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 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
15K+ 2.01% |
$407K - $489K
|
761K
$35.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
15KNew |
$407K - $489K
|
15K
$701K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
14.7KNew |
$399K - $480K
|
14.7K
$688K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
BUY
|
- |
14.5K+ 4.64% |
$394K - $473K
|
327K
$15.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
14.4K+ 153.69% |
$392K - $471K
|
23.8K
$1.11M
|
|
|
Dec 01, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
14.4K+ 153.69% |
$392K - $471K
|
23.8K
$1.11M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
14.4K+ 19.35% |
$390K - $469K
|
88.5K
$4.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
14.3K+ 2.74% |
$389K - $467K
|
536K
$25.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
14.2KNew |
$384K - $462K
|
14.2K
$663K
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
14.1K+ 12.48% |
$384K - $462K
|
128K
$5.97M
|
|
|
Nov 01, 2023
Q3 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
14.1K+ 20.94% |
$382K - $459K
|
81.3K
$3.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
14K+ 7.74% |
$380K - $457K
|
195K
$9.12M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
14K+ 1.72% |
$380K - $456K
|
827K
$38.7M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
13.9KNew |
$379K - $455K
|
13.9K
$653K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
13.9K+ 25.37% |
$379K - $455K
|
68.9K
$3.23M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
13.9K+ 11.02% |
$378K - $454K
|
140K
$6.56M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.9K+ 6.68% |
$377K - $453K
|
222K
$10.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
13.8KNew |
$376K - $451K
|
13.8K
$647K
|
|
|
Nov 13, 2023
Q3 2023
|
Pb Investment Partners, L.P.
Burlingame, CA |
BUY
|
- |
13.8K+ 3.69% |
$374K - $450K
|
387K
$18.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
13.7K+ 35.22% |
$373K - $448K
|
52.7K
$2.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Fusion Capital, LLC
|
BUY
|
- |
13.6K+ 8.87% |
$371K - $445K
|
167K
$7.84M
|
|
|
Nov 01, 2023
Q3 2023
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
13.6K+ 1.79% |
$369K - $443K
|
773K
$36.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
13.5K+ 100.32% |
$368K - $442K
|
27.1K
$1.27M
|
|
|
Nov 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
13.5K+ 1.13% |
$366K - $440K
|
1.21M
$56.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
13.4K+ 6154.38% |
$363K - $436K
|
13.6K
$635K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.3K+ 4.68% |
$363K - $436K
|
299K
$14M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
13.3KNew |
$361K - $434K
|
13.3K
$622K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
13.2K+ 14.63% |
$359K - $432K
|
104K
$4.85M
|
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
13.2KNew |
$359K - $431K
|
13.2K
$619K
|
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
13KNew |
$352K - $423K
|
13K
$607K
|
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
12.8K+ 30.4% |
$347K - $417K
|
54.8K
$2.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
12.6KNew |
$342K - $411K
|
12.6K
$590K
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
12.6KNew |
$342K - $411K
|
12.6K
$589K
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
12.5K+ 38.41% |
$338K - $407K
|
44.9K
$2.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Everence Capital Management Inc
|
BUY
|
- |
12.4K+ 6.45% |
$337K - $405K
|
204K
$9.57M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
12.1K+ 38.6% |
$329K - $396K
|
43.5K
$2.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
12.1K+ 493.56% |
$329K - $396K
|
14.6K
$682K
|
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
12.1K+ 167.37% |
$329K - $395K
|
19.3K
$905K
|
|
|
Oct 31, 2023
Q3 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
12KNew |
$327K - $393K
|
12K
$563K
|
|
|
Nov 02, 2023
Q3 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
12KNew |
$325K - $391K
|
12K
$560K
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
11.8K+ 10.2% |
$322K - $387K
|
128K
$5.99M
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
11.8K+ 57.22% |
$321K - $386K
|
32.5K
$1.52M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
11.6K+ 6.35% |
$316K - $379K
|
195K
$9.11M
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
11.5K+ 84.56% |
$313K - $376K
|
25.1K
$1.18M
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
11.5K+ 8.23% |
$312K - $375K
|
151K
$7.06M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
11.5K+ 80.66% |
$311K - $374K
|
25.6K
$1.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.3K+ 17.14% |
$308K - $370K
|
77.4K
$3.63M
|
|
|
Oct 24, 2023
Q3 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
11.3KNew |
$306K - $368K
|
11.3K
$528K
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
11.2K+ 5.64% |
$305K - $367K
|
211K
$9.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
11.2K+ 7.73% |
$305K - $367K
|
157K
$7.33M
|