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 26, 2021
Q3 2021
|
Dorchester Wealth Management CO
|
SELL
|
- |
-1.2K- 5.04% |
$44.3K - $51.9K
|
22.6K
$1M
|
|
Nov 15, 2021
Q3 2021
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-1.21K- 0.82% |
$44.8K - $52.4K
|
147K
$6.51M
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.22K- 1.07% |
$44.9K - $52.6K
|
112K
$4.97M
|
|
Oct 29, 2021
Q3 2021
|
Patron Partners, LLC
|
SELL
|
- |
-1.23K- 4.57% |
$45.2K - $53K
|
25.6K
$1.13M
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.23K- 8.96% |
$45.3K - $53K
|
12.5K
$552K
|
|
Nov 12, 2021
Q3 2021
|
R.M.Sincerbeaux Capital Management LLC
|
SELL
|
- |
-1.25K- 0.67% |
$46.2K - $54.1K
|
186K
$8.23M
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.27K- 1.2% |
$47K - $55.1K
|
105K
$4.64M
|
|
Nov 08, 2021
Q3 2021
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-1.28K- 1.15% |
$47.1K - $55.2K
|
110K
$4.88M
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.29K- 11.27% |
$47.5K - $55.7K
|
10.1K
$449K
|
|
Nov 01, 2021
Q3 2021
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.3K- 1.16% |
$48K - $56.2K
|
111K
$4.92M
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.32K- 0.56% |
$48.9K - $57.3K
|
233K
$10.3M
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.33K- 2.13% |
$49.3K - $57.7K
|
61.2K
$2.71M
|
|
Nov 16, 2021
Q3 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.34K- 20.25% |
$49.5K - $58K
|
5.28K
$234K
|
|
Nov 16, 2021
Q3 2021
|
Campion Asset Management
|
SELL
|
- |
-1.35K- 10.09% |
$49.7K - $58.2K
|
12K
$532K
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
SELL
|
- |
-1.35K- 0.96% |
$49.9K - $58.4K
|
139K
$6.14M
|
|
Oct 22, 2021
Q3 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-1.37K- 1.05% |
$50.6K - $59.3K
|
129K
$5.72M
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-1.37K- 5.87% |
$50.6K - $59.3K
|
22K
$974K
|
|
Nov 12, 2021
Q3 2021
|
Af Advisors, Inc.
|
SELL
|
- |
-1.4K- 21.54% |
$51.7K - $60.6K
|
5.1K
$226K
|
|
Nov 12, 2021
Q3 2021
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.4K- 3.83% |
$51.7K - $60.6K
|
35.2K
$1.56M
|
|
Oct 19, 2021
Q3 2021
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.42K- 12.36% |
$52.4K - $61.3K
|
10.1K
$446K
|
|
Oct 26, 2021
Q3 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.42K- 1.11% |
$52.4K - $61.4K
|
126K
$5.6M
|
|
Oct 14, 2021
Q3 2021
|
Atlas Brown,Inc.
|
SELL
|
- |
-1.43K- 4.41% |
$52.9K - $62K
|
31.1K
$1.38M
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.44K- 4.69% |
$53K - $62.1K
|
29.2K
$1.29M
|
|
Nov 04, 2021
Q3 2021
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-1.45KClosed |
$53.5K - $62.7K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Loomis Sayles & CO L P
|
SELL
|
- |
-1.48K- 41.97% |
$54.5K - $63.9K
|
2.04K
$90.5K
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
SELL
|
- |
-1.49K- 15.78% |
$54.8K - $64.2K
|
7.93K
$351K
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.49K- 0.66% |
$55.1K - $64.5K
|
224K
$9.91M
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.5K- 0.9% |
$55.2K - $64.7K
|
165K
$7.3M
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.51K- 10.17% |
$55.6K - $65.1K
|
13.3K
$590K
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-1.53K- 70.14% |
$56.4K - $66.1K
|
650
$28.8K
|
|
Oct 20, 2021
Q3 2021
|
Keudell
|
SELL
|
- |
-1.53K- 7.53% |
$56.5K - $66.1K
|
18.8K
$833K
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.53K- 4.68% |
$56.5K - $66.2K
|
31.1K
$1.38M
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.58K- 2.11% |
$58.2K - $68.1K
|
72.9K
$3.23M
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.59K- 0.31% |
$58.5K - $68.6K
|
505K
$22.4M
|
|
Oct 25, 2021
Q3 2021
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-1.6K- 9.86% |
$59.1K - $69.2K
|
14.6K
$648K
|
|
Nov 05, 2021
Q3 2021
|
Scott & Selber, Inc.
|
SELL
|
- |
-1.64K- 2.87% |
$60.7K - $71.1K
|
55.6K
$2.46M
|
|
Oct 26, 2021
Q3 2021
|
Cumberland Advisors Inc
|
SELL
|
- |
-1.65K- 2.53% |
$60.9K - $71.4K
|
63.5K
$2.81M
|
|
Oct 12, 2021
Q3 2021
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.66K- 10.07% |
$61.2K - $71.6K
|
14.8K
$656K
|
|
Oct 25, 2021
Q3 2021
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1.66K- 3.28% |
$61.2K - $71.7K
|
48.8K
$2.16M
|
|
Oct 14, 2021
Q3 2021
|
Reliant Investment Management, LLC
|
SELL
|
- |
-1.68K- 1.31% |
$61.9K - $72.5K
|
126K
$5.59M
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
SELL
|
- |
-1.7K- 4.82% |
$62.6K - $73.3K
|
33.5K
$1.48M
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.7K- 0.54% |
$62.6K - $73.3K
|
312K
$13.9M
|
|
Nov 12, 2021
Q3 2021
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.74K- 0.97% |
$64.1K - $75.1K
|
178K
$7.89M
|
|
Nov 10, 2021
Q3 2021
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-1.75K- 6.89% |
$64.6K - $75.7K
|
23.7K
$1.05M
|
|
Nov 09, 2021
Q3 2021
|
Check Capital Management Inc
|
SELL
|
- |
-1.76K- 2.33% |
$64.8K - $75.9K
|
73.6K
$3.26M
|
|
Nov 01, 2021
Q3 2021
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.8K- 44.81% |
$66.3K - $77.7K
|
2.21K
$98K
|
|
Nov 08, 2021
Q3 2021
|
Middleton & CO Inc
|
SELL
|
- |
-1.8K- 1.75% |
$66.5K - $77.9K
|
101K
$4.49M
|
|
Oct 15, 2021
Q3 2021
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.8K- 15.96% |
$66.5K - $77.9K
|
9.48K
$420K
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.8K- 8.57% |
$66.5K - $77.9K
|
19.2K
$852K
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-1.84K- 61.27% |
$67.9K - $79.5K
|
1.16K
$51.5K
|