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 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.81K- 21.51% |
$76.3K - $91.7K
|
10.3K
$407K
|
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.82K- 2.26% |
$76.6K - $92K
|
122K
$4.83M
|
|
|
Nov 02, 2023
Q3 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-2.83K- 3.1% |
$76.8K - $92.3K
|
88.2K
$3.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-2.86K- 2.7% |
$77.7K - $93.3K
|
103K
$4.09M
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-2.87K- 1.74% |
$78K - $93.7K
|
162K
$6.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2.88K- 4.07% |
$78.2K - $94K
|
67.8K
$2.69M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-2.9K- 2.58% |
$78.7K - $94.6K
|
109K
$4.35M
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-2.9K- 17.1% |
$78.8K - $94.7K
|
14.1K
$558K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-2.92K- 3.42% |
$79.3K - $95.3K
|
82.6K
$3.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.95K- 10.89% |
$80.2K - $96.3K
|
24.1K
$958K
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
SELL
|
- |
-2.96K- 5.24% |
$80.4K - $96.6K
|
53.5K
$2.12M
|
|
|
Nov 08, 2023
Q3 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-2.98K- 4.85% |
$80.8K - $97.1K
|
58.3K
$2.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-3.02K- 3.5% |
$82.1K - $98.6K
|
83.1K
$3.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.03K- 0.39% |
$82.4K - $99K
|
783K
$31.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-3.05K- 3.59% |
$82.8K - $99.5K
|
81.8K
$3.25M
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-3.09K- 5.7% |
$84.1K - $101K
|
51.2K
$2.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-3.09K- 11.49% |
$84.1K - $101K
|
23.8K
$946K
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-3.16K- 5.25% |
$85.7K - $103K
|
56.9K
$2.26M
|
|
|
Oct 13, 2023
Q3 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-3.19K- 6.18% |
$86.6K - $104K
|
48.4K
$1.92M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.2K- 0.58% |
$86.8K - $104K
|
549K
$21.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-3.21K- 6.04% |
$87.3K - $105K
|
50K
$1.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.24K- 2.19% |
$87.9K - $106K
|
144K
$5.72M
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.24K- 22.49% |
$87.9K - $106K
|
11.2K
$443K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.26K- 1.08% |
$88.5K - $106K
|
299K
$11.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Am Investment Strategies LLC
|
SELL
|
- |
-3.26K- 5.62% |
$88.5K - $106K
|
54.7K
$2.17M
|
|
|
Nov 09, 2023
Q3 2023
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-3.26K- 0.22% |
$88.6K - $107K
|
1.51M
$59.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-3.27K- 29.06% |
$88.8K - $107K
|
7.98K
$317K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-3.28K- 23.75% |
$89.1K - $107K
|
10.5K
$418K
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-3.29K- 23.86% |
$89.4K - $107K
|
10.5K
$417K
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-3.3K- 16.78% |
$89.7K - $108K
|
16.4K
$650K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-3.31K- 10.46% |
$90K - $108K
|
28.3K
$1.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.41K- 2.13% |
$92.6K - $111K
|
157K
$6.22M
|
|
|
Oct 18, 2023
Q3 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-3.41K- 11.27% |
$92.7K - $111K
|
26.9K
$1.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-3.42K- 2.08% |
$93K - $112K
|
161K
$6.38M
|
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-3.44K- 94.51% |
$93.6K - $112K
|
200
$7.94K
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.45K- 3.35% |
$93.7K - $113K
|
99.6K
$3.95M
|
|
|
Oct 18, 2023
Q3 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-3.5K- 1.16% |
$95K - $114K
|
299K
$11.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-3.5K- 0.63% |
$95.1K - $114K
|
554K
$22M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.52K- 6.55% |
$95.5K - $115K
|
50.2K
$1.99M
|
|
|
Nov 06, 2023
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-3.52K- 8.26% |
$95.6K - $115K
|
39.1K
$1.55M
|
|
|
Apr 25, 2024
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-3.52K- 8.26% |
$95.6K - $115K
|
39.1K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-3.56K- 0.17% |
$96.8K - $116K
|
2.09M
$82.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.59K- 3.97% |
$97.5K - $117K
|
86.8K
$3.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-3.6K- 6.99% |
$97.8K - $118K
|
47.9K
$1.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.69K- 25.72% |
$100K - $120K
|
10.6K
$423K
|
|
|
Oct 19, 2023
Q3 2023
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-3.72K- 32.33% |
$101K - $121K
|
7.79K
$309K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-3.75K- 50.29% |
$102K - $123K
|
3.71K
$147K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-3.77K- 23.62% |
$102K - $123K
|
12.2K
$484K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-3.8K- 3.0% |
$103K - $124K
|
123K
$4.87M
|
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-3.8K- 30.33% |
$103K - $124K
|
8.74K
$347K
|