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 15, 2021
Q3 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
284+ 0.61% |
$10.5K - $12.3K
|
47.1K
$2.13M
|
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
277+ 0.15% |
$10.2K - $12K
|
186K
$8.37M
|
|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
BUY
|
- |
275+ 4.61% |
$10.2K - $11.9K
|
6.23K
$281K
|
|
|
Oct 12, 2021
Q3 2021
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
275+ 4.86% |
$10.2K - $11.9K
|
5.93K
$268K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
271+ 0.5% |
$10K - $11.7K
|
54.1K
$2.44M
|
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
266+ 2.11% |
$9.82K - $11.5K
|
12.9K
$580K
|
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
262+ 2.14% |
$9.68K - $11.3K
|
12.5K
$563K
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
260New |
$9.6K - $11.2K
|
260
$11.7K
|
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
258+ 1.88% |
$9.53K - $11.2K
|
14K
$631K
|
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
255+ 1.33% |
$9.42K - $11K
|
19.4K
$874K
|
|
|
Oct 07, 2021
Q3 2021
|
Ims Capital Management
|
BUY
|
- |
252+ 1.42% |
$9.31K - $10.9K
|
18K
$811K
|
|
|
Oct 27, 2021
Q3 2021
|
Sunesis Advisors, LLC
|
BUY
|
- |
250+ 0.61% |
$9.23K - $10.8K
|
41.5K
$1.87M
|
|
|
Nov 12, 2021
Q3 2021
|
Sargent Investment Group, LLC
|
BUY
|
- |
245+ 1.22% |
$9.05K - $10.6K
|
20.3K
$914K
|
|
|
Nov 15, 2021
Q3 2021
|
Sirios Capital Management L P
Boston, MA |
BUY
|
- |
238+ 9.68% |
$8.79K - $10.3K
|
2.7K
$122K
|
|
|
Oct 12, 2021
Q3 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
236+ 2.85% |
$8.72K - $10.2K
|
8.52K
$384K
|
|
|
Nov 01, 2021
Q3 2021
|
Bank Ozk
|
BUY
|
- |
235+ 0.19% |
$8.68K - $10.2K
|
122K
$5.49M
|
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
230+ 1.28% |
$8.49K - $9.95K
|
18.3K
$824K
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
230+ 2.32% |
$8.49K - $9.95K
|
10.1K
$457K
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
228+ 4.17% |
$8.42K - $9.86K
|
5.7K
$257K
|
|
|
Oct 08, 2021
Q3 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
227+ 0.49% |
$8.38K - $9.82K
|
46.8K
$2.11M
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
226+ 0.75% |
$8.35K - $9.78K
|
30.4K
$1.37M
|
|
|
Nov 01, 2021
Q3 2021
|
Bt Wealth Management LLC
|
BUY
|
- |
225+ 3.02% |
$8.31K - $9.73K
|
7.67K
$346K
|
|
|
Oct 25, 2021
Q3 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
221+ 2.66% |
$8.16K - $9.56K
|
8.52K
$384K
|
|
|
Oct 07, 2021
Q3 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
216+ 0.88% |
$7.98K - $9.34K
|
24.8K
$1.12M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
213+ 0.26% |
$7.87K - $9.21K
|
82.4K
$3.72M
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
212+ 2.78% |
$7.83K - $9.17K
|
7.83K
$353K
|
|
|
Nov 03, 2021
Q3 2021
|
Mengis Capital Management, Inc.
|
BUY
|
- |
210+ 0.17% |
$7.76K - $9.08K
|
122K
$5.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
208+ 2.06% |
$7.68K - $9K
|
10.3K
$465K
|
|
|
Oct 29, 2021
Q3 2021
|
Hc Advisors, LLC
|
BUY
|
- |
203+ 0.5% |
$7.5K - $8.78K
|
40.6K
$1.83M
|
|
|
Nov 16, 2021
Q3 2021
|
Westshore Wealth, LLC
|
BUY
|
- |
201+ 2.53% |
$7.42K - $8.7K
|
8.15K
$367K
|
|
|
Nov 03, 2021
Q3 2021
|
Leisure Capital Management
|
BUY
|
- |
201+ 1.02% |
$7.42K - $8.7K
|
20K
$901K
|
|
|
Oct 25, 2021
Q3 2021
|
Cfm Wealth Partners LLC
|
BUY
|
- |
200+ 2.03% |
$7.39K - $8.65K
|
10K
$452K
|
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
200+ 4.07% |
$7.39K - $8.65K
|
5.12K
$231K
|
|
|
Oct 12, 2021
Q3 2021
|
Violich Capital Management, Inc.
|
BUY
|
- |
200+ 2.68% |
$7.39K - $8.65K
|
7.66K
$346K
|
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
200+ 3.46% |
$7.39K - $8.65K
|
5.98K
$270K
|
|
|
Nov 05, 2021
Q3 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
200+ 0.36% |
$7.39K - $8.65K
|
56.2K
$2.54M
|
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
200New |
$7.39K - $8.65K
|
200
$9.02K
|
|
|
Oct 14, 2021
Q3 2021
|
Optas, LLC
|
BUY
|
- |
191+ 0.96% |
$7.05K - $8.26K
|
20K
$904K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
188New |
$6.94K - $8.13K
|
188
$8.48K
|
|
|
Nov 12, 2021
Q3 2021
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
187+ 0.38% |
$6.91K - $8.09K
|
49.4K
$2.23M
|
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
184+ 1.69% |
$6.8K - $7.96K
|
11.1K
$500K
|
|
|
Nov 03, 2021
Q3 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
179+ 3.08% |
$6.61K - $7.74K
|
5.99K
$270K
|
|
|
Nov 15, 2021
Q3 2021
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
179+ 0.93% |
$6.61K - $7.74K
|
19.4K
$875K
|
|
|
Oct 14, 2021
Q3 2021
|
Wealth Trust Axiom LLC
|
BUY
|
- |
174+ 0.97% |
$6.43K - $7.53K
|
18.1K
$818K
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
172+ 0.37% |
$6.35K - $7.44K
|
46.4K
$2.1M
|
|
|
Oct 19, 2021
Q3 2021
|
Falcon Wealth Planning
|
BUY
|
- |
167+ 0.43% |
$6.17K - $7.22K
|
38.6K
$1.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Gables Capital Management Inc.
|
BUY
|
- |
165+ 0.15% |
$6.09K - $7.14K
|
109K
$4.92M
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
162+ 0.28% |
$5.98K - $7.01K
|
59K
$2.66M
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
160+ 0.36% |
$5.91K - $6.92K
|
44.5K
$2.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
157+ 3.07% |
$5.8K - $6.79K
|
5.28K
$238K
|