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 27, 2021
Q3 2021
|
Washington Trust Bank
|
SELL
|
- |
-1.85K- 3.49% |
$68.4K - $80.2K
|
51.2K
$2.28M
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.86K- 10.47% |
$68.8K - $80.6K
|
15.9K
$709K
|
|
Nov 15, 2021
Q3 2021
|
Hgi Capital Management, LLC
New York, NY |
SELL
|
- |
-1.87K- 17.75% |
$68.9K - $80.7K
|
8.64K
$385K
|
|
Nov 15, 2021
Q3 2021
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-1.87K- 4.08% |
$68.9K - $80.8K
|
43.9K
$1.95M
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.89K- 23.84% |
$69.7K - $81.7K
|
6.03K
$269K
|
|
Oct 21, 2021
Q3 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-1.9K- 66.73% |
$70K - $82K
|
945
$42.1K
|
|
Nov 10, 2021
Q3 2021
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-1.9K- 2.32% |
$70.3K - $82.3K
|
80.1K
$3.57M
|
|
Nov 12, 2021
Q3 2021
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1.92K- 6.3% |
$71K - $83.1K
|
28.6K
$1.27M
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.93K- 3.13% |
$71.1K - $83.3K
|
59.7K
$2.66M
|
|
Oct 12, 2021
Q3 2021
|
Stonnington Group, LLC
|
SELL
|
- |
-1.94K- 5.63% |
$71.5K - $83.7K
|
32.4K
$1.44M
|
|
Oct 20, 2021
Q3 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.94K- 3.3% |
$71.8K - $84.1K
|
57K
$2.54M
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.95K- 1.68% |
$72.1K - $84.5K
|
114K
$5.09M
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.99KClosed |
$73.6K - $86.2K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2K- 7.7% |
$73.8K - $86.5K
|
24K
$1.07M
|
|
Nov 09, 2021
Q3 2021
|
Nelson Capital Management, LLC
|
SELL
|
- |
-2K- 20.26% |
$73.9K - $86.5K
|
7.87K
$351K
|
|
Nov 05, 2021
Q3 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-2.02K- 27.72% |
$74.5K - $87.2K
|
5.26K
$234K
|
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-2.03K- 1.72% |
$74.8K - $87.6K
|
115K
$5.14M
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.03K- 1.07% |
$74.9K - $87.8K
|
188K
$8.37M
|
|
Nov 10, 2021
Q3 2021
|
Marco Investment Management LLC
|
SELL
|
- |
-2.03K- 1.68% |
$75K - $87.9K
|
119K
$5.31M
|
|
Nov 15, 2021
Q3 2021
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-2.04K- 6.36% |
$75.2K - $88K
|
29.9K
$1.33M
|
|
Nov 05, 2021
Q3 2021
|
Smith, Salley & Associates
|
SELL
|
- |
-2.06K- 6.52% |
$76K - $89K
|
29.5K
$1.31M
|
|
Nov 05, 2021
Q3 2021
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-2.09K- 12.88% |
$77K - $90.2K
|
14.1K
$629K
|
|
Nov 05, 2021
Q3 2021
|
Pecaut & Co.
|
SELL
|
- |
-2.1K- 2.4% |
$77.5K - $90.8K
|
85.3K
$3.8M
|
|
Nov 15, 2021
Q3 2021
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-2.1K- 6.32% |
$77.6K - $90.8K
|
31.1K
$1.39M
|
|
Dec 02, 2021
Q3 2021
|
Claret Asset Management Corp
|
SELL
|
- |
-2.11K- 24.81% |
$77.9K - $91.2K
|
6.39K
$285K
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.11K- 2.74% |
$78K - $91.3K
|
75K
$3.34M
|
|
Oct 13, 2021
Q3 2021
|
Stolper CO
|
SELL
|
- |
-2.11K- 1.57% |
$78K - $91.4K
|
132K
$5.88M
|
|
Nov 12, 2021
Q3 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-2.12K- 10.97% |
$78.3K - $91.7K
|
17.2K
$766K
|
|
Nov 12, 2021
Q3 2021
|
Seeyond
Paris, I0 |
SELL
|
- |
-2.14K- 4.17% |
$78.8K - $92.4K
|
49K
$2.18M
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-2.15K- 1.54% |
$79.2K - $92.8K
|
137K
$6.09M
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
SELL
|
- |
-2.15K- 2.64% |
$79.5K - $93.1K
|
79.5K
$3.54M
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.15K- 5.64% |
$79.5K - $93.2K
|
36K
$1.61M
|
|
Aug 02, 2023
Q3 2021
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-2.16K- 3.53% |
$79.9K - $93.6K
|
59.2K
$2.64M
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-2.17KClosed |
$80.2K - $94K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Wood Trust Financial Corp
|
SELL
|
- |
-2.18K- 22.99% |
$80.3K - $94.1K
|
7.29K
$325K
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.19K- 13.01% |
$80.9K - $94.8K
|
14.7K
$653K
|
|
Nov 12, 2021
Q3 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.24K- 7.24% |
$82.5K - $96.7K
|
28.6K
$1.27M
|
|
Oct 20, 2021
Q3 2021
|
Hoese & CO LLP
|
SELL
|
- |
-2.24K- 16.04% |
$82.8K - $97K
|
11.7K
$523K
|
|
Oct 29, 2021
Q3 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.25K- 10.76% |
$82.9K - $97.2K
|
18.6K
$830K
|
|
Nov 03, 2021
Q3 2021
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-2.27K- 9.79% |
$83.9K - $98.3K
|
20.9K
$933K
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
SELL
|
- |
-2.28K- 1.38% |
$84K - $98.4K
|
163K
$7.27M
|
|
Nov 09, 2021
Q3 2021
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-2.28K- 1.2% |
$84.2K - $98.7K
|
188K
$8.39M
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.29K- 14.45% |
$84.7K - $99.2K
|
13.6K
$605K
|
|
Oct 28, 2021
Q3 2021
|
Marshall Financial Group LLC
|
SELL
|
- |
-2.31K- 5.7% |
$85.4K - $100K
|
38.3K
$1.71M
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.32K- 14.28% |
$85.5K - $100K
|
13.9K
$619K
|
|
Nov 09, 2021
Q3 2021
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-2.32K- 3.59% |
$85.7K - $100K
|
62.3K
$2.78M
|
|
Oct 26, 2021
Q3 2021
|
Exane Derivatives
|
SELL
|
- |
-2.34K- 3.72% |
$86.3K - $101K
|
60.5K
$2.69M
|
|
Sep 12, 2022
Q3 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-2.44K- 15.57% |
$90K - $105K
|
13.2K
$589K
|
|
May 20, 2022
Q3 2021
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-2.44K- 7.03% |
$90K - $105K
|
32.3K
$1.44M
|
|
Oct 28, 2021
Q3 2021
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-2.45K- 3.3% |
$90.4K - $106K
|
71.8K
$3.2M
|