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 03, 2021
Q3 2021
|
Congress Park Capital LLC
|
SELL
|
- |
-200- 1.11% |
$7.39K - $8.65K
|
17.9K
$843K
|
|
Nov 08, 2021
Q3 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-200- 3.08% |
$7.39K - $8.65K
|
6.3K
$297K
|
|
Nov 18, 2021
Q3 2021
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-200- 1.52% |
$7.39K - $8.65K
|
13K
$610K
|
|
Nov 05, 2021
Q3 2021
|
Staley Capital Advisers Inc
|
SELL
|
- |
-200- 2.61% |
$7.39K - $8.65K
|
7.45K
$351K
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-200- 0.8% |
$7.39K - $8.65K
|
24.8K
$1.17M
|
|
Feb 27, 2023
Q3 2021
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-200- 0.84% |
$7.39K - $8.65K
|
23.6K
$1.11M
|
|
Oct 13, 2021
Q3 2021
|
360 Financial, Inc.
|
SELL
|
- |
-202- 4.07% |
$7.46K - $8.74K
|
4.76K
$224K
|
|
Oct 20, 2021
Q3 2021
|
Wp Advisors, LLC
|
SELL
|
- |
-209- 3.2% |
$7.72K - $9.04K
|
6.32K
$298K
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-209- 3.61% |
$7.72K - $9.04K
|
5.58K
$263K
|
|
Oct 26, 2021
Q3 2021
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-209- 0.26% |
$7.72K - $9.04K
|
80.5K
$3.79M
|
|
Nov 04, 2021
Q3 2021
|
First Personal Financial Services
|
SELL
|
- |
-210- 12.28% |
$7.76K - $9.08K
|
1.5K
$70.6K
|
|
Oct 08, 2021
Q3 2021
|
Boltwood Capital Management
|
SELL
|
- |
-212- 2.45% |
$7.83K - $9.17K
|
8.44K
$398K
|
|
Nov 12, 2021
Q3 2021
|
Lafayette Investments, Inc.
|
SELL
|
- |
-214- 0.34% |
$7.9K - $9.26K
|
62.2K
$2.93M
|
|
Oct 27, 2021
Q3 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-214- 0.23% |
$7.9K - $9.26K
|
92.2K
$4.34M
|
|
Oct 28, 2021
Q3 2021
|
First City Capital Management, Inc.
|
SELL
|
- |
-217- 0.4% |
$8.01K - $9.39K
|
54.6K
$2.57M
|
|
Oct 21, 2021
Q3 2021
|
Great Diamond Partners, LLC
|
SELL
|
- |
-218- 1.14% |
$8.05K - $9.43K
|
19K
$893K
|
|
Nov 12, 2021
Q3 2021
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-218- 1.44% |
$8.05K - $9.43K
|
14.9K
$704K
|
|
Nov 15, 2021
Q3 2021
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-218- 1.57% |
$8.05K - $9.43K
|
13.7K
$645K
|
|
Nov 02, 2021
Q3 2021
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-220- 11.09% |
$8.12K - $9.52K
|
1.76K
$83K
|
|
Oct 13, 2021
Q3 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-222- 3.04% |
$8.2K - $9.6K
|
7.08K
$333K
|
|
Nov 12, 2021
Q3 2021
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-226- 0.33% |
$8.35K - $9.78K
|
69.1K
$3.25M
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-230- 0.65% |
$8.49K - $9.95K
|
34.9K
$1.64M
|
|
Nov 16, 2021
Q3 2021
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-230- 0.59% |
$8.49K - $9.95K
|
39K
$1.84M
|
|
Nov 01, 2021
Q3 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-233- 1.16% |
$8.6K - $10.1K
|
19.8K
$933K
|
|
Oct 21, 2021
Q3 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-233- 2.24% |
$8.6K - $10.1K
|
10.2K
$479K
|
|
Nov 12, 2021
Q3 2021
|
Accredited Investors Inc.
|
SELL
|
- |
-241- 1.08% |
$8.9K - $10.4K
|
22.1K
$1.04M
|
|
Oct 05, 2021
Q3 2021
|
Woodstock Corp
|
SELL
|
- |
-245- 0.15% |
$9.05K - $10.6K
|
162K
$7.64M
|
|
Oct 14, 2021
Q3 2021
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-246- 3.48% |
$9.08K - $10.6K
|
6.83K
$321K
|
|
Oct 20, 2021
Q3 2021
|
North Star Asset Management Inc
|
SELL
|
- |
-249- 4.14% |
$9.2K - $10.8K
|
5.77K
$272K
|
|
Oct 14, 2021
Q3 2021
|
Norway Savings Bank
|
SELL
|
- |
-250- 3.15% |
$9.23K - $10.8K
|
7.68K
$362K
|
|
Oct 26, 2021
Q3 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-250- 3.96% |
$9.23K - $10.8K
|
6.07K
$286K
|
|
Oct 28, 2021
Q3 2021
|
American Research & Management Co.
|
SELL
|
- |
-250- 0.85% |
$9.23K - $10.8K
|
29K
$1.37M
|
|
Oct 08, 2021
Q3 2021
|
Trust CO Of Oklahoma
|
SELL
|
- |
-250- 3.24% |
$9.23K - $10.8K
|
7.47K
$352K
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-255- 3.95% |
$9.42K - $11K
|
6.21K
$292K
|
|
Oct 13, 2021
Q3 2021
|
Financial Management Network Inc
|
SELL
|
- |
-260- 1.76% |
$9.6K - $11.2K
|
14.5K
$683K
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
SELL
|
- |
-262- 1.78% |
$9.68K - $11.3K
|
14.5K
$682K
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-263- 1.49% |
$9.71K - $11.4K
|
17.4K
$818K
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-272- 1.06% |
$10K - $11.8K
|
25.4K
$1.2M
|
|
Nov 12, 2021
Q3 2021
|
Cheviot Value Management, LLC
|
SELL
|
- |
-275- 1.49% |
$10.2K - $11.9K
|
18.2K
$856K
|
|
Nov 12, 2021
Q3 2021
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-286- 1.15% |
$10.6K - $12.4K
|
24.6K
$1.16M
|
|
Oct 28, 2021
Q3 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-289- 3.45% |
$10.7K - $12.5K
|
8.08K
$381K
|
|
Oct 07, 2021
Q3 2021
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-293- 10.57% |
$10.8K - $12.7K
|
2.48K
$117K
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-293- 4.02% |
$10.8K - $12.7K
|
6.99K
$329K
|
|
Oct 26, 2021
Q3 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-299- 0.34% |
$11K - $12.9K
|
88.1K
$4.15M
|
|
Nov 09, 2021
Q3 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-300- 0.66% |
$11.1K - $13K
|
44.9K
$2.12M
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-300- 1.16% |
$11.1K - $13K
|
25.6K
$1.2M
|
|
Oct 06, 2021
Q3 2021
|
Curbstone Financial Management Corp
|
SELL
|
- |
-300- 1.39% |
$11.1K - $13K
|
21.2K
$1M
|
|
Nov 12, 2021
Q3 2021
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-300- 3.05% |
$11.1K - $13K
|
9.53K
$449K
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-300- 0.58% |
$11.1K - $13K
|
51.8K
$2.44M
|
|
Oct 27, 2021
Q3 2021
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-300- 0.93% |
$11.1K - $13K
|
31.9K
$1.5M
|