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 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
22.7KNew |
$618K - $742K
|
22.7K
$1.06M
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
22.6K+ 188.77% |
$614K - $738K
|
34.6K
$1.62M
|
|
|
Oct 23, 2023
Q3 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
22.2KNew |
$604K - $725K
|
22.2K
$1.04M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
22K+ 9.77% |
$598K - $719K
|
247K
$11.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
22K+ 3.22% |
$598K - $718K
|
706K
$33.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
21.9KNew |
$594K - $714K
|
21.9K
$1.02M
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
21.7K+ 6.4% |
$590K - $709K
|
361K
$16.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Seizert Capital Partners, LLC
|
BUY
|
- |
21.6K+ 1.72% |
$588K - $706K
|
1.28M
$59.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
21.4K+ 78.81% |
$582K - $699K
|
48.6K
$2.27M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
21K+ 5.48% |
$571K - $686K
|
404K
$18.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
21KNew |
$570K - $685K
|
21K
$982K
|
|
|
Nov 06, 2023
Q3 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
20.9KNew |
$567K - $681K
|
20.9K
$978K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
20.2K+ 2.35% |
$549K - $660K
|
882K
$41.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Grove Capital, LLC
Palo Alto, CA |
BUY
|
- |
20K+ 6.54% |
$543K - $653K
|
326K
$15.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
19.6K+ 404.1% |
$533K - $640K
|
24.5K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
19.4KNew |
$528K - $635K
|
19.4K
$911K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
19.4K+ 7.6% |
$527K - $634K
|
275K
$12.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
19.4K+ 89.33% |
$527K - $633K
|
41.1K
$1.93M
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
19.4K+ 89.33% |
$527K - $633K
|
41.1K
$1.93M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
19.3K+ 14.78% |
$524K - $629K
|
150K
$7.01M
|
|
|
Nov 21, 2023
Q3 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
19.3KNew |
$523K - $629K
|
19.3K
$902K
|
|
|
Nov 09, 2023
Q3 2023
|
Sanders Capital, LLC
West Palm Beach, FL |
BUY
|
- |
19.1K+ 0.63% |
$518K - $623K
|
3.03M
$142M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
19.1K+ 2.04% |
$518K - $623K
|
954K
$44.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
18.9KNew |
$514K - $618K
|
18.9K
$887K
|
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
18.9K+ 126.0% |
$514K - $617K
|
33.9K
$1.59M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
18.8K+ 45.03% |
$512K - $615K
|
60.7K
$2.84M
|
|
|
Nov 02, 2023
Q3 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
18.7K+ 98.46% |
$509K - $612K
|
37.8K
$1.77M
|
|
|
Sep 30, 2024
Q3 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
18.7KNew |
$508K - $611K
|
18.7K
$876K
|
|
|
Oct 27, 2023
Q3 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
18.6KNew |
$506K - $608K
|
18.6K
$872K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
18.5K+ 49.85% |
$503K - $605K
|
55.7K
$2.61M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
18.5K+ 11.15% |
$503K - $604K
|
185K
$8.64M
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
18.3K+ 4.64% |
$497K - $597K
|
412K
$19.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
18KNew |
$490K - $589K
|
18K
$845K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
17.9K+ 53.24% |
$485K - $583K
|
51.4K
$2.41M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
17.7K+ 47.82% |
$482K - $579K
|
54.8K
$2.57M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17.7K+ 13.48% |
$481K - $579K
|
149K
$6.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
17.6K+ 71.81% |
$477K - $573K
|
42K
$1.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
17.6K+ 56.19% |
$477K - $573K
|
48.8K
$2.28M
|
|
|
Oct 19, 2023
Q3 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
17.1K+ 65.11% |
$465K - $559K
|
43.4K
$2.03M
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
17.1K+ 104.69% |
$464K - $557K
|
33.4K
$1.56M
|
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
17KNew |
$461K - $554K
|
17K
$794K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
16.9K+ 7.4% |
$460K - $552K
|
246K
$11.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Argyle Capital Management Inc.
|
BUY
|
- |
16.5K+ 14.36% |
$448K - $539K
|
131K
$6.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
16.4K+ 7.76% |
$447K - $537K
|
228K
$10.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
16.1KNew |
$436K - $524K
|
16.1K
$752K
|
|
|
Oct 12, 2023
Q3 2023
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
15.8K+ 1.95% |
$429K - $516K
|
828K
$38.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
15.7K+ 65.64% |
$426K - $512K
|
39.6K
$1.85M
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
15.4K+ 2.14% |
$418K - $503K
|
736K
$34.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
15.4KNew |
$418K - $502K
|
15.4K
$720K
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
15.3K+ 26.01% |
$416K - $500K
|
74.2K
$3.47M
|