.3K
|
1.66K
$73.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Clarus Group, Inc.
|
SELL
|
- |
-875- 6.72% |
$32.3K - $37.9K
|
12.1K
$538K
|
|
|
Oct 18, 2021
Q3 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-879- 4.99% |
$32.5K - $38K
|
16.7K
$742K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-880- 3.03% |
$32.5K - $38.1K
|
28.1K
$1.25M
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-881- 0.61% |
$32.5K - $38.1K
|
143K
$6.32M
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-884- 3.37% |
$32.6K - $38.2K
|
25.4K
$1.12M
|
|
|
Oct 18, 2021
Q3 2021
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-885Closed |
$32.7K - $38.3K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Private Wealth Partners, LLC
|
SELL
|
- |
-900- 0.87% |
$33.2K - $38.9K
|
103K
$4.55M
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-907- 5.74% |
$33.5K - $39.2K
|
14.9K
$660K
|
|
|
Oct 29, 2021
Q3 2021
|
Hudson Value Partners, LLC
|
SELL
|
- |
-911- 10.78% |
$33.6K - $39.4K
|
7.54K
$334K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-919Closed |
$33.9K - $39.8K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-935- 1.69% |
$34.5K - $40.4K
|
54.5K
$2.42M
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
SELL
|
- |
-938- 0.63% |
$34.6K - $40.6K
|
148K
$6.55M
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
SELL
|
- |
-950- 4.76% |
$35.1K - $41.1K
|
19K
$842K
|
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-954- 3.13% |
$35.2K - $41.3K
|
29.6K
$1.31M
|
|
|
Oct 12, 2021
Q3 2021
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-960- 0.99% |
$35.5K - $41.5K
|
96K
$4.26M
|
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-963- 1.11% |
$35.6K - $41.7K
|
85.7K
$3.8M
|
|
|
Oct 26, 2021
Q3 2021
|
Tcw Group Inc
|
SELL
|
- |
-970- 3.42% |
$35.8K - $42K
|
27.4K
$1.21M
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-987- 2.85% |
$36.4K - $42.7K
|
33.7K
$1.49M
|
|
|
Nov 15, 2021
Q3 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-989- 0.25% |
$36.5K - $42.8K
|
396K
$17.6M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-993- 0.41% |
$36.7K - $43K
|
241K
$10.7M
|
|
|
Oct 19, 2021
Q3 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-1K- 20.58% |
$36.9K - $43.3K
|
3.86K
$171K
|
|
|
Nov 10, 2021
Q3 2021
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1K- 0.83% |
$36.9K - $43.3K
|
119K
$5.27M
|
|
|
Nov 12, 2021
Q3 2021
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1K- 7.54% |
$36.9K - $43.3K
|
12.3K
$544K
|
|
|
Nov 12, 2021
Q3 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-1K- 10.64% |
$36.9K - $43.3K
|
8.4K
$372K
|
|
|
Nov 02, 2021
Q3 2021
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.01K- 4.31% |
$37.3K - $43.6K
|
22.4K
$993K
|
|
|
Oct 25, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
SELL
|
- |
-1.01K- 3.85% |
$37.4K - $43.8K
|
25.3K
$1.12M
|
|
|
Nov 04, 2021
Q3 2021
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-1.02K- 0.83% |
$37.7K - $44.2K
|
122K
$5.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.04K- 3.96% |
$38.3K - $44.9K
|
25.2K
$1.12M
|
|
|
May 31, 2023
Q3 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-1.06K- 6.48% |
$39K - $45.7K
|
15.2K
$676K
|
|
|
Oct 21, 2021
Q3 2021
|
Jackson Square Capital, LLC
|
SELL
|
- |
-1.07K- 4.55% |
$39.4K - $46.2K
|
22.4K
$992K
|
|
|
Oct 25, 2021
Q3 2021
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-1.09K- 0.42% |
$40.1K - $47K
|
256K
$11.4M
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.1K- 3.35% |
$40.6K - $47.6K
|
31.7K
$1.41M
|
|
|
Oct 21, 2021
Q3 2021
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-1.12K- 5.54% |
$41.2K - $48.3K
|
19K
$844K
|
|
|
Oct 19, 2021
Q3 2021
|
Capital City Trust CO
|
SELL
|
- |
-1.12K- 9.78% |
$41.4K - $48.5K
|
10.3K
$458K
|
|
|
Nov 15, 2021
Q3 2021
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-1.12K- 3.61% |
$41.4K - $48.5K
|
29.9K
$1.33M
|
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.13K- 3.7% |
$41.8K - $49K
|
29.4K
$1.31M
|
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.13K- 2.62% |
$41.8K - $49K
|
42K
$1.86M
|
|
|
Oct 28, 2021
Q3 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.14K- 12.26% |
$42.1K - $49.3K
|
8.16K
$362K
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-1.16K- 1.8% |
$42.7K - $50K
|
63.2K
$2.8M
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.16K- 2.17% |
$42.9K - $50.2K
|
52.3K
$2.32M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 2.17% |
$43.3K - $50.7K
|
52.8K
$2.34M
|
|
|
Oct 22, 2021
Q3 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.2K- 2.24% |
$44.2K - $51.8K
|
52.3K
$2.32M
|