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
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
11K+ 0.91% |
$299K - $359K
|
1.22M
$57M
|
|
|
Nov 14, 2023
Q3 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
10.9K+ 17.62% |
$296K - $356K
|
72.8K
$3.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
10.8K+ 1.49% |
$293K - $353K
|
738K
$34.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
10.8KNew |
$293K - $352K
|
10.8K
$505K
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
10.7K+ 6.09% |
$291K - $349K
|
186K
$8.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.6K+ 6.51% |
$288K - $346K
|
173K
$8.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
10.6K+ 5.31% |
$288K - $346K
|
210K
$9.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
10.5KNew |
$287K - $344K
|
10.5K
$494K
|
|
|
Nov 08, 2023
Q3 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
10.5KNew |
$287K - $344K
|
10.5K
$494K
|
|
|
Nov 14, 2023
Q3 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
10.4K+ 4.02% |
$283K - $340K
|
269K
$12.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Tufton Capital Management
|
BUY
|
- |
10.4K+ 4.12% |
$281K - $338K
|
262K
$12.2M
|
|
|
Oct 27, 2023
Q3 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
10.3KNew |
$280K - $336K
|
10.3K
$482K
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
10.3K+ 58.63% |
$280K - $336K
|
27.8K
$1.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
10.2K+ 7.81% |
$277K - $333K
|
141K
$6.59M
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
10.1K+ 509.24% |
$276K - $331K
|
12.1K
$568K
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
10.1K+ 27.16% |
$275K - $331K
|
47.4K
$2.22M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
10.1K+ 12.28% |
$274K - $330K
|
92.3K
$4.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
10.1KNew |
$274K - $329K
|
10.1K
$472K
|
|
|
Nov 03, 2023
Q3 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
10.1K+ 82.96% |
$273K - $329K
|
22.2K
$1.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
9.91K+ 7.89% |
$269K - $324K
|
136K
$6.35M
|
|
|
Nov 06, 2023
Q3 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
9.89K+ 3.96% |
$269K - $323K
|
260K
$12.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
9.89K+ 2.31% |
$269K - $323K
|
437K
$20.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
9.86KNew |
$268K - $322K
|
9.86K
$462K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.73K+ 1.65% |
$264K - $318K
|
599K
$28M
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
9.71K+ 7.27% |
$264K - $317K
|
143K
$6.71M
|
|
|
Oct 23, 2023
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
9.51K+ 3.99% |
$258K - $310K
|
248K
$11.6M
|
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
9.51K+ 3.99% |
$258K - $310K
|
248K
$11.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
9.48K+ 10.87% |
$257K - $309K
|
96.7K
$4.53M
|
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
BUY
|
- |
9.44K+ 4.05% |
$256K - $308K
|
243K
$11.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
9.42KNew |
$256K - $308K
|
9.42K
$441K
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
9.34KNew |
$254K - $305K
|
9.34K
$437K
|
|
|
Nov 14, 2023
Q3 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
9.3K+ 5.37% |
$253K - $304K
|
183K
$8.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
9.3K+ 18.45% |
$253K - $304K
|
59.7K
$2.79M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9.26K+ 16.87% |
$252K - $302K
|
64.2K
$3M
|
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
9.26K+ 5.31% |
$252K - $302K
|
184K
$8.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
9.25K+ 2.08% |
$251K - $302K
|
454K
$21.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Single Point Partners, LLC
|
BUY
|
- |
9.23KNew |
$251K - $301K
|
9.23K
$432K
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
9.21K+ 8.23% |
$250K - $301K
|
121K
$5.67M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.1K+ 3.51% |
$247K - $297K
|
269K
$12.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.08KNew |
$247K - $296K
|
9.08K
$425K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
9.06K+ 14.22% |
$246K - $296K
|
72.7K
$3.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
8.95K+ 5.86% |
$243K - $292K
|
162K
$7.57M
|
|
|
Nov 09, 2023
Q3 2023
|
Rs Crum Inc.
|
BUY
|
- |
8.92KNew |
$242K - $291K
|
8.92K
$418K
|
|
|
Nov 13, 2023
Q3 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
8.73KNew |
$237K - $285K
|
8.73K
$409K
|
|
|
Oct 10, 2023
Q3 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
8.66K+ 13.42% |
$235K - $283K
|
73.2K
$3.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
8.6K+ 9.53% |
$234K - $281K
|
98.9K
$4.63M
|
|
|
Oct 20, 2023
Q3 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
8.57K+ 36.6% |
$233K - $280K
|
32K
$1.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
8.44K+ 1.33% |
$229K - $276K
|
641K
$30M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
8.43KNew |
$229K - $275K
|
8.43K
$395K
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
8.35K+ 4.9% |
$227K - $273K
|
179K
$8.37M
|