Purchases and Sales Made in Q3 2023 in Bank Of America Corp (BAC)
This table provides information about the institutional ownership of Bank Of America Corp (BAC) during Q3 2023. 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 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.85K- 1.97% |
$50.4K - $60.5K
|
92.3K
$3.66M
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.86K- 16.41% |
$50.5K - $60.7K
|
9.47K
$376K
|
|
|
Nov 06, 2023
Q3 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-1.87K- 1.92% |
$50.8K - $61.1K
|
95.5K
$3.79M
|
|
|
Nov 01, 2023
Q3 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-1.87K- 8.72% |
$50.8K - $61.1K
|
19.6K
$777K
|
|
|
Oct 25, 2023
Q3 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-1.88K- 19.21% |
$50.9K - $61.2K
|
7.89K
$313K
|
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.88K- 18.97% |
$51.1K - $61.4K
|
8.04K
$319K
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.88K- 0.81% |
$51.2K - $61.5K
|
230K
$9.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.9K- 6.97% |
$51.7K - $62.1K
|
25.4K
$1.01M
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-1.91K- 17.75% |
$51.8K - $62.2K
|
8.83K
$350K
|
|
|
Oct 23, 2023
Q3 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1.91K- 5.05% |
$51.9K - $62.3K
|
35.9K
$1.42M
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.93K- 2.79% |
$52.3K - $62.9K
|
67K
$2.66M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.93K- 6.91% |
$52.4K - $63K
|
26K
$1.03M
|
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.93K- 18.62% |
$52.4K - $63K
|
8.44K
$335K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.93K- 7.42% |
$52.5K - $63K
|
24.1K
$957K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.94K- 5.85% |
$52.6K - $63.2K
|
31.1K
$1.24M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.94K- 0.35% |
$52.7K - $63.4K
|
553K
$21.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-1.94K- 15.54% |
$52.7K - $63.4K
|
10.5K
$419K
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.94K- 5.86% |
$52.8K - $63.5K
|
31.2K
$1.24M
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.95K- 11.27% |
$52.9K - $63.6K
|
15.3K
$608K
|
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.95K- 4.19% |
$53K - $63.7K
|
44.6K
$1.77M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-1.98K- 6.05% |
$53.8K - $64.6K
|
30.7K
$1.22M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.99K- 1.7% |
$53.9K - $64.8K
|
115K
$4.55M
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
SELL
|
- |
-1.99K- 0.92% |
$54K - $64.9K
|
215K
$8.55M
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-2K- 18.48% |
$54.3K - $65.2K
|
8.81K
$350K
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
SELL
|
- |
-2K- 3.75% |
$54.3K - $65.2K
|
51.3K
$2.03M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.02K- 4.22% |
$54.9K - $66K
|
45.9K
$1.82M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-2.02K- 1.61% |
$54.9K - $66K
|
124K
$4.91M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.03K- 9.13% |
$55K - $66.1K
|
20.2K
$801K
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.04K- 6.52% |
$55.3K - $66.4K
|
29.2K
$1.16M
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.04K- 2.99% |
$55.4K - $66.6K
|
66.1K
$2.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.06K- 9.69% |
$55.9K - $67.2K
|
19.2K
$761K
|
|
|
Oct 17, 2023
Q3 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-2.06K- 7.13% |
$56K - $67.3K
|
26.9K
$1.07M
|
|
|
Oct 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-2.07K- 5.48% |
$56.3K - $67.7K
|
35.8K
$1.42M
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-2.09K- 2.16% |
$56.7K - $68.1K
|
94.4K
$3.75M
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.09K- 12.07% |
$56.8K - $68.2K
|
15.2K
$604K
|
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-2.1K- 1.87% |
$56.9K - $68.4K
|
110K
$4.38M
|
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-2.1K- 12.21% |
$57.1K - $68.6K
|
15.1K
$599K
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.11K- 1.15% |
$57.2K - $68.8K
|
181K
$7.18M
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-2.12K- 3.9% |
$57.6K - $69.2K
|
52.2K
$2.07M
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-2.13K- 0.63% |
$57.7K - $69.4K
|
337K
$13.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-2.13K- 0.84% |
$57.8K - $69.4K
|
250K
$9.93M
|
|
|
Oct 25, 2023
Q3 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-2.15K- 4.89% |
$58.3K - $70K
|
41.7K
$1.66M
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-2.15K- 5.1% |
$58.4K - $70.2K
|
40K
$1.59M
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
SELL
|
- |
-2.16K- 8.64% |
$58.7K - $70.6K
|
22.9K
$907K
|
|
|
Nov 01, 2023
Q3 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-2.18K- 7.17% |
$59.2K - $71.1K
|
28.2K
$1.12M
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-2.19K- 2.59% |
$59.5K - $71.5K
|
82.2K
$3.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-2.21K- 3.4% |
$60.1K - $72.2K
|
62.8K
$2.49M
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-2.23K- 0.68% |
$60.6K - $72.9K
|
326K
$12.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-2.24K- 15.4% |
$60.8K - $73.1K
|
12.3K
$488K
|
|
|
Oct 24, 2023
Q3 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-2.24K- 0.96% |
$60.8K - $73.1K
|
232K
$9.2M
|