Purchases and Sales Made in Q3 2021 in Bank Of America Corp (BAC)
This table provides information about the institutional ownership of Bank Of America Corp (BAC) during Q3 2021. 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, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.49K+ 3.63% |
$55K - $64.4K
|
42.5K
$1.92M
|
|
|
Jun 07, 2022
Q3 2021
|
True North Advisors, LLC
|
BUY
|
- |
1.49K+ 1.74% |
$55K - $64.4K
|
87.2K
$3.94M
|
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
BUY
|
- |
1.49K+ 3.76% |
$54.8K - $64.2K
|
41K
$1.85M
|
|
|
Oct 26, 2021
Q3 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.48K+ 10.61% |
$54.6K - $63.9K
|
15.4K
$695K
|
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
BUY
|
- |
1.48K+ 3.64% |
$54.5K - $63.9K
|
42K
$1.89M
|
|
|
Dec 06, 2021
Q3 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.46K+ 3.91% |
$53.9K - $63.1K
|
38.7K
$1.75M
|
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.45K+ 143.95% |
$53.6K - $62.8K
|
2.46K
$111K
|
|
|
Oct 20, 2021
Q3 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
1.43K+ 6.32% |
$52.8K - $61.8K
|
24K
$1.08M
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.42K+ 11.78% |
$52.6K - $61.6K
|
13.5K
$609K
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
1.42K+ 0.38% |
$52.6K - $61.6K
|
376K
$16.9M
|
|
|
Nov 05, 2021
Q3 2021
|
Spc Financial, Inc.
|
BUY
|
- |
1.42K+ 7.03% |
$52.4K - $61.4K
|
21.6K
$975K
|
|
|
Oct 29, 2021
Q3 2021
|
Round Table Services, LLC
|
BUY
|
- |
1.41K+ 18.31% |
$52K - $60.9K
|
9.1K
$410K
|
|
|
Oct 27, 2021
Q3 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.41K+ 1.12% |
$51.9K - $60.8K
|
127K
$5.71M
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.4K+ 17.16% |
$51.8K - $60.7K
|
9.58K
$432K
|
|
|
Nov 09, 2021
Q3 2021
|
Camden National Bank
Camden, ME |
BUY
|
- |
1.4K+ 10.93% |
$51.7K - $60.6K
|
14.2K
$641K
|
|
|
Nov 12, 2021
Q3 2021
|
Jsf Financial, LLC
|
BUY
|
- |
1.4K+ 28.72% |
$51.7K - $60.5K
|
6.27K
$283K
|
|
|
Oct 07, 2021
Q3 2021
|
Anderson Hoagland & CO
|
BUY
|
- |
1.4K+ 0.53% |
$51.6K - $60.4K
|
267K
$12M
|
|
|
Oct 14, 2021
Q3 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.4K+ 0.96% |
$51.6K - $60.4K
|
147K
$6.63M
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.38K+ 10.84% |
$51K - $59.7K
|
14.1K
$637K
|
|
|
Oct 13, 2021
Q3 2021
|
Avity Investment Management Inc.
|
BUY
|
- |
1.38K+ 0.37% |
$51K - $59.7K
|
377K
$17M
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.36K+ 3.75% |
$50.3K - $58.9K
|
37.6K
$1.7M
|
|
|
Oct 08, 2021
Q3 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.36K+ 23.04% |
$50.1K - $58.7K
|
7.24K
$327K
|
|
|
Oct 12, 2021
Q3 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.35K+ 7.66% |
$50K - $58.6K
|
19K
$858K
|
|
|
Nov 12, 2021
Q3 2021
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1.34K+ 0.19% |
$49.6K - $58.1K
|
700K
$31.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.34K+ 6.1% |
$49.4K - $57.8K
|
23.3K
$1.05M
|
|
|
Oct 20, 2021
Q3 2021
|
Zhang Financial LLC
|
BUY
|
- |
1.33K+ 25.46% |
$49.1K - $57.5K
|
6.55K
$295K
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
1.33K+ 1.95% |
$49K - $57.4K
|
69.4K
$3.13M
|
|
|
Nov 04, 2021
Q3 2021
|
Investment Management Of Virginia LLC
|
BUY
|
- |
1.33K+ 2.39% |
$48.9K - $57.3K
|
56.9K
$2.57M
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.32K+ 1.03% |
$48.8K - $57.1K
|
130K
$5.86M
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.31K+ 3.48% |
$48.5K - $56.8K
|
39.1K
$1.76M
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
1.3K+ 6.37% |
$48.1K - $56.3K
|
21.8K
$981K
|
|
|
Nov 09, 2021
Q3 2021
|
Dubuque Bank & Trust CO
|
BUY
|
- |
1.28K+ 4.41% |
$47.2K - $55.3K
|
30.3K
$1.36M
|
|
|
Nov 09, 2021
Q3 2021
|
Wealth Architects, LLC
|
BUY
|
- |
1.26K+ 4.38% |
$46.5K - $54.5K
|
30K
$1.35M
|
|
|
Oct 20, 2021
Q3 2021
|
Mount Vernon Associates Inc
|
BUY
|
- |
1.25K+ 1.49% |
$46.2K - $54.1K
|
85.2K
$3.85M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.25K+ 4.8% |
$46.1K - $53.9K
|
27.2K
$1.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.23K+ 6.16% |
$45.6K - $53.4K
|
21.3K
$960K
|
|
|
Oct 13, 2021
Q3 2021
|
Legacy Advisors, LLC
|
BUY
|
- |
1.23K+ 2.48% |
$45.4K - $53.2K
|
50.9K
$2.3M
|
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
BUY
|
- |
1.22K+ 10.72% |
$44.9K - $52.6K
|
12.6K
$566K
|
|
|
Oct 19, 2021
Q3 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.21K+ 4.05% |
$44.5K - $52.2K
|
31K
$1.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.2KNew |
$44.4K - $52K
|
1.2K
$54.2K
|
|
|
Oct 14, 2021
Q3 2021
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
1.2K+ 11.06% |
$44.3K - $51.9K
|
12.1K
$544K
|
|
|
Nov 04, 2021
Q3 2021
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.2K+ 1.37% |
$44.2K - $51.7K
|
88.3K
$3.98M
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.19K+ 62.06% |
$44.1K - $51.7K
|
3.12K
$141K
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.18K+ 2.53% |
$43.7K - $51.2K
|
48K
$2.17M
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.18K+ 6.5% |
$43.6K - $51.1K
|
19.3K
$873K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.18K+ 4.14% |
$43.5K - $51K
|
29.7K
$1.34M
|
|
|
Nov 12, 2021
Q3 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.17K+ 6.08% |
$43.3K - $50.7K
|
20.5K
$923K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.15K+ 3.75% |
$42.6K - $49.9K
|
31.9K
$1.44M
|
|
|
Nov 15, 2021
Q3 2021
|
Heron Bay Capital Management
|
BUY
|
- |
1.15K+ 1.36% |
$42.4K - $49.7K
|
85.5K
$3.86M
|
|
|
Nov 02, 2021
Q3 2021
|
In Track Investment Management Inc
|
BUY
|
- |
1.13K+ 2.9% |
$41.8K - $49K
|
40.2K
$1.82M
|