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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.25K- 2.65% |
$61K - $73.3K
|
82.5K
$3.27M
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-2.28K- 4.06% |
$62K - $74.5K
|
54K
$2.14M
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-2.29K- 15.78% |
$62.2K - $74.8K
|
12.2K
$485K
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.29K- 7.14% |
$62.3K - $74.8K
|
29.8K
$1.18M
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-2.31K- 3.15% |
$62.6K - $75.3K
|
71K
$2.82M
|
|
|
Mar 12, 2025
Q3 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-2.31K- 4.96% |
$62.7K - $75.4K
|
44.2K
$1.76M
|
|
|
Oct 30, 2023
Q3 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-2.33K- 23.22% |
$63.2K - $75.9K
|
7.69K
$305K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-2.34K- 4.29% |
$63.7K - $76.5K
|
52.3K
$2.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-2.36K- 6.36% |
$64.1K - $77K
|
34.7K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.38K- 21.93% |
$64.5K - $77.5K
|
8.46K
$336K
|
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-2.38K- 20.12% |
$64.6K - $77.6K
|
9.43K
$374K
|
|
|
Jun 06, 2024
Q3 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-2.38K- 9.33% |
$64.6K - $77.7K
|
23.1K
$917K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.38K- 11.98% |
$64.7K - $77.7K
|
17.5K
$694K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
SELL
|
- |
-2.38K- 3.13% |
$64.7K - $77.7K
|
73.6K
$2.92M
|
|
|
Oct 10, 2023
Q3 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-2.4K- 2.68% |
$65.2K - $78.4K
|
87.1K
$3.46M
|
|
|
Oct 25, 2023
Q3 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-2.4K- 0.15% |
$65.2K - $78.4K
|
1.58M
$62.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
SELL
|
- |
-2.4K- 5.78% |
$65.2K - $78.4K
|
39.1K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-2.44K- 2.38% |
$66.2K - $79.5K
|
100K
$3.97M
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2.45K- 18.04% |
$66.6K - $80.1K
|
11.1K
$442K
|
|
|
Oct 16, 2023
Q3 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-2.46K- 12.64% |
$66.9K - $80.4K
|
17K
$676K
|
|
|
Oct 10, 2023
Q3 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-2.47K- 3.39% |
$67.1K - $80.6K
|
70.3K
$2.79M
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.49K- 11.26% |
$67.6K - $81.3K
|
19.6K
$778K
|
|
|
Oct 27, 2023
Q3 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-2.5K- 2.55% |
$67.9K - $81.6K
|
95.5K
$3.79M
|
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-2.5K- 19.53% |
$67.9K - $81.6K
|
10.3K
$409K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.5K- 1.5% |
$68K - $81.7K
|
164K
$6.52M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-2.52K- 4.14% |
$68.4K - $82.1K
|
58.2K
$2.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-2.53K- 3.4% |
$68.6K - $82.4K
|
71.8K
$2.85M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.53K- 28.51% |
$68.8K - $82.7K
|
6.35K
$252K
|
|
|
Oct 11, 2023
Q3 2023
|
Hoese & CO LLP
|
SELL
|
- |
-2.54K- 27.79% |
$69K - $82.9K
|
6.6K
$262K
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-2.54K- 9.25% |
$69.1K - $83.1K
|
24.9K
$990K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-2.55K- 6.33% |
$69.2K - $83.1K
|
37.7K
$1.49M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.55K- 1.73% |
$69.3K - $83.3K
|
145K
$5.75M
|
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.58K- 22.25% |
$70.2K - $84.4K
|
9.03K
$358K
|
|
|
Nov 13, 2023
Q3 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-2.59K- 1.1% |
$70.4K - $84.6K
|
232K
$9.23M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-2.6K- 10.91% |
$70.6K - $84.9K
|
21.2K
$842K
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
SELL
|
- |
-2.6K- 8.48% |
$70.7K - $84.9K
|
28.1K
$1.11M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-2.62K- 1.19% |
$71.2K - $85.5K
|
218K
$8.67M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.64K- 21.9% |
$71.6K - $86K
|
9.4K
$373K
|
|
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-2.65K- 4.73% |
$71.9K - $86.4K
|
53.3K
$2.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-2.67K- 9.46% |
$72.4K - $87K
|
25.5K
$1.01M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-2.68K- 0.71% |
$72.8K - $87.5K
|
377K
$15M
|
|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-2.7KClosed |
$73.3K - $88.1K
|
0
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-2.7K- 2.46% |
$73.3K - $88.1K
|
107K
$4.24M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.7K- 3.26% |
$73.4K - $88.2K
|
80K
$3.18M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-2.71K- 14.21% |
$73.5K - $88.3K
|
16.3K
$648K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-2.71K- 16.43% |
$73.6K - $88.5K
|
13.8K
$547K
|
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-2.73K- 0.93% |
$74.3K - $89.2K
|
292K
$11.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-2.76K- 18.94% |
$74.9K - $90K
|
11.8K
$468K
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-2.79K- 21.35% |
$75.8K - $91.1K
|
10.3K
$408K
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-2.79K- 4.82% |
$75.8K - $91.1K
|
55.1K
$2.19M
|