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 28, 2021
Q3 2021
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2.48K- 17.9% |
$91.4K - $107K
|
11.4K
$506K
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.48K- 5.77% |
$91.5K - $107K
|
40.5K
$1.8M
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-2.5KClosed |
$92.3K - $108K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.5K- 5.75% |
$92.3K - $108K
|
41K
$1.83M
|
|
Oct 12, 2021
Q3 2021
|
Salem Capital Management Inc
|
SELL
|
- |
-2.5K- 1.12% |
$92.3K - $108K
|
221K
$9.84M
|
|
Oct 28, 2021
Q3 2021
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-2.5K- 12.25% |
$92.3K - $108K
|
17.9K
$797K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.52K- 15.76% |
$93.2K - $109K
|
13.5K
$601K
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-2.57K- 3.78% |
$95K - $111K
|
65.4K
$2.92M
|
|
Nov 05, 2021
Q3 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.58K- 3.87% |
$95.2K - $112K
|
64.1K
$2.86M
|
|
Oct 18, 2021
Q3 2021
|
Btr Capital Management Inc
|
SELL
|
- |
-2.63K- 13.26% |
$96.9K - $114K
|
17.2K
$765K
|
|
Nov 03, 2021
Q3 2021
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2.63K- 8.27% |
$96.9K - $114K
|
29.1K
$1.3M
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
SELL
|
- |
-2.63K- 7.02% |
$97.1K - $114K
|
34.8K
$1.55M
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.63K- 13.31% |
$97.2K - $114K
|
17.1K
$763K
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.66K- 5.64% |
$98.2K - $115K
|
44.5K
$1.98M
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.67K- 0.64% |
$98.6K - $116K
|
415K
$18.5M
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.7K- 29.87% |
$99.6K - $117K
|
6.33K
$282K
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.74K- 2.33% |
$101K - $119K
|
115K
$5.12M
|
|
Oct 25, 2021
Q3 2021
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2.77K- 19.19% |
$102K - $120K
|
11.7K
$520K
|
|
Oct 19, 2021
Q3 2021
|
Asset Management Advisors, LLC
|
SELL
|
- |
-2.8K- 2.24% |
$103K - $121K
|
122K
$5.44M
|
|
Nov 05, 2021
Q3 2021
|
Penn Mutual Asset Management, LLC
Horsham, PA |
SELL
|
- |
-2.8K- 45.6% |
$103K - $121K
|
3.34K
$149K
|
|
Aug 23, 2023
Q3 2021
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-2.81K- 17.08% |
$104K - $122K
|
13.7K
$608K
|
|
Oct 06, 2021
Q3 2021
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-2.87K- 3.76% |
$106K - $124K
|
73.3K
$3.26M
|
|
Nov 10, 2021
Q3 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.88K- 2.77% |
$106K - $125K
|
101K
$4.51M
|
|
Nov 09, 2021
Q3 2021
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-2.9K- 2.8% |
$107K - $125K
|
101K
$4.48M
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2.99K- 0.75% |
$111K - $130K
|
398K
$17.7M
|
|
Nov 18, 2022
Q3 2021
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-3K- 2.04% |
$111K - $130K
|
144K
$6.41M
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-3.04K- 1.57% |
$112K - $131K
|
191K
$8.49M
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.05K- 12.0% |
$113K - $132K
|
22.3K
$995K
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-3.1K- 5.0% |
$114K - $134K
|
58.9K
$2.63M
|
|
Oct 27, 2021
Q3 2021
|
Forte Capital LLC
|
SELL
|
- |
-3.13K- 14.92% |
$115K - $135K
|
17.8K
$794K
|
|
Nov 12, 2021
Q3 2021
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-3.13K- 4.87% |
$116K - $135K
|
61.1K
$2.72M
|
|
Oct 04, 2021
Q3 2021
|
Thomasville National Bank
|
SELL
|
- |
-3.16K- 5.25% |
$117K - $137K
|
57K
$2.54M
|
|
Oct 19, 2021
Q3 2021
|
Arnhold LLC
|
SELL
|
- |
-3.21K- 1.18% |
$118K - $139K
|
269K
$12M
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-3.3KClosed |
$122K - $143K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-3.31K- 78.05% |
$122K - $143K
|
932
$41.5K
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-3.32K- 9.49% |
$123K - $144K
|
31.7K
$1.41M
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.37K- 11.88% |
$124K - $146K
|
25K
$1.11M
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.37K- 5.58% |
$125K - $146K
|
57K
$2.54M
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-3.38K- 15.46% |
$125K - $146K
|
18.5K
$822K
|
|
Oct 22, 2021
Q3 2021
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-3.4K- 18.11% |
$126K - $147K
|
15.4K
$685K
|
|
Oct 13, 2021
Q3 2021
|
Veracity Capital LLC
|
SELL
|
- |
-3.42K- 24.86% |
$126K - $148K
|
10.3K
$461K
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
SELL
|
- |
-3.45K- 1.62% |
$127K - $149K
|
209K
$9.32M
|
|
Oct 13, 2021
Q3 2021
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-3.48K- 10.56% |
$128K - $150K
|
29.4K
$1.31M
|
|
Nov 01, 2021
Q3 2021
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-3.5K- 8.95% |
$129K - $151K
|
35.6K
$1.59M
|
|
Oct 13, 2021
Q3 2021
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-3.51K- 6.76% |
$130K - $152K
|
48.4K
$2.15M
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-3.53K- 9.41% |
$131K - $153K
|
34K
$1.52M
|
|
Oct 29, 2021
Q3 2021
|
Shikiar Asset Management Inc
|
SELL
|
- |
-3.54K- 1.44% |
$131K - $153K
|
242K
$10.8M
|
|
Nov 12, 2021
Q3 2021
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-3.59K- 2.31% |
$133K - $155K
|
152K
$6.76M
|
|
Oct 26, 2021
Q3 2021
|
Calamos Wealth Management LLC
|
SELL
|
- |
-3.63K- 1.08% |
$134K - $157K
|
332K
$14.8M
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.67K- 1.11% |
$136K - $159K
|
328K
$14.6M
|