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
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-13.9K- 12.82% |
$377K - $453K
|
94.4K
$3.75M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-13.9K- 2.5% |
$379K - $455K
|
544K
$21.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-14K- 1.89% |
$379K - $456K
|
724K
$28.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-14.1K- 9.62% |
$383K - $461K
|
133K
$5.26M
|
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-14.1K- 9.04% |
$384K - $461K
|
142K
$5.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-14.3K- 12.29% |
$387K - $466K
|
102K
$4.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-14.3K- 16.58% |
$388K - $466K
|
71.8K
$2.85M
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-14.3K- 39.27% |
$388K - $466K
|
22.1K
$877K
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-14.3K- 10.62% |
$388K - $467K
|
120K
$4.77M
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-14.4K- 6.54% |
$391K - $470K
|
206K
$8.17M
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-14.4K- 10.02% |
$391K - $470K
|
129K
$5.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-15.1K- 40.85% |
$410K - $492K
|
21.8K
$867K
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-15.2K- 4.41% |
$412K - $495K
|
329K
$13.1M
|
|
|
Nov 14, 2023
Q3 2023
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-15.4K- 59.85% |
$419K - $504K
|
10.4K
$411K
|
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-15.5K- 41.6% |
$420K - $505K
|
21.7K
$861K
|
|
|
Oct 20, 2023
Q3 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-15.6K- 4.39% |
$424K - $509K
|
340K
$13.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-15.7K- 22.18% |
$427K - $513K
|
55.1K
$2.19M
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-15.9K- 3.25% |
$432K - $519K
|
473K
$18.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
SELL
|
- |
-16K- 27.13% |
$434K - $522K
|
42.9K
$1.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-16.1K- 5.33% |
$438K - $526K
|
286K
$11.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-16.2K- 10.04% |
$439K - $528K
|
145K
$5.74M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-16.2K- 6.99% |
$440K - $528K
|
215K
$8.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-16.3K- 59.52% |
$442K - $531K
|
11.1K
$439K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-16.4K- 5.49% |
$444K - $534K
|
282K
$11.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-16.4K- 21.19% |
$445K - $535K
|
60.9K
$2.42M
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-16.4K- 9.45% |
$445K - $535K
|
157K
$6.23M
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-16.4K- 13.89% |
$445K - $535K
|
102K
$4.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-16.5K- 6.91% |
$448K - $539K
|
222K
$8.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-16.7K- 10.71% |
$453K - $544K
|
139K
$5.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-16.8K- 1.95% |
$455K - $547K
|
842K
$33.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-16.8K- 2.27% |
$457K - $549K
|
724K
$28.7M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-17K- 4.93% |
$462K - $556K
|
328K
$13M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-17.2K- 3.33% |
$466K - $560K
|
499K
$19.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-17.5K- 30.27% |
$476K - $572K
|
40.3K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-17.6K- 10.6% |
$478K - $574K
|
148K
$5.88M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-17.7K- 34.02% |
$481K - $578K
|
34.3K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-17.8K- 5.02% |
$483K - $581K
|
336K
$13.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-18K- 0.21% |
$490K - $589K
|
8.75M
$347M
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-18.3K- 13.8% |
$496K - $596K
|
114K
$4.53M
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-18.3K- 3.4% |
$498K - $598K
|
520K
$20.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-18.4K- 25.65% |
$499K - $600K
|
53.3K
$2.11M
|
|
|
Oct 27, 2023
Q3 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-18.5K- 17.21% |
$502K - $604K
|
89K
$3.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-18.7K- 99.47% |
$507K - $609K
|
100
$3.97K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-18.8K- 56.21% |
$512K - $615K
|
14.7K
$582K
|
|
|
Oct 31, 2023
Q3 2023
|
Shikiar Asset Management Inc
|
SELL
|
- |
-19K- 7.77% |
$516K - $620K
|
225K
$8.93M
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-19.5K- 29.65% |
$529K - $636K
|
46.2K
$1.83M
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-19.5K- 0.86% |
$529K - $636K
|
2.26M
$89.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-19.5K- 4.44% |
$530K - $637K
|
420K
$16.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-19.7K- 1.11% |
$535K - $643K
|
1.76M
$69.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Klcm Advisors, Inc.
|
SELL
|
- |
-19.8K- 5.15% |
$537K - $646K
|
364K
$14.5M
|