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 |
---|---|---|---|---|---|---|---|
Jan 20, 2022
Q3 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
8.21K+ 390.07% |
$303K - $355K
|
10.3K
$458K
|
|
Nov 15, 2021
Q3 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
8.15K+ 13.36% |
$301K - $353K
|
69.2K
$3.07M
|
|
Nov 15, 2021
Q3 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
8.08K+ 4.42% |
$299K - $350K
|
191K
$8.48M
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
8.05KNew |
$297K - $348K
|
8.05K
$357K
|
|
Oct 18, 2021
Q3 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
8.02K+ 8.2% |
$296K - $347K
|
106K
$4.7M
|
|
Oct 12, 2021
Q3 2021
|
Avondale Wealth Management
|
BUY
|
- |
8KNew |
$295K - $346K
|
8K
$355K
|
|
Oct 19, 2021
Q3 2021
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
8K+ 26.67% |
$295K - $346K
|
38K
$1.69M
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
7.86K+ 66.21% |
$290K - $340K
|
19.7K
$875K
|
|
Oct 12, 2021
Q3 2021
|
Denali Advisors LLC
|
BUY
|
- |
7.8K+ 60.0% |
$288K - $337K
|
20.8K
$923K
|
|
Nov 05, 2021
Q3 2021
|
Homestead Advisers Corp
|
BUY
|
- |
7.8K+ 0.31% |
$288K - $337K
|
2.5M
$111M
|
|
Nov 03, 2021
Q3 2021
|
Bfsg, LLC
|
BUY
|
- |
7.79KNew |
$288K - $337K
|
7.79K
$346K
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
7.77K+ 10.06% |
$287K - $336K
|
85K
$3.77M
|
|
Nov 16, 2021
Q3 2021
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
7.74K+ 1.5% |
$286K - $335K
|
522K
$23.2M
|
|
Oct 21, 2021
Q3 2021
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
7.71K+ 0.29% |
$285K - $333K
|
2.69M
$119M
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
BUY
|
- |
7.71KNew |
$285K - $333K
|
7.71K
$342K
|
|
Oct 26, 2021
Q3 2021
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
7.67KNew |
$283K - $332K
|
7.67K
$340K
|
|
Nov 01, 2021
Q3 2021
|
Lee Danner & Bass Inc
|
BUY
|
- |
7.53K+ 7.29% |
$278K - $326K
|
111K
$4.92M
|
|
Nov 05, 2021
Q3 2021
|
Allen Investment Management LLC
|
BUY
|
- |
7.5KNew |
$277K - $324K
|
7.5K
$333K
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
7.48K+ 12.11% |
$276K - $323K
|
69.2K
$3.07M
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7.44K+ 4.89% |
$275K - $322K
|
160K
$7.09M
|
|
Nov 09, 2021
Q3 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
7.43KNew |
$274K - $321K
|
7.43K
$330K
|
|
Nov 15, 2021
Q3 2021
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
7.38K+ 11.37% |
$272K - $319K
|
72.2K
$3.21M
|
|
Feb 14, 2022
Q3 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
7.36K+ 119.34% |
$272K - $318K
|
13.5K
$601K
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
7.27K+ 6.15% |
$268K - $314K
|
125K
$5.57M
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.25K+ 5.14% |
$268K - $314K
|
148K
$6.58M
|
|
Nov 09, 2021
Q3 2021
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
7.19K+ 12.87% |
$265K - $311K
|
63K
$2.8M
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
7.14K+ 5.61% |
$264K - $309K
|
134K
$5.96M
|
|
Nov 12, 2021
Q3 2021
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
7.11KNew |
$263K - $308K
|
7.11K
$316K
|
|
Nov 12, 2021
Q3 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
7.08KNew |
$262K - $306K
|
7.08K
$314K
|
|
Oct 26, 2021
Q3 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
7.03K+ 44.39% |
$260K - $304K
|
22.9K
$1.01M
|
|
Nov 09, 2021
Q3 2021
|
Bank Of The West
|
BUY
|
- |
7K+ 2.61% |
$259K - $303K
|
275K
$12.2M
|
|
Nov 17, 2021
Q3 2021
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
7K+ 7.92% |
$259K - $303K
|
95.4K
$4.23M
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
6.91KNew |
$255K - $299K
|
6.91K
$306K
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6.89K+ 17.91% |
$255K - $298K
|
45.4K
$2.01M
|
|
Nov 12, 2021
Q3 2021
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
6.89KNew |
$254K - $298K
|
6.89K
$306K
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
6.83K+ 4.83% |
$252K - $296K
|
148K
$6.58M
|
|
Nov 15, 2021
Q3 2021
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
6.81K+ 3.3% |
$251K - $295K
|
213K
$9.44M
|
|
Mar 21, 2022
Q3 2021
|
Humankind Investments LLC
|
BUY
|
- |
6.68K+ 61.5% |
$247K - $289K
|
17.5K
$778K
|
|
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
6.66KNew |
$246K - $288K
|
6.66K
$295K
|
|
Oct 12, 2021
Q3 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
6.49KNew |
$240K - $281K
|
6.49K
$288K
|
|
Oct 26, 2021
Q3 2021
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
6.48K+ 3.41% |
$239K - $280K
|
196K
$8.72M
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
6.47K+ 852.83% |
$239K - $280K
|
7.23K
$321K
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
6.37K+ 4.78% |
$235K - $276K
|
140K
$6.2M
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
6.36K+ 2.01% |
$235K - $275K
|
323K
$14.4M
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
6.34K+ 22.01% |
$234K - $274K
|
35.2K
$1.56M
|
|
Oct 08, 2021
Q3 2021
|
Veriti Management LLC
|
BUY
|
- |
6.34K+ 5.97% |
$234K - $274K
|
113K
$5M
|
|
Oct 26, 2021
Q3 2021
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
6.33K+ 92.11% |
$234K - $274K
|
13.2K
$586K
|
|
Nov 12, 2021
Q3 2021
|
Boit C F David
Boston, MA |
BUY
|
- |
6.31K+ 6.1% |
$233K - $273K
|
110K
$4.87M
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
6.3K+ 0.08% |
$233K - $273K
|
7.83M
$347M
|
|
Nov 04, 2021
Q3 2021
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
6.21K+ 0.56% |
$229K - $269K
|
1.11M
$49.1M
|